FinanceGPT - ChatGPT for Finance
8 Days
·Cohort-based Course
Leverage ChatGPT to automate your workflows and 10x your productivity
FinanceGPT - ChatGPT for Finance
8 Days
·Cohort-based Course
Leverage ChatGPT to automate your workflows and 10x your productivity
Course overview
You will 10x your productivity in your finance career with ChatGPT
By the end of the course, you will have the tools and knowledge needed to apply ChatGPT in your accounting or finance career!
Accounting and Finance Professionals seeking to boost productivity with Artificial Intelligence (ChatGPT)
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Perfect for anyone working in accounting or finance seeking to become more efficient in their day-to-day.
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This course is exactly for people who are interesting in leveraging technology to excel in their career.
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Don't miss out on the most important technology since the internet and mobile phones. This will revolutionize the way we work.
What you’ll get out of this course
Boost your productivity
Whether it's automating accounting processes, generating SOPs, or analyzing financial statements, it's all possible with FinanceGPT.
Automate financial calculations
ChatGPT can automate your accounting and financial calculations, such as journal entries, loan payments, or calculating investment returns.
Improve customer service
This use case can be instrumental as a tax bot customer service, which can explain how the taxation system works and how everyday people can save taxes, just like a financial advisor guiding you through your tax return.
Streamline Excel Formulas
For those who rely on tools like Google Sheets or Microsoft Excel to handle complex calculations, such as statistical analysis and data visualization, you will learn how to use ChatGPT for financial planning and analysis.
FinanceGPT - ChatGPT for Finance
What people are saying
Michelle Redfield
Keith McHill
Meet your instructor
Jonathan Kogan
Jonathan has worked for large companies, such as PwC, and fast-growing startups like Yieldmo. Originally focused in scaling financial operations, Jonathan has become a specialized advisor to help companies streamline their operations and automate financial functions. With a wide array of experience using nearly every software in existence, Jonathan has focused his efforts on helping accounting & finance professionals become more efficient by using ChatGPT.
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FinanceGPT - ChatGPT for Finance
Course syllabus
01
Automate Administrative Work
You will learn how to create Standard Operating Procedures (SOPs), write emails (internally and externally), create an agenda for a meeting, collecting outstanding invoices, write footnotes to financial statements, and much more. Much of these tasks take way longer than they should, but no more!
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How to use ChatGPT with Google Sheets and write formulas for you
It can be hard to analyze data in Sheets because it requires knowledge of the program's functions and formulas. Using ChatGPT in Sheets can help streamline many tasks that used to take you hours into minutes.
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ChatGPT for Financial Analysis
Learn how to Identify trends, generate reports, explain variances and quickly find solutions. You will learn how to use ChatGPT to create presentations, analyses, email communications, and much, much more!
Course schedule
3-5 hours per week
Tuesdays & Thursdays
5:00 PM - 6:00 PM EST
There will be two sessions each week where we will walkthrough real-world applications, have a Q&A, and complete a sample module so you are prepared to complete your project.
Weekly projects
1-3 hours per week
After each class, you will have a module to complete. This will help you prepare for the next class and also share an example related to your use case. You may or may not present in class, however, you can sign up for office hours to walk through in detail!
Learning is better with cohorts
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
Frequently Asked Questions
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