Free Course: Generative AI in Finance

Free Course: Generative AI in Finance

• Lesson 01: Course Introduction

  03:13Preview

  • 1.01 Course Introduction

    03:13

• Lesson 02: Learning Objectives

  01:26Preview

  • 2.01 Learning Objectives

    01:26

• Lesson 03: The Finance Landscape and Where AI Fits

  30:14Preview

  • 3.01 Role of Finance in Organizations

    01:32

  • 3.02 Accounting Principles and the Financial Close Cycle

    01:33

  • 3.03 The Real Friction in Finance Operations

    04:13

  • 3.04 How AI Is Transforming Finance and Accounting

    03:50

  • 3.05 Understanding AI in Simple Terms

    01:49

  • 3.06 Why AI Matters for Finance and Accounting

    02:20

  • 3.07 Choosing the Right AI Tool

    06:23

  • 3.08 Demo Mapping Friction Points Using ChatGPT and Claude

    08:34

• Lesson 04: Prompting for Finance The Core Skill

  36:48Preview

  • 4.01 Building Effective Prompts for Finance

    05:51

  • 4.02 Using Prompts for Excel Analysis

    05:08

  • 4.03 Protecting Business Data in AI Tools

    01:12

  • 4.04 Demo Building and Refining a Profit and Loss Commentary

    06:47

  • 4.05 Demo Analyzing Expense Compliance Using Excel AI Part 1

    09:45

  • 4.06 Demo Analyzing Expense Compliance Using Excel AI Par 2

    08:05

• Lesson 05: AI for Accounting Tasks and the Use Case Library

  17:33Preview

  • 5.01 Exploring AI Use Cases in Finance

    02:58

  • 5.02 Extracting Finance Data with AI

    02:03

  • 5.03 Using AI for Ledger Updates and Report Writing

    02:12

  • 5.04 Demo Document Intelligence and Reconciliation

    10:20

• Lesson 06: AI for Audit, Risk and FP&A

  16:54Preview

  • 6.01 What AI Can Flag in Finance Reviews

    02:11

  • 6.02 AI for AML and KYC Automation and Human Decision Making

    03:44

  • 6.03 Risk Scoring with AI Data Intelligence and Practical Prompts

    03:00

  • 6.04 AI as a Finance Accelerator

    01:01

  • 6.05 Demo Analyzing a Transaction Dataset and Creating a Management Variance Narrative

    06:58

• Lesson 07: Responsible Use and What's Next

  17:31

  • 7.01 Key AI Risks in Finance

    02:17

  • 7.02 Practical AI Governance Framework

    01:54

  • 7.03 Demo Drafting and Critiquing an AI Use Policy

    13:20

• Lesson 08: Key Takeaways

  01:51Preview

  • 8.01 Key Takeaways

    01:51