Elevating Financial Tasks with ChatGPT Prompting
This 1-day hands-on workshop teaches finance professionals how to leverage ChatGPT for financial analysis, reporting, and communication. Learn prompt engineering for data interpretation, financial modeling, and report generation to save time and improve accuracy.
Duration:
Fees with SST:
1 Day
RM 1,296.00
As finance departments face increasing workloads, AI offers an opportunity to streamline repetitive processes and amplify analytical capabilities.
The Elevating Financial Tasks with ChatGPT Prompting course empowers participants to use ChatGPT as a strategic financial partner — assisting in report automation, data analysis, forecasting, and business communication. Through guided exercises, participants will practice crafting effective prompts for financial scenarios, interpreting AI outputs, and integrating results into their workflows.
By mastering financial-specific prompt engineering, learners can reduce manual reporting time, improve forecasting accuracy, and enhance strategic decision-making — all while ensuring compliance and communication clarity.
Module 1: Introduction to ChatGPT and Generative AI
Understand how AI models like ChatGPT assist in financial contexts and automation.
Module 2: Introduction to Prompt Engineering
Learn the basics of crafting clear, structured prompts for financial questions, calculations, and analysis.
Module 3: Leveraging ChatGPT for Financial Tasks
Apply ChatGPT to perform common financial tasks — from balance sheet reviews to budget variance analysis.
Hands-on: Automate financial summaries and scenario comparisons.
Module 4: Advanced Prompt Engineering for Finance
Build complex prompts for forecasting, data modeling, and “what-if” financial scenarios.
Hands-on: Generate multi-variable financial projections.
Module 5: Business Writing and Communication
Use ChatGPT to create proposals, board reports, and email summaries with accurate tone and compliance.
Hands-on: Transform financial insights into clear stakeholder communication.
Module 6: Data Analysis and Reporting
Generate structured financial reports, interpret results, and apply AI-assisted forecasting methods.
Hands-on: Create automated reporting templates with ChatGPT.
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Frequently Asked Questions (FAQs)
Do I need programming skills?
No. This course focuses on prompt design for finance professionals, not coding.
Can ChatGPT handle real financial data?
Yes. You’ll learn to apply prompts safely and interpret outputs responsibly.
Will I learn to generate financial reports automatically?
Yes. Participants create report templates and automation-ready prompt structures.
Does it include advanced financial modeling?
Yes. Modules include scenario analysis and “what-if” modeling using AI prompts.
Can I apply this for management reporting?
Absolutely. The course covers stakeholder-ready communication with AI assistance.