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ChatGPT For Finance

Course Introduction

Introduction (4:05)
Important information about Subtitles
About me (2:50)
How the course works (2:22)
Companion Booklet + link to PDF Guide + link to 450 prompts (5:02)
DOWNLOAD LINKS FOR PDF AND 450 PROMPTS

Start with ChatGPT

Getting started with ChatGPT
Advantages of ChatGPT and AI (4:43)
LLMs & ChatGPT (7:02)
LLMs & ChatGPT (Comparison) (8:07)
Learning to use ChatGPT (Part 1) (1:47)
Learning to use ChatGPT (Part 2) (4:55)
How to prompt: Basic Prompting Framework (7:00)
CSI+FBI Exercise (0:45)
Exercise Solution (5:21)
Test your knowledge

Use ChatGPT to write better and faster

Make ChatGPT Write Like You: Tweak the Prompt (6:03)
Make ChatGPT Write Like You: Have ChatGPT Learn Your Writing Style (7:40)
Writing Exercise (1:25)
How To Write Procedures (Part 1) (4:17)
How To Write Procedures (Part 2) (5:32)
Procedure Exercise (0:58)
Exercise Solution (4:12)
Test Your Knowledge

Use ChatGPT for Problem Solving and Idea Generation

Generate Ideas & Solving Problems with ChatGPT (6:27)
Other topics where you can use ChatGPT to solve problems (1:37)
Generate Ideas & Solving Problems Exercise (0:45)
Exercise Solution (5:12)
Test Your Knowledge

Financial Analysis

Analyze Financial Statements (6:29)
Analyze Financial Statements - Uploading file (2:15)
Cohort Analysis (7:01)
Commentaries (8:18)
Other Analysis (Part 1) (6:48)
Other Analysis (Part 2) (7:13)
Analysis With Confidential Data (6:44)
Financial Analysis Exercise (1:03)
Exercise Solution (Part 1) (3:56)
Exercise Solution (Part 2) (4:42)
Test Your Knowledge

Use ChatGPT as your Tool Teacher

Excel (5:49)
How to 10X Your Excel Skills With ChatGPT For Finance (9:36)
Coding (5:53)
ERP and other tools (5:22)
Creating Presentations with AI (Method 1) (13:48)
Creating Presentations with AI (Method 2) (4:03)
Exercise Tools (0:34)
Exercise Solution (2:09)
Test Your Knowledge

Best Features of ChatGPT 4o

Data Analysis (4:32)
Pre-made & Custom GPTs (7:37)

ChatGPT o1 Model Preview

Perform your financial analysis and modeling (6:02)
Stock market analysis (9:41)
Reviewing accounting policies (4:04)
Mergers and Acquisitions (M&A) (5:05)

Final steps

Last words and next steps (2:29)
Course survey (it takes only 5 minutes)
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