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Advanced ChatGPT for Finance


(6 ratings)


2 Days


Cohort-based Course

Use ChatGPT to boost your financial analysis

Hosted by

Nicolas Boucher and Christian Martinez

Finance Thought Leaders on AI with more than 450k followers on LinkedIn combined

Course overview

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

Everybody is talking about ChatGPT.

But nobody shows you how to use it for Finance.

Pioneer Finance Professionals using ChatGPT are already boosting their career.


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 for Finance and Accounting.

After this course you will be able to:

-Know how to give advanced instructions to ChatGPT

-Use ChatGPT for Financial Analysis

-Use ChatGPT as your coding assistant for Python

And most important, you will be recognized as a pioneer in your company and increase your chances of promotion!

Who is this course for


You want to use ChatGPT for Financial Analysis


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


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

What you’ll get out of this course

Know how to give advanced instructions to ChatGPT

We will train you to write complex instructions to ChatGPT.

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

You will learn how to use Python for financial analysis without having to learn how to code!


(6 ratings)

What people are saying

        Very useful session. As a professional in finance I was looking for an introduction session for not having used ChatGPT before. In two 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 and more material were shared during the session.
Veronique Pollacsek

Veronique Pollacsek

Director of Operations
        Nicolas has taken his 14 years finance experience, and produced step by step instructions on how to use ChatGPT for Finance. I particularly like the examples where he uses ChatGPT to communicate finance ideas to non-finance professionals.
Adam Shilton

Adam Shilton

Senior Consultant in Finance Tech and Transformation

Meet your instructor

Nicolas Boucher

Nicolas Boucher

Finance Thought Leader with more than 420k followers on LinkedIn and 14+ years' experience in multinational groups and leading audit firm

I am a finance leader with more than 14 years' experience working for PwC and Thales in France, Germany, Luxemburg and Singapore.

I have coached more than 300 finance professionals on financial analysis, budgeting, business partnering, finance storytelling, Excel and audit.

Everyday I share my insights with more than 500,000 followers on LinkedIn.

I am the creator of the first and only ChatGPT guide for Finance.

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 ChatGPT for Finance, I want to help you achieve the same results.

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

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

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Course syllabus


ChatGPT Fundamentals

  • Recap of ChatGPT’s input and output formats
  • Fine-tuning ChatGPT for domain-specific applications in FP&A
  • Advanced text generation techniques using ChatGPT, including controlling output, conditional generation, and prompt engineering


Introduction to Python, ChatGPT, and Google Colab

  • Overview of Python and ChatGPT for FP&A professionals
  • Introduction to Google Colab, a cloud-based Jupyter notebook environment for Python
  • Setting up Python environment in Google Colab and familiarizing with its features


Python Basics for FP&A Professionals

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


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

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


Building a Three-Way Model with Python & ChatGPT

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


Conclusion and Next Steps

  • Recap of the key topics covered in the course
  • Tips for further exploration and advanced applications of Python and ChatGPT in FP&A
  • Final Q&A session to address any remaining questions or concerns


BONUS: ChatGPT for beginners

-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

Course schedule

4-6 hours per week
  • Tuesday May 16, 2023

    14:00 EDT / 20:00 CEST - Length: 2h

    • Introduction to Python, ChatGPT, and Google Colab
    • Python Basics for FP&A Professionals
    • ChatGPT Fundamentals
  • Wednesday May 17, 2023

    14:00 EDT / 20:00 CEST - Length: 2h

    • PVM (Price-Volume-Mix) Analysis with Python & ChatGPT
    • Building a Three-Way Model with Python & ChatGPT
    • Conclusion and Next Steps
  • ChatGPT Basis (recorded video course)


    Recorded video course about the main ChatGPT functionalities.

    If you have never used ChatGPT, you need to watch this video before the start of the course.

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

What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
What’s the refund policy?

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Advanced ChatGPT for Finance