Agentic AI for Financial Analysis: Mastering ChatGPT, Gemini & Claude
About This Course
This course provides a comprehensive roadmap for Data Collection and Analysis, explicitly designed to empower both finance and non-finance professionals to collect, extract, and interpret data according to defined requirements to obtain project and business insights. Participants will master the entire data lifecycle—learning exactly how to identify core business questions to establish these defined requirements before leveraging Excel, Generative AI, and Agentic AI to collect and extract critical data from raw sources. The curriculum focuses on how to systematically clean, structure, and interpret data through rigorous scenario modeling and interactive dashboards. By synthesizing these analytical findings, learners will transform technical data extractions into clear, stakeholder-ready project and business insights that drive informed decision-making across any department.
What You'll Learn
- LO1: Define Financial Analysis requirements
- LO2: Collect, extract, and structure financial data (with Excel & GenAI)
- LO3: Perform descriptive analysis and interpretations to generate insights
- LO4: Develop a decision-focused dashboard
- LO5: Conduct scenario analysis and communicate recommendations
Entry Requirements
• Secondary 4 or equivalent education in relation to literacy and numeracy levels
• At least 1 year working experience in any sector, preferably relevant to accounting or finance