ChatGPT for CFA Professionals: Enhancing Financial Analysis and Investment Decision-Making with AI

  • 8
  • November 2024
    Friday
  • 10:30 AM PST | 01:30 PM EST

    Duration:  90  Mins

Level

Basic & Advanced

Webinar ID

IQW24K1152

  • Introduction to ChatGPT and its applications in financial analysis
  • Using ChatGPT to guide financial model generation
  • AI-driven insights for portfolio management and investment research
  • Enhancing financial statement analysis with AI tools
  • Streamlining reporting and stakeholder communication using AI
  • Using ChatGPT for macroeconomic forecasting and scenario planning
  • Ethical considerations and best practices for AI in finance

Overview of the webinar

In the world of investment analysis and financial advisory, precision, speed, and depth of analysis are crucial. With the advent of AI technologies such as ChatGPT, CFA professionals now have the opportunity to augment their analytical capabilities. 

This course focuses on how CFA professionals can use ChatGPT to enhance their financial analysis, streamline investment research, and improve reporting and communication with stakeholders. 

Key areas covered include using ChatGPT for building financial models, generating detailed insights from large datasets, and automating repetitive tasks such as financial statement analysis and market reports. 

Participants will learn how ChatGPT can assist in scenario analysis, portfolio management, and macroeconomic forecasting. The session also highlights the ethical considerations and best practices for incorporating AI into financial decision-making processes. 

By the end of the course, CFA professionals will be equipped to incorporate AI tools like ChatGPT into their workflows, helping them make more informed, data-driven decisions in less time.

Who should attend?

  • CFA Professionals
  • Investment Analysts
  • Financial Analysts
  • Portfolio Managers
  • Research Analysts
  • Wealth Managers
  • Asset Managers

Why should you attend?

As a CFA professional, staying ahead in the ever-evolving world of financial analysis and investment decision-making is essential. AI tools like ChatGPT are revolutionizing how financial data is analyzed, forecasts are created, and market trends are interpreted. 

This course is designed to equip CFA professionals with the skills to integrate ChatGPT into their financial analysis workflows, helping them uncover deeper insights, automate routine processes, and enhance investment strategies.

By attending, you will learn practical applications of ChatGPT that can boost the accuracy and efficiency of your financial models, streamline reporting, and assist in making data-driven investment decisions. Whether you are managing portfolios, analyzing financial statements, or forecasting market trends, this session will provide the tools and knowledge necessary to leverage AI effectively in your work.

 

Faculty - Mr.CA Manish Gupta

With over 15 years of experience in the hospitality industry, I am a seasoned finance and business management professional, author, and founder.
I have authored a comprehensive guide on budgeting and forecasting principles for hospitality, and founded eHotel Management School, an online platform that offers over 30 courses on various aspects of hospitality management to over 100,000 students.
As the chief financial officer at Htoo Hospitality, I manage the overall business for six destinations, 15 hotels, and 800+ room inventory, with a manpower strength of 1500+.
I also serve as the acting CEO and head of business, setting up strategies and steering the re-opening of key hotels post covid.
I have successfully implemented ERP, management reporting systems, financial planning and analysis processes, and data visualization tools to optimize the operations and performance of the hotels.
I am passionate about learning and development, innovation, business growth, and lean management, and I aim to help one million professionals on finance, business management, and technology.

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