ChatGPT/AI for Finance Professionals: Investing & Analysis

Course overview

This practical course equips finance professionals with the skills to use ChatGPT and other Artificial Intelligence (AI) tools to enhance investment research, financial analysis, market intelligence, and financial decision-making. Participants will learn how to use AI to analyse financial statements, assess companies and industries, research investment opportunities, interpret financial and economic information, evaluate risks, compare investment alternatives, and develop evidence-based investment insights. The course also covers AI-powered financial research, advanced prompting for finance, investment analysis workflows, financial modelling concepts, scenario analysis, portfolio and risk analysis, market research, and AI-assisted financial reporting. Emphasis is placed on combining AI capabilities with professional financial judgement, critical thinking, data interpretation, and responsible use of AI to improve the speed, quality, and depth of investment and financial analysis.

Learn how ChatGPT and AI are transforming finance, investment research, and financial analysis. This course helps finance professionals apply AI to company analysis, investment research, market intelligence, risk assessment, financial decision-making, and reporting. Gain practical AI skills to analyse information faster, generate deeper investment insights, and support smarter, evidence-based financial decisions.

Course objectives

• Understand the applications and limitations of ChatGPT and AI in finance and investment analysis. Develop effective AI prompts for financial research and analysis. Use AI to analyse financial statements, companies, industries, and markets. Apply AI to investment research, opportunity identification, and comparative analysis. Use AI to assess investment risks and develop different financial scenarios. Apply AI to portfolio analysis and investment decision support. Use AI to conduct market, economic, and industry research more efficiently. Generate clear, structured financial reports and investment insights using AI. Critically evaluate AI-generated financial information and identify potential errors or biases. Apply responsible, ethical, and secure AI practices in professional financial environments.

Who should attend

Course content

• Module 1: Introduction to AI for Finance Professionals AI and generative AI in the financial sector Capabilities of ChatGPT and other AI tools Opportunities and limitations of AI in finance AI-enabled finance and investment workflows
• Module 2: ChatGPT for Financial Professionals Setting up and using ChatGPT effectively Finance-specific applications of ChatGPT Asking effective financial questions Structuring prompts for reliable outputs
• Module 3: Prompt Engineering for Finance Fundamentals of effective prompting Role, context, task, constraints, and output formats Advanced prompting techniques Building reusable prompts for finance and investment analysis
• Module 4: AI-Assisted Financial Statement Analysis Analysing income statements, balance sheets, and cash-flow statements Identifying financial trends and anomalies Ratio and performance analysis Generating financial insights with AI
• Module 5: Company and Industry Analysis Company research using AI Business model and competitive analysis Industry and sector analysis SWOT and strategic analysis Comparing companies and investment alternatives
• Module 6: AI for Investment Research Investment research workflows Identifying and screening investment opportunities Analysing investment theses Fundamental investment analysis Supporting investment recommendations with evidence
• Module 7: Market and Economic Intelligence Analysing market developments Economic indicators and their implications Industry and sector trends News and information analysis Using AI for market intelligence
• Module 8: Risk and Scenario Analysis Identifying investment and financial risks Risk-factor analysis Scenario and sensitivity analysis Best-case, base-case, and worst-case scenarios AI-assisted risk assessment
• Module 9: Portfolio and Investment Decision Support Portfolio analysis concepts Asset and investment comparison Diversification analysis Risk-return considerations Using AI to support investment decisions
• Module 10: AI for Financial Modelling and Forecasting AI-assisted financial modelling concepts Revenue, cost, and profitability forecasting Assumption development Scenario-based forecasting Interpreting AI-generated projections
• Module 11: AI-Powered Financial Reporting Generating financial analysis reports Investment briefs and executive summaries Converting complex analysis into clear insights Preparing management and investment presentations Improving financial communication
• Module 12: Responsible AI in Finance Accuracy and fact-checking AI hallucinations and misleading outputs Bias in AI-generated analysis Confidentiality and protection of financial information Ethical and responsible use of AI
• Module 13: Practical Finance & Investment AI Workflows End-to-end AI investment research workflow Company analysis case study Investment opportunity assessment Risk and scenario analysis Producing a professional AI-assisted investment report
• Capstone Project AI-Powered Investment Analysis & Decision Support Project Participants will complete an end-to-end investment analysis using ChatGPT and AI tools. The project will involve selecting a company or investment opportunity, conducting AI-ass

General notes

• General Information Training Materials: Comprehensive training manuals, reference materials, practical exercises, and AI prompt templates will be provided. Practical Approach: The course uses finance and investment scenarios, case studies, and hands-on AI exercises. Tools: Participants will work with ChatGPT and selected AI tools relevant to financial research and investment analysis. Prerequisites: Basic knowledge of finance, investment, or financial analysis is recommended. Learning Format: Instructor-led sessions combining demonstrations, practical exercises, discussions, and case studies. Capstone: Participants will complete an AI-powered investment analysis project and present their findings. Responsible AI: Emphasis will be placed on accuracy, verification, confidentiality, ethics, and the limitations of AI-generated financial information. Certificate: Participants who successfully complete the training will receive a certificate of participation/completion.

Schedule & fees