Generative AI Full Course Tutorial: The Future of Financial Analysis Is Here (Are You Ready?)
Learn Skills Daily
20,241 views
Join Learn Skills Daily for ad-free training, exams, certificates, and exclusive content:
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Master generative AI for work in this complete beginner-friendly course featuring ChatGPT, Microsoft Copilot, Google Gemini, Claude, and Perplexity. Instructor Amanda VanDenElzen explains how large language models (LLMs) work, how to write effective AI prompts using proven prompt-building blocks, and how to use AI safely and ethically. You’ll also learn how to recognize hallucinations and bias, protect confidential data, conduct research, improve writing, brainstorm ideas, analyze documents and spreadsheets, interpret images, and use AI as a practical thought partner.
Through hands-on generative AI tutorials for finance, marketing, and sales professionals, you’ll explore real-world workflows that improve productivity and decision-making. Learn how to create financial forecasts, analyze budget-versus-actual data, improve month-end processes, build SOPs, research marketing audiences, develop social media and direct-mail campaigns, evaluate campaign performance, prospect and qualify sales leads, prepare for discovery calls, role-play customer objections, write proposals, calculate ROI, negotiate effectively, and build an interactive HTML calculator—all with conversational prompts you can adapt to your daily work.
Exercise Files: https://tinyurl.com/yck8ub74
Learn with Amanda: https://www.betterworktraining.com/
Follow Amanda on LinkedIn: LinkedIn: amandavandenelzen
50 AI Prompts for Work Productivity PDF: https://academy.betterworktraining.co...
Welcome and Course Goals 00:00
Meet Your Instructor 00:54
Today’s Roadmap and Free PDF 2:30
Choosing the Right AI Tool 4:12
Inputs Outputs and AI Risks 10:58
Hallucinations Real World Story 16:44
Prompt Building Blocks 19:52
Four Practical AI Use Cases 29:57
Hands On Copilot Email Demos 38:16
Research and Critical Thinking Demos 47:43
Multimodal Files and Images 54:02
Upload Images and Files 55:49
Turn Flowcharts Into Emails 57:55
Share and Clean Outputs 58:41
Executive Talking Points PDF 59:29
Spreadsheet Trend Analysis 1:01:07
Data Limits and Safety 1:03:33
Free Prompt Resource 1:05:08
Finance Course Agenda 1:06:28
FP&A Forecasting Workflow 1:10:34
Investigate Variances 1:14:08
Three Scenario Forecast 1:15:56
One Page Leadership Narrative 1:17:30
Interview Month End Close 1:19:53
Bottlenecks and Best Practices 1:27:53
CEO Productivity Question 1:31:13
Interpretation and Executive Summary 1:35:29
Treasury Fee Negotiation Prep 1:39:59
Role Play Bank Call 1:43:46
Negotiation Roleplay Loop 1:45:20
Stopping and Getting Feedback 1:46:22
Roleplay Beyond Treasury 1:47:42
AP Process Documentation Setup 1:48:53
Transcript to Ordered Steps 1:51:21
Drafting a Formal SOP 1:53:44
Flowchart Visual Workflow 1:55:50
Unstructured Data Use Cases 1:57:16
Course Wrap and Free Guide 1:59:20
Marketing Course Scenario 2:04:47
Campaign Brief and Goals 2:07:39
Deep Research in Gemini 2:09:59
Notebooks for Campaign Planning 2:18:34
Social Content Pillars 2:22:36
Calendarizing Social Posts 2:27:07
AI Product Image Makeover 2:29:40
Captions and Repurposing Content 2:35:24
AI Content Table 2:39:14
Switching Notebook Chats 2:40:39
Direct Mail Segments 2:41:27
Four Drop Mail Funnel 2:44:09
Format and Export Tables 2:46:23
Postcard Mockup Generator 2:48:27
Doodle Feedback Loop 2:52:37
In Store Activation Ideas 2:58:55
Event Plan and Budget 3:03:26
Objections and Pitch Prep 3:06:52
Upload and Review Metrics 3:09:36
Channel KPI Breakdown 3:14:48
Leadership Recap and Next Steps 3:16:34
Sales Session Begins 3:25:09
Prospecting Prompt Setup 3:30:44
Lead List Research 3:34:55
Rank Top Prospects 3:37:20
Find Decision Makers 3:38:18
Deep Dive One Lead 3:40:36
Discovery Call Prep 3:44:20
Log CRM Notes Fast 3:48:33
Handle Ghosting Strategically 3:53:42
Role Play The Demo 3:58:35
Build A Proposal 4:07:23
ROI Payback Math 4:09:55
Build ROI Calculator 4:12:38
Negotiate Without Discounting 4:17:12
Wrap Up Next Steps 4:20:42
(C) 2026 Bomberry Productions
Any illegal reproduction of this content will result in immediate legal action.
8 Comments
Generative AI Full Course Tutorial: The Future of Financial Analysis Is Here (Are You Ready?)
Learn Skills Daily
20,241 views
Join Learn Skills Daily for ad-free training, exams, certificates, and exclusive content:
https://www.learnskillsdaily.com
Master generative AI for work in this complete beginner-friendly course featuring ChatGPT, Microsoft Copilot, Google Gemini, Claude, and Perplexity. Instructor Amanda VanDenElzen explains how large language models (LLMs) work, how to write effective AI prompts using proven prompt-building blocks, and how to use AI safely and ethically. You’ll also learn how to recognize hallucinations and bias, protect confidential data, conduct research, improve writing, brainstorm ideas, analyze documents and spreadsheets, interpret images, and use AI as a practical thought partner.
Through hands-on generative AI tutorials for finance, marketing, and sales professionals, you’ll explore real-world workflows that improve productivity and decision-making. Learn how to create financial forecasts, analyze budget-versus-actual data, improve month-end processes, build SOPs, research marketing audiences, develop social media and direct-mail campaigns, evaluate campaign performance, prospect and qualify sales leads, prepare for discovery calls, role-play customer objections, write proposals, calculate ROI, negotiate effectively, and build an interactive HTML calculator—all with conversational prompts you can adapt to your daily work.
Exercise Files: https://tinyurl.com/yck8ub74
Learn with Amanda: https://www.betterworktraining.com/
Follow Amanda on LinkedIn: LinkedIn: amandavandenelzen
50 AI Prompts for Work Productivity PDF: https://academy.betterworktraining.co...
Welcome and Course Goals 00:00
Meet Your Instructor 00:54
Today’s Roadmap and Free PDF 2:30
Choosing the Right AI Tool 4:12
Inputs Outputs and AI Risks 10:58
Hallucinations Real World Story 16:44
Prompt Building Blocks 19:52
Four Practical AI Use Cases 29:57
Hands On Copilot Email Demos 38:16
Research and Critical Thinking Demos 47:43
Multimodal Files and Images 54:02
Upload Images and Files 55:49
Turn Flowcharts Into Emails 57:55
Share and Clean Outputs 58:41
Executive Talking Points PDF 59:29
Spreadsheet Trend Analysis 1:01:07
Data Limits and Safety 1:03:33
Free Prompt Resource 1:05:08
Finance Course Agenda 1:06:28
FP&A Forecasting Workflow 1:10:34
Investigate Variances 1:14:08
Three Scenario Forecast 1:15:56
One Page Leadership Narrative 1:17:30
Interview Month End Close 1:19:53
Bottlenecks and Best Practices 1:27:53
CEO Productivity Question 1:31:13
Interpretation and Executive Summary 1:35:29
Treasury Fee Negotiation Prep 1:39:59
Role Play Bank Call 1:43:46
Negotiation Roleplay Loop 1:45:20
Stopping and Getting Feedback 1:46:22
Roleplay Beyond Treasury 1:47:42
AP Process Documentation Setup 1:48:53
Transcript to Ordered Steps 1:51:21
Drafting a Formal SOP 1:53:44
Flowchart Visual Workflow 1:55:50
Unstructured Data Use Cases 1:57:16
Course Wrap and Free Guide 1:59:20
Marketing Course Scenario 2:04:47
Campaign Brief and Goals 2:07:39
Deep Research in Gemini 2:09:59
Notebooks for Campaign Planning 2:18:34
Social Content Pillars 2:22:36
Calendarizing Social Posts 2:27:07
AI Product Image Makeover 2:29:40
Captions and Repurposing Content 2:35:24
AI Content Table 2:39:14
Switching Notebook Chats 2:40:39
Direct Mail Segments 2:41:27
Four Drop Mail Funnel 2:44:09
Format and Export Tables 2:46:23
Postcard Mockup Generator 2:48:27
Doodle Feedback Loop 2:52:37
In Store Activation Ideas 2:58:55
Event Plan and Budget 3:03:26
Objections and Pitch Prep 3:06:52
Upload and Review Metrics 3:09:36
Channel KPI Breakdown 3:14:48
Leadership Recap and Next Steps 3:16:34
Sales Session Begins 3:25:09
Prospecting Prompt Setup 3:30:44
Lead List Research 3:34:55
Rank Top Prospects 3:37:20
Find Decision Makers 3:38:18
Deep Dive One Lead 3:40:36
Discovery Call Prep 3:44:20
Log CRM Notes Fast 3:48:33
Handle Ghosting Strategically 3:53:42
Role Play The Demo 3:58:35
Build A Proposal 4:07:23
ROI Payback Math 4:09:55
Build ROI Calculator 4:12:38
Negotiate Without Discounting 4:17:12
Wrap Up Next Steps 4:20:42
(C) 2026 Bomberry Productions
Any illegal reproduction of this content will result in immediate legal action.