What skills will I gain from this course?

By the end of this course, you’ll be able to design effective financial prompts, automate analysis and reporting, build AI-enhanced budgets and models, generate AI-driven commentary, and create compelling financial presentations, ultimately developing a complete AI-powered financial operations strategy.

How long will it take to complete the course?

The course is designed to be completed in 4 weeks with a recommended study pace of 3–4 hours per week. You can progress at your own pace, revisiting videos, demos, and practice exercises whenever needed.

Do I need programming knowledge to take this course?

No programming experience is required. All tools and methods are taught in a step-by-step, practical format focused on real financial use cases, not coding.

What career opportunities can this course lead to?

Understanding Generative AI for finance opens doors to roles in AI-enabled FP&A, financial automation, data-driven reporting, AI-supported planning & analysis, financial operations strategy, and AI implementation consulting for finance teams. It also strengthens your ability to integrate AI into modern finance workflows.

Will I receive a certificate upon completion?

You will receive a certificate of completion after successfully finishing all modules and assessments. This certificate validates your ability to apply Generative AI in financial analysis, reporting, and planning, and strengthens your professional profile.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Generative AI Essentials for Finance and Accounting

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Generative AI Essentials for Finance and Accounting

This course is part of Generative AI for Finance and Accounting Specialization

Instructor: Edureka

Included with

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4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Explain Generative AI concepts and their applications across key financial workflows.
Apply tools like ChatGPT, Notion AI, and NotebookLM to automate summaries, reports, and insights.
Analyze financial data to build AI-enhanced budgets, forecasts, and financial models.
Create clear, executive-ready financial presentations and strategies using Gamma AI.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

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Build your subject-matter expertise

This course is part of the Generative AI for Finance and Accounting Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 4 modules in this course

This program explores Generative AI in Finance, equipping analysts, FP&A professionals, accountants, and finance leaders with the skills to automate workflows, generate deeper insights, and build AI-powered financial planning and reporting solutions. You’ll begin by mastering the foundations of Generative AI, prompt engineering basics, and advanced prompting techniques for financial analysis, structured outputs, and role-based financial scenarios, using tools like ChatGPT, Claude, Google AI Studio.

You’ll then advance to AI-powered Financial Data Analysis and Reporting, applying Miro AI for FP&A workflow design, Notion AI for automated reporting and variance summaries, and NotebookLM for extracting insights, commentary, and analytical storylines from financial documents. Next, you’ll explore AI-driven Budgeting, Forecasting, and Scenario Planning, using ChatGPT and Excel AI plugins to build financial models, and Gamma AI to create dynamic, presentation-ready financial narratives. By the end of this program, you will be able to: - Define Generative AI fundamentals and how it applies to modern finance. - Use ChatGPT, Claude, and Google AI Studio to automate analysis and reporting. - Craft and refine prompts for structured outputs, forecasting, and scenario insights. - Build FP&A workflows, reports, and commentary with Miro AI, Notion AI, and NotebookLM. - Create AI-driven budgets, financial models, and scenarios using ChatGPT and Excel AI plugins. - Produce executive-ready financial presentations with Gamma AI. - Implement AI-driven financial operations for greater accuracy, speed, and strategic impact. This program is designed for FP&A analysts, finance managers, accountants, and business leaders aiming to integrate Generative AI into financial operations, planning, and reporting. A foundation in financial analysis, Excel, and business reporting will help maximize your learning experience. Learners require a reliable internet connection, a modern web browser, and access to commonly used AI and productivity tools; no specialized hardware or software installation is necessary. Join us to unlock the full potential of Generative AI in Finance, and transform the way you analyze data, build models, and deliver insights with next-generation AI systems.

Explore how AI enhances financial analysis, streamlines reporting, and reduces manual bottlenecks across accounting and FP&A tasks. Build a strong foundation in prompt engineering for finance and accounting using the SMART framework, learning how to craft effective prompts, structure financial outputs, and apply advanced techniques like chain-of-thought, role-based, and iterative prompting using ChatGPT, Claude, and Google AI Studio.

What's included

15 videos5 readings4 assignments1 discussion prompt

15 videos Total 91 minutes

Specialization Introduction 6 minutes
Course Introduction 6 minutes
Basics of Generative AI 7 minutes
AI Applications in Finance and Accounting 6 minutes
Finance and Accounting Process Bottlenecks 5 minutes
What is Prompt Engineering? 7 minutes
Anatomy of High-Performing Prompts 5 minutes
The SMART Framework for AI Prompting 5 minutes
Applying Prompts in Financial Analysis 7 minutes
Prompt Support for Accounting Operations 6 minutes
Common Prompt Pitfalls and Solutions 4 minutes
Demonstration: Chain-of-Thought Prompting for Financial Analysis 7 minutes
Demonstration: Role-Based Prompting in Financial Contexts 7 minutes
Demonstration: Iterative Prompt Refinement 7 minutes
Demonstration: Prompting for Structured Financial Outputs 7 minutes

5 readings Total 75 minutes

Course Overview 15 minutes
Foundations for Responsible and Effective Use of Generative AI 15 minutes
Operationalizing Prompt Engineering for Reliable AI Outcomes 15 minutes
Advanced Prompt Governance and Reliability in Finance and Accounting 15 minutes
Module Summary: Foundations of Generative AI for Finance and Accounting 15 minutes

4 assignments Total 33 minutes

Knowledge Check: Foundations of Generative AI for Finance and Accounting 15 minutes
Practice Assignment: Introduction to Generative AI in Finance and Accounting 6 minutes
Practice Assignment: Prompt Engineering for Finance and Accounting Tasks 6 minutes
Practice Assignment: Advanced Prompting Techniques for Financial and Accounting Analysis 6 minutes

1 discussion prompt Total 5 minutes

Introduce Yourself 5 minutes

Learn to clean, normalize, and structure financial datasets for AI-assisted analysis. Use tools like Notion AI and NotebookLM to generate financial summaries, automate variance analysis, and create clear insights from complex numbers. Gain hands-on experience designing FP&A workflows visually in Miro AI, enabling faster, more accurate reporting and decision-ready deliverables.

What's included

11 videos4 readings4 assignments

11 videos Total 60 minutes

Importance of Data Preprocessing in Finance 7 minutes
Data Cleaning and Normalization Techniques 6 minutes
Handling Missing, Duplicate, and Noisy Financial Data 6 minutes
Demonstration: Miro AI to Build Financial Planning & Analysis Workflows 5 minutes
AI in Financial Data Classification and Organization 6 minutes
Generating Financial Summaries with AI 5 minutes
AI-Assisted Variance Analysis 5 minutes
Demonstration: Building Financial Reports with Notion AI 5 minutes
Creating Financial Commentary with AI 5 minutes
AI for Trend Analysis and Pattern Recognition 6 minutes
Demonstration: Analyzing a Q1 Financial Performance Brief with NotebookLM 5 minutes

4 readings Total 60 minutes

Best Practices for Financial Data Preprocessing 15 minutes
AI Tools for Financial Data Analysis 15 minutes
AI-Enhanced Financial Analysis and Insights 15 minutes
Module Summary: AI-Powered Financial and Accounting Data Analysis & Reporting 15 minutes

4 assignments Total 33 minutes

Knowledge Check: AI-Powered Financial and Accounting Data Analysis & Reporting 15 minutes
Practice Assignment: Preparing Financial and Accounting Data for AI Analysis 6 minutes
Practice Assignment: AI-Driven Financial and Accounting Data Processing 6 minutes
Practice Assignment: AI-Generated Financial and Accounting Insights & Commentary 6 minutes

Explore how Generative AI produces budget templates, adjusts assumptions dynamically, and identifies trends in financial performance. Use tools like Gamma AI and ChatGPT to build financial models, produce forecasts, analyze risk, and simulate stress scenarios. Develop the skills to design AI-powered planning systems that enhance accuracy, speed, and strategic decision-making across finance teams.

What's included

10 videos3 readings3 assignments

10 videos Total 53 minutes

Building Budgets with AI Assistance 5 minutes
AI-Generated Budget Templates and Modifications 4 minutes
Dynamic Budget Adjustments with AI 4 minutes
Demonstration: Creating Financial Presentations with Gamma AI 6 minutes
AI-Powered Financial Forecasting 6 minutes
Scenario Analysis with AI 5 minutes
Demonstration: Building Financial Models with AI 7 minutes
AI for Cash Flow Predictions 6 minutes
Risk Assessment in Financial Planning 5 minutes
AI for Stress Testing and Extreme Scenarios 5 minutes

3 readings Total 45 minutes

Interpreting and Optimizing AI-Driven Budgets 15 minutes
AI-Driven Forecasting and Scenario Planning 15 minutes
Module Summary: AI-Driven Budgeting, Forecasting, and Financial Planning 15 minutes

3 assignments Total 27 minutes

Knowledge Check: AI-Driven Budgeting, Forecasting, and Financial Planning 15 minutes
Practice Assignment: AI-Enabled Budgeting and Financial Planning 6 minutes
Practice Assignment: AI-Based Financial Forecasting, Scenario Analysis, and Risk Planning 6 minutes

This module is designed to assess an individual on the various concepts and teachings covered in this course. Evaluate your knowledge with a comprehensive graded quiz.

What's included

1 video1 reading2 assignments1 discussion prompt

1 video Total 4 minutes

Course Summary 4 minutes

1 reading Total 30 minutes

Practice Project: Building an AI-Powered Financial Intelligence System for FinGlobe 30 minutes

2 assignments Total 60 minutes

End Course Knowledge Check: Generative AI Essentials for Finance and Accounting 30 minutes
Designing an AI-Driven Financial Analysis, Reporting, and Planning System 30 minutes

1 discussion prompt Total 5 minutes

Describe Your Learning Journey 5 minutes

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Instructor

Edureka

160 Courses 149,928 learners

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Edureka

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Frequently asked questions

This course is ideal for finance analysts, FP&A professionals, accountants, and finance managers interested in applying Generative AI to automate analysis, streamline reporting, enhance forecasting, and improve financial decision-making. No programming or AI background is required.

The course covers the foundations of Generative AI, prompt engineering essentials, and advanced prompting techniques for financial tasks. You’ll also explore AI tools for FP&A workflows (Miro AI), reporting automation (Notion AI), and financial insight extraction (NotebookLM), plus AI-driven budgeting, modeling, and storytelling using ChatGPT, Claude, Google AI Studio, Excel plugins, and Gamma AI.

Yes! The course includes interactive demos and practice assignments using tools like ChatGPT, Claude, Google AI Studio, Miro AI, Notion AI, NotebookLM, Gamma AI, and Excel AI plugins. You’ll learn by applying AI directly to real finance tasks such as generating summaries, automating reports, building models, and creating executive-ready presentations.

Unlike general AI courses, this program focuses on practical financial applications of Generative AI. It emphasizes hands-on demos, real-world finance use cases, and tool-based exercises using ChatGPT, Claude, Google AI Studio, Miro AI, Notion AI, NotebookLM, Gamma AI, and Excel plugins to help you apply AI directly to daily financial operations.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.