Intermediate · 4 lessons · about 30 min · free certificate

AI for financial analysts

A practical course for analysts on using AI to read filings, clean data, draft variance commentary and build model checklists, while verifying every number and following firm and regulator rules.

For: Financial analysts in corporate finance, banking, asset management, FP&A and accounting teams who want to use AI carefully.

Start lesson 1

When you finish

  • You can map analyst tasks into AI-drafts, AI-assists-you-decide, and stays-human.
  • You can write prompts to summarize filings, explain variances, clean data and draft commentary.
  • You can check AI output against source numbers and catch confident but wrong calculations.
  • You can protect confidential and market-sensitive information and follow compliance rules.
  • You can plan 30 days of practice and describe your AI skills honestly.

Lessons

Final exam and certificate

8 questions. Score 7 or more for a free certificate of completion you can share and add to LinkedIn. Unlimited tries.

Take the final exam

Prompts you can use today

Copy one, replace the [brackets] with your details, and paste it into the AI tool you use. Leave out anything private.

Summarize an annual report section

Summarize the text below for an analyst. Use headings: business changes, risks mentioned, accounting policy changes, unusual items. Quote the section name for each point. Do not calculate anything or give an investment view. Text: [paste public text]

Draft variance commentary

Below is a table of budget versus actual results by line, with the variance already calculated. Draft short commentary for each line with a variance above [threshold], in plain language. For each, list questions I should ask the business owner to explain the cause. Do not invent causes. Table: [paste table with no identifying details]

Clean a messy data export

Here are the first 30 rows of an export with inconsistent date formats, extra spaces and mixed currency labels. Describe the problems you see, then suggest a step-by-step cleaning plan I can do in [Excel / Sheets / Python]. Do not change the values. Rows: [paste sample]

Explain a formula I inherited

Explain what this spreadsheet formula does, step by step, in plain language. Then list ways it could return a wrong answer (blank cells, text numbers, wrong ranges). Formula: [formula]

Model review checklist

I am reviewing a financial model with these tabs: [list]. Create a checklist of checks a careful reviewer would run: input sources, hardcodes inside formulas, sign errors, circular references, balance checks, unit consistency. Format as a table with a blank Done column.

Turn analysis into a one-page note

Turn my bullet points into a one-page note for a manager who has five minutes. Put the conclusion first, then support, then risks and open questions. Keep all numbers exactly as written. Bullets: [bullets]

Draft questions for a management call

Based on this public summary of a company's results, draft ten open-ended questions for a management call, grouped by revenue, margins, cash and outlook. Avoid questions that ask for non-public information. Summary: [paste public text]

Ask the AI tutor

Ask anything about this course, in any language. The tutor is an AI: it can be wrong, and it never needs your personal details.

AI-drafted. Checked by an automated validator and a separate AI reviewer; a person has not read every lesson. Translations and tutor answers are AI-made. Found a mistake? Tell us. Tool facts last checked November 2026; features change, so check the product's own help pages. AI can be wrong. General information, not professional advice. Product names identify the tools taught; no affiliation or endorsement. Current University is not accredited; certificates of completion are not degrees, credit or licenses.