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GenAI for Financial Forecasting and Planning
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GenAI for Financial Forecasting and Planning

Manish Gupta
Starweaver

Instructors: Manish Gupta

Instructors

Manish Gupta
Manish Gupta
15 Courses•46,270 learners
Starweaver
Starweaver
Coursera Instructor Network
403 Courses•722,119 learners

Included with Coursera Plus

•Learn more
1 module
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

Recommended experience

Beginner level

Basic knowledge of financial forecasting and planning.

2 hours to complete
Flexible schedule
Learn at your own pace

1 module
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

Recommended experience

Beginner level

Basic knowledge of financial forecasting and planning.

2 hours to complete
Flexible schedule
Learn at your own pace
  • About
  • Modules
  • Recommendations
  • Testimonials

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

  • Prompt Engineering
  • Generative AI
  • Financial Planning
  • Data Quality
  • Artificial Intelligence
  • Real Time Data
  • Financial Management
  • Forecasting
  • Financial Modeling
  • Financial Forecasting
  • Market Intelligence
  • Market Analysis
  • Data-Driven Decision-Making

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

1 assignment

Taught in English

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There is 1 module in this course

This course introduces financial professionals to the transformative power of Generative AI (GEN AI) in forecasting and planning. You will learn how to leverage AI-driven tools to streamline processes, improve accuracy, and optimize strategic decision-making. By the end of the course, you’ll be able to automate financial predictions and validate assumptions, enabling faster and more precise financial forecasting. This course is not just about AI theory—it’s about practical tools that will immediately impact your ability to forecast and plan with greater precision and speed.

This course is designed for financial analysts, planners, and data scientists with basic knowledge of finance and AI, who are looking to enhance their forecasting capabilities with GEN AI tools. Learners should have a foundational understanding of financial forecasting and basic familiarity with AI concepts and data analysis techniques. By the end of this course, learners will be able to use AI-driven insights to validate assumptions, analyze market trends, and develop strategic solutions leading to more informed and data-driven decision-making.

This course introduces you to the power of Generative AI (GEN AI) in financial forecasting and planning. You’ll learn how to use cutting-edge AI tools to automate financial predictions, enabling faster, more accurate forecasts. It is tailored specifically for finance professionals who are ready to integrate AI into their workflows, with a focus on real-world applications, practical demonstrations, and actionable insights.

What's included

11 videos4 readings1 assignment3 peer reviews3 discussion prompts

11 videos•Total 78 minutes
  • Introduction to the Course & Meet Your Instructor•1 minute•Preview module
  • Fundamentals of Forecasting and Concepts of Gen AI in Finance•7 minutes
  • Create your Prompts and Steps in Using AI Models at Various Stage of Forecasting and Planning•6 minutes
  • Explore the Framework to Make Your Own Toolkit for Financial Forecasting•8 minutes
  • Demonstration: Market Research and Assumptions Validation with Perplexity and other Research Tools•9 minutes
  • Demonstration: Revenue Forecasting with DataRobot•15 minutes
  • Demonstration: Analyzing Expense Trends and Predicting Future Expenses•9 minutes
  • Limitations of AI Tools in Financial Forecasting•5 minutes
  • Best Practices for Effective Forecasting•4 minutes
  • Building Custom AI Tools with Open-Source Models•9 minutes
  • Congratulations and Continuous Learning Journey•1 minute
4 readings•Total 20 minutes
  • Welcome to the Course: Course Overview•5 minutes
  • What is AI Planning and Forecasting?•5 minutes
  • Universal Models: Forecast and More without Building a Model from Scratch•5 minutes
  • AI and Privacy & Security: A Guide to the Risks and Best Practices•5 minutes
1 assignment•Total 10 minutes
  • GenAI for Financial Forecasting and Planning•10 minutes
3 peer reviews•Total 45 minutes
  • Project: Create a Financial Forecasting Toolkit Using AI•15 minutes
  • Project: Create Your Own Financial Plan Using AI Tools•15 minutes
  • Project: Develop a Custom AI Revenue Forecasting Model Using Open-Source Tools•15 minutes
3 discussion prompts•Total 15 minutes
  • Impact of Data Quality on AI-Driven Financial Forecasting•5 minutes
  • AI-Driven Scenario Testing: Preparing for Volatile Market Outcomes•5 minutes
  • Choosing Between Open-Source vs. Commercial AI for Financial Forecasting•5 minutes

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Instructors

Manish Gupta
Manish Gupta
15 Courses•46,270 learners

Instructors

Manish Gupta
Manish Gupta
15 Courses•46,270 learners
Starweaver
Starweaver
Coursera Instructor Network
403 Courses•722,119 learners

Offered by

Coursera Instructor Network

Offered by

Coursera Instructor Network

The Coursera Instructor Network is a select group of instructors who have demonstrated expertise in specific tools or skills through their industry experience or academic backgrounds in the topics of their courses.

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When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

You will be eligible for a full refund until two weeks after your payment date, or (for courses that have just launched) until two weeks after the first session of the course begins, whichever is later. You cannot receive a refund once you’ve earned a Course Certificate, even if you complete the course within the two-week refund period. See our full refund policyOpens in a new tab.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

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