ChatGPT for Finance

In Collaboration With
OpenAIOpenAI

Course Outline

Finance professionals spend too much time on work that AI can handle: drafting emails, summarising meetings, sifting through due diligence documents, formatting reports. This course shows you how to reclaim that time.

ChatGPT for Finance teaches fund managers, analysts, and operations teams how to use ChatGPT as a practical copilot for real finance workflows. From drafting compliant investor updates to synthesising due diligence across multiple sources, every module is grounded in the kind of work you actually do.

Each module includes the exact prompts used, so you can copy them, adapt them to your own fund or firm, and start using them immediately.

What You'll Learn

Everyday Copilot: drafting, summarising, and repurposing emails, plus turning meeting transcripts into structured insights and action itemsDue Diligence & Research Automation: extracting risks from multiple sources, benchmarking comparables, and generating structured research reports with Deep ResearchWorkflow Automation: mapping your workflows to seven action patterns, prioritising automation fit, and streamlining complex tasks like NDA reviewCompany Knowledge & Onboarding: building a single source of truth, keeping knowledge current with AI, and creating interactive onboarding assetsCustom GPTs: building reusable GPTs that embed compliance, templates, and workflows for your whole team

Learning Outcomes

  • Use ChatGPT to draft, summarise, and repurpose finance communications including investor updates, meeting notes, and compliance-aware emails
  • Synthesise due diligence materials from multiple sources into structured, decision-ready reports using Deep Research and Thinking mode
  • Identify which workflows are best suited for AI automation and streamline them using ChatGPT
  • Use AI to keep company knowledge current, searchable, and structured for different audiences (LPs, analysts, new hires)
  • Build Custom GPTs that embed compliance safeguards and standardise outputs across your team

Who Is This Course For?

  • Fund managers, analysts, and operations professionals working in private equity, venture capital, or asset management
  • Finance professionals who want to automate repetitive workflows like email, reporting, and document review
  • Teams responsible for due diligence, investor communications, or compliance who want consistent, high-quality output
  • Anyone in finance who uses ChatGPT but hasn't yet built it into their daily workflows

Pre-requisites

  • Access to ChatGPT (Plus, Team, or Enterprise recommended)Basic familiarity with ChatGPT (have used it at least once)No technical or coding skills required
LevelBeginner
Your Instructor
TR
Talin Roche
Duration2H
Showcasing
OpenAIOpenAI
Progress0/9 chapters complete
0%
Your certificateComplete course to get your certificate
Certificate of Completion
Course Name
Why Enroll?
Built for finance, not generic AI advice - Every prompt, workflow, and example uses real fund operations scenarios, not hypothetical demosSave hours on repetitive work - Email drafting, meeting summaries, DD synthesis, and investor reporting all become fasterEmbed compliance from the start - Learn to build safeguards (data masking, disclaimers, red flag detection) directly into your workflows and Custom GPTsGet decision-ready output - Move from raw research to structured IC-ready reports and LP-ready updates in minutesStandardise across your team - Custom GPTs turn individual prompts into reusable tools that everyone can use consistently
Coming Soon
    ChatGPT for Finance - Build Club