AI for Investment Banking: Leverage ChatGPT & DeepSeek

via Udemy

Go to Course: https://www.udemy.com/course/ai-for-investment-banking-leverage-chatgpt-deepseek/

Introduction

The Coursera course titled "AI Strategies for Investment Banking and Finance" is an outstanding educational opportunity for finance professionals aiming to harness the power of artificial intelligence to streamline and enhance their workflows. This comprehensive, hands-on course offers practical training on integrating advanced AI tools such as ChatGPT, DeepSeek, Perplexity AI, and Microsoft Copilot into daily tasks, making it highly relevant in today’s rapidly evolving financial landscape. **Course Review** What sets this course apart is its focus on real-life case studies involving major corporations like NVIDIA, Unilever, Walmart, Target, Baker Hughes, Citigroup, Blackstone Infrastructure, and KKR Real Estate Finance Trust. These practical examples provide invaluable insights into how AI can be applied across different segments of the finance industry, from investment banking to private equity. The curriculum is well-structured, starting with foundational skills such as crafting compelling pitch decks and automating investor communications, to more advanced topics like extracting financial data with DeepSeek and accelerating research with Perplexity AI. The inclusion of simulated investor Q&A sessions using ChatGPT is particularly beneficial for those preparing for high-stakes meetings. A significant strength of this course is its focus on evaluating AI's capabilities in financial modeling, such as building discounted cash flow (DCF) models. This cutting-edge approach encourages critical thinking about AI's potential and limitations in core finance tasks, offering a balanced view of technology integration. The course also immerses learners in practical tools, providing hands-on experience with four leading AI platforms—ChatGPT, DeepSeek, Microsoft Copilot, and Perplexity AI—ensuring participants are well-equipped to implement these tools immediately in their work. **Who Should Enroll** This course is ideal for a wide range of finance professionals, including investment bankers, M&A specialists, ECM & DCM professionals, private equity and venture capital analysts, corporate finance teams, equity research analysts, hedge fund managers, and even management consultants. It is also valuable for students pursuing careers in finance, as it offers a forward-looking skillset that is increasingly vital in the industry. **Recommendation** I highly recommend this course to anyone in the finance sector looking to stay ahead of technological trends. The practical approach, emphasis on real-world applications, and comprehensive coverage of AI tools make it a must-have for professionals eager to integrate automation and AI into their workflows effectively. Whether you aim to improve your pitch decks, automate routine communications, or evaluate AI’s role in financial modeling, this course will provide you with the knowledge and skills to do so confidently. In summary, "AI Strategies for Investment Banking and Finance" on Coursera is a valuable investment in your professional development, equipping you with innovative AI strategies that can significantly boost productivity and decision-making in finance.