What you'll learn
Prompt Engineering for Finance and Investments: from basic to advanced prompt techniques
Letting ChatGPT read, analyse and summarize large PDF docs like annual reports
Using ChatGPT for Advanced (Financial) Data Analytics with Python
Using ChatGPT to browse and search the Web with Microsoft Bing
Asking ChatGPT to analyse and interpret financial charts and graphs
Getting assistance from ChatGPT for your Python Project or Excel Model
Understanding Limitations and Restrictions of using ChatGPT for Finance and Investments
Creating meaningful finance-related images and pictures with DALLE 3
Setting up ChatGPT and GPT models for your purposes
Features and Options or ChatGPT PLUS demonstrated and explained
Using ChatGPT Plugins for advanced tasks
Requirements
An internet connection capable of streaming HD videos.
Some Finance or Investment related background (not required but it helps)
Description
Welcome to the first ChatGPT course for Finance and Investment Professionals. Boost your results and efficiency at work with AI!In the dynamic world of finance and investment, staying ahead means leveraging the most cutting-edge tools at your disposal. This is a unique course designed to arm financial professionals with advanced ChatGPT skills, going beyond the basics to explore how this revolutionary AI can transform your approach to data analysis, client interactions, and strategic decision-making.What You Will Learn:Getting Started: We set the stage with fundamental principles of AI in finance, ensuring you're primed for the advanced content ahead.Introduction to ChatGPT: A comprehensive overview of ChatGPT, tailored for financial professionals. Understand its core functionalities and immediate applications in your daily workflow.Five Essential Techniques in Prompt Engineering for Financial Professionals: Dive into prompt engineering, learning to craft queries that yield the most relevant and accurate responses for complex financial data and scenarios.ChatGPT in Finance and Investing: Understanding Its Limits and Pitfalls: It's crucial to recognize the limitations and potential missteps when integrating AI in finance. This section empowers you with the knowledge to navigate these challenges effectively.ChatGPT - Advanced Features for Finance (PLUS): Explore the advanced capabilities of ChatGPT, including DALL-E 3 for image creation, enhanced data analytics with Python, and more, all tailored for financial contexts.Case Study: Goal-Based Investment Planning with Advanced Prompt Engineering: Apply your skills in a real-world scenario, utilizing ChatGPT to strategize and execute goal-oriented investment plans.Case Study: Python Coding and Bug Fixing with ChatGPT: Enhance your coding efficiency in Python with ChatGPT's assistance, especially in debugging and optimizing financial algorithms.Course Features:Practical Approach: Each module is designed with a focus on practical application, especially through real-world case studies in finance and investment.Interactive Learning: Students are encouraged to actively engage with the material through case study analysis.Comprehensive Tools Integration: The course covers the latest tools such as image creation with DALL-E 3, advanced data analytics with Python, PDF reading enhancements, and effective web browsing and searching techniques.Expert Insights: Learn from professionals who are at the forefront of integrating AI in finance, providing insights that are both current and relevant.Flexible Learning: Designed for busy professionals, the course offers flexibility to learn at your own pace while ensuring a comprehensive understanding of each topic.Join us on this cutting-edge learning experience and redefine your professional toolkit in the world of finance and investment.
Overview
Section 1: Getting Started
Lecture 1 NEW ChatGPT Features already included in this course (Nov 2023)
Lecture 2 Diving into ChatGPT for Finance: The Power of Prompts
Lecture 3 How to get the most out of this course
Lecture 4 Did you know...?
Section 2: Introduction to ChatGPT
Lecture 5 What is ChatGPT and how does it work?
Lecture 6 ChatGPT vs. Search Engines
Lecture 7 Artificial Intelligence vs. Human Intelligence
Lecture 8 Creating a ChatGPT account and getting started
Lecture 9 Features, Options and Products around GPT models
Lecture 10 Navigating the OpenAI Website
Lecture 11 What is a Token and how do Tokens work?
Section 3: Five Essential Techniques in Prompt Engineering for Financial Professionals
Lecture 12 Introduction
Lecture 13 Explicit Instruction: The First Step in Masterful Prompt Engineering
Lecture 14 Temperature Setting: Fine-tuning ChatGPT Responses to Your Liking
Lecture 15 The Length of ChatGPT Responses: Crafting Precise Outputs
Lecture 16 Few-shot Learning: Guiding ChatGPT Through Examples
Lecture 17 Iterative Refinement in ChatGPT Prompt Engineering
Lecture 18 Bonus Technique: Aggregation of long Texts in easy-to-read Tables
Section 4: ChatGPT in Finance and Investing: Understanding Its Limits and Pitfalls
Lecture 19 Introduction
Lecture 20 Real-Time Data Availability
Lecture 21 Looking Ahead - The Lack of (true) Predictive Capabilities
Lecture 22 ChatGPT: The Challenge of Bias and Misinformation
Lecture 23 Beyond AI: The Value of Human Skills in Finance
Lecture 24 AI in Finance: Compliance with Ethics and Regulations
Lecture 25 ChatGPT Token Limits: Understanding and Overcoming Boundaries
Section 5: ChatGPT - advanced features for Finance (PLUS)
Lecture 26 Introduction
Lecture 27 GPT-4 vs. GPT-3.5
Lecture 28 Unleash the Power of ChatGPT Plugins - Reading and Analysing PDF files
Lecture 29 Unleash the Power of ChatGPT Plugins - Wolfram Alpha for Finance
Lecture 30 Advanced (Financial) Data Analysis with ChatGPT and Python
Lecture 31 Excursus: Copy/Paste ChatGPT´s Python Code into your projects
Lecture 32 Analysing Pictures and Images
Lecture 33 Creating Pictures and Images with DALL-E
Lecture 34 ChatGPT browsing the Web with Bing
Lecture 35 BONUS: the WebChatGPT Extension (available in free version!)
Section 6: Case Study: Goal-based Investment Planning with advanced Prompt Engineering
Lecture 36 Case Introduction and Downloads
Lecture 37 Defining Role, Tone and Target Audience with Custom Instructions
Lecture 38 Adding Context and Background Information
Lecture 39 Reversing Roles: the pre-response Inquiry
Lecture 40 Initial Prompting with Goal, Scope, Anchoring, Exclusions & more
Lecture 41 Feedback Loops: Iterative Refinement and Chain Prompting
Lecture 42 Final Response Formatting
Lecture 43 Self-Assessment and Reflective Thinking
Lecture 44 BONUS: Prompt Re-Engineering
Section 7: Case Study: Python Coding and Bug Fixing with ChatGPT
Lecture 45 Case Introduction and Downloads
Lecture 46 Bug Fixing with ChatGPT
Lecture 47 Improving the Code with ChatGPT
Lecture 48 Adding new Features with ChatGPT
Lecture 49 The Class explained 1 (optional)
Lecture 50 The Class explained 2 (optional)
Lecture 51 The Class explained 3 (optional)
Lecture 52 The Class explained 4 (optional)
Lecture 53 The Class explained 5 (optional)
Lecture 54 The Class explained 6 (optional)
Lecture 55 The Class explained 7 (optional)
Lecture 56 The Class explained 8 (optional)
Section 8: Appendix: Installing and working with Python, Anaconda and Jupyter Notebooks
Lecture 57 Download and Install Anaconda
Lecture 58 How to open Jupyter Notebooks
Lecture 59 How to work with Jupyter Notebooks
Financial and Investment Professionals interested in boosting their work with Artificial Intelligence.,Everybody in a Business-related Profession wanting to leverage the power of ChatGPT for their day-to-day work.,Investment Analysts and Managers seeking to outsource the most time-consuming parts of their work to ChatGPT.,Python and Excel Wizards needing help and assistance from ChatGPT for their models.,Investment Bankers and Managers seeking to draft Legal Docs, Term Sheets, etc. in no time.,(Tax) Accountants wanting to receive insight from a powerful AI for their day-to-day tasks.

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