Course Curriculum

A step-by-step journey from beginner to pro in AI-powered finance. Modules marked Coming soon are scheduled free updates.

Introductory Chapter: Understanding Meta AI in Finance

• What is Meta AI?

• Which LLM version is used?

• AI’s capabilities & limitations in finance

• Basics of prompt engineering (zero/one/few-shot)

• Responsible usage disclaimers

Chapter 1: The Future of AI in Finance & Accounting

• Evolution of AI in finance & accounting

• Impact of AI on financial operations

• Introduction to prompt engineering techniques

Chapter 2: AI in Financial Planning & Forecasting

• Budgeting & forecasting with AI tools

• Personal vs corporate terminology

• AI-assisted financial modeling

• Lab 1: Prompting AI for Finance-Specific Excel Tasks Coming soon

• Lab 2: AI-Assisted Forecasting in Excel Coming soon

• Lab 3: Cleaning Financial Data with ChatGPT Coming soon

Chapter 3: AI for Bookkeeping & Transaction Management

• Automating bookkeeping workflows with AI

• Tangible vs intangible assets explained

• Balance sheet walkthrough (Meta 10-K)

• Tally Workflow Demo with AI Concepts Coming soon

• QuickBooks + AI Integration Concepts Coming soon

Chapter 4: AI for Accounting & Financial Compliance

• Income Statement preparation

• Balance Sheet analysis

• Cash Flow Statement preparation

• Compliance workflows (corporate + personal taxation)

Chapter 5: AI in Auditing & Fraud Detection

• AI-driven audit processes

• Fraud detection & anomaly identification

• Case workflows

Chapter 6: AI for Personal & Business Finance

• Personal budgeting with AI

• Debt management & credit scoring

• Business finance automation

• Data privacy & AI limitations

Chapter 7: AI in Business Valuation & Investment Strategy

• Business Valuation Metrics

• Profitability Ratios

• Liquidity Ratios

• AI-based Investment analysis

Chapter 8: AI for Financial Research & Data Retrieval

• Summarizing & extracting financial data

• EBIT & EBITDA explained with examples

• Case study: Apple Inc. financials

• AI for qualitative & quantitative research

Chapter 9: AI for Expense Optimization & Cost Reduction

• Identifying cost inefficiencies

• AI-driven strategies for cost cutting

• Efficiency-focused financial analysis

Chapter 10: AI for Business Valuation Techniques

• Discounted Cash Flow (DCF)

• Relative valuation

• Precedent transactions

• Multiples (EV/EBITDA, P/E, etc.)

Chapter 11: AI Risk & Data Security

• Why AI outputs may be unreliable

• Risks of sharing sensitive data

• Data security best practices

• Risks with vector DBs & embedded memory

Chapter 12: AI Ethics & Governance in Finance

• Fairness, bias & transparency in AI

• Explainable AI in finance

• Current & emerging regulatory frameworks

• Governance & risk management standards

Chapter 13: AI for Derivatives & Risk Management

• Intro to derivatives: futures, options, swaps

• Portfolio hedging with AI

• Greeks analysis & volatility modeling

• Stress testing & scenario modeling with AI

Capstone Project: AI-Powered Budgeting for Retail Firm Coming soon

• Project brief & scenario setup

• Instructor walkthrough (AI + Excel Forecasting)

• Submission tips & portfolio guidance

• Retail dataset, Prompt Guide, Excel Template

Career Mapping Resource: Where This Course Takes You Coming soon

• PDF: Career roles & skills mapping

• Resume bullet points & LinkedIn examples

• Optional video on showcasing skills in interviews

Bonus Module: AI Tools in Action Coming soon

• Tome – AI for financial presentations

• SaasAnt – QuickBooks automation walkthrough

• Syft Analytics – AI dashboards & reporting

High-Quality Promo Video (Trailer) Coming soon

• Hook – grab attention

• Course outcomes – skills you’ll gain

• Roles & Impact – who it’s for

• Call to Action – enroll now

Course Wrap-Up

• Review of key concepts

• Next steps for applying AI in finance

• Encouragement for projects & showcasing skills