Coursera Instructor Network
AI-Powered Finance: Forecasting, Planning & Reporting Specialization
Coursera Instructor Network

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.

Arkadi Avanesyan
Manish Gupta
Starweaver

Instructors: Arkadi Avanesyan

Included with Coursera Plus

Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

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.

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Taught in English
Recently updated!

August 2025

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Specialization - 11 course series

What you'll learn

Skills you'll gain

Category: Financial Forecasting
Category: Artificial Intelligence
Category: Generative AI
Category: Payroll Systems
Category: Financial Regulations
Category: Financial Services
Category: Investment Management
Category: Compliance Management
Category: Emerging Technologies
Category: Trend Analysis
Category: Accounting and Finance Software
Category: Risk Management
Category: Financial Reporting
Category: Automation

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

Category: Risk Management
Category: Portfolio Management
Category: Investment Management
Category: Data Analysis
Category: Return On Investment
Category: Financial Modeling
Category: Quantitative Research
Category: Performance Analysis
Category: Financial Analysis

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

Category: Tax Planning
Category: Auditing
Category: Tax Compliance
Category: Financial Reporting
Category: Income Tax
Category: Financial Controls
Category: Compliance Management
Category: Tax Management
Category: Ledgers (Accounting)
Category: General Ledger
Category: Financial Auditing

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

Category: Generative AI
Category: Microsoft Copilot
Category: ChatGPT
Category: Business Ethics
Category: Financial Data
Category: Data Analysis
Category: Prompt Engineering
Category: Data-Driven Decision-Making
Category: Data Visualization Software
Category: Financial Analysis
Category: Artificial Intelligence
Category: Financial Modeling

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

Category: Asset Management
Category: Portfolio Management
Category: Generative AI
Category: Risk Analysis
Category: Business Ethics
Category: Continuous Monitoring
Category: Wealth Management
Category: Investment Management
Category: Risk Management
Category: Correlation Analysis
Category: Real Time Data
Category: Artificial Intelligence
Category: Financial Planning

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

Category: Anomaly Detection
Category: Prompt Engineering
Category: Generative AI
Category: Large Language Modeling
Category: Analytics
Category: Business Process Automation
Category: Automation
Category: Artificial Intelligence
Category: Business Reporting
Category: Performance Analysis
Category: Financial Reporting
Category: Auditing
Category: Auditors Report
Category: Data Analysis
Category: Annual Reports
Category: OpenAI

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

Category: Generative AI
Category: Financial Forecasting
Category: Predictive Analytics
Category: Artificial Intelligence
Category: Predictive Modeling
Category: Analysis
Category: Investment Management
Category: Market Data
Category: Automation
Category: Portfolio Management
Category: Financial Analysis
Category: Financial Reporting
Category: Risk Management
Category: Advanced Analytics
Category: Financial Modeling
Category: Financial Data

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

Category: Accounts Receivable
Category: Cash Flow Forecasting
Category: Business Process Automation
Category: Dashboard
Category: Cash Flows
Category: Artificial Intelligence
Category: Financial Reporting
Category: Prompt Engineering
Category: Risk Analysis
Category: Financial Forecasting
Category: Cash Management
Category: Compliance Reporting
Category: Accounts Payable
Category: Business Risk Management
Category: Generative AI
Category: Forecasting
Category: ChatGPT
Category: Time Series Analysis and Forecasting
Category: Financial Modeling
Category: Automation

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

Category: Generative AI
Category: Natural Language Processing
Category: Financial Analysis
Category: Analysis
Category: Financial Statement Analysis
Category: Artificial Intelligence
Category: Data-Driven Decision-Making
Category: Financial Data
Category: Prompt Engineering

What you'll learn

Skills you'll gain

Category: Data Management
Category: Financial Planning
Category: Budget Management
Category: Workflow Management
Category: Financial Analysis
Category: Strategic Planning
Category: Enterprise Resource Planning
Category: Oracle Databases
Category: Data-Driven Decision-Making
Category: Financial Data
Category: Financial Forecasting
Category: Audit Planning
Category: Accounting and Finance Software
Category: Financial Management
Category: Budgeting
Category: Decision Making
Category: Database Software

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

Category: Financial Forecasting
Category: Generative AI
Category: Artificial Intelligence
Category: Data Quality
Category: Forecasting
Category: Finance
Category: Prompt Engineering
Category: Market Analysis
Category: Financial Planning
Category: OpenAI
Category: Strategic Decision-Making
Category: Financial Modeling
Category: Business Process Automation

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Instructors

Arkadi Avanesyan
Coursera Instructor Network
8 Courses50,530 learners
Manish Gupta
15 Courses47,560 learners
Starweaver
Coursera Instructor Network
405 Courses740,771 learners

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