This program explores Generative AI in Finance, equipping analysts, FP&A professionals, accountants, and finance leaders with the skills to automate workflows, generate deeper insights, and build AI-powered financial planning and reporting solutions. You’ll begin by mastering the foundations of Generative AI, prompt engineering basics, and advanced prompting techniques for financial analysis, structured outputs, and role-based financial scenarios, using tools like ChatGPT, Claude, Google AI Studio.
Generative AI Essentials for Finance and Accounting
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Generative AI Essentials for Finance and Accounting
This course is part of Generative AI for Finance and Accounting Specialization
Instructor: Edureka
Included with
Gain insight into a topic and learn the fundamentals.
Beginner level
Recommended experience
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
What you'll learn
Explain Generative AI concepts and their applications across key financial workflows.
Apply tools like ChatGPT, Notion AI, and NotebookLM to automate summaries, reports, and insights.
Analyze financial data to build AI-enhanced budgets, forecasts, and financial models.
Create clear, executive-ready financial presentations and strategies using Gamma AI.
Skills you'll gain
Details to know
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Recently updated!
December 2025
Taught in English
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This course is part of the Generative AI for Finance and Accounting Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
There are 4 modules in this course
Explore how AI enhances financial analysis, streamlines reporting, and reduces manual bottlenecks across accounting and FP&A tasks. Build a strong foundation in prompt engineering for finance and accounting using the SMART framework, learning how to craft effective prompts, structure financial outputs, and apply advanced techniques like chain-of-thought, role-based, and iterative prompting using ChatGPT, Claude, and Google AI Studio.
What's included
15 videos5 readings4 assignments1 discussion prompt
Learn to clean, normalize, and structure financial datasets for AI-assisted analysis. Use tools like Notion AI and NotebookLM to generate financial summaries, automate variance analysis, and create clear insights from complex numbers. Gain hands-on experience designing FP&A workflows visually in Miro AI, enabling faster, more accurate reporting and decision-ready deliverables.
What's included
11 videos4 readings4 assignments
Explore how Generative AI produces budget templates, adjusts assumptions dynamically, and identifies trends in financial performance. Use tools like Gamma AI and ChatGPT to build financial models, produce forecasts, analyze risk, and simulate stress scenarios. Develop the skills to design AI-powered planning systems that enhance accuracy, speed, and strategic decision-making across finance teams.
What's included
10 videos3 readings3 assignments
This module is designed to assess an individual on the various concepts and teachings covered in this course. Evaluate your knowledge with a comprehensive graded quiz.
What's included
1 video1 reading2 assignments1 discussion prompt
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Frequently asked questions
This course is ideal for finance analysts, FP&A professionals, accountants, and finance managers interested in applying Generative AI to automate analysis, streamline reporting, enhance forecasting, and improve financial decision-making. No programming or AI background is required.
The course covers the foundations of Generative AI, prompt engineering essentials, and advanced prompting techniques for financial tasks. You’ll also explore AI tools for FP&A workflows (Miro AI), reporting automation (Notion AI), and financial insight extraction (NotebookLM), plus AI-driven budgeting, modeling, and storytelling using ChatGPT, Claude, Google AI Studio, Excel plugins, and Gamma AI.
Yes! The course includes interactive demos and practice assignments using tools like ChatGPT, Claude, Google AI Studio, Miro AI, Notion AI, NotebookLM, Gamma AI, and Excel AI plugins. You’ll learn by applying AI directly to real finance tasks such as generating summaries, automating reports, building models, and creating executive-ready presentations.
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Financial aid available,
¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.