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ChatGPT Prompting for Finance and Financing

ChatGPT Prompting for Finance and Financing

A focused, practical course for finance and financing professionals who want reliable results from ChatGPT. The agenda teaches clear prompt structures, data safeguards, and review techniques tailored to budgeting, forecasting, credit, and reporting. Participants practice turning real finance tasks into reusable prompt patterns.

What will you learn?

You will translate finance objectives into precise prompts that guide ChatGPT to useful, verifiable outputs. You will apply guardrails that protect sensitive data and reduce hallucinations, and you will learn fast review loops to validate numbers and narrative. By the end, you can build a small prompt library for your team’s recurring finance and financing tasks.

  • Structure prompts with goal, context, constraints, and examples for accurate outputs
  • Apply safe data handling, verification steps, and audit friendly formatting
  • Use ChatGPT for budgeting, forecasting, credit memos, and management reporting
  • Build a reusable prompt library and checklists for team workflows

Requirements:

  • Familiarity with spreadsheets and common finance terms
  • Access to ChatGPT and sample, non sensitive task descriptions

Course Outline*:

*We know each team has their own needs and specifications. That is why we can modify the training outline per need.

Module 1: Prompting basics for financial accuracy

  • What good prompts include goal, audience, scope, format, and success criteria
  • Context and assumptions units, currency, period, scenario, data source
  • Constraints and style numeric precision, rounding, tone, and length limits
  • Examples and test cases improving results with few shot prompting

Module 2: Core finance and financing use cases

  • Budget and forecast prompts scenario planning, drivers, variance notes
  • Credit and lending prompts risk factors, covenant checks, credit memo drafts
  • Cash flow and working capital prompts statements, reconciliation notes, levers
  • Reporting prompts management summaries, board briefs, KPI narratives

Module 3: Reliability, safety, and review loops

  • Data privacy do not paste sensitive data, how to redact and synthesize
  • Hallucination control ask for sources, confidence, and unresolved questions
  • Numeric assurance cross checks, reasonableness tests, alternative calculations
  • Audit friendly output tables, assumptions list, change log in the response

Module 4: Team prompt library and adoption

  • Turning tasks into templates placeholders, variables, and guardrails
  • Versioning and naming conventions for shared prompts
  • Integrating prompts with Excel, PowerPoint, and email workflows
  • Personal and team action plan with a small starter library

Hands-on learning with expert instructors at your location for organizations.

1.797€*
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Level:
intermediate
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Duration:
7
Hours (days:
1
)
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Training customized to your needs
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Immersive hands-on experience in a dedicated setting
*Price can range depending on number of participants, change of outline, location etc.
Get Quote

Master new skills guided by experienced instructors from anywhere.

1.062€*
Graph Icon - Education X Webflow Template
Level:
intermediate
Clock Icon - Education X Webflow Template
Duration:
7
Hours (days:
1
)
Camera Icon - Education X Webflow Template
Training customized to your needs
Star Icon - Education X Webflow Template
Reduced training costs
*Price can range depending on number of participants, change of outline, location etc.
Get Quote