This immersive course is designed to bridge the gap between traditional financial analysis and the innovative world of generative AI technologies. This course aims to equip you with the knowledge and skills necessary to leverage the power of generative AI in transforming financial analysis and planning processes.
AI-Enhanced Financial Analysis explores the integration of AI tools into traditional financial practices. It emphasizes the significance of AI in financial analysis, offering insights into creating AI-powered financial ratios, time-series analysis, and practical applications of generative AI in financial planning and analysis (FP&A) and risk assessments.
This course guides you through the process of incorporating AI into your workflow, demonstrating how to leverage AI for improved financial forecasting and analysis. By practicing these skills, you’ll strategically position yourself for a future shaped by AI-driven advancements.
FP&A Professionals, finance and accounting leadership, and anyone with a solid domain understanding of finance and accounting who wants to learn how to increase efficiency with the use of the latest in AI-driven technology.
Recommended Prerequisites
These prerequisite courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
The course was amazing. Aside from teaching us how to create our own custom GPTs, Glen Hopper showed how we could use AI to not only improve the efficiency of the analysis we conduct but also the quality of the work. He demonstrated how AI could be used to inform actionable insights for Finance Professionals and Company Management, all driven by in depth analysis of the fundamental financial data. Also embedded in the course, perhaps intentionally was an informal crash course on prompt engineering.
I would highly recommend this course, not only for the introduction to AI in Financial Analysis but also for a deeper appreciation of the impact that good financial analysis can have on companies strategic planning.
DEVRHOID DAVIS
Excellent demonstration of ChatGPT for Financial Analysis
Enjoyed the course end to end. Very engaging and real world examples are excellent. Thank you CFI and the instructor for making this simple.
Ariful Mondal
Positive contribution to my current role
Provides a view of opportunities for implementation of AI in financial data analysis
Molebogeng Dorothy Botlhale Makgaka
Amazing Information about AI-Enhanced Financial Analysis
Thank you for sending me this Program.
I really enjoyed learning about:
Chat GPT 3.5
Generative AI Tools and Basics
Thank You
Pamela Isidori
Short and informative
Informative beginners course.
Farooq Anwer
NEED MORE AI COURSES FOR FINANCE.
Ahmer Khushi
This is a Game changer
If you are a financial analyst, this is a must-see course!
Lucas W. Visagie
Transformative
This course helped me define use cases that can be implemented at my organization to generate real value.
Masood ur Rehman
Good but could be better
The course is concise, clear, and engaging. It demonstrates how to use the paid version of ChatGPT to create GPTs, analyze financial data from CSV files to identify trends and outliers and understand their basis, and create charts and forecasts. However, I would appreciate if it had more use interesting and advanced use cases and reviewed other AI instruments.
Ismoil Abdurakhmonov
Wonderful course
The content of the course is very much essential in finance field today.
RHYTHMI ROSA S
Great and insightful course on how I can adopt AI to my role as a Financial Analyst.
Tonimi Rotimi-Ojo
Helpful learnings that can be applied at work immediately
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
If you haven’t found your answer from our FAQ, please send us a message.
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