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Coursera

Financial Modeling Using Generative AI

via Coursera

Overview

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Transform financial modeling workflows by applying Generative AI to forecasting, valuation, reporting, financial data processing, and decision-making. Designed for finance professionals seeking practical AI skills, this course connects modern financial modeling with Large Language Models, FinOps, responsible AI, and agentic financial workflows. You’ll explore AI-assisted forecasting, scenario analysis, financial commentary, and FinOps principles before preparing financial datasets and fine-tuning language models in Google Colab. You’ll learn to extract financial metrics from PDF reports, validate and structure financial data, and use Python and Pandas to create integrated financial reporting workflows. You’ll also apply responsible AI practices by evaluating fairness and classification metrics, conducting fairness audits, interpreting potential bias, and considering regulatory requirements. Finally, you’ll develop an Agentic AI-powered Discounted Cash Flow (DCF) workflow for financial valuation and decision-making. By the end of the course, you’ll be able to build customized AI models, automate financial data workflows, evaluate responsible AI practices, and develop intelligent financial modeling solutions for real-world business applications.

Syllabus

  • Foundations of AI-Powered Financial Modeling
    • Explore the fundamentals of Generative AI for finance by learning AI-powered forecasting, scenario analysis, financial commentary, ethical AI, and FinOps principles that establish the foundation for intelligent financial modeling.
  • FinOps and AI Optimization
    • Develop practical FinOps skills while learning how to optimize AI-assisted financial operations and prepare Large Language Models for fine-tuning using modern cloud-based development environments.
  • Fine-Tuning AI Models for Finance
    • Build customized AI models by preparing financial datasets, tokenizing training data, fine-tuning language models, evaluating performance, and applying AI to solve real-world financial business problems.
  • Intelligent Financial Data Processing
    • Learn how Generative AI extracts financial metrics from PDF reports, validates extracted information, processes structured datasets with Python, and produces integrated financial reports while considering regulatory compliance.
  • Responsible AI and Agentic Financial Workflows
    • Apply responsible AI principles by performing fairness audits, evaluating AI performance metrics, interpreting audit findings, and developing an Agentic AI-powered Discounted Cash Flow workflow for intelligent financial valuation.

Taught by

TSV Learning

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