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  1. Courses
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  3. GenAI for Financial Data Analysis

GenAI for Financial Data Analysis

Learn to harness Generative AI for financial data analysis. Extract actionable insights, automate workflows, and build custom AI tools using ChatGPT, Microsoft Co-Pilot, Huggingface, and more while applying ethical best practices.

Manish Gupta
Manish Gupta
Finance | core | 1 hour 15 minutes |   Published: Jul 2025
In partnership with: Coursera

    Discussions

Overview

1kSTUDENTS*
98.6%RECOMMEND*
  • 1 hours of on-demand video  
  • Certificate of completion  
  • Direct access/chat with the instructor 
  • 100% self-paced online 

In my experience working with the hospitality industry, we leveraged AI tools to create valuable insights that transformed how we understood marketing effectiveness, revenue segmentation, and pricing strategies.  

By using AI-driven data analysis and visualization tools, we streamlined the process and gained a competitive edge in decision-making. This firsthand experience showcased how powerful AI can be when applied to real-world financial data. 

This course is designed to take learners with a basic understanding of financial data and AI concepts to the next level, focusing on practical applications of Generative AI (GEN AI) in financial data analysis. You’ll dive deep into specific use cases, learning how to use AI tools to extract actionable insights from financial data. We’ll demonstrate AI tools in action, showing how to optimize financial strategies through data analysis, all while highlighting the best practices to maximize GEN AI’s potential in finance. 

One of the unique aspects of this course is its focus on hands-on learning. Not only will you explore the use of AI tools, but you’ll also get an overview of building custom AI tools using open-source models, ensuring you can apply what you learn directly to real-world scenarios.  

We will explore Ai tools like Microsoft Co-Pilot, Chat GPT, Datarobot, Chartpixel and Huggingface to create custom tools. 

Skills You Will Gain

Generative AI in finance
Generative AI
Financial Data Analysis
AI in Finance
Financial Forecasting
Financial Forecasting with AI

Learning Outcomes (At The End Of This Program, You Will Be Able To...)

  • 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. 

Prerequisites

  • Basic understanding of financial analysis and AI/machine learning concepts. 

  • Familiarity with data handling and statistical methods. 

Who Should Attend

Financial analysts, data scientists, and finance professionals with fundamental knowledge of financial data analysis and AI concepts. Ideal for those looking to apply GEN AI to real-world financial problems. 

Curriculum

Instructors

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Module 1: Introduction to GEN AI in Finance
2Module 2: Practical Application and Demonstration of Tools
3Module 3: Challenges, Best Practices, and Custom AI Tool Development
Manish Gupta

Manish Gupta

Manish is a seasoned finance and business management professional with over 15 years of experience in the hospitality industry. As the Chief Financial Officer at Htoo Hospitality, he oversees operations across six destinations and 15 hotels, managing an inventory of over 800 rooms and a workforce of 1,500+. In addition to his CFO responsibilities, he also serves as the acting CEO and head of business, leading strategic initiatives, financial planning, and the post-COVID reopening of key hotels. His expertise includes implementing ERP systems, financial planning processes, and data visualization tools to optimize hotel performance and efficiency.

A passionate advocate for learning and development, Manish is the founder of eHotel Management School, an online platform offering over 30 courses in hospitality management. With a global student base of over 100,000, his mission is to empower one million professionals in finance, business management, and technology. He has also authored a comprehensive guide on budgeting and forecasting principles for hospitality and collaborates with platforms like Coursera and Alison as an instructor. Through his work, he continues to drive innovation, lean management, and knowledge-sharing in the hospitality sector, equipping professionals with the skills needed to thrive in a dynamic industry.

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Segment 05: Demonstration of General AI Models capabilities

Segment 06: Demonstration of Custom Made tool for data analysis part 1

Segment 07: Demonstration of Custom Made tool for data analysis part 2

Segment 08: Demonstration of Miscrosoft Co-pilot capabilities for data analysis

Segment 09: How to use data visualization tools for analysis

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 1: Introduction and Welcome

Segment 02: Understanding GEN AI and Its Financial Applications

Segment 03: Create Prompts for data analysis (Demonstration using ChatGPT)

Segment 04: Make your toolkit for Data analysis and visualization

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 10: Overcoming Challenges in GEN AI Implementation

Segment 11: Best Practices for Maximizing GEN AI Efficiency in Finance

Segment 12: Building Custom AI Tools with Open-Source Models

Segment 13: Congratulations and Continuous Learning Journey