Advanced Prompting for Financial Statement Analysis (140821240) - Online

Description

CPA Members only

CPA Australia has partnered with the Corporate Finance Institute (CFI) to curate a collection of professional development courses exclusively for CPA members. CFI courses have an emphasis on hands-on, practical learning and skills acquisition. They teach in-demand industry practices, tools and techniques that help accounting and finance professionals build confidence, stand out from the competition, and make a positive impact on their careers.

This cutting-edge course explores the transformative potential of AI in finance, focusing on leveraging large language models (LLMs) for enhanced financial statement analysis. Students will learn to harness the power of Chain-of-Thought (CoT) prompting techniques to conduct in-depth financial analyses, predict future earnings, and generate actionable insights. The course covers data preparation, key analysis tasks, financial ratio calculations, and the creation of custom GPTs for specialized financial analysis. By combining traditional financial expertise with advanced AI capabilities, students will gain a competitive edge in financial forecasting and decision-making.

Prerequisite courses

• AI-Enhanced Financial Analysis

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Your satisfactory completion of the training module may be recorded against your CPD hours.

CFI programs will be supplied to CPA Australia members as standalone courses for 12 months from the date of purchase and as such, any associated CFI certifications are not able to be supplied. Refunds or extensions for purchases of CFI courses will only be available in exceptional circumstances and will be based on CPA Australia and CFI's cancellation terms.

Learning objectives

• Master the process of collecting, formatting, and preparing financial data for AI-driven analysis
• Learn to break down complex financial statement analysis into specific tasks using Chain-of-Thought prompting
• Develop proficiency in calculating and interpreting key financial ratios using AI tools
• Gain skills in using CoT prompting to predict future earnings and develop narrative insights from financial data
• Conduct comprehensive financial analysis using GPT models and interpret results for actionable insights
• Create and configure custom GPT instances for specialized financial analysis tasks
• Understand common challenges in AI-driven financial analysis and apply best practices for effective analysis and validation

Audience

This course is ideal for financial analysts, investment professionals, and finance students who want to enhance their financial analysis capabilities using cutting-edge AI technologies. It's particularly suited for those looking to combine traditional financial expertise with advanced AI-driven analytical techniques to gain a competitive edge in financial forecasting and decision-making.