P4U 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.
All Parnassah4U courses are designed to meet the unique religious needs of the Ultra-Orthodox Community.
Course curriculum
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Getting Started
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Access on Course start
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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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Access on Course start
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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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Access on Course start
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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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Access on Course start
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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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P4U Prompt Engineering: Building an AI Toolkit
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$800
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P4U 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.
$1,000
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P4U Bookkeeping & Lite Accounting
CourseMaster the fundamentals of bookkeeping and get hands-on experience with QuickBooks software to manage finances.
$450
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.