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Showing 12 of 26 courses
in Finance
YouTube
Video
ChatGPT 101 - A Beginner's Guide for Mortgage Loan Officers
This beginner video helps Loan Officers in Finance learn ChatGPT 101 - A Beginner's Guide for Mortgage Loan Officers with a practical focus on drafting borrower communications, summarizing financial details, and improving client follow-up. Content covers: ChatGPT basics, use cases for loan officers, content creation, and practical applications. By the end, learners will have a clearer understanding of how to use ChatGPT, Mortgage Lending, AI Tools to save time, improve quality, and complete common Loan Officer tasks with more confidence.
beginner
Finance
Microsoft Learn
Course
Use Copilot in Microsoft Excel
This beginner course helps Ops Analysts in Finance learn Use Copilot in Microsoft Excel with a practical focus on applying Microsoft Copilot, Excel, Data Analysis to everyday work. Specific to the tool they use every day. By the end, learners will have a clearer understanding of how to use Microsoft Copilot, Excel, Data Analysis to save time, improve quality, and complete common Ops Analyst tasks with more confidence.
beginner
Finance
YouTube
Video
ChatGPT Just Replaced Financial Analysts
This intermediate video helps Finance Managers in Finance learn ChatGPT Just Replaced Financial Analysts with a practical focus on applying ChatGPT, Agent Mode, Scenario Analysis to everyday work. Focuses on Agent Mode capabilities - advanced but accessible. By the end, learners will have a clearer understanding of how to use ChatGPT, Agent Mode, Scenario Analysis to save time, improve quality, and complete common Finance Manager tasks with more confidence.
intermediate
Finance
YouTube
Video
How To Use ChatGPT For Bookkeeping Tasks
Discover practical ways to use ChatGPT for everyday bookkeeping work, from categorizing transactions and drafting client communications to explaining accounting concepts in plain language. This 10-minute walkthrough shows how AI can handle the repetitive writing and research tasks that slow down your workflow. By the end, you'll know how to delegate routine bookkeeping tasks to ChatGPT so you can focus on higher-value work.
beginner
Finance
YouTube
Video
Cut Your Finance Workload in Half with These ChatGPT Tricks
This beginner video helps Finance Analysts in Finance learn Cut Your Finance Workload in Half with These ChatGPT Tricks with a practical focus on applying ChatGPT, Budget Analysis, Financial Reports to everyday work. Structured and practical with real finance use cases. By the end, learners will have a clearer understanding of how to use ChatGPT, Budget Analysis, Financial Reports to save time, improve quality, and complete common Finance Analyst tasks with more confidence.
beginner
Finance
YouTube
Video
How This CFO Uses AI to Save 2+ Hours a Day | Ivo Hop
This intermediate video helps CFOs in Finance learn How This CFO Uses AI to Save 2+ Hours a Day | Ivo Hop with a practical focus on using AI to support financial planning, executive communication, and strategic analysis. High role fit: actual CFO explaining real daily AI use cases. By the end, learners will have a clearer understanding of how to use AI Tools, ChatGPT, Finance Leadership to save time, improve quality, and complete common CFO tasks with more confidence.
intermediate
Finance
Microsoft Learn
Course
Empower your workforce with Microsoft 365 Copilot: Finance Use Case
This hands-on Microsoft Learn module walks finance professionals through real Copilot workflows: analyzing COGS and modeling What-If scenarios in Excel, summarizing meeting notes in Teams, evaluating vendor contracts and acquisition opportunities in Copilot Chat, creating executive PowerPoint presentations, and drafting feedback emails in Outlook. After completing the 13-unit module, you can apply these Copilot skills directly to financial planning, scenario modeling, and stakeholder reporting in your daily FP&A role.
beginner
Finance
YouTube
Video
How to use AI to create project RISK REGISTER? Full ChatGPT Tutorial
This intermediate video helps Risk Managers in Finance learn How to use AI to create project RISK REGISTER? Full ChatGPT Tutorial with a practical focus on applying ChatGPT, Risk Register, Project Risk to everyday work. Risk register workflow is core to Risk Manager role. By the end, learners will have a clearer understanding of how to use ChatGPT, Risk Register, Project Risk to save time, improve quality, and complete common Risk Manager tasks with more confidence.
intermediate
Finance
YouTube
Video
ChatGPT Prompts Every Tax Preparer Should Know for 2026
This beginner video helps Tax Accountants in Finance learn ChatGPT Prompts Every Tax Preparer Should Know for 2026 with a practical focus on applying ChatGPT, Tax Preparation, AI Prompts to everyday work. Prompt-focused format suits busy tax preparers who want quick practical wins. By the end, learners will have a clearer understanding of how to use ChatGPT, Tax Preparation, AI Prompts to save time, improve quality, and complete common Tax Accountant tasks with more confidence.
beginner
Finance
YouTube
Video
5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows
This beginner video helps Insurance Agents in Finance learn 5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows with a practical focus on applying ChatGPT, Claude, Zapier to everyday work. Covers ChatGPT and Claude specifically for insurance copywriting and workflow automation. By the end, learners will have a clearer understanding of how to use ChatGPT, Claude, Zapier to save time, improve quality, and complete common Insurance Agent tasks with more confidence.
beginner
Finance
Microsoft Learn
Course
Empower your workforce with Microsoft 365 Copilot: Executives Use Case
This Microsoft Learn module teaches finance leaders and C-suite executives how to use Microsoft 365 Copilot to handle the information overload of strategic leadership — synthesizing team communications, preparing board-ready reports, and analyzing budgets at speed. Two hands-on exercises walk you through using Copilot in Teams to consolidate project updates and cross-team insights into executive summaries, using Copilot in Word to draft executive briefing reports, using Copilot in Excel to run budget forecast scenarios, and building a Business Insights agent in Copilot Studio that answers on-demand financial questions. By the end, you will have a repeatable Copilot workflow for faster, better-informed executive decisions.
beginner
Finance
YouTube
Video
10 ChatGPT Practical Tips for Financial Analysts in 2025
This beginner video helps Financial Analysts in Finance learn 10 ChatGPT Practical Tips for Financial Analysts in 2025 with a practical focus on summarizing financial data, preparing commentary, and improving analysis workflows. 10-minute format ideal for busy analysts. By the end, learners will have a clearer understanding of how to use ChatGPT, Financial Analysis, Prompt Engineering to save time, improve quality, and complete common Financial Analyst tasks with more confidence.
beginner
Finance