Course overview
Start hereAI for Financial Analysts
START HERE

AI for Financial Analysts (Prompt Course)

15 lessons · 299 prompts

A day in the life of a Financial Analyst: what changes with these prompts.

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Build Your AI Co-Analyst: Practical Skills for Financial Analysts

AI for Financial Analysts (Prompt Course) gives you a complete, practical system for using AI in day-to-day finance work. It brings together forecasting, market research, portfolio analysis, budgeting, reporting automation, data visualization, regulatory review, M&A analysis, financial modeling, cash flow analysis, macroeconomic review, real estate analysis, process automation, tax planning, and financial training-so you can streamline workflows, improve consistency, and present findings with clarity.

The course focuses on repeatable prompt workflows that fit real analyst tasks. You'll learn how to brief AI tools clearly, feed them the right data, ask for structured outputs, and build checks that keep quality high. Everything is framed for practical use in corporate finance, FP&A, equity and credit analysis, treasury, M&A, real estate, tax, and compliance teams.

What you'll learn

  • Set up AI as a reliable assistant for core finance tasks: forecasting, scenario planning, budgeting, reporting, and valuations.
  • Run market and competitive analysis workflows that synthesize filings, research notes, news, and macro indicators into concise insights.
  • Structure portfolio reviews with risk/return summaries, performance attribution, scenario stress tests, and monitoring routines.
  • Automate recurring reports with consistent formats, source references, and narrative explanations that align with your templates.
  • Turn raw tables into audience-ready charts and narratives, including specification requests for dashboards and visual standards.
  • Assess regulatory topics, identify potential compliance gaps, and document reasoning with clear, auditable outputs.
  • Evaluate M&A candidates with summarized diligence notes, synergy framing, and valuation comparisons.
  • Build and critique financial models, request sensitivity tables, and capture key assumptions for review.

How this course works

  1. 15 lessonsOne task of your job each, from financial forecasting to financial training and education.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish with the exam and a certificate for LinkedIn.