AI Use Cases for finance professionals

New
·

4 - 5 Weeks

·

Cohort-based Course

This course will teach you about AI tech use cases for the Finance domain. From book-keeping, analysis, planning, modelling to management.

Last chance to enroll

5

days

14

hours

0

mins

Course 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.

This course includes

6 interactive live sessions

Lifetime access to course materials

15 in-depth lessons

Direct access to instructor

7 projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

June 29—July 28
Aug 3—Aug 25
Expand all modules
  • Week 1

    Jun 29—Jun 30

    Week dates are set to instructor's time zone

    Events

    • Jun

      29

      Session 1 - Introduction to Ai tools and getting started

      Sat, Jun 29, 3:30 PM - 5:00 PM UTC

    Modules

    • Getting Started with AI Tools

  • Week 2

    Jul 1—Jul 7

    Week dates are set to instructor's time zone

    Events

    • Jul

      6

      Session 2 - Accounting & Bookkeeping Use cases

      Sat, Jul 6, 3:30 PM - 5:00 PM UTC

    Modules

    • Bookkeeping and Accounting Aspects

  • Week 3

    Jul 8—Jul 14

    Week dates are set to instructor's time zone

    Events

    • Jul

      13

      Session 3 - Finance and Data Analysis

      Sat, Jul 13, 3:30 PM - 5:00 PM UTC

    Modules

    • Finance and Data Analysis

  • Week 4

    Jul 15—Jul 21

    Week dates are set to instructor's time zone

    Events

    • Jul

      20

      Session 4 - Financial Modelling and Business Planning

      Sat, Jul 20, 3:30 PM - 5:00 PM UTC

    Modules

    • Financial Modelling and Business Plans

  • Week 5

    Jul 22—Jul 28

    Week dates are set to instructor's time zone

    Events

    • Jul

      27

      Session 5 - Tax Planning, Strategic Management and Producitivity

      Sat, Jul 27, 3:30 PM - 5:00 PM UTC

    • Jul

      28

      Optional: Demo Day

      Sun, Jul 28, 2:30 PM - 4:00 PM UTC

    Modules

    • Management functions and Productivity

  • Post-Course

    Modules

    • Capstone Project

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.

A pattern of wavy dots
Join an upcoming cohort

AI Use Cases for finance professionals

Cohort 1

$499 USD

Dates

June 29—July 28, 2024

Payment Deadline

June 28, 2024

Don't miss out! Enrollment closes in 6 days

Cohort 2

$499 USD

Dates

Aug 3—25, 2024

Payment Deadline

July 26, 2024
|

Bulk purchases

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.

Free resource

Sample Prompting Resource for Finance Use cases

Download the samples of Prompts that I use in my personal work-related for finance use cases


On this link you will find a 20 pages + Finance Guide highlighting all use cases for finance professionals

Get this free resource

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?

Stay in the loop

Sign up to be the first to know about course updates.

A pattern of wavy dots
Join an upcoming cohort

AI Use Cases for finance professionals

Cohort 1

$499 USD

Dates

June 29—July 28, 2024

Payment Deadline

June 28, 2024

Don't miss out! Enrollment closes in 6 days

Cohort 2

$499 USD

Dates

Aug 3—25, 2024

Payment Deadline

July 26, 2024
|

Bulk purchases

$499 USD

4 - 5 Weeks