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Corporate Finance Institute

Gen AI for Data Analysis – ChatGPT, Claude & Gemini Compared

via Corporate Finance Institute

Overview

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Gen AI for Data Analysis: ChatGPT, Claude & Gemini Compared Course

AI is changing the way finance professionals work, especially when it comes to data analysis and forecasting. In this course, Gen AI for Data Analysis: ChatGPT, Claude & Gemini Compared, you’ll see how three major tools, ChatGPT, Claude, and Gemini, approach the same forecasting task using historical financial data. Your instructor, Glenn Hopper, walks you through each model’s output, pointing out where they perform well, where they fall short, and how to interpret their reasoning.

You’ll get hands-on with a case study, practice writing prompts, and learn how to review AI-generated forecasts with a critical mindset. To wrap up, you’ll compare each model’s predictions to the real-world results, helping you sharpen your judgment and understand the practical strengths of each tool.

Gen AI for Data Analysis: ChatGPT, Claude & Gemini Compared Learning Objectives

At the end of this course, you will be able to:

  • Identify the key steps in preparing financial data for use in generative AI tools.
  • Apply generative AI models to forecast revenue and gross profit using historical data.
  • Evaluate the strengths and limitations of ChatGPT, Claude, and Gemini in financial forecasting.
  • Interpret AI-generated outputs and compare them to actual results to assess accuracy and effectiveness.

Who should take this course?

This course is ideal for FP&A professionals, investment analysts, and corporate finance leaders who want to stay competitive by integrating generative AI into their financial workflows. It’s designed for finance professionals seeking to automate analysis and enhance decision-making with cutting-edge tools.

Syllabus

  • Generative AI for Data Analysis

Taught by

Glenn Hopper

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