Enroll Course: https://www.udemy.com/course/chatgpt-for-finance-professionals-investing-analysis/
In the rapidly evolving world of finance, staying ahead of the curve is paramount. This comprehensive Udemy course, ‘ChatGPT/AI for Finance Professionals: Investing & Analysis,’ by Chris Haroun and Luca Anicin, offers a groundbreaking approach to mastering investment research, financial modeling, and company valuation using the power of Artificial Intelligence. Whether you’re a seasoned finance professional or a complete beginner, this course equips you with the essential skills to leverage AI tools like ChatGPT, Bard, and Claude for in-depth analysis.
The course meticulously guides you through every facet of financial research. Section 2 introduces the fundamental principles of using AI for quick financial questions and basic research, covering essential prompting techniques like role-playing, few-shot, chain-of-thought, and in-style prompting. You’ll learn how to structure data, summarize text, and mitigate risks associated with AI outputs.
Sections 3 through 6 delve into the core of financial analysis. You’ll discover how to access financial statement data and import it into your preferred spreadsheet software. The course then embarks on a comprehensive qualitative analysis, exploring company history, management quality, competitive landscapes, and strategic frameworks like Porter’s Five Forces and SWOT analysis. Quantitative research covers market sizing, growth analysis, geographic and vertical exposure, and customer lifetime value. The financial research section is particularly robust, detailing how to analyze income statements, balance sheets, cash flow statements, and various financial ratios, including crucial accounting red flags.
What truly sets this course apart is its practical application. You’ll be guided through creating a financial model from scratch and learn three distinct valuation methodologies, including Discounted Cash Flow (DCF), Price to Earnings, and Price to Revenue. The course also incorporates technical analysis, providing a holistic view of investment opportunities. To ensure you have everything you need, the course includes 100 tailored prompts, a detailed research document template, and a 7-step financial model framework. Even if you have no prior finance or accounting background, the instructors break down complex concepts from the ground up, making advanced financial analysis accessible to everyone.
Ultimately, this course empowers you to harness AI for efficient and effective investment research, financial modeling, and valuation. It’s an indispensable resource for any finance professional looking to enhance their analytical capabilities and gain a competitive edge in today’s data-driven market.
Enroll Course: https://www.udemy.com/course/chatgpt-for-finance-professionals-investing-analysis/