Description
Generative AI is reshaping how finance professionals research companies, analyze data, draft documents, and communicate insights. ChatGPT, in particular, has emerged as one of the most widely used productivity tools in the industry, but most professionals are not using it effectively.
This course introduces finance professionals to the practical use of ChatGPT for common workflows including data analysis, research, document drafting, presentation creation, and email communication. Participants will learn how to craft effective prompts, interpret AI outputs, and apply ChatGPT safely and effectively in finance environments.
By the end of the session, participants will understand how ChatGPT can accelerate day-to-day tasks while supporting more efficient analysis and decision-making, along with the limitations, ethical considerations, and security implications they need to manage.
What you will learn
Introduction to ChatGPT for Finance
- Overview of generative AI and large language models
- Understanding ChatGPT capabilities, limitations, and permissions
- ChatGPT subscription tiers and what each unlocks
Prompt Engineering Fundamentals
- Crafting effective initial and follow-up prompts
- Techniques for refining prompts and improving output quality
- Strategies for eliciting accurate and relevant responses
Practical Applications for Finance
- Using ChatGPT for financial analysis and data interpretation
- Research and due diligence on companies and industries
- Drafting documents, proposals, and presentations
- Streamlining communication and email tasks
Working with Source Documents
- Analyzing Excel files with ChatGPT
- Summarizing PDF documents and filings
- Best practices for document-driven workflows
Limitations, Ethics, and Security
- Recognizing and mitigating hallucinations
- Ethical considerations when using AI in finance
- Data security and confidentiality best practices
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