What you'll learn:
- Prompt Engineering for Finance and Investments: from basic to advanced prompt techniques
- Letting ChatGPT read, analyse and summarize large PDF docs like annual reports
- Using ChatGPT for Advanced (Financial) Data Analytics with Python
- Using ChatGPT to browse and search the Web
- Asking ChatGPT to analyse and interpret financial charts and graphs
- Getting assistance from ChatGPT for your Python Project or Excel Model
- Creating customized GPT models
- Understanding Limitations and Restrictions of using ChatGPT for Finance and Investments
- Creating meaningful finance-related images and pictures with DALLE 3
- Setting up ChatGPT and GPT models for your purposes
- Features and Options of ChatGPT PLUS demonstrated and explained
- Using Custom GPTs for advanced tasks
*Update August 2024: Course fully revised and updated (GPT-4o, Custom GPTs and more)*
Welcome to the first ChatGPT course for Finance and Investment Professionals. Boost your results and efficiency at work with AI!
In the dynamic world of finance and investment, staying ahead means leveraging the most cutting-edge tools at your disposal. This is a unique course designed to arm financial professionals with advanced ChatGPT skills, going beyond the basics to explore how this revolutionary AI can transform your approach to data analysis, client interactions, and strategic decision-making.
What You Will Learn:
Getting Started: We set the stage with fundamental principles of AI in finance, ensuring you’re primed for the advanced content ahead.
Introduction to ChatGPT: A comprehensive overview of ChatGPT, tailored for financial professionals. Understand its core functionalities and immediate applications in your daily workflow.
Five Essential Techniques in Prompt Engineering for Financial Professionals: Dive into prompt engineering, learning to craft queries that yield the most relevant and accurate responses for complex financial data and scenarios.
ChatGPT in Finance and Investing: Understanding Its Limits and Pitfalls: It’s crucial to recognize the limitations and potential missteps when integrating AI in finance. This section empowers you with the knowledge to navigate these challenges effectively.
ChatGPT - Advanced Features for Finance (PLUS): Explore the advanced capabilities of ChatGPT, including DALL-E 3 for image creation, enhanced data analytics with Python, and more, all tailored for financial contexts.
Case Study: Goal-Based Investment Planning with Advanced Prompt Engineering: Apply your skills in a real-world scenario, utilizing ChatGPT to strategize and execute goal-oriented investment plans.
Case Study: Financial Excel Modeling and Deal Pitching with ChatGPT: Get valuable help from ChatGPT for your Financial Excel Models and let ChatGPT draft letters and documents for you.
Case Study: Python Coding and Bug Fixing with ChatGPT: Enhance your coding efficiency in Python with ChatGPT’s assistance, especially in debugging and optimizing financial algorithms.
Why to take this ChatGPT Course:
Practical Approach: Each module is designed with a focus on practical application, especially through real-world case studies in finance and investment.
Interactive Learning: Students are encouraged to actively engage with the material through case study analysis.
Comprehensive Tools Integration: The course covers the latest tools and models such as GPT-4o (mini), image creation with DALL-E 3, advanced data analytics with Python, using and creating Custom GPTs, PDF reading enhancements, and effective web browsing and searching techniques.
Expert Insights: Learn from professionals who are at the forefront of integrating AI in finance, providing insights that are both current and relevant.
Flexible Learning: Designed for busy professionals, the course offers flexibility to learn at your own pace while ensuring a comprehensive understanding of each topic.
Who is this Course for?
This course is ideal for finance professionals, investment analysts, portfolio managers, financial advisors, and anyone keen on integrating AI into their financial expertise. Whether you’re looking to enhance your analytical skills, streamline your workflow, or gain a competitive edge in the financial sector, this course offers the tools and insights to achieve your goals.
Are you ready to be at the forefront of AI in finance? Enroll now and start transforming your professional landscape with AI!
