After doing these courses, I feel confident creating professional visualizations and dashboards
Shoebur RahmanProcurement Specialist, Giz Bangladesh
Course Description
Harness AI for Finance
Artificial intelligence is rapidly changing how finance professionals analyze data, prepare reports, and communicate insights. Instead of spending hours combing through spreadsheets and lengthy filings, you can now generate first-draft analyses, extract key messages, and identify trends in minutes. This course gives you the practical skills to make AI a trusted partner in your finance work.Master Prompting Fundamentals
The journey begins with prompting techniques tailored for finance. You'll learn how to design prompts that consistently deliver accurate and relevant results, distinguish between augmentation and automation, and understand the risks and limitations of using AI in professional contexts. Early exercises help you practice classifying tools, identifying risks, and drafting simple prompts that enhance everyday financial tasks.Apply AI to Financial Analysis and Research
Once you understand the basics, you'll explore how to use AI to combine structured data with narrative insights. Practice analyzing earnings call transcripts, running tone analysis, and integrating commentary with stock data to create investment notes or executive summaries. From there, the focus shifts to research skills—breaking down macroeconomic trends, comparing company filings, and keeping up with regulatory changes—to turn AI into a powerful research assistant.Achieve AI Confidence in Finance
By the end of this course, you'll be able to design reusable prompts, analyze and summarize financial documents, and build simple workflows. Whether you're working on monthly close, preparing board reports, or scanning regulatory updates, you'll know how to apply AI to deliver faster, clearer, and more valuable insights in your finance role.Feels like what you want to learn?
Start Course for FreeWhat you'll learn
- Write clear prompts that help AI tools support common finance tasks.
- Use AI to analyze financial data and extract useful insights quickly.
- Create reusable prompt templates that deliver consistent, comparable results.
- Refine AI outputs to improve clarity, tone, and accuracy.
- Understand how multi-step prompts connect into simple workflows that improve finance processes.
Prerequisites
Curriculum
Course outline
1
Prompting Fundamentals for Finance
Learn how to make AI work for you in a finance setting. This chapter introduces the difference between augmentation and automation, shows how to extract insights from financial documents and data, and teaches you how to build reusable prompts. You’ll practice analyzing transcripts, summarizing stock trends, and creating prompt templates that save time and improve consistency.
- How AI is reshaping finance50 XP
- Finance meets AI100 XP
- AI risks and limits50 XP
- Augmentation or automation?100 XP
- Exploring AI-assisted financial analysis50 XP
- Extract key messages in no time100 XP
- Summarize with style100 XP
- AI insights from CSV files100 XP
- Driving predictable outputs with prompt templates50 XP
- Template essentials50 XP
- Try a prompt template100 XP
2
Go Deeper with AI
Turn AI into a research partner that keeps you ahead of the curve. You’ll practice summarizing macroeconomic trends, comparing company filings, and tracking regulatory changes. Through guided exercises, you’ll learn how to prompt and refine AI-generated insights into clear takeaways that are ready for leadership presentations.
3
Designing Intelligent Finance Workflows
Design AI-powered workflows that make finance faster, smarter, and more reliable. You’ll build assistants that remember your instructions, map finance processes from data to decision, and assign the right steps to AI or humans. Learn to measure performance through accuracy, efficiency, and risk - creating accountable, audit-ready workflows that scale across your organization.
AI for Finance
Course
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