AI-Enhanced Financial Analysis

Name: AI-Enhanced Financial Analysis
Availability: InStock
Rating: 4.84 (25 reviews)

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.

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Overview

AI-Enhanced Financial Analysis

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.

using-generative-ai 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. using-generative-ai-real-world

Note: To fully utilize the advanced data analysis features in this course, ChatGPT Plus or OpenAI Enterprise/Team is required. (https://openai.com/chatgpt)

Who Should Take This Course?

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. implementing-ai-tools

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:

AI-Enhanced Financial Analysis Learning Objectives

Understand the Role of AI in Financial Analysis
Perform AI-Powered Financial Ratios Analysis
Conduct Advanced Vertical and Horizontal Analysis
Adapt to Evolving AI Tools in Financial Analysis

Prerequisite Skills

Recommended skills to have before taking this course.

Critical thinking
Basic Math
Basic statistics

AI-Enhanced Financial Analysis

4.8

Led by Glenn Hopper

Level 2

1h 37min

100% online and self-paced

Field of Study: Specialized Knowledge

NASBA CPE Credits: 3.5

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What You'll Learn

Lesson

Multimedia

Exams

Files

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

Financial Planning & Analysis Professional

Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A

Learn More

What Our Members Say

Amazing Course

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

First-rate course for AI in Finance

Outstanding course to grasp how AI has become a game-changer in finance and to show all the potential it has to enhance the finance team productivity.

Juan David Angel L.

Great practical view

This course is great from a practical way of improving through AI

Raul De Gracia Saraceni

The course is superb! I gain lot of practical skill to perform financial analysis and use of complex prompts.

Irfan Ahmed Shujrah

1 AI Role in Financial Decision Making

The course highlighted how AI-driven insights can revolutionize financial decision-making processes, from predictive analytics to data-driven strategy. It’s clear that AI will continue to play a crucial role in the future of finance. I highly recommend this course for all finance professionals looking to stay ahead in the field. Understanding how to leverage AI can truly set you apart, especially as automation and data analytics become more prevalent in the industry

JAMES ABOAGYE ATTUAH

AI enhanced FA

Good content and good delivery. Assessment questions too few and too simple.

venugopal rajamanuri

Eye Opening

Excellent course, perfect for opening you up to the possibilities of AI, after finishing I couldnt stop tinkering with the tools we parcticed on. The instructor is not only knowledgable in the AI space, but an avid finance colleague.

Arturo Reyes

Great Intro to AI enabled Financial Analysis

It's a great introductory course on AI enabled financial analysis.

Ashraful Islam

Great Developing AI Content

The AI content being created on this platform is very easy to understand and is turning out to be helpful in navigating our new reality as finance professionals.

Damian Ellis

It was a good start for how to use interactive AI tool for real world work

The course covered most of the basic information on how to use the AI taking you in a step by step trials with good understating of how to communicate with an interactive AI tool.

Nourhan Elkady

Excellent intro to the use of AI in modelling

First time I've tried using ChatGPT this way. Easy to follow and relevant examples.

Connagh Hopkins

Incredibly useful practical examples

This may be the most valuable course I've taken to demystify AI and learn practical, hands on use cases. Before this role, I struggled with where to begin, and it provided the tools and examples necessary to feel more confident in leveraging AI to drive real, tangible results. Great course, thank you!

Michael Rubino

Great

Great course that introduces the utility of AI in financial analysis.

Kar Yiu Joshua Tse

Modern conerstone knowledge

AI courses are a must be knowledge to acquire by everyone to still living in this particular time. Cheers to CFI instructors and management.

AKOVI KOFFI

Helpful learnings that can be applied at work immediately

David Marcelin

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

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.

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.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

AI-Enhanced Financial Analysis

AI-Enhanced Financial Analysis

Who Should Take This Course?

Recommended Prerequisites

AI-Enhanced Financial Analysis Learning Objectives

What You'll Learn

Introduction

What is AI? The Basics

Optional GPT Design

AI-Powered Financial Ratios Analysis

Advanced Vertical and Horizontal Analysis

Time Series Analysis

Using Generative AI for Finance in the Real World

Conclusion

Qualified Assessment

This Course is Part of the Following Programs

AI for Finance Specialization

Financial Planning & Analysis Professional

What Our Members Say

DEVRHOID DAVIS

Ariful Mondal

Molebogeng Dorothy Botlhale Makgaka

Pamela Isidori

Farooq Anwer

Ahmer Khushi

Lucas W. Visagie

Masood ur Rehman

Ismoil Abdurakhmonov

RHYTHMI ROSA S

Tonimi Rotimi-Ojo

Juan David Angel L.

Raul De Gracia Saraceni

Irfan Ahmed Shujrah

JAMES ABOAGYE ATTUAH

venugopal rajamanuri

Arturo Reyes

Ashraful Islam

Damian Ellis

Nourhan Elkady

Connagh Hopkins

Michael Rubino

Kar Yiu Joshua Tse

AKOVI KOFFI

David Marcelin

Frequently Asked Questions