Financial Modeling With Generative Ai

Generative AI in Finance | GenAI Financial Modeling | Financial Risk Assessment GenAI | GenAI Predictive Modelling

What you'll learn

Evaluate the effectiveness of generative AI models for financial forecasting and risk assessment.

Construct financial models incorporating generative AI to enhance predictive capabilities.

Critique the use of GenAI for mitigating financial risk, emphasizing ethical considerations.

Design advanced scenario-based financial models using generative AI for strategic decision-making.

Requirements

A basic knowledge of financial modeling, forecasting, or risk assessment, proficiency in Excel, and interest in adopting AI tools for enhanced financial insights.

Description

Unlock the future of financial modeling with Generative AI! As financial landscapes evolve, generative AI is transforming the art and science of financial modeling, making predictions and scenario analysis more efficient and insightful.In this 3–4-hour course, you will explore how GenAI tools revolutionize financial modeling, enabling you to make data-driven predictions, automate workflows, and enhance decision-making with AI-powered insights.Learn to automate cash flow forecasting, create predictive models for investment analysis, and build AI-driven risk assessments—all through hands-on examples, demonstrations, and real-life case studies.By the end, you'll be equipped to leverage GenAI for smarter financial decisions, enhanced efficiency, and staying ahead in the dynamic finance industry.Learning Objectives:Evaluate the effectiveness of generative AI models for financial forecasting and risk assessment.Construct financial models incorporating generative AI to enhance predictive capabilities.Critique the use of GenAI for mitigating financial risk, emphasizing ethical considerations.Design advanced scenario-based financial models using generative AI for strategic decision-making.Target Personas:1. Financial Analysts: Professionals wanting to incorporate AI-driven insights into financial modeling.2. Risk Managers: Individuals focusing on improving risk assessment techniques using GenAI tools.3. Investment Advisors: Advisors seeking to leverage GenAI for better portfolio management and scenario analysis.4. Tech-Savvy Accountants: Accountants eager to use AI to automate financial reporting and analysis processes.5. Finance Students: Learners seeking hands-on experience with the latest technologies in financial modeling.

Overview

Section 1: Generative AI Overview

Lecture 1 Course Intro Video

Lecture 2 Introduction and Welcome

Lecture 3 Generative AI Fundamentals

Lecture 4 Generative AI vs Traditional AI

Lecture 5 Prompt Engineering Fundamentals

Section 2: Financial Modelling Overview

Lecture 6 Financial Modeling 101

Lecture 7 Key Steps in Financial Modeling and AI’s Role

Lecture 8 Generative AI and Financial Data

Section 3: Tools for financial Modelling

Lecture 9 Tools Overview - ChatGPT, Copilot, and More

Lecture 10 Limitations and Challenges of GenAI Tools

Lecture 11 Factors and Framework to Choose the Right Tool Based on Your Needs

Lecture 12 Conclusion and Summary

Section 4: Predictive Modeling Basics

Lecture 13 Introduction and Welcome

Lecture 14 Introduction to Predictive Modeling

Lecture 15 Generative AI for Prediction

Lecture 16 Predicting Revenue & Expense Growth

Section 5: Advanced Tools and Techniques

Lecture 17 Introduction to Advanced Gen AI Tools

Lecture 18 DataRobot in Action

Lecture 19 Evaluating Model Accuracy

Section 6: Real-World Applications

Lecture 20 Use Case - Investment Portfolio optimization

Lecture 21 Creating Expense Budgets with AI Based on Business Model and Revenue Predictions

Lecture 22 Creating Decision Tables and Dashboards for Visualizing Outputs from Financial M

Lecture 23 Conclusion and Summary

Section 7: Assumption Building

Lecture 24 Introduction and Welcome

Lecture 25 Market Research and Creating Assumptions

Lecture 26 Expenses Assumptions from Revenue Drivers

Lecture 27 Building Input Templates and Metrics

Section 8: Detailed Financial Forecasting

Lecture 28 Predicting Revenue with Detailed Segmentation

Lecture 29 Analyzing Expense Patterns

Lecture 30 Building Cash Flow and calculating IRR

Section 9: Case Study Application

Lecture 31 Scenario and Sensitivity Analysis to Highlight Risks in the Hotel Budget Model

Lecture 32 Other Type of Financial Models

Lecture 33 Wrap up of Hotel Financial Modelling

Lecture 34 Conclusion and Summary Video

Section 10: Advanced Optimization

Lecture 35 Introduction

Lecture 36 Advanced AI Techniques for Financial Optimization

Lecture 37 Reinforcement Learning for Dynamic Decision-Making

Lecture 38 Integrating AI Techniques

Section 11: Advanced Forecasting

Lecture 39 Advanced Forecasting Techniques with AI

Lecture 40 Applying Advanced Forecasting Techniques to Real-World Applications of Forecasti

Lecture 41 Refining and continuously Improving Models

Section 12: Future Trends in AI

Lecture 42 Trends in Financial AI Applications

Lecture 43 Leveraging AI for Regulatory Compliance in Financial Modeling

Lecture 44 Review of Key Concepts and Roadmap for Applying AI Strategies

Lecture 45 Conclusion and Summary

Lecture 46 Course Outro Video

This course targets financial analysts, risk managers, investment advisors, tech-savvy accountants, and finance students, offering tools to integrate GenAI into modeling, enhance risk assessment, automate reporting, and explore advanced financial technologies.