Leveraging Generative AI in Finance and Accounting

48mBeginner2025-07-01

Authors

Glenn Hopper

Course details

This course provides a comprehensive exploration of generative AI in the fields of finance and accounting. Instructor Glenn Hopper covers the fundamental concepts, models, ethical considerations, and practical applications of generative AI, with a focus on financial forecasting and analysis. Through real-world case studies, gain hands-on experience in using generative AI to analyze SEC filings and create financial forecasts. The course concludes with actionable next steps for continuous learning and implementation.

Skills covered

Accounting SkillsFinance and AccountingArtificial Intelligence for BusinessBusiness Analysis and StrategyOne-Off

Concepts

0. Introduction

01 - Introduction to generative AI in finance

1. Introduction to Generative AI in Finance and Accounting

02 - The rise of generative AI in finance
03 - Generative AI and accounting automation
04 - Generative AI and its application in FP&A

2. Generative Models and Their Applications

05 - Understanding generative models
06 - Applications of generative AI in financial forecasting
07 - The democratization of data science

3. Ethical Considerations and Compliance

08 - Ethics in AI-driven finance
09 - Compliance and regulatory landscape
10 - SOC 2 compliance and generative AI models

4. Case Studies and Practical Applications

11 - Analyze an annual report with generative AI - 10-K
12 - Analyze an annual report with generative AI - Financial statements
13 - Create financial forecasts with generative AI - Trend analysis

Conclusion

14 - Apply generative AI techniques with confidence and compliance