Transform your finance career with cutting-edge Generative AI skills that top financial institutions are already using. This comprehensive program equips you with practical AI tools to automate financial reporting, optimize portfolio management, and enhance forecasting accuracy. You'll leverage industry-leading platforms like ChatGPT, Microsoft Copilot, Oracle EPM, and QUILL while learning to build custom AI solutions for complex financial challenges. From automated cash flow optimization to AI-driven portfolio analysis, you'll gain job-ready skills that make you indispensable in today's data-driven finance landscape. Perfect for financial analysts, portfolio managers, and finance professionals ready to lead the AI revolution in finance. No advanced programming required—just basic financial knowledge and curiosity about AI's transformative potential in financial decision-making.
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AI-Powered Finance: Forecasting, Planning & Reporting Specialization
Launch Your Ai-Powered Finance Career. Leverage GenAI tools for financial analysis, forecasting, and reporting with hands-on training.
Instructors: Arkadi Avanesyan
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What you'll learn
Build AI-powered financial models and automated reporting systems using GenAI tools like ChatGPT and Microsoft Copilot.
Optimize portfolio allocation and cash flow management through advanced AI-driven analysis and real-time data insights.
Create predictive analytics solutions for financial forecasting and risk assessment using cutting-edge AI platforms.
Overview
Skills you'll gain
- Auditing
- Investment Management
- Financial Analysis
- Risk Management
- Income Tax
- Artificial Intelligence
- Cash Flow Forecasting
- Tax Planning
- Data Analysis
- Month End Closing
- Financial Auditing
- Cash Management
- Tax Compliance
- Portfolio Management
- Quantitative Research
- Ledgers (Accounting)
- Large Language Modeling
- Financial Forecasting
Tools you'll learn
What’s included
Add to your LinkedIn profile
August 2025
Advance your subject-matter expertise
- Learn in-demand skills from university and industry experts
- Master a subject or tool with hands-on projects
- Develop a deep understanding of key concepts
- Earn a career certificate from Coursera Instructor Network
Specialization - 11 course series
What you'll learn
Skills you'll gain
What you'll learn
Identify the key concepts and principles of portfolio analysis.
Evaluate different portfolio management strategies and analyze real-world examples.
Develop quantitative skills using modern tools to analyze a portfolio.
Skills you'll gain
What you'll learn
Analyze comprehensive ledger maintenance techniques to ensure accurate financial reporting.
Evaluate strategic tax planning methods to minimize liabilities and maximize compliance.
Synthesize auditing best practices to enhance financial integrity and compliance.
Create a strategic plan integrating ledger maintenance, tax strategies, and auditing practices to optimize financial operations and reporting.
Skills you'll gain
What you'll learn
Apply GEN AI techniques to solve specific financial data analysis problems.
Implement AI tools and models tailored to various financial use cases.
Navigate challenges and optimize AI applications in finance, including using open-source models to build custom AI solutions.
Apply best practices to ensure ethical, efficient, and effective AI deployment in financial contexts.
Skills you'll gain
What you'll learn
Create customized IPS using GenAI to align with client goals and constraints.
Develop SAA plans by aligning asset class risk-return profiles with client goals using GenAI insights.
Utilize GenAI to identify low-correlation assets for effective diversification, minimizing portfolio risk while maximizing returns.
Optimize portfolio monitoring and rebalancing through real-time GenAI recommendations.
Skills you'll gain
What you'll learn
Apply key concepts of Generative AI and Large Language Models (LLMs) based tools in Automating financial reporting tasks.
Apply prompt engineering techniques to effectively communicate with AI models in a financial context.
Develop AI-powered tools for financial reporting using advanced Gen AI platforms like OpenAI GPT, Google Gem, and Anthropic Projects.
Develop AI-powered tools for financial reporting using advanced Gen AI platforms like OpenAI GPT, Google Gem, and Anthropic Projects.
Skills you'll gain
What you'll learn
Explore the fundamentals of Generative AI and its applications in financial analysis.
Construct predictive models to analyze financial data, market trends and investment opportunities.
Utilize GenAI to automate financial reporting.
Apply risk assessment and portfolio optimization techniques using GenAI.
Skills you'll gain
What you'll learn
Analyze AI in finance and assess its impact on cash flow in AR, AP, and inventory management.
Develop a dashboard and use low-code AI tools for AR/AP automation, portfolio, and cash flow forecasting.
Formulate risk strategies to tackle AI biases and create scenarios for managing cash flow under uncertainty.
Evaluate AI models for compliance with ASC 230 and IFRS 7 in financial reporting.
Skills you'll gain
What you'll learn
Demonstrate an understanding of generative AI fundamentals and their applications in financial analysis using QUILL.
Implement techniques to extract and analyze key information from financial filings and historical financial data using QUILL's AI capabilities.
Evaluate AI-generated insights from earnings calls to support informed decision-making.
Design strategies to incorporate QUILL's generative AI features into comprehensive financial analysis workflows.
Skills you'll gain
What you'll learn
Skills you'll gain
What you'll learn
Implement GEN AI models for financial forecasting to improve accuracy and decision-making.
Utilize AI tools for strategic financial planning and scenario analysis.
Navigate challenges in deploying GEN AI, including data quality, model biases, and integration issues.
Apply best practices for using open-source AI models to build customized financial tools.
Skills you'll gain
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
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Frequently asked questions
Yes, this program is designed for finance professionals at any AI experience level. We start with AI fundamentals and progress to advanced applications, requiring only basic financial knowledge and curiosity about AI's potential in finance.
You'll leverage industry-leading AI platforms including ChatGPT, Microsoft Copilot, Oracle EPM, QUILL, and open-source AI models. You'll also learn to build custom AI solutions tailored to specific financial use cases.
This program provides job-ready skills in AI-powered financial analysis that top institutions are actively seeking. You'll build a portfolio of AI-driven financial projects and learn to automate complex processes that demonstrate your value to employers in the evolving finance landscape.
More questions
Financial aid available,