Cohort 5

Learn Advanced Financial Analysis with Generative AI (ChatGPT, Copilot, Gemini and Python)

Nicolas Boucher

Finance Thought Leader with 1 million followers on social media and 15+ years' experience in multinational groups & leading auditing firms

Christian Martinez

Finance Automation Manager at Kraft Heinz Founder of The Financial Fox

AI for Finance - Advanced

Thales Group

The Kraft Heinz Company

Amazon

Mercedes-Benz

Everybody is talking about AI. But nobody shows you how to use it for Finance. Pioneer Finance Professionals using ChatGPT, Copilot, Gemini and Python are already boosting their career. How?They are more productive.Their emails and writing look more professionals.They showcase more valuable input to management. You want to stay relevant and secure your career? Join this cohort to be part of the innovative group of Finance Professionals who want to leverage AI for their career. This is the only course to give you the methodology and the use cases to use ChatGPT / Copilot / Gemini for Finance and Accounting.&nbsp;After this course you will be able to do the following: • Give advanced instructions to Generative AI• Use Generative AI for Financial Analysis• Solve the Confidential Data issue• Build your own GPT for Finance• Use Python with Generative AI&nbsp;In this course we show you our secret method to make Financial Analysis on your own data while still using the power of Generative AI.&nbsp;&nbsp;New:We will cover GPT Builder, the underrated function to build your own GPT tailored with your data and documents.Learn how to build your own AI GPT in less than 15 minutes.&nbsp;We will cover the "Advanced Data Analysis" from ChatGPT 4oWith this function you can upload, analyze, edit and download Excel files. We will also provide a Python Learning Training Path for absolute beginners complemented with a collection of 31 Python notebook exercises, useful for finance professionals. Dates:Tuesday 6 May 2025Wednesday 7 May 2025 When:15:00 PM New York Time (EDT)21:00 PM Berlin Time (CEST)12:00 PM Los Angeles Time (PDT)

Leverage AI for Finance Analysis to Boost Productivity & Accelerate your Career

You want to use ChatGPT / Copilot / Gemini for Financial Analysis

You have already used ChatGPT / Copilot / Gemini but want to go to the next level

You want to be a pioneer in using technology and Generative AI to boost your work in Finance

Who is this course for

What you’ll get out of this course

We will train you to write complex instructions to ChatGPT / Copilot / Gemini. Once you know how to write to ChatGPT, you will be able to use as your assistant and second brain for finance tasks.

Know how to give advanced instructions to ChatGPT / Copilot / Gemini

You want to know what is the impact on your margin when you change sales volume or the price of product? Learn how to use ChatGPT to perform quick analysis.

Speed-up your financial analysis

You will learn how to use Python for financial analysis without having to learn how to code! This is becoming important for all Finance professionals because this is the language ChatGPT is using when doing its Financial analysis!

Use Python for Financial Analysis without Learning How to Code

You will get our secret method to make financial and data analysis on your confidential data while still using the power of ChatGPT / Copilot / Gemini.

Learn our secret method to work on confidential data

You get: • 4h Live Course via Zoom with 2 experts ($899 value)• 2h ChatGPT Video Course ($197 value)• 1h Prompt Engineering Video Course ($97 value) • PDF ChatGPT for Finance ($97 value)• Python Crash Course ($199 value)• Booklet ($47 value) Total Value: $1536Price: $599

Save $937 if you enroll now

<ul><li>Recap of ChatGPT’s input and output formats</li><li>Fine-tuning ChatGPT for domain-specific applications in FP&amp;A</li><li>Advanced text generation techniques using ChatGPT, including controlling output, conditional generation, and prompt engineering</li></ul>

ChatGPT Fundamentals

<ul><li>Overview of Python and ChatGPT for FP&amp;A professionals</li><li>Introduction to Google Colab, a cloud-based Jupyter notebook environment for Python</li><li>Setting up Python environment in Google Colab and familiarizing with its features</li></ul>

Introduction to Python, ChatGPT, and Google Colab

<ul><li>Basics of Python syntax, data types, variables, and basic operations</li><li>Python Libraries (what are they and how to use them)</li><li>Advanced data manipulation with Pandas, including data filtering, aggregation, and transformation</li><li>Exploring advanced NumPy features for numerical computing in FP&amp;A</li></ul>

Python Basics for FP&A Professionals

<ul><li>Quick Introduction to PVM analysis as a key technique in financial performance analysis</li><li>Hands-on exercises for calculating and interpreting PVM effects using Python and Pandas</li><li>Advanced PVM analysis techniques, such as sensitivity analysis and visualization using Python libraries</li></ul>

PVM (Price-Volume-Mix) Analysis with Python and ChatGPT

<ul><li>Overview of three-way financial models for integrated financial statements (Income Statement, Balance Sheet, and Cash Flow Statement)</li><li>Hands-on exercises for building three-way models using Python and Pandas</li></ul>

Building a Three-Way Model with Python & ChatGPT

<ul><li>Recap of the key topics covered in the course</li><li>Tips for further exploration and advanced applications of Python and ChatGPT in FP&amp;A</li><li>Final Q&amp;A session to address any remaining questions or concerns</li></ul>

Conclusion and Next Steps

We will teach you how to upload Excel files into ChatGPT, edit, analyze them and download new Excel files.

New: Analyze Excel files in ChatGPT


We will teach you how to use ChatGPT Pluggins and get the best out of it.

New: ChatGPT Plugins


-ChatGPT for Finance Guide (PDF Guide of 92 pages with 22 use cases for Finance)-1 hour recorded video tutorial to explain you how to start ChatGPT

BONUS: ChatGPT for beginners

Course syllabus

Meet your instructor

Hear what other students are saying

New York Time: 15:00 ETBerlin Time: 21:00 CETLos Angeles Time: 12:00PM PT﻿<ul><li>ChatGPT Fundamentals</li><li>Prompt Engineering</li><li>Create your GPT</li><li>Introduction to Python, ChatGPT, and Google Colab</li><li>Python Basics for FP&amp;A Professionals</li></ul>

Tuesday 6 May, 2025 (2 hours)

Practice the concepts taught on Tuesday to ensure that you master them!

Homework

New York Time: 15:00 ETBerlin Time: 21:00 CETLos Angeles Time: 12:00PM PT <ul><li>Financial Analysis with Python &amp; ChatGPT</li><li>Forecasting with Machine Learning</li><li>Automate Finance with Python &amp; ChatGPT</li><li>Conclusion and Next Steps</li></ul>

Wednesday 7 May, 2025 (2 hours)

<ul><li>How to start using ChatGPT</li><li>Real use cases for Finance</li></ul> If you have never used ChatGPT, you can go through this video course to get ready for the advanced part!

ChatGPT for Finance Video Course + PDF

Course schedule

Data Analytics Consultant (Business Owner)

What people are saying

This course builds on live workshops and hands-on projects

Active hands-on learning

You’ll be interacting with other learners through breakout rooms and project teams

Interactive and project-based

Join a community of like-minded people who want to learn and grow alongside you

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