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GenAI for Financial Forecasting and Planning

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GenAI for Financial Forecasting and Planning

This course is part of multiple programs.

Instructors: Manish Gupta

1,633 already enrolled

Included with

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1 module

Gain insight into a topic and learn the fundamentals.

17 reviews

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

1 module

Gain insight into a topic and learn the fundamentals.

17 reviews

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Implement GEN AI models for financial forecasting to improve accuracy and decision-making.
Utilize AI tools for strategic financial planning and scenario analysis.
Navigate challenges in deploying GEN AI, including data quality, model biases, and integration issues.
Apply best practices for using open-source AI models to build customized financial tools.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

4 assignments¹

AI Graded see disclaimer

Taught in English

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Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There is 1 module in this course

This course introduces financial professionals to the transformative power of Generative AI (GEN AI) in forecasting and planning. You will learn how to leverage AI-driven tools to streamline processes, improve accuracy, and optimize strategic decision-making. By the end of the course, you’ll be able to automate financial predictions and validate assumptions, enabling faster and more precise financial forecasting. This course is not just about AI theory—it’s about practical tools that will immediately impact your ability to forecast and plan with greater precision and speed.

This course is designed for financial analysts, planners, and data scientists with basic knowledge of finance and AI, who are looking to enhance their forecasting capabilities with GEN AI tools. Learners should have a foundational understanding of financial forecasting and basic familiarity with AI concepts and data analysis techniques. By the end of this course, learners will be able to use AI-driven insights to validate assumptions, analyze market trends, and develop strategic solutions leading to more informed and data-driven decision-making.

Module details

This course introduces you to the power of Generative AI (GEN AI) in financial forecasting and planning. You’ll learn how to use cutting-edge AI tools to automate financial predictions, enabling faster, more accurate forecasts. It is tailored specifically for finance professionals who are ready to integrate AI into their workflows, with a focus on real-world applications, practical demonstrations, and actionable insights.

What's included

11 videos4 readings4 assignments3 peer reviews

11 videosTotal 79 minutes

Introduction to the Course & Meet Your Instructor2 minutes
Fundamentals of Forecasting and Concepts of Gen AI in Finance7 minutes
Create your Prompts and Steps in Using AI Models at Various Stage of Forecasting and Planning6 minutes
Explore the Framework to Make Your Own Toolkit for Financial Forecasting9 minutes
Demonstration: Market Research and Assumptions Validation with Perplexity and other Research Tools10 minutes
Demonstration: Revenue Forecasting with DataRobot15 minutes
Demonstration: Analyzing Expense Trends and Predicting Future Expenses10 minutes
Limitations of AI Tools in Financial Forecasting5 minutes
Best Practices for Effective Forecasting4 minutes
Building Custom AI Tools with Open-Source Models10 minutes
Congratulations and Continuous Learning Journey1 minute

4 readingsTotal 20 minutes

Welcome to the Course: Course Overview5 minutes
What is AI Planning and Forecasting?5 minutes
Universal Models: Forecast and More without Building a Model from Scratch5 minutes
AI and Privacy & Security: A Guide to the Risks and Best Practices5 minutes

4 assignmentsTotal 100 minutes

Financial Forecasting Toolkit Development30 minutes
Personal/Business Financial Plan Development Using AI Tools30 minutes
Custom AI Revenue Forecasting Model Development30 minutes
GenAI for Financial Forecasting and Planning10 minutes

3 peer reviewsTotal 45 minutes

Project: Create a Financial Forecasting Toolkit Using AI15 minutes
Project: Create Your Own Financial Plan Using AI Tools15 minutes
Project: Develop a Custom AI Revenue Forecasting Model Using Open-Source Tools15 minutes