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Ideal Workplace Solutions
NITA AccreditedFoundationPhysical + Virtual5 daysTOAI693

Training on AI in Finance: Automating Analysis and Predictions with ChatGPT

Learn AI-driven financial automation with ChatGPT to enhance analysis, forecasting, and workflow efficiency.

Next intake

20 Jul 2026 · Nakuru

View all dates

Duration

5 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Foundation

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

This corporate course provides a practical and strategic understanding of how ChatGPT and AI technologies can transform financial operations. The course equips finance professionals with the ability to automate analysis, enhance forecasting accuracy, streamline reporting, and strengthen decision-making processes. By integrating AI into core financial functions, organizations can improve efficiency, reduce errors, and unlock deeper insights from existing data.

Duration

5 Days

Who Should Attend

  • Financial Analysts

  • Accountants & Finance Officers

  • Investment Analysts & Portfolio Managers

  • Banking & Fintech Professionals

  • Risk & Compliance Officers

  • Business Analysts

  • CFOs, Finance Managers & Leaders involved in digital transformation

Learning outcomes

What you'll walk away with

By the end of this course, participants will be able to:

  • Apply ChatGPT and AI tools to automate financial analysis and reporting workflows.

  • Use AI to interpret financial statements, generate insights, and support investment decisions.

  • Build and refine forecasting and predictive models for improved financial planning.

  • Develop AI-driven workflows for compliance, audit support, and risk monitoring.

  • Design practical AI solutions that enhance decision-making across finance departments.

  • Integrate ChatGPT into existing systems and processes to optimize team productivity.

Course modules

What we cover, module by module

Module 1:AI Foundations and ChatGPT Applications in Finance

  • Introduction to AI, machine learning, and generative AI

  • Capabilities and business use cases of ChatGPT in financial operations

  • Financial data types and structures (text, numeric, time-series)

  • Ethical, compliance, and confidentiality considerations

  • Setting up AI workflows using ChatGPT

Module 2:Automating Financial Analysis

  • Automating ratio analysis and trend interpretation

  • AI-driven financial statement review and insights

  • Market and industry intelligence generation

  • Building automated due diligence and company profiling tools

  • Hands-on: Create an AI-powered financial analysis assistant

Module 3 :Forecasting and Predictive Analytics

  • Fundamentals of AI-enabled forecasting

  • Designing prompts for revenue, cost, and cashflow projections

  • Predictive analytics for credit, investment, and operational risk

  • Scenario and sensitivity modeling using AI techniques

  • Hands-on: Build an AI-supported financial forecasting model

Module 4 :Workflow Automation and Reporting Optimization

  • Automating budgeting, reporting, and reconciliation tasks

  • Creating AI-driven compliance and audit support tools

  • Integrating ChatGPT with spreadsheets and financial models

  • Building financial chatbots for internal advisory

  • Hands-on: Develop an automated monthly reporting workflow

Module 5:Enterprise Applications & Capstone Project

  • Applying AI in banking, insurance, investment, and fintech

  • Designing AI-enabled decision support systems

  • Governance, bias management, and quality assurance

  • Deployment options (APIs, dashboards, workflow automation)

  • Capstone: Develop a functional AI finance solution for your organization

Impact

Where the change lands

Organizational Impact

  • Strengthened financial decision-making driven by AI-enhanced insights.

  • Increased operational efficiency through automation of routine analytical tasks.

  • Reduced errors in reporting, forecasting, and data interpretation.

  • Improved risk management through AI-supported monitoring and predictive analysis.

  • Enhanced capacity for digital transformation across finance teams.

  • Faster turnaround times for financial reports and performance reviews.

Personal Impact

  • Improved ability to analyze financial data using AI-driven tools.

  • Increased confidence in designing forecasts and predictive models.

  • Stronger analytical, reporting, and decision-support capabilities.

  • Competence in automating repetitive financial tasks for higher productivity.

  • Enhanced professional value as an AI-enabled finance practitioner.

  • Ability to build and deploy practical AI solutions tailored to real business needs.

 

Dates and locations

Upcoming intakes

Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.

Full calendar
FAQs

Common questions.

Still not sure? Send us a note and a facilitator will get back to you within a business day.

No. The course is designed for non-technical finance professionals; basic computer proficiency is enough.

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Course finder

Find the right course for you

Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.

For corporate teams

Training 10+ professionals?

We deliver Training on AI in Finance: Automating Analysis and Predictions with ChatGPT in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.

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