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 finance

Finance meets AI

AI risks and limits

Options

Augmentation

Automation

Augmentation or automation?

Exploring AI-assisted financial analysis

Extract key messages in no time

Summarize with style

AI insights from CSV files

Driving predictable outputs with prompt templates

Template essentials

Try a prompt template

Prompting Fundamentals for Finance 

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.

Financial research with AI

Ordering market research

AI research in action

Driving tailored output with custom instructions

Why custom instructions matter

Customize for consistency

Keep up with scheduled prompts

Stay smart with scheduling

Automate your weekly briefing

Go Deeper with AI

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.

Streamline finance workflows with iterative prompting

Stack prompts like a pro

Polish while you prompt

Building custom finance assistants

Build a context-aware finance assistant

Build a forecasting assistant

From augmentation to automation

Map your workflow

Accountable automation

Congratulations

Designing Intelligent Finance Workflows

Are you a finance professional looking to work smarter with AI? This course will show you how to use artificial intelligence to analyze financial data, uncover insights in reports and filings, and streamline everyday workflows. You will learn how to design prompts that deliver consistent results, combine narrative and numbers into clear takeaways, and set up simple automations to save hours during close cycles. By the end, you will be able to turn AI into a reliable partner for research, analysis, and reporting while boosting both your productivity and your impact in the finance organization.

<h2>Harness AI for Finance</h2>
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.<br><br>

<h2>Master Prompting Fundamentals</h2>
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.<br><br>

<h2>Apply AI to Financial Analysis and Research</h2>
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.<br><br>

<h2>Achieve AI Confidence in Finance</h2>
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.

Introduction to ChatGPT

Apply AI in finance to analyze data, prompt effectively, and automate workflows for better decisions.

AI for Finance

Template essentials

AI for Finance

Hands-on interactive exercise