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AI for Finance - Advanced

4.7 (94)

·

3 Days

·

Cohort-based Course

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

Instructors & alumni worked at

PwC
Thales Group
The Kraft Heinz Company
Amazon
Mercedes-Benz

Course overview

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

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.

 

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

 

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.

 

 

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.

 

We will cover the "Advanced Data Analysis" from ChatGPT 4o

With 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 15 July 2025

Thursday 17 July 2025


When:

15:00 PM New York Time (EDT)

21:00 PM Berlin Time (CEST)

12:00 PM Los Angeles Time (PDT)

Who is this course for

01

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

02

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

03

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

What you’ll get out of this course

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

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.

Speed-up your financial analysis

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.

Use Python for Financial Analysis without Learning How to Code

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!

Learn our secret method to work on confidential data

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.

Save $937 if you enroll now

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: $1536

Price: $599

What’s included

Live sessions

Learn directly from Nicolas Boucher & Christian Martinez in a real-time, interactive format.

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

Maven Guarantee

This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.

Course syllabus

2 live sessions • 16 lessons

Week 1

Jul 15—Jul 17

    Jul

    15

    AI for Finance (Advanced) - Session 1/2

    Tue 7/157:00 PM—9:00 PM (UTC)

    Jul

    16

    AI for Finance (Advanced) - Session 2/2

    Wed 7/167:00 PM—9:00 PM (UTC)

    ChatGPT For Financial Analysis

    1 item

    Create your own GPT

    1 item

    Prompt Engineering for Finance

    3 items

    Unleash the power of Python with ChatGPT

    1 item

    Learn how to use Python for Finance (steal our fast-track method)

    2 items

Post-course

    Workshop slides

    1 item

Bonus

    Python Course

    1 item

    100 Ideas for ChatGPT + Python

    1 item

    Other additional videos and materials on Python + Google Colab

    1 item

    Python Learning Training Path for absolute beginners

    1 item

    A collection of 31 Python notebook exercises, useful for finance professionals.

    1 item

    Where to Run Python Code in Microsoft Enviroment

    2 items

4.7 (94 ratings)

What students are saying

Meet your instructor

Nicolas Boucher

Nicolas Boucher

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

I am a corporate finance trainer with more than 15 years' experience working for PwC and Thales in France, Germany, Luxembourg and Singapore.


I have trained more than 5,000 finance professionals on financial analysis, budgeting, business partnering, finance storytelling, Excel, audit and now ChatGPT.


Everyday I share my insights with more than 1 million followers on social media.


I am the creator of the first AI for Finance Course and the AI Finance Club.


Throughout my career, I have been leveraging technology to be more efficient and deliver more value to the organisations I worked for.


This helped me access faster promotions than my peers.


With Advanced AI for Finance, I want to help you achieve the same results.


That's why I'm excited to introduce Advanced AI for Finance, a cutting-edge course designed to help finance professionals like you unlock the full potential of AI.


Join me now to secure your future in a fast changing environment and become a pioneer in using AI for Finance.

Christian Martinez

Christian Martinez

Finance Automation Manager at Kraft Heinz Founder of The Financial Fox

Finance Analytics and Automation Manager with 6+ years of experience in Financial planning and analysis (FP&A), Management Accounting, Controllership and Supply Chain Finance within Australia and The Netherlands.


Conference Speaker in Topics such as: Machine Learning and Artificial Intelligence (AI) in Finance, Finance Transformation, Data Analytics in FP&A and Finance, Practical Applications of Data Science, and more!


Named 30 under 30 in the Accounting and Finance industry in Australia in 2021; Won EMEA Data Democratizer Award in 2022, Finalist in the Young Leaders in Finance Awards 2018.


Master's Degree in Finance & Data Science


Strong background in financial modelling and data analytics using Python, Tableau, Alteryx, Power BI, SQL, Excel, Azure Machine Learning and R.

Hear what other students are saying

Testimonials from last workshops

Course schedule

4-6 hours per week

  • Tuesday 15 July, 2025 (2 hours)

    15:00 EDT / 21:00 CEST

    New York Time: 15:00 ET

    Berlin Time: 21:00 CET

    Los Angeles Time: 12:00PM PT

    

    • ChatGPT Fundamentals
    • Prompt Engineering
    • Create your GPT
    • Introduction to Python, ChatGPT, and Google Colab
    • Python Basics for FP&A Professionals

  • Homework

    30 Minutes Homework

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

  • Thursday 17 July, 2025 (2 hours)

    15:00 EDT / 21:00 CEST

    New York Time: 15:00 ET

    Berlin Time: 21:00 CET

    Los Angeles Time: 12:00PM PT


    • Financial Analysis with Python & ChatGPT
    • Forecasting with Machine Learning
    • Automate Finance with Python & ChatGPT
    • Conclusion and Next Steps

  • ChatGPT for Finance Video Course + PDF

    On-demand Video Course

    • How to start using ChatGPT
    • Real use cases for Finance


    If you have never used ChatGPT, you can go through this video course to get ready for the advanced part!

What people are saying

        The course was fantastic and a big eye opener. I look forward to learning more about the capabilities of ChatGPT and Python. 
Nicholas Fozard

Nicholas Fozard

SVP Finance
        Nicolas and Christian could cover all areas around ChatGPT and Python for Finance. Huge possibilities and new capabilities can be created to my day-to-day job and workflows. Very practical and ready to use. They also provided a comprehensive material to keep learning.
Guilherme Lima

Guilherme Lima

VC Investor
        Great for grasping ChatGPT's value and uses in finance, especially its limitations. The hands on exercises were really helpful in learning how to use the right prompts to generate python code to analyze financial data. Highly recommend for mastering ChatGPT in Finance.
Stacey Schwarcz

Stacey Schwarcz

Data Analytics Consultant (Business Owner)
        Despite my lack of a finance background, Nicolas and Christian's course delivered exceptional value. It succinctly highlighted ChatGPT's potential in finance and accounting, making complex concepts accessible. A must-attend for professionals keen on integrating technology with finance. Highly commendable.
Gavin Wilson

Gavin Wilson

Principal Consultant
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Join an upcoming cohort

AI for Finance - Advanced

Cohort 14

$599

Dates

July 15—17, 2025

Payment Deadline

July 15, 2025
Get reimbursed

Learning is better with cohorts

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

More reviews

        Very efficient courses delivered by very impressive top level experts (Nicolas & Chrisitan). This is a real revolution in Finance to start working with ChatGPT & Python.
Jean-Paul Mariton

Jean-Paul Mariton

General Accountant
        The course was detailed and allowed plenty of time for questions as well as help provided with any errors that were created. Secondly, it was highly engaging since it was paced well enough so that learning, comprehension and application can all take place.
Hurriya Irfan

Hurriya Irfan

Financial and Market Analyst
        Nicolas & Christian went above and beyond to provide us with insights, knowledge and most importantly exercises that we could take away & implement immediately. Within 2 sessions I was able to do things with ChatGPT that I never even knew were possible. They took feedback from the class & answered Q&A extensively.
Alexander Laureti

Alexander Laureti

Managing Director
        Very useful session. As a professional in finance I was looking, I was looking to know how to use ChatGPT for Finance. In four hours the trainer let me grasp the tool and understand how to use it in my profession. In addition the session was highly interactive and engaging. A lot of insights & more material were shared during the session.
Veronique Pollacsek

Veronique Pollacsek

Director of Operations in M&A

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A pattern of wavy dots

Join an upcoming cohort

AI for Finance - Advanced

Cohort 14

$599

Dates

July 15—17, 2025

Payment Deadline

July 15, 2025
Get reimbursed

$599

4.7 (94)

·

3 Days

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