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Showing 12 of 41 courses
in Finance
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Coursera
Course
ChatGPT for Project Management - Leveraging AI for Success
Master AI-powered project management with ChatGPT. Learn to use LLMs for project planning, timeline creation, risk analysis, and team coordination. This 3-course specialization from Vanderbilt teaches prompt engineering techniques to streamline planning, execution, and team collaboration using generative AI.
beginner
General
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
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
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
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
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
Microsoft Learn
Article
Reconcile data with the Financial Reconciliation agent
Learn how to use Microsoft Finance Agent in Excel to reconcile two finance datasets, review AI-suggested matching rules, and generate a reconciliation report with summary notes. Accounting assistants and bookkeepers can apply the workflow to accounts payable, accounts receivable, or ledger tie-outs when they need faster exception handling and cleaner month-end support. It is a practical fit for teams that already work in Excel and want a guided AI-assisted reconciliation process.
intermediate
Finance
Coursera
Course
AI for FP&A Automation & Modeling
Learn how to use AI to automate and improve FP&A workflows, from cleaning and standardizing messy financial data to building and extending financial models with AI assistance. The course shows how to write structured AI prompts for finance tasks, apply AI to anomaly detection and variance reconciliation, and build governance guardrails that keep AI-assisted outputs audit-ready and defensible. Designed for FP&A analysts and financial professionals adopting AI tools across budgeting, forecasting, and planning workflows — no coding background required.
intermediate
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
Coursera
Course
Accounting Assistant Professional Certificate
Build job-ready accounting skills across bookkeeping, QuickBooks, Excel, and AI-assisted workflow automation in one structured certificate. The program covers recording transactions, reconciling accounts, processing accounts payable and receivable, and using AI tools to reduce repetitive data-entry work. It is a strong fit for accounting assistants who want a longer learning path that moves from fundamentals into daily operational tasks.
beginner
Finance
OpenAI Academy
Article
ChatGPT for Financial Services
Learn how financial services professionals use ChatGPT to speed up research, reporting, client communication, and data analysis. The resource covers practical use cases and prompt templates for roles across banking, investment analysis, insurance, and financial planning, so you can start applying AI to everyday finance tasks like summarizing reports, drafting client updates, modeling scenarios, and analyzing market data.
beginner
Finance
Coursera
Course
Anti-Money Laundering (AML) Fundamentals: Compliance for Financial Services
Learn the fundamentals of Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance essential for financial services professionals. This course covers AML regulations, KYC procedures, suspicious activity reporting, and compliance frameworks critical for SMB financial institutions managing compliance risk.
intermediate
Finance