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Course Name
Course Code : DYG67
Venue Details
Postal Code : 10330
Session Dates
Duration: 2 days (14 hours)
This course introduces finance professionals to the effective use of ChatGPT as a productivity and intelligence tool in finance-related tasks such as financial reporting, budgeting, forecasting, policy drafting, and compliance support. Learners will explore prompt engineering, document summarization, data interpretation, and scenario analysis—specifically tailored to finance use cases.
Introduction to ChatGPT and AI in Finance
What is ChatGPT and how it works
Role of generative AI in modern finance
Data privacy and compliance considerations
Prompting Basics for Finance Professionals
Introduction to effective prompting
Structuring prompts for financial accuracy
Hands-on: Generating financial summaries
AI for Financial Documentation and Reporting
Drafting finance memos, emails, and reports
Automating monthly/quarterly financial summaries
Reviewing and proofreading financial content with ChatGPT
Budgeting, Forecasting, and Planning
Assisting with budget creation and review
Forecasting financial scenarios using AI
Creating what-if analysis support prompts
Risk, Audit, and Compliance
Drafting internal audit summaries
Supporting policy and compliance document generation
Regulatory interpretation and summarization with ChatGPT
Market Analysis and Business Insights
Generating summaries of market trends
Comparing financial products or investment strategies
Crafting executive summaries for financial stakeholders
Productivity Tools
Using ChatGPT alongside Excel and PowerPoint
Using ChatGPT for presentation preparation
Hands-on Exercises
Mode of Delivery : The event can be attended both online and at nearby ProgNXT classroom by Individual Professionals and Corporate Employees as per the seat availability. Please Contact Us at [email protected] for checking the seat availability
Audience : We have a global audience that logs in to using their own computers to work hand in hand with our world-class instructors.
Assessment : Each training course will have ProgNXT Assessment at the end.
Certification : After successful passing of ProgNXT Assessment, ProgNXT Certification will be provided, which has got acceptance in 55+ Countries.
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