Advanced Prompting for Financial Statement Analysis

Name: Advanced Prompting for Financial Statement Analysis
Availability: InStock
Rating: 4.83 (6 reviews)

Master advanced AI-driven financial analysis techniques using Chain-of-Thought prompting with large language models to enhance financial statement interpretation and forecasting.

Learn to leverage AI for comprehensive financial statement analysis and future earnings prediction
Develop skills in creating custom GPTs for tailored financial analysis tasks
Gain proficiency in applying Chain-of-Thought prompting for complex financial analysis

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Corporate Finance Institute

Advanced Prompting for Financial Statement Analysis

Overview

Advanced Prompting for Financial Statement Analysis Overview

This cutting-edge course explores the transformative potential of AI in finance, focusing on leveraging large language models (LLMs) for enhanced financial statement analysis. Students will learn to harness the power of Chain-of-Thought (CoT) prompting techniques to conduct in-depth financial analyses, predict future earnings, and generate actionable insights. The course covers data preparation, key analysis tasks, financial ratio calculations, and the creation of custom GPTs for specialized financial analysis. By combining traditional financial expertise with advanced AI capabilities, students will gain a competitive edge in financial forecasting and decision-making.

Who should take this course?

This course is ideal for financial analysts, investment professionals, and finance students who want to enhance their financial analysis capabilities using cutting-edge AI technologies. It’s particularly suited for those looking to combine traditional financial expertise with advanced AI-driven analytical techniques to gain a competitive edge in financial forecasting and decision-making.

Prerequisite

AI-Enhanced Financial Analysis

Advanced Prompting for Financial Statement Analysis Learning Objectives

Master the process of collecting, formatting, and preparing financial data for AI-driven analysis
Learn to break down complex financial statement analysis into specific tasks using Chain-of-Thought prompting
Develop proficiency in calculating and interpreting key financial ratios using AI tools
Gain skills in using CoT prompting to predict future earnings and develop narrative insights from financial data
Conduct comprehensive financial analysis using GPT models and interpret results for actionable insights
Create and configure custom GPT instances for specialized financial analysis tasks
Understand common challenges in AI-driven financial analysis and apply best practices for effective analysis and validation

Prerequisite Courses

Recommended courses to complete before taking this course.

Reading Financial Statements

What You'll Learn

Lesson

Multimedia

Exams

Files

Introduction

Getting Started Free Preview

Course Introduction Free Preview

Course Application Free Preview

Download Course Materials

Interactive Exercise 1 Free Preview

Learning Objectives Free Preview

Data Preparation

Interactive Exercise 2

Importance of Data Consistency

Key Analysis Tasks

Interactive Exercise 3

Financial Ratios

Challenges and Best Practices

Conclusion

Qualified Assessment

This Course is Part of the Following Programs

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.

AI for Finance Specialization

Skills You’ll Gain AI-Driven Financial Analysis, Excel Automation, and Applied AI Skills
Great For Financial Analyst, FP&A Analyst, Business Intelligence Analyst, Investment Bankers, Equity Research and more

Learn More

What Our Members Say

It was really amazing and well structured course! I enjoyed my learning journey. Thank you CFI

Irfan Ahmed Shujrah

Generative AI

Good content, good case studies and good delivery. Final assessment test questions are too few and too simple. Exam rigor should be improved to bring credibility to this wonderful course.

venugopal rajamanuri

Great Course

very insightful information, lots of uses.

Pablo Rodriguez Guaba

Usefull course

Largely recommend this course for it practicability.

AKOVI KOFFI

Frequently Asked Questions

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What are the requirements to take the courses?

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.

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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.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

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.

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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.

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Advanced Prompting for Financial Statement Analysis

Overview

Advanced Prompting for Financial Statement Analysis Overview

Who should take this course?

Prerequisite

Advanced Prompting for Financial Statement Analysis Learning Objectives

Prerequisite Courses

What You'll Learn

Introduction

Data Preparation

Financial Ratios

Chain-of-Thought Prompting

Case Study - Rivian

Financial Analyzer

Challenges and Best Practices

Conclusion

Qualified Assessment

This Course is Part of the Following Programs

AI for Finance Specialization

What Our Members Say

Irfan Ahmed Shujrah

venugopal rajamanuri

Pablo Rodriguez Guaba

AKOVI KOFFI

Pierluigi Tagliavia

Kar Yiu Joshua Tse

Frequently Asked Questions