Generative AI Tools in Finance – ChatGPT

Name: Generative AI Tools in Finance - ChatGPT
Availability: InStock
Rating: 5.00 (3 reviews)

Unlock the power of generative AI to streamline financial analysis, automate tasks, and gain deeper insights using ChatGPT.

Boost productivity by automating routine finance workflows with ChatGPT
Analyze historical financial data to uncover key trends and insights
Build custom AI tools tailored to your specialized finance needs

Start Learning

Corporate Finance Institute

Generative AI Tools in Finance – ChatGPT

Overview

The Generative AI Tools in Finance – ChatGPT Course Overview

Artificial intelligence is rapidly transforming the finance industry by enhancing decision-making, streamlining workflows, and unlocking deeper insights. This course explores how generative AI—specifically ChatGPT—can be used to automate routine tasks, analyze financial data, and create custom tools for specialized finance applications. With hands-on examples and expert guidance, you’ll gain the practical skills needed to confidently integrate AI into your financial analysis toolkit.

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.

Generative AI Tools in Finance - ChatGPT Learning Objectives

Boost productivity by automating routine finance workflows using ChatGPT
Analyze historical financial data to uncover key trends and insights
Build custom generative AI tools tailored to specialized finance tasks

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel

What You'll Learn

Lesson

Multimedia

Exams

Files

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

The course was very informative and updated!

Lilia bekheda

Great knowledge

I learnt a lot today. Didn't know I needed this until it popped up on my dashboard.

Pawanpreet Kaur

wow

shocking to see how quick GPT can do data analysis work. will it really not replace FPA analyst role?

Christopher Shee Kay Shen

Frequently Asked Questions

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

Contact Us

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.

Generative AI Tools in Finance – ChatGPT

The Generative AI Tools in Finance – ChatGPT Course Overview

Who should take this course?

Generative AI Tools in Finance - ChatGPT Learning Objectives

What You'll Learn

Introduction

ChatGPT

Course Summary

This Course is Part of the Following Programs

AI for Finance Specialization

What Our Members Say

Lilia bekheda

Pawanpreet Kaur

Christopher Shee Kay Shen

Frequently Asked Questions