ChatGPT for Finance and Investment Professionals
Last updated on October 3, 2026 11:26 amChatGPT for Finance and Investment Professionals
★★★★★
$519.00 in stock
Udemy.com
as of October 3, 2026 11:26 am
Use ChatGPT for Data Analytics, PDF Reading, Web Searches, Chart Interpretation, Excel Modelling, Python Coding & more
Created by:
Alexander Hagmann
Data Scientist | Finance Professional | Entrepreneur
Data Scientist | Finance Professional | Entrepreneur
Rating:4.29 (186reviews)
2738students enrolled
What Will I Learn?
- Prompt Engineering for Finance and Investments: from basic to advanced prompt techniques
- Letting ChatGPT read, analyse and summarize large PDF docs like annual reports
- Using ChatGPT for Advanced (Financial) Data Analytics with Python
- Using ChatGPT to browse and search the Web
- Asking ChatGPT to analyse and interpret financial charts and graphs
- Getting assistance from ChatGPT for your Python Project or Excel Model
- Creating customized GPT models
- Understanding Limitations and Restrictions of using ChatGPT for Finance and Investments
- Creating meaningful finance-related images and pictures with DALLE 3
- Setting up ChatGPT and GPT models for your purposes
- Features and Options of ChatGPT PLUS demonstrated and explained
- Using Custom GPTs for advanced tasks
Requirements
- An internet connection capable of streaming HD videos.
- Some Finance or Investment related background (not required but it helps)
Target audience
- Financial and Investment Professionals interested in boosting their work with Artificial Intelligence.
- Everybody in a Business-related Profession wanting to leverage the power of ChatGPT for their day-to-day work.
- Investment Analysts and Managers seeking to outsource the most time-consuming parts of their work to ChatGPT.
- Python and Excel Wizards needing help and assistance from ChatGPT for their models.
- Investment Bankers and Managers seeking to draft Legal Docs, Term Sheets, etc. in no time.
- (Tax) Accountants wanting to receive insight from a powerful AI for their day-to-day tasks.


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