Gen AI for Data Analysis – ChatGPT, Claude & Gemini Compared

Learn how to use generative AI tools like ChatGPT, Claude, and Gemini to perform real-world financial forecasting and analysis.

Discover how leading AI models interpret and forecast financial data using structured prompts
Apply generative AI to forecast revenue and gross profit based on historical trends
Evaluate and compare model performance to enhance your financial decision-making and AI literacy

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Overview

Gen AI for Data Analysis: ChatGPT, Claude & Gemini Compared Course

AI is changing the way finance professionals work, especially when it comes to data analysis and forecasting. In this course, Gen AI for Data Analysis: ChatGPT, Claude & Gemini Compared, you’ll see how three major tools, ChatGPT, Claude, and Gemini, approach the same forecasting task using historical financial data. Your instructor, Glenn Hopper, walks you through each model’s output, pointing out where they perform well, where they fall short, and how to interpret their reasoning.

You’ll get hands-on with a case study, practice writing prompts, and learn how to review AI-generated forecasts with a critical mindset. To wrap up, you’ll compare each model’s predictions to the real-world results, helping you sharpen your judgment and understand the practical strengths of each tool.

Who should take this course?

This course is ideal for FP&A professionals, investment analysts, and corporate finance leaders who want to stay competitive by integrating generative AI into their financial workflows. It’s designed for finance professionals seeking to automate analysis and enhance decision-making with cutting-edge tools.

Gen AI for Data Analysis - ChatGPT, Claude & Gemini Compared Learning Objectives

Identify the key steps in preparing financial data for use in generative AI tools.
Apply generative AI models to forecast revenue and gross profit using historical data.
Evaluate the strengths and limitations of ChatGPT, Claude, and Gemini in financial forecasting.
Interpret AI-generated outputs and compare them to actual results to assess accuracy and effectiveness.

Prerequisite Courses

Recommended courses to complete before taking this course.

Generative AI Tools in Finance - ChatGPT

Gen AI for Data Analysis - ChatGPT, Claude & Gemini Compared

Led by Glenn Hopper

Level 2

34min

100% online and self-paced

Field of Study: Information Technology

NASBA CPE Credits: 1

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What You'll Learn

Lesson

Multimedia

Exams

Files

Generative AI for Data Analysis

Getting Started Free Preview

Introduction Free Preview

Downloadable Materials

ChatGPT Overview Free Preview

Claude Overview Free Preview

Interactive Exercise 1 Free Preview

Gemini Overview

Interactive Exercise 2

Model Comparison Exercise – Forecast vs. Actual

Generating a Sales Forecast with ChatGPT

Generating a Sales Forecast with Claude

Generating a Sales Forecast with Gemini

Model Comparison - Evaluation & Reflection

LLMs in Action - A Financial Forecasting Case Study

Conclusion

Qualified Assessment

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