Empowering Professionals & Scholars | Certified Generative AI in Banking And Finance

Course / Course Details

Certified Generative AI in Banking And Finance

Technology

By - Admin
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Course Requirements

Prior experience in banking or foundational knowledge of artificial intelligence is recommended but not mandatory to pursue the GSDC Generative AI in Banking Certification

Course Description

The Certified Generative AI in Finance and Banking is built for finance teams that are under pressure to deliver faster decisions without compromising control, compliance, or accuracy. The Generative AI banking program is about how easily generative AI technology can be integrated into banking processes, from analysing transaction behaviour and interpreting regulatory texts to generating risk scenarios and improving customer service intelligence.

The AI in Finance Certificate Program consists of how these generative AI models work in finance and how exactly these models convert data into a structured format for finance decision-making. Participants examine applied use cases such as AI-assisted credit evaluation, automated financial reporting, anomaly detection in transaction streams, and generation of audit-ready compliance narratives.

Delivered through our Learn by Doing methodology and supported by our AI Studio, the certification adds a critical layer of operational control. Learners can create AI-enabled SOPs, determine validation points, develop risk guards for models, and create escalation processes to ensure accurate, compliant, and auditable outcomes within high-risk bank applications using generative AI.

Course Outcomes

Objectives Of Generative AI In Finance and Banking Certification

This certification covers essential concepts and tools to apply generative AI in finance and banking, preparing you for advanced roles in the industry.

Understand how AI in banking is reshaping finance before your peers do.
Learn how to actually apply your knowledge of AI for financial analysis.
Earn a globally recognized AI professional certificate that employers trust and prove your skills.
Master the important topics like navigating AI governance, model risk, and compliance in financial services confidently.

Unlock a new career pathway by qualifying for high-demanding roles in generative AI banking that pay significantly more.
Future-proof yourself by building skills that grow in values as AI in finance continues to accelerate.
Understand governance in AI banking adoption

Benefits Of Generative AI In Finance and Banking Certificate

Upon certification, you will gain specialized skills that can help you make a significant impact in financial and banking operations. Here's how it will help:

Build real-world expertise through 36+ hours of expert-led sessions
Boost your job skills with the job support program that includes interview preparation, resume building, and LinkedIn profile optimization.
Build confidence to design, implement, and lead AI-driven financial initiatives that create measurable impact.
Gain a certified badge that showcases your readiness to implement AI in finance and banking across the globe.

Stay ahead of the industry changes and position yourself as an innovation-driven GenAI expert
Strengthen your professional value and get career growth with the potential for a 40-60% salary hike.
Get access to the latest up-to-date study materials that keep you aligned with current digital finance and banking trends.
Get free access to our best e-learning library, Studio, expert-led sessions, tools, and helpful resources.

Course Curriculum

10 chapters
114 lectures
0 exams
N/A total length

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1 How to Take this Course (Research Report and Financial Model Templates Attached)

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2 Intro to AIChatGPT for Basic Financial Research (What, Why and How of Section 2)

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3 Tell ChatGPTAI Products Who You are and How to Respond [“Role Prompting”]

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4 Few Shot Prompting (Can Help with Basic Report Generation)

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5 Chain of Thought Prompting

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6 In Style Prompting

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7 Structuring Your Data and Using Tables

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8 Text Summarization

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9 Optional Side Note Risk with Using AI - I

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10 Exercise on Getting Incredible AI Prompt Results

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11 Answer to Exercise on Getting Incredible AI Prompt Results

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1 Introduction to Financial Statement Data Access (What, Why and How of Section 3)

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2 How to Use ChatGPT to Get Financial Data to Import to Excel, Google Sheets and PDF

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3 How to Use Bing Chat, Bard and Claude to Get Financial Data to Import to Files

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4 Answer to Exercise on Using ChatGPT to get access to Data

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5 Exercise on Using ChatGPT to Get Access to Data

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6 Introduction to Investment Research Using AI (Research Document Instructions)

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7 Introduction to Investment Research Using AI (Excel Document Instructions)

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8 Start of Qualitative Analysis and Assessing the Quality of the Management Team

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1 Products and Services Analysis Using ChatGPT

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2 Catalysts and Drivers Analysis Using ChatGPT

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3 Cyclical and Secular Trends Analysis Using ChatGPT

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4 Target Market Analysis Using ChatGPT

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5 Competition Analysis Using ChatGPT

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6 Production and Distribution Analysis Using ChatGPT

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7 Suppliers and Components Analysis Using ChatGPT

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8 Commodities Exposure Analysis Using ChatGPT

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9 Research and Development Analysis Using ChatGPT

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10 Intellectual Property Analysis Using ChatGPT

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11 Lawsuits Analysis Using ChatGPT

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12 Customer Service Analysis Using ChatGPT

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13 Ethics Analysis Using ChatGPT

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14 Recruiting and Retention (i.e., Stock Options) Analysis Using ChatGPT

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15 Sales Strategy Analysis Using ChatGPT

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16 Culture and Innovation Analysis Using ChatGPT

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17 Porter 5 Forces Model Analysis Using ChatGPT

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18 Product Lifecycle Analysis Using ChatGPT

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19 Boston Consulting Group (BCG) Framework Analysis Using ChatGPT

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20 SWOT Analysis Using ChatGPT

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21 Mergers n Acquisitions (M n A) History and Strategy Analysis Using ChatGPT

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22 General Corporate Strategy Analysis Using ChatGPT

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1 Start of Quantitative Analysis and Total Addressable Market (TAM) Analysis

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2 Market Growth Analysis Using ChatGPT, Bard and Bing Chat

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3 Market Share Analysis Using ChatGPT

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4 Geographic Exposure Analysis Using ChatGPT and Bard

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5 Vertical Exposure Analysis Using ChatGPT

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6 Products and Services Analysis Using ChatGPT

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7 Foreign Exchange Exposure Analysis Using ChatGPT, Bard and Bing Chat

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8 Average Selling Price (ASP) and Volume Analysis Using ChatGPT

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9 Cost of Production Analysis Using ChatGPT

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10 Inventory Analysis Using ChatGPT

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11 Lifetime Value of a Customer Analysis Using ChatGPT

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12 Cost of Acquisition (CAC) Analysis Using ChatGPT and Google Bard

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13 Customer Concentration Analysis Using ChatGPT

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14 Shareholder Concentration Analysis Using ChatGPT

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15 Number of Employees and Locations Analysis Using ChatGPT, Bard and Bing Chat

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16 Insider Transactions Analysis Using ChatGPT

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17 Global GDP Impact on Revenue Analysis Using ChatGPT

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18 MAU and DAU Analysis Using ChatGPT, Bard and Bing Chat

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1 Social Media Subscriber Analysis Using ChatGPT, Bard and Bing Chat

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2 Introduction to Financial Analysis Using ChatGPT

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3 Stock Details Analysis Using ChatGPT, Google Bard and Microsoft Bing Chat

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4 Guidance Analysis Using ChatGPT, Bard n Bing Chat (Double Check AI's Results)

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5 Revenue and EPS Expectations Analysis Using ChatGPT, Bard and Bing Chat

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6 Historical Revenue Growth Analysis Using ChatGPT

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7 Competition's Revenue Growth Analysis Using ChatGPT

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8 Historical EPS Growth Analysis Using ChatGPT

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9 Competition's Historical EPS Growth Analysis Using Google Bard

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1 How Does An Income Statement Work

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2 How Does a Balance Sheet Work

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3 How Does a Cash Flow Statement Work

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4 Historical Gross Margin Analysis Using ChatGPT

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5 Competition's Historical Gross Margin Analysis Using ChatGPT

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6 Historical Operating Margin Analysis Using ChatGPT

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7 Competition's Historical Operating Margin Analysis Using ChatGPT

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8 Price to Earnings (P E) and Price to Revenue (P R) Explained

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9 Historical P E and PEG Ratio Analysis Using Google Bard

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10 Competition's Historical P E and PEG Valuation Analysis Using ChatGPT and Bard

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11 Price to Revenue Analysis Using Bard

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12 Competition's Price to Revenue Analysis Using ChatGPT and Bard 1

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1 Analyzing Seasonality Using Bing Chat

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2 Accounting Red Flags Auditor Change Analysis Using AI Products

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3 Accounting Red Flags CFO Change Analysis Using ChatGPT

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4 Accounting Red Flags Accounts Receivable Versus Revenue Growth Using ChatGPT

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5 Accounting Red Flags Revenue Versus Deferred Revenue Growth Analysis Using Bard

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6 Accounting Red Flags Inventory Vs. COGS Growth Analysis Using ChatGPT

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7 Accounting Red Flags Earnings Restatement Analysis Using ChatGPT

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8 Accounting Red Flags Changes in Disclosure Analysis Using ChatGPT

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9 Accounting Red Flags Organic Growth Analysis using ChatGPT

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10 Accounting Red Flags GAAP Vs. Non-GAAP Changes Analysis Using ChatGPT

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11 Accounting Red Flags Changes in Revenue Recognition Analysis Using ChatGPT

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12 Accounting Red Flags Charges and Write-offs Analysis Using Chat GPT and Bard

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13 Accounting Red Flags Lawsuits Analysis Using ChatGPT

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14 Accounting Red Flags Other Accounting Issues Analysis Using ChatGPT

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1 Introduction to Financial Modeling

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2 25 Financial Modeling Best Practices Part 1

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3 25 Financial Modeling Best Practices Part 2

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4 Part 1 of Adding FInancial Data to Models With ChatGPT, Bard, Bing Chat and Claude

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5 Part 2 of Adding Financial Data to Models With ChatGPT, Bard, Bing Chat and Claude

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6 Forecasting Revenue

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7 Forecasting the Financial Statements

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1 Introduction to Valuation

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2 Part 1 of Discounted Cash Flow (DCF) Valuation

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3 Part 2 of Discounted Cash Flow (DCF) Valuation

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4 Price to Revenue Valuation

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5 Price to Earnings Valuation

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6 Blended Average Target Price

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7 Technical Analysis Using ChatGPT, Bard and Bing Chat

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8 Doing a One Page Executive Summary on Our Research Document Using AI

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9 Course Conclusion and Next Steps

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1 Learn to create AI Enhanced Power Point Presentations

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2 Learn to create Data Insights from Raw Excels file with Julius AI for all business purpose - From Basics to Mastery

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3 Use Cases with Generative AI Tools - AI for documents summarization

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4 Use Cases with Generative AI Tools - Content generation with prompt engineering

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Instructor

Admin

As the Admin of our platform, I bring over a decade of experience in managing and leading digital transformation initiatives. My journey began in the tech industry as a developer, and I have since evolved into a strategic leader with a focus on innovation and operational excellence. I am passionate about leveraging technology to solve complex problems and drive organizational growth. Outside of work, I enjoy mentoring aspiring tech professionals and staying updated with the latest industry trends.

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