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Google AI for Finance Professionals

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Overview

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Designed for finance services professionals across all industries, this course equips you to leverage AI tools, including Google Workspace with Gemini, Google Workspace Studio, Gemini Gems, NotebookLM, and Gemini Enterprise for increased productivity, automation, strategic decision-making, and innovation in your daily workflows.

Syllabus

  • Course introduction
    • Course introduction
  • Google Workspace with Gemini
    • Introduction to Google Workspace with Gemini
    • Create your Google Workspace trial account
    • Use case 1: Summarizing quarterly financial reports
    • Use case 2: Analyzing financial data trends in Google Sheets
    • Use case 3a: Drafting client communication in Gmail
    • Use case 3b: Drafting client communication in Google Docs
    • Use case 4: Automating tasks in Google Workspace Studio
    • Knowledge Check
  • Gemini Gems
    • Introduction to Gemini Gems
    • ​Use case 1: Create an early warning indicator dashboard​
    • Use case 2: Structuring a post-mortem analysis framework for financial performance deviations
    • Use case 3: Generating tailored Investor Relations (IR) narrative themes
    • Knowledge Check
  • NotebookLM
    • Introduction to NotebookLM
    • Use case 1: Analyzing and comparing quarterly/annual reports
    • Use case 2: Preparing for client meetings
    • Use case 3: Querying regulatory documents and compliance policies
    • Use case 4: Assisting due diligence document review
    • Knowledge Check
  • Gemini Enterprise
    • Introduction to Gemini Enterprise
    • Use case 1: Preparing for a high-stakes investment committee meeting
    • Use case 2: Investment deal review and stakeholder follow-up
    • Use case 3: Audit anomaly detection and field note digitization
    • Knowledge Check
  • Course conclusion
    • Course conclusion
  • Your Next Steps
    • Claim credential

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