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Fundamentals of Gen AI Financial Analysis

Ce cours n'est pas disponible en Français (France)

Nous sommes actuellement en train de le traduire dans plus de langues.

Fundamentals of Gen AI Financial Analysis

Instructeur : Vasco Patrício

Inclus avec

3 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

4 heures à compléter

Planning flexible

Apprenez à votre propre rythme

3 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

4 heures à compléter

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

How Gen AI disrupts financial analysis, including information-heavy/repeatable/low-judgment tasks, and what remains human
Specific use cases and implementations for areas such as portfolio management, valuation, executive and board reporting, and more
How to prioritize implementation in workflows, and key considerations regarding hallucinations, biases, and others

Compétences que vous acquerrez

Catégorie : Financial Systems
Catégorie : Financial Services
Catégorie : AI literacy
Catégorie : Financial Analysis
Catégorie : AI Enablement
Catégorie : Business Valuation
Catégorie : Responsible AI
Catégorie : Financial Statement Analysis
Catégorie : AI Integrations
Catégorie : LLM Application
Catégorie : Financial Data
Catégorie : Risk Analysis
Catégorie : Stakeholder Communications
Catégorie : Generative AI Agents
Catégorie : Financial Trading
Catégorie : Financial Forecasting
Catégorie : Financial Regulation
Catégorie : Financial Modeling

Outils que vous découvrirez

Catégorie : AI Workflows
Catégorie : Generative AI

Détails à connaître

Certificat partageable

Ajouter à votre profil LinkedIn

Récemment mis à jour !

mai 2026

Évaluations

3 devoirs

Enseigné en Anglais

91%

of learners achieved a positive career outcome

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Il y a 3 modules dans ce cours

Gen AI is redefining financial analysis. By taking care of information processing, analyzing information at scale and rapidly drawing insights and conclusions, Gen AI frees up analyst time for the tasks that matter the most. And, in this course, you will learn how to effectively leverage Gen AI to augment your financial analysis skills.

We'll explore how Gen AI unlocks faster processing of information, tailoring of communications for various stakeholders, generation and testing of various scenarios, and analyzing and drawing insights. You'll learn when to use (and not use) Gen AI, what are biases and risks to look out for, and what are best practices, as well. What makes this course unique is its intersection of Gen AI with financial analysis skills. By the end of this course, you will be able to leverage Gen AI to perform financial analysis faster and at larger scale, while maintaining quality, in this new age of Gen AI.

Détails du module

Covering how Gen AI changes the practice of financial analysis, including what is automated and what isn't, best practices, risks, use cases to prioritize, and more.

Inclus

7 vidéos4 lectures1 devoir

7 vidéosTotal 40 minutes

Course Introduction2 minutes
Module Introduction2 minutes
What Gen AI Changes in Financial Analysis7 minutes
Using Gen AI in Everyday Financial Operations8 minutes
AI-Assisted Investment Research and Valuation7 minutes
AI, Judgment and the Human Analyst12 minutes
Module Conclusion2 minutes

4 lecturesTotal 40 minutes

Facilitating Communication10 minutes
Assisted Reasoning10 minutes
Creative Angles?10 minutes
How Would You Use It?10 minutes

1 devoirTotal 30 minutes

Module-End Quiz30 minutes

Covering specific Gen AI applications for specific workflows and use cases within finance, in areas such as valuation, trading, investor communications, and more.