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所在平台: Udemy |
课程主页: https://www.udemy.com/course/generative-ai-for-finance-analysts/
课程评论：没有评论
课程名称：金融分析师的生成式人工智能 课程概述： 《金融分析师的生成式人工智能》是一门全面的实践课程，旨在赋能金融专业人士，帮助他们掌握在现代金融工作流程中利用生成式人工智能（GenAI）的工具、技术和框架。课程首先介绍生成式人工智能的概念以及其在金融服务领域日益增长的作用，探讨这一变革性技术如何重塑预测、估值、投资组合分析和财务沟通。 学习者将深入了解人工智能在金融领域的发展及其对分析师所带来的具体价值，提升工作效率、增强洞察力并减少报告和决策过程中所需的手动工作。课程介绍了前沿的生成式AI工具，例如ChatGPT、Claude和LangChain，并演示了这些工具如何与Excel和Python等传统工具集成。 通过实际的学习模块，学员将掌握提示工程和API集成，学习如何构建智能金融助手、自动化情景建模，并利用实时数据优化资本结构。课程结合理论与实际案例，包括生成AI驱动的盈利预测、撰写管理层讨论与分析（MD&A）披露、执行贴现现金流（DCF）估值与模拟并购交易结构等。 从预测文本生成和横向分析到构建GPT驱动的财务研究助手，课程使参与者具备在当今以AI为驱动的金融环境中所需的全套技能。课程结束时，学习者将能够自动检测风险警示、创建投资组合摘要、运行流动性风险模拟和撰写交易备忘录，所有这些都能通过AI实现。 此外，课程提供了一个独特的库，包含1000多个金融分析的策划提示，为学生提供准备就绪的工具包，旨在最大限度地提高他们的金融职能的生产力和智能，利用生成式人工智能的强大能力。
The Generative AI for Finance Analysts course is a comprehensive, hands-on program designed to empower financial professionals with the tools, techniques, and frameworks needed to harness the power of Generative AI in modern financial workflows. Beginning with an introduction to what Generative AI is and its rapidly evolving role within financial services, the course explores how this transformative technology is reshaping forecasting, valuation, portfolio analysis, and financial communication.Learners will gain an in-depth understanding of the evolution of AI in finance and the specific value it offers to analysts-improving efficiency, enhancing insights, and reducing manual effort across reporting and decision-making processes. The course introduces cutting-edge GenAI tools such as ChatGPT, Claude, and LangChain, and demonstrates how they integrate with traditional tools like Excel and Python. Through practical lessons in prompt engineering and API integrations, students will learn how to build intelligent financial assistants, automate scenario modeling, and optimize capital structures using real-time data.Each module blends theory with practical examples, such as generating AI-powered earnings forecasts, drafting MD & A disclosures, performing DCF valuations, and simulating deal structures in M & A. From predictive text generation and horizontal analysis to building GPT-powered financial research copilots, the course equips participants with the full skillset to navigate today's AI-driven finance environment. By the end, learners will be capable of automating red flag detection, creating portfolio summaries, running liquidity risk simulations, and drafting deal memos-all with AI.This course culminates in a unique library of 1000+ curated prompts for financial analysis, offering students a ready-to-deploy toolkit for maximizing the productivity and intelligence of their financial functions using Generative AI.
