AI for Financial Management
Learn to leverage ChatGPT's Code Interpreter for financial management. Generate analytics, enhancing your ability to analyze data, optimize financial strategies, and make informed decisions using advanced AI tools.
Course curriculum
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Getting Started
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AI in Data Analysis and Financial Reporting
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Pre-assessment of AI-Integration Knowledge
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Concepts and Theories in Financial Analysis Enhanced by AI
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Using ChatGPT in Financial Data Analysis
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Best Practices in Data Analysis
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Case Study: AI-Driven Financial Modeling
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Application in Generating AI-Enhanced Financial Reports
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Budgeting and Forecasting with AI
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Gauging AI Literacy in Finance
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Concepts and Theories: Foundations of AI in Finance
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Implementing AI in Budgeting Steps
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Navigating AI in Budgeting and Forecasting
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Case Study: AI-Driven Financial Turnaround
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Application: Hands-On with ChatGPT for Finance
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Rationale for AI in Financial Risk Management
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Gauging AI Risk Management Readiness
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Understanding AI in Financial Risk Management
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Applying ChatGPT in Financial Risk Identification
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Integration Monitoring and Ethics
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Case Study: Generative AI for Financial Risk Mitigation at Comfy Textiles Inc.
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Practical AI Risk Management Exercises
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Assignment #1
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Integrating ChatGPT and Generative AI in Financial Management and Compliance
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Pre-Assessment of AI Competencies
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Concepts and Theories in AI Compliance
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The Role of ChatGPT in Financial Regulation Interpretation
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Walkthrough of AI Tools in Compliance
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Best Practices in AI Compliance Integration
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Application of AI in Compliance and Reporting
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Knowledge Check
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Assignment #2
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Course Feedback Survey (Optional)
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About this course
- Start Any Time
- Learn at Your Own Pace
- ~ 3 Hours per Module
Additional Courses
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Advanced Prompt Engineering
CourseThis course will teach you how to effectively design and refine inputs to elicit desired outputs from AI models, enhancing their performance and applicability in various tasks.
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Aspiring CFOs
CourseDevelop a keen understanding of the CFO's strategic leadership functions. This course covers planning, operations, information, risk management, and financing, equipping you with the skills needed to excel as a Chief Financial Officer.
$1,400
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Data Analytics and Visualization
CourseThis certificate program is designed specifically for professionals in the business and finance sector who aim to expand their skill set in data analytics and visualization.
Instructor(s)
Joseph Rosenbaum
Chief Learning Officer
[email protected]
Joseph is the Chief Learning Officer for Synthminds AI. Joseph has spent his career as a STEM and Adult Educator, running the BoSTEM Initiative at United Way for 6 years, prior to developing and running AI courses for Synthminds and YU Global.