Gen Ai For Finance Professionals - Practical & Handson Demo

You will learn book keeping, custom GPTs, prompt engineering, creating SOPs, data anlaysis and financial anlaysis

What you'll learn

Fundamentals of AI

Prompt Engineering techniques

Practical Use cases in accounting

Practical use cases for data anlaysis

practical use cases for research and automations

role of AI in Financial modelling

Data visualisation with AI

Other financial controlling tasks with AI

Requirements

No programming language required

Imagination and curiosity is all we need

Description

In today’s fast-changing world of finance and accounting, Artificial Intelligence (AI) isn’t just a buzzword – it’s a game-changer. But let’s be real: with all the talk around AI, it’s easy to feel overwhelmed or unsure about what it really means for you and your career. That’s where this course comes in.This isn’t just about understanding AI – it’s about helping you navigate and thrive in this AI-driven landscape. We’re here to clear up the Fear, Uncertainty, and Doubt (FUD) that so often comes with new technology. By the end, you’ll not only know what AI can do (and what it can’t), but you’ll also feel empowered to make smarter, more strategic decisions in your role.Let’s cut through the hype and get to what really matters. You’ll learn to spot genuine AI opportunities versus overblown buzzwords. In an industry where everything is changing fast, this skill is priceless. It means you can confidently leverage AI to enhance your work – rather than worrying about being left behind.We’ll also tackle those big concerns head-on: What does AI mean for job security? Will it replace human expertise? Spoiler alert: It’s not here to replace you – it’s here to help you do your job better. AI can amplify your skills, automate the tedious stuff, and free you up for higher-value work that drives results.This course is designed to give finance and accounting professionals like you the tools, insights, and confidence to adapt to the AI revolution. By understanding its potential and limitations, you’ll position yourself as a forward-thinking leader who’s ready to embrace change – not fear it.So, if you’re ready to stay ahead of the curve, this course is your guide. Let’s demystify AI together and transform the way you approach your work – so you can stay relevant, competitive, and future-ready.

Overview

Section 1: Introduction to AI, Creating toolkit and Prompt engineering

Lecture 1 Introduction the course & Module

Lecture 2 Key Terms in AI you must know

Lecture 3 Farmwork to create your own Tool kits

Lecture 4 Create your own AI tool kit depending on your objectives

Lecture 5 How do you create effective Prompts

Lecture 6 Demonstration of Prompt engineering use cases

Section 2: Using AI for professional development and book keeping for accountants

Lecture 7 Personal Development using AI tools for finance professionals

Lecture 8 Demonstration of ChatGPT and Bing for personal development

Lecture 9 Using customised app for professional development

Lecture 10 How to we use AI for Booking keeping

Lecture 11 Practical Use cases in bookkeeping using AI

Section 3: Using AI for creating SOPs, How to guides and other functionalities

Lecture 12 Scribe How to creating SOPs and training guides

Lecture 13 Creating Custom GPTs for specialised and repetitive tasks

Lecture 14 Step by Step Demonstration of creating custom GPT

Lecture 15 Using ChatPDF to interact with large documents without writing Prompts

Lecture 16 Other Bookkeeping Tasks

Section 4: Using AI for Data and Financial Analysis

Lecture 17 Introduction - How to carry out Financial Analysis with AI

Lecture 18 Practical Demonstration of financial analysis using AI tools

Lecture 19 How to carry out data anlaysis with AI

Lecture 20 Practical Demonstration of AI tools for data anlaysis

Section 5: Financial modelling and other controlling aspects

Lecture 21 Introduction of financial modelling steps using AI

Lecture 22 Other Financial controlling tasks with AI

Accounting professionals,book keeping professionals,seasoned finance professionals looking to refresh their AI