AI Use Cases for finance professionals
This course will teach you about AI tech use cases for the Finance domain. From book-keeping, analysis, planning, modelling to management.
This course is no longer available.
Explore other coursesCourse overview
You will be 10x productive and efficient after the class
After completing the class you will be able to focus on what is most important for your in business instead of stucking with
- manual reconciliations
- spending time in making presentations
- analyzing data manually
Your will be able to contribute more by
- increase by including big data,
- Carry out market research and use data to make plans
- Automate meeting notes and action plans focusing more on business
Who is this course for
01
You may be Startup Founder incharge of finances to analyse and make plans.
02
Finance Professional working in small or large team responsible to provide leadership support but stuck in volume of tasks.
03
Financial professional Seeking to grow as leader by doing more and being more effective in work.
04
CEO / CXO Looking to support their finance team with leadership but unable to find the time.
What you’ll get out of this course
Curate a AI toolkit designed for your goals
You will be able to compile a toolkit for yourself, designed specifically for your task and work routine
Craft effective prompts to get maximum output from AI models for your projects
Garbage in - Garbage out.
you will be able to craft effective prompts for various tasks.
Create customised Models for your unique needs or use private data
We will explore tools for make customized AI tools for your unique needs and data. You may use them to interact with clients, employees and stakeholders. Communicate your data, resolve their queries in your style without being there using AI tools.
Analyse financial statements & Big Data to make decisions and create insights for decision making
Not just calculating ratio analysis, creating insights using other narrative information. Prepare and present these insights to decision makers using interactive tools.
Manage your finance team effectively
Hire, develop and manage their performance using AI enabled tools.
We will go beyond ChatGPT and explore other tools.
Work faster and automate mundane jobs to focus on big picture
Manage your work loads, get coached, meeting note takers, analyze reports, learn faster and many other aspects to make you 10x faster.
Create Strategic plans through market research and analysis
Using market research, to create Business plans & Models, carry out SWOT anlaysis, take help in making strategies for business.
What’s included
Live sessions
Learn directly from Manish Gupta 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
12 lessons • 5 projects
Week 1
- 📄
Brief Introduction to AI tools
- 📄
Framework to Create your own Tool Kit
- ✍️
Curate your own AI tool Kit
Submit by Aug 5 - 📄
Prompt Engineering
- ✍️
Define your Unique use cases and Sample Prompts
Submit by Jun 26 - 📄
Use of AI in your personal development with demonstration
Getting Started with AI Tools
Get comfortable with AI tools and terminologies and explore how it will help you
Week 2
- 📄
Book Keeping use cases with AI with Demonstration using Prompts
- 📄
USE of AI tools to create SOP and train accounting and finance staff on systems
- 📄
Interacting with Financial Statements and You own knowledgebase
- 📄
Other Book Keeping Tasks that are being automated or can be automated
- ✍️
Create a Accounting Manual using your company specific needs
Submit by Jul 8
Bookkeeping and Accounting Aspects
Week 3
- 📄
How AI will help in Financial Anlaysis
- 📄
Data Analysis using AI Tools
- ✍️
Create a Project for sample data analysis to make a business decision
Submit by Jul 8
Finance and Data Analysis
Week 4
- 📄
Financial Modelling and Business PLans
- 📄
Strategy use cases - Business Models
- ✍️
Template for Financial decision making using AI prompts and research
Submit by Jul 8
Financial Modelling and Business Plans
Meet your instructor
Manish Gupta
Manish Gupta
Manish has been instructing on various topics such AI, finance, hospitality.
Teaching and coaching is my passion and implementing such learnings is my day Job.
So while learning with me, you will get the best of both, practical understanding and coaching to grasp concepts in a relatable manner.
Course schedule
4-6 hours per week
Saturday & Sundays
10:00 am
We will host live classes every Saturday and Sunday morning
Weekly projects
2 hours per week
There will be 2-3 Projects on Weekly basis to practice what you have learned.
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