ChatGPT/AI for Finance Professionals: Investing & Analysis from Udemy

In this course you will learn how to use ChatGPT and other AI products to do investment research on any company, including in depth qualitative, quantitative research and financial and accounting research. In addition, we will teach you how to use ChatGPT and other AI products to help you create a financial model from scratch and how to value companies using 3 different valuation methodologies, plus technical analysis and so much more.

We provide you with 100 prompts and a comprehensive research document template and a 7 step financial model, which is

If you don't have finance or accounting or business experience, no problem as we teach you everything from scratch.

Here are the contents of this comprehensive course:

Section 1: Welcome and How to Take this Course

How to Take this Course (Research Report & Financial Model Templates Attached)

Section 2: AI/ChatGPT for Basic/Quick Financial Questions & Research Analysis

Intro to AI/ChatGPT for Basic Financial Research (What, Why & How of Section 2)
Tell ChatGPT/AI Products Who You are and How to Respond [“Role Prompting”]
Few Shot Prompting (Can Help with Basic Report Generation)
Chain of Thought Prompting
In Style Prompting
Structuring Your Data & Using Tables
Text Summarization
Side Note/ Risk with Using AI
Exercise on Getting Incredible AI Prompt Results
Answer to Exercise on Getting Incredible AI Prompt Results
Optional Quiz for Section 2

Section 3: Use AI/ChatGPT for Financial Statement Data Access (Great for Reports/Analysis)

Introduction to Financial Statement Data Access (What, Why & How of Section 3)
How to Use ChatGPT to Get Financial Data to Import to Excel, Google Sheets & PDF
How to Use Bing Chat, Bard & Claude to Get Financial Data to Import to Files
Exercise on Using ChatGPT to Get Access to Data
Answer to Exercise on Using ChatGPT to get access to Data
Optional Quiz for Section 3

Section 4: AI/ChatGPT for Comprehensive Questions/Analysis: Part 1: Qualitative Research

Introduction to Investment Research Using AI (Research Document Instructions)
Introduction to Investment Research Using AI (Excel Document Instructions)
Start of Qualitative Analysis and Assessing the Quality of the Management Team
Company History Analysis Using ChatGPT
Products and Services Analysis Using ChatGPT
Catalysts and Drivers Analysis Using ChatGPT
Cyclical and Secular Trends Analysis Using ChatGPT
Target Market Analysis Using ChatGPT
Competition Analysis Using ChatGPT
Production and Distribution Analysis Using ChatGPT
Suppliers and Components Analysis Using ChatGPT
Commodities Exposure Analysis Using ChatGPT
Research & Development Analysis Using ChatGPT
Intellectual Property Analysis Using ChatGPT
Lawsuits Analysis Using ChatGPT
Ethics Analysis Using ChatGPT
Customer Service Analysis Using ChatGPT
Recruiting and Retention (i.e., Stock Options) Analysis Using ChatGPT
Sales Strategy Analysis Using ChatGPT
Culture and Innovation Analysis Using ChatGPT
Porter 5 Forces Model Analysis Using ChatGPT
Product Lifecycle Analysis Using ChatGPT
Boston Consulting Group (BCG) Framework Analysis Using ChatGPT
SWOT Analysis Using ChatGPT
Mergers & Acquisitions (M&A) History and Strategy Analysis Using ChatGPT
General Corporate Strategy Analysis Using ChatGPT
Optional Quiz for Section 4

Section 5: AI/ChatGPT forComprehensive Questions/Analysis: Part 2: Quantitative Research

Start of Quantitative Analysis and Total Addressable Market (TAM) Analysis
Market Growth Analysis Using ChatGPT, Bard and Bing Chat
Market Share Analysis Using ChatGPT
Geographic Exposure Analysis Using CHatGPT and Bard
Vertical Exposure Analysis Using ChatGPT
Products and Services Analysis Using ChatGPT
Foreign Exchange Exposure Analysis Using ChatGPT, Bard and Bing Chat
Average Selling Price (ASP) and Volume Analysis Using ChatGPT
Cost of Production Analysis Using ChatGPT
Inventory Analysis Using ChatGPT
Lifetime Value of a Customer Analysis Using ChatGPT
Cost of Acquisition (CAC) Analysis Using ChatGPT and Google Bard
Customer Concentration Analysis Using ChatGPT
Shareholder Concentration Analysis Using ChatGPT
Number of Employees & Locations Analysis Using ChatGPT, Bard and Bing Chat
Insider Transactions Analysis Using ChatGPT
Global GDP Impact on Revenue Analysis Using ChatGPT
MAU and DAU Analysis Using ChatGPT, Bard and Bing Chat
Social Media Subscriber Analysis Using ChatGPT, Bard and Bing Chat
Optional Quiz for Section 5

Section 6: AI/ChatGPT for Comprehensive Questions/Analysis: Part 3: Financial Research

Introduction to Financial Analysis Using ChatGPT
Stock Details Analysis Using ChatGPT, Google Bard and Microsoft Bing Chat
Guidance Analysis Using ChatGPT, Bard & Bing Chat (Double Check AI's Results)
Revenue and EPS Expectations Analysis Using ChatGPT, Bard and Bing Chat
Historical Revenue Growth Analysis Using ChatGPT
Competition's Revenue Growth Analysis Using ChatGPT
Historical EPS Growth Analysis Using ChatGPT
Competition's Historical EPS Growth Analysis Using Google Bard
How Does An Income Statement Work?
How Does a Balance Sheet Work?
How Does a Cash Flow Statement Work?
Historical Gross Margin Analysis Using ChatGPT
Competition's Historical Gross Margin Analysis Using ChatGPT
Historical Operating Margin Analysis Using ChatGPT
Competition's Historical Operating Margin Analysis Using ChatGPT
Price to Earnings (P E) and Price to Revenue (P R) Explained
Historical P E and PEG Ratio Analysis Using Google Bard
Competition's Historical P E and PEG Valuation Analysis Using ChatGPT and Bard
Price to Revenue Analysis Using Bard
Competition's Price to Revenue Analysis Using ChatGPT and Bard 1
Analyzing Seasonality Using Bing Chat
Accounting Red Flags: Auditor Change Analysis Using AI Products
Accounting Red Flags: CFO Change Analysis Using ChatGPT
Accounting Red Flags: Accounts Receivable Versus Revenue Growth Using ChatGPT
Accounting Red Flags: Revenue Versus Deferred Revenue Growth Analysis Using Bard
Accounting Red Flags: Inventory Vs. COGS Growth Analysis Using ChatGPT
Accounting Red Flags: Earnings Restatement Analysis Using ChatGPT
Accounting Red Flags: Changes in Disclosure Analysis Using ChatGPT
Accounting Red Flags: Organic Growth Analysis using ChatGPT
Accounting Red Flags: GAAP Vs. Non-GAAP Changes Analysis Using ChatGPT
Accounting Red Flags: Changes in Revenue Recognition Analysis Using ChatGPT
Accounting Red Flags: Lawsuits Analysis Using ChatGPT
Accounting Red Flags: Other Accounting Issues Analysis Using ChatGPT
Optional Quiz for Section 6

Section 7: AI/ChatGPT for Comprehensive Analysis: Part 4: Financial Model & Forecasting

Introduction to Financial Modeling
25 Financial Modeling Best Practices Part 1
25 Financial Modeling Best Practices Part 2
Part 1 of Adding FInancial Data to Models With ChatGPT, Bard, Bing Chat & Claude
Part 2 of Adding FInancial Data to Models With ChatGPT, Bard, Bing Chat & Claude
Forecasting Revenue
Forecasting the Financial Statements
Optional Quiz for Section 7

Section 8: AI/ChatGPT for Comprehensive Analysis: Part 5: Valuation & Target Price Forecast

Introduction to Valuation
Part 1 of Discounted Cash Flow (DCF) Valuation
Part 2 of Discounted Cash Flow (DCF) Valuation
Price to Revenue Valuation
Price to Earnings Valuation
Blended Average Target Price
Optional Quiz for Section 8

Section 9: AI/ChatGPT for Comprehensive Questions/Analysis: Part 6: Technical Analysis

Introduction to Technical Analysis
Technical Analysis Using ChatGPT, Bard and Bing Chat
Optional Quiz for Section 9

Section 10: Using AI to Create an Executive Summary of Our Research Report

Doing a One Page Executive Summary on Our Research Document Using AI

Everything you need to understand finance, accounting and business analysis from scratch using ChatGPT and other AI products is included in this comprehensive course.

See you in class; thanks,Chris Haroun and Luca Anicin

What's inside

Learning objectives

Learn how to use ai/chatgpt for basic/quick/advanced financial & research analysis
Learn how to use ai/chatgpt for qualitative investment research on any company
Learn how to use ai/chatgpt for quantitative investment research on any company
Learn how to use ai/chatgpt for creating, forecasting and analyzing financial models

Learn how to use ai/chatgpt for valuing companies
Learn how to use ai/chatgpt for technical analysis
Learn exactly what to ask chatgpt, google ai, microsoft bing chat and claude ai in order to get answers to all your research questions (many prompts included)
Learn all aspects of finance and accounting from scratch in this comprehensive course (modeling, valuation, forensic accounting and much more)

Learn how to use ai/chatgpt for basic/quick/advanced financial & research analysis
Learn how to use ai/chatgpt for qualitative investment research on any company
Learn how to use ai/chatgpt for quantitative investment research on any company
Learn how to use ai/chatgpt for creating, forecasting and analyzing financial models
Learn how to use ai/chatgpt for valuing companies
Learn how to use ai/chatgpt for technical analysis
Learn exactly what to ask chatgpt, google ai, microsoft bing chat and claude ai in order to get answers to all your research questions (many prompts included)
Learn all aspects of finance and accounting from scratch in this comprehensive course (modeling, valuation, forensic accounting and much more)

Syllabus

Introduction and How to Take this Course

How to Take this Course (Research Report & Financial Model Templates Attached)

AI/ChatGPT for Basic/Quick Financial Questions & Research Analysis

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Teaches learners how to leverage AI tools like ChatGPT, Bard, and Bing Chat for financial analysis, which is a growing trend in the finance industry

Includes templates for research reports and financial models, which can be directly applied to real-world investment analysis and company valuation tasks

Covers qualitative and quantitative investment research, financial statement analysis, financial modeling, valuation, and technical analysis, providing a comprehensive toolkit

Requires learners to double check AI's results, which is a good practice for finance professionals who need to ensure accuracy and reliability

Explores the use of AI for identifying accounting red flags, such as auditor changes and revenue restatements, which is relevant for forensic accounting

Provides 100 prompts for ChatGPT and other AI products, which can help finance professionals quickly get up to speed with using AI for investment research

Reviews summary

Ai for finance investing & analysis

According to learners, this course provides a comprehensive look at using various AI tools like ChatGPT, Bard, Bing Chat, and Claude for diverse tasks within finance and investment analysis. Students highlight its coverage of a wide range of topics, from basic finance concepts and accounting red flags to advanced financial modeling and company valuation methodologies using AI assistance. Many appreciate the practical resources provided, including numerous prompts and useful templates for research reports and financial models. While targeting finance professionals, the course aims to cover concepts from scratch, making it accessible to those newer to finance, though opinions may vary on the depth required for absolute beginners. Reviewers find the approach of integrating AI directly into traditional finance workflows highly relevant for the current landscape.

Aims to teach finance basics for beginners.

"It states it teaches finance from scratch, which is a big claim for the breadth of topics covered."

"As someone relatively new to finance, I found some of the core finance parts moved quite quickly."

"A true beginner might need to supplement the foundational finance material covered here."

Useful templates and numerous prompts included.

"The provided research report template was very helpful for structuring my findings."

"Having 100 prompts included saved me a lot of time experimenting with different AI queries."

"I could immediately use the financial model template provided for hands-on practice."

Covers a wide range of finance and analysis areas.

"I appreciated that it covered qualitative, quantitative, and financial analysis methods."

"It touches on everything from basic finance concepts to technical analysis and even accounting red flags."

"The breadth of topics covered alongside the AI tools makes it a valuable resource."

Learn practical AI applications in finance workflows.

"I learned exactly how to use AI for detailed investment research on any company."

"Using ChatGPT for financial modeling templates was a game-changer for me."

"This course showed me practical ways to integrate AI into my daily finance tasks like valuation and analysis."

Notes the rapid evolution of AI tools.

"The AI landscape changes so fast; some specific demos might require slight adaptation as the tools evolve."

"I understand the tools covered are current, but the course highlights the need to stay updated beyond the lessons."

"While it covers multiple AI tools, users should be aware interfaces and capabilities can change rapidly."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in ChatGPT/AI for Finance Professionals: Investing & Analysis with these activities:

Review Financial Statement Basics

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Solidify your understanding of financial statements before diving into AI-driven analysis. This will help you better interpret the AI's output and identify potential errors.

Browse courses on Financial Statements

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Review the definitions of key financial statement line items.
Practice calculating basic financial ratios.
Analyze sample financial statements to identify trends.

Read 'Financial Intelligence for IT Professionals'

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Gain a solid foundation in financial literacy to better understand and validate AI-driven financial analysis.

View Financial Intelligence for IT Professionals:... on Amazon

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Read the book, focusing on chapters related to financial statements and ratios.
Take notes on key concepts and definitions.
Apply the concepts to real-world financial statements.

AI-Assisted Competitor Analysis

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Apply the course's techniques to analyze a real-world company and its competitors using AI tools. This project will solidify your understanding of both AI and financial analysis.

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Choose a publicly traded company and its main competitors.
Use AI tools to gather financial data and qualitative information.
Analyze the data to identify strengths, weaknesses, opportunities, and threats.
Write a report summarizing your findings and recommendations.

Four other activities

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Show all seven activities

Document AI Prompts for Financial Analysis

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Create a comprehensive document of effective AI prompts for various financial analysis tasks. This will reinforce your understanding of prompt engineering and financial concepts.

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Review the prompts used in the course.
Experiment with different prompts to achieve specific analytical goals.
Document the most effective prompts, explaining their purpose and usage.
Organize the prompts by category (e.g., financial statement analysis, valuation).

Build a Financial Model with AI Assistance

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Create a financial model for a company using AI to gather data and generate forecasts. This will test your ability to integrate AI into the financial modeling process.

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Select a company to model.
Use AI to gather historical financial data and market information.
Develop a financial model using the AI-generated data and forecasts.
Validate the model's accuracy and sensitivity.
Present the model and its findings.

Read 'The Intelligent Investor'

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Deepen your understanding of fundamental analysis to critically evaluate AI-driven investment recommendations.

View Melania on Amazon

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Read the book, focusing on chapters related to financial statement analysis and valuation.
Apply Graham's principles to analyze real-world companies.
Compare your analysis with AI-generated insights.

Tutor other students

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Reinforce your understanding of the course material by helping other students learn the concepts. Teaching others is a great way to solidify your own knowledge.

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Offer to tutor other students in the course.
Prepare explanations and examples for key concepts.
Answer questions and provide feedback to your tutees.

Career center

Learners who complete ChatGPT/AI for Finance Professionals: Investing & Analysis will develop knowledge and skills that may be useful to these careers:

Investment Analyst

An investment analyst is responsible for researching and analyzing investment opportunities. This course is very useful for an investment analyst because it provides training in using AI tools for company research, financial modeling, and valuation. Learning to use AI to perform qualitative and quantitative analysis, as well as technical analysis, allows an investment analyst to make more informed recommendations. This course will be particularly helpful in learning financial statement analysis and using AI to access data. An investment analyst will benefit from this course's comprehensive approach to investment analysis.

See salaries and explore the career path for Investment Analyst

Hedge Fund Analyst

A hedge fund analyst researches investment opportunities for a hedge fund, which is an investment partnership that uses aggressive strategies. This course's emphasis on using AI for financial research and modeling will be directly helpful for a hedge fund analyst. The course teaches how to extract financial data, perform qualitative and quantitative analysis, including the creation of a financial model from scratch. A hedge fund analyst can use the course to improve their efficiency and depth in assessing investment opportunities. A hedge fund analyst would benefit from taking this course because the course provides a thorough overview of how to use AI for investment analysis.

See salaries and explore the career path for Hedge Fund Analyst

Financial Analyst

A financial analyst examines financial data to provide insights that guide investment decisions. This course, which teaches how to leverage AI for qualitative, quantitative, and financial research, directly helps a financial analyst to perform their work with greater efficiency and depth. By learning to use AI for tasks such as financial modeling, company valuation, and technical analysis, a financial analyst can enhance their ability to assess investment opportunities, generate reports, and provide strategic recommendations. Taking this course can help one learn many of the skills required to be a successful financial analyst .

See salaries and explore the career path for Financial Analyst

Equity Research Analyst

An equity research analyst studies publicly traded companies and makes recommendations about their stock. This course teaches the use of AI for qualitative and quantitative research, financial modeling, and valuation, all crucial skills for an equity research analyst. The course's focus on using AI for tasks like analyzing company history, competition, and financial statements directly supports the work of an equity research analyst. An equity research analyst will benefit greatly from this course's coverage of various analysis methods, which can be enhanced by learning to use AI.

See salaries and explore the career path for Equity Research Analyst

Financial Data Scientist

A financial data scientist uses data analysis and modeling to solve financial problems. This course teaches how to use AI for accessing financial data, performing quantitative research, and creating financial models. These skills are relevant for a financial data scientist. The course also teaches how to use AI for qualitative research, which is helpful for understanding the non-numerical factors in finance. A financial data scientist will find the course useful for enhancing their capacity to use AI in financial analysis.

See salaries and explore the career path for Financial Data Scientist

Investment Banking Analyst

An investment banking analyst supports deal making, performing valuations and financial modeling. In this course, learners explore many techniques for financial modeling and valuation, all using AI. An investment banking analyst can use the knowledge from this course in all aspects of their work. The course covers qualitative and quantitative analyses using AI and also reviews financial and accounting concepts. This course equips an investment banking analyst with tools for more efficient and thorough analysis.

See salaries and explore the career path for Investment Banking Analyst

Corporate Finance Analyst

A corporate finance analyst supports the financial planning and analysis of a company. This course offers training in using AI to conduct financial research, build financial models, and perform company valuation, all of which are relevant to a corporate finance analyst. The course's content on using AI for both qualitative and quantitative analysis will be useful. A corporate finance analyst will find the course to be helpful for improving their skills in financial research.

See salaries and explore the career path for Corporate Finance Analyst

Portfolio Manager

A portfolio manager constructs and manages investment portfolios to meet specific goals of an investor. The course's focus on using AI for data access, financial analysis, and company valuation directly translates to the needs of a portfolio manager. By learning how to use AI to synthesize data and build financial models, a portfolio manager can improve investment strategies, generate forecasts, and analyze risks. The course's comprehensive approach to research will be valuable to any aspiring portfolio manager.

See salaries and explore the career path for Portfolio Manager

Quantitative Analyst

A quantitative analyst, often called a quant, uses mathematical and statistical models for financial analysis. While this course does not teach the complex math behind these models, it does teach how to use AI tools to access data, build financial models, and perform analysis. A quantitative analyst will find the course useful because it covers many of the basic functions and how to implement financial and accounting research with AI. The course will help a quantitative analyst in generating reports, building models and understanding the impact of qualitative factors on financial outcomes.

See salaries and explore the career path for Quantitative Analyst

Business Intelligence Analyst

A business intelligence analyst interprets data to inform business decisions. This course teaches the use of AI to gather market information, synthesize data, and conduct trend analysis. Although the course is primarily focused on financial analysis, the ability to use AI for qualitative and quantitative research will help a business intelligence analyst. A business intelligence analyst can utilize the research methods from the course to perform competitor and market analysis. A business intelligence analyst will find this course useful.

See salaries and explore the career path for Business Intelligence Analyst

Management Consultant

A management consultant provides strategic advice to help organizations improve their performance. The financial research and modeling skills taught in this course are relevant for a management consultant. The course's focus on using AI for qualitative and quantitative analysis, along with strategic analysis such as Porter's Five Forces, gives a management consultant new tools for assessing a company's position in its industry. Also, the course reviews how to analyze a company’s history, products, and financial statements. A management consultant may find this course helpful in their work.

See salaries and explore the career path for Management Consultant

Accounting Analyst

An accounting analyst prepares and analyzes financial records. While this course is not focused on accounting, it teaches how to analyze financial statements. A large part of the course also covers accounting red flags and how to find them using AI. An accounting analyst may find the course helpful in detecting irregularities in financial data. The course helps one learn how to build financial models from scratch, which will be helpful for analysis of accounting data.

See salaries and explore the career path for Accounting Analyst

Risk Analyst

A risk analyst identifies and assesses potential risks for an organization. This course focuses on analyzing financial and accounting data, using AI. A risk analyst will find that the tools covered in the course will help them assess the financial risks of an organization or investment. The course covers using AI to perform an analysis of an investment, which can help one assess the associated risks. A risk analyst may find this course beneficial.

See salaries and explore the career path for Risk Analyst

Data Analyst

A data analyst gathers, processes, and interprets data to solve problems and improve processes. This course teaches how to leverage AI to extract financial data, perform qualitative and quantitative analysis using a variety of prompts, and present insights. A data analyst will find value learning how to use AI to gather information, then process that information using several analytical frameworks. Additionally, the course will help a data analyst use AI to present findings and create a deeper level of understanding. A data analyst may find this course beneficial.

See salaries and explore the career path for Data Analyst

Financial Planner

A financial planner advises individuals on investments, retirement, and other financial goals. While this course does not directly address personal finance, the skills taught are still useful. The course trains users to extract financial information, build models, perform company valuations and research companies. A financial planner will be able to better assess investment options for their clients. They may also use the modeling skills taught in the course. A financial planner may find this course to be useful.

See salaries and explore the career path for Financial Planner

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in ChatGPT/AI for Finance Professionals: Investing & Analysis.

Financial Intelligence for IT Professionals

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Provides a practical guide to understanding financial statements and key financial concepts. It's particularly useful for those without a formal finance background, making it an excellent resource for grasping the fundamentals before using AI tools. The book explains how financial statements are constructed and how to interpret them, which is essential for validating AI-generated insights. It serves as a valuable reference for understanding the underlying financial data used by AI models.

Financial Intelligence for IT Professionals: What...

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ChatGPT/AI for Finance Professionals

Investing & Analysis

What's inside

Learning objectives

Syllabus

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Reviews summary

Ai for finance investing & analysis

Activities

Career center

Reading list

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