Udemy

ChatGPT/AI for Finance Professionals: Investing & Analysis

4.6(2,067) on Udemy·14K enrolled
Beginner 10 hours English Course Certificate
Our recommendation
A Udemy course teaching you to run a full investment-research workflow with AI as your assistant — qualitative research, moat and competitive analysis, and more. Across about ten hours it is practical and workflow-focused. Useful for finance professionals comfortable that AI is a research aid, not a source of financial advice, and that outputs must be verified.

Good for: Finance professionals using AI to speed up research workflows.

Less suitable if: You want financial advice, or you are new to investing concepts.

Skills you'll gain

AI for financeInvestment researchChatGPTQualitative analysisCompetitive analysisProductivity

Is this course right for you?

A good fit if you…

You work in or near finance
You want AI-assisted research workflows
You will verify AI outputs

Consider something else if you…

You want investment advice
You are new to investing concepts
You distrust AI in analysis

Requirements: Finance/investing familiarity; access to ChatGPT (a paid plan may help).

Realistic time: Around 10 hours of video.

About this course

ChatGPT/AI for Finance Professionals: Investing & Analysis teaches you to run a full investment-research workflow with AI as your assistant. Across about ten hours it walks through qualitative research (management, moat, Porter's Five Forces, SWOT), quantitative research (TAM, market share, margins, valuation ratios), forensic accounting red flags, building and forecasting a financial model, and valuing a company three ways (DCF, P/E, P/R) — backed by 100 ready-made prompts plus research and model templates.

What you'll learn

Run qualitative company research with AI
Run quantitative research (TAM, share, margins)
Spot forensic-accounting red flags
Build and forecast a financial model
Value companies with DCF, P/E and P/R
Write effective finance prompts and verify outputs

This course includes

10h
On-demand video
Yes
Certificate
Yes
Mobile access
English
Language

What it costs

Udemy lists a high price but the course is nearly always on sale for roughly $12–20 with lifetime access — wait for a discount rather than paying full price. A ChatGPT Plus subscription or API access may be useful to follow along, billed separately.

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Prices & availability can change — confirm on the provider's site. We're not affiliated with any single provider.

Is the certificate recognised?

You receive a Udemy completion certificate — a learning record, not a financial or professional qualification.

Instructor

CH
Chris Haroun
Udemy instructor

Taught by Chris Haroun, a best-selling business and finance instructor with 1.7M+ students and a background spanning Goldman Sachs and hedge funds, with Luka Anicin.

About this provider

UD
Udemy
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Frequently asked questions

No — it teaches using AI as a research assistant. Any outputs are a starting point to verify, not financial advice, and it is not a substitute for professional guidance.
Ignore the list price — Udemy runs near-constant sales, so it is usually around $12–20 with lifetime access.
A ChatGPT Plus subscription or API access can help you follow along, billed separately from the course.
Yes — it assumes familiarity with investing concepts, which you then speed up with AI.
No — the course itself stresses verifying AI outputs; they are a research aid, not a source of truth.
Paid
from $19.99 (frequent sales) · lifetime access
Enroll now