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Financial Modeling, Analysis And Valuation With Chatgpt
https://www.udemy.com/course/financial-modeling-with-chatgpt/

 

Published 11/2023

By the #1 Online Finance Instructor & One of the Top AI Experts in the World According to Google Developers


The instructors of this course include Chris Haroun who has an MBA in Finance from Columbia University and he is an award winning MBA professor. He has work experience at Goldman, Citadel and other top hedge funds, as well as venture capital experience where he had a pre-IPO investment in Facebook. Dr. Luka Anicin is one of the top AI and Machine Learning experts in the world according to Google Developers and he was in charge of engineering at a large company that Google recently acquired.

Together, Chris and Luka have created this groundbreaking course to help you create financial models, analyze financial statements and value companies with the help of top AI products, including ChatGPT, Bing Chat, Bard and Claude AI.

This course will teach you from scratch all accounting and finance topics you need to know while using ChatGPT, in order to create a 100+ page investment research report and a detailed financial model. The report and model templates are included in this comprehensive course.

No prior finance or accounting experience is required to take this comprehensive courser that will help you take your finance career to the next level.

Here is an outline of the 13 sections in this course: 

 

  1. Section 1 is an Introduction to the course and how to access and use the attached 100+ page AI research report that contains all the prompts you need to analyze any company. Also attached to the first lecture is an Excel spreadsheet that you can use to create you Income Statement, Balance Sheet, Cash Flow Statement and value the company you are researching using P/E, P/Revenue and Discounted CashFlow (DCF). An index of all contents sorted alphabetically is also attached to the first lecture.

  2. Section 2 is called Financial Model Inputs Analysis Using ChatGPT. Sections 2 through 7 is a thorough analysis of financial statements and other inputs that could impact the financial model that we create together in section 8. In section 2 we will use Chat GPT and other AI products to help us understand what can make revenue or eps in our financial model change from a high-level perspective, like the market growth analysis, the total addressable market, geographic exposure etc. In section 2 we also analyze foreign exchange exposure, inventory analysis, customer concentration, cost of customer acquisitions, shareholders and much more.

  3. Section 3, which is called Historical Financial Analysis using ChatGPT, where we will analyze historical revenue and eps growth of the company that we are doing research on as well as the competition. This will help us build our financial model. In section 3 we will also analyze historical gross margins and operating margins as well of the company we are doing research on as well as the competition. We explain all financial metrics from scratch in all sections.

  4. Section 4 is called Valuation of the Company and Competitors, where we will analyze the valuation of the company and the competition on a p/e and price to revenue basis. We will also explain how valuation works from scratch.

  5. Section 5 is called Analyzing Accounting Issues Using ChatGPT, where we will analyze potential accounting red flags as we do forensic accounting with ChatGPT. Specifically, we will analyze revenue versus deferred revenue growth, inventory versus cost of goods sold growth, organic growth, changes in revenue recognition and much more.

  6. Section 6 is called Introduction to Financial Modeling where we will discuss financial modeling best practices based on Chris Haroun's work experience at the top hedge funds in the world and based on my venture capital experience.

  7. Section 7 is called Adding Financial Data to Our Models Using ChatGPT, Bard, Bing Chat and Claude  AI.

  8. Section 8 is called How do Financial Statement Work and Forecasting Financial Statements. In Section 8 we will discuss exactly how an income statement, balance sheet and cash flow statements work and how to create them. Then we will create our financial model forecasts based on the research that we do together in sections 2 through 7.

  9. Section 9 is called Valuation using DCF, P/E and P/Revenue, where we will explain exactly how valuation works when it comes to P/E, P/R and Discounted Cash Flow meaning DCF, then we will value the company we are doing research on using P/E, P/R and using Discounted Cash Flow.

  10. Section 10 is called Technical Analysis Using ChatGPT, Bing Chat and Bard. In section 10 we will explain from scratch how technical analysis works and then we will use ChatGPT and other top ai products to help us with technical analysis on the company we are doing research on.

  11. Section 11 is called Creating Our Executive Summary Using AI, where we will use AI to create a one page executive summary of our massive 100+ page research report.

  12. Section 12 is an optional long section called How to Use ChatGPT, Bard, Bing Chat and Claude AI Prompts and Getting Data for Our Financial Statements. We made section 12 optional as some students might already be very experienced with using ai products. In section 12 we discuss how to use basic and advanced features of ai products like ChatGPT and how to create many prompts and how to use ai to ask the right questions, in order to get access to all data meaning inputs into your financial research process.

This comprehensive course contains all the AI and other tools you need to run circles around the competition when analyzing the financial statements of companies, creating a 100+ page research report that uses state of the art, thoroughly tested AI prompts, building financial models from scratch and valuing companies using 3 different valuation methodologies.

No prior finance or accounting experience is required to take this comprehensive courser that will help you take your finance career to the next level.

 

Financial Modeling, Analysis And Valuation With Chatgpt

 


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