Certification Course AI and ChatGPT for Finance MasterClass by CA Archit Agarwal & CA Inderjeet Kaur

Session Plan

Introduction About Course - AI and ChatGPT for Finance
What is Artificial Intelligence (AI)?
Introduction to ChatGPT and other key AI tools
Understanding of Artificial Narrow Intelligence (ANI) & Artificial General Intelligence (AGI )
Brief understanding of Components of AI - Machine Learning (ML), Deep Learning (DL), Robotics & Computer Vision, Natural Language Processing, (NLP)
Basics of ChatGPT: What is ChatGPT, Key features of ChatGPT, How finance professionals can use ChatGPT

Prompt Engineering: How to give the right instructions?
Good Prompt vs. Bad Prompt
Different Types of Prompting Techniques
Output control: getting clear and useful results

Using AI for drafting & writing
Using AI for Emails, Articles & Letter writing
Using ChatGPT for replying to Notices, Searching case laws
Drafting appeals & petitions using AI

Using the OCR Functionality of AI - Data Extraction from PDF & Images
Extraction of Financial Data from Annual Reports to Excel for Analysis
Year-on-Year Comparison of Financials to draw insights
Data Structuring from Bank Statement for efficient accounting
ITC Financial Analysis: Ratio Analysis, KPI Tracking using Charts & Graphs, Dashboarding, Industry Benchmarking Analysis

Create Your Own GPT
Publish your Custom GPT for public sharing
How to configure & effectively create custom GPTs using prompting best-practices
Practical Finance Use Cases across Taxation & Accountings

Data Structuring and Cleaning
Variance and Ratio Analysis using AI
Creating MIS Reports
Using Power Query with AI
VBA Coding & Macro Creation
Creating Complex Custom Formulaes using AI
Embedding Created Macros Permanently

Resume Creation, Review and Validation using AI
Job Description (JD) to Resume Match
Keyword Identification & Inclusion in Resume
Real-Time Mock Interview Practice With Complete Feedback using AI

Using web-extensions & AI tools for extracting Email IDs of HRs & Partners
Customized Connection Request
Cold Email Writing using AI

Social Media Content Creation for LinkedIn, YouTube
Content Writing for Blogs & Articles
Images & Thumbnails creation
Video Creation & Video Editing
AI Content Detection & Humanizing AI Content.
Creating Google and Meta Ads using AI

Investor Analysis and Stock Recommendation using AI and ChatGPT
Analyzing company financials using AI
Summarizing data & information for decision-making
Conversation & Translation in Different Languages with AI
Image creation with AI
Conversion of T-shaped Financial Statements to Vertical Format as per standards

Creation of Process Flowcharts & timeline diagrams with AI
Data Visualization using Bar Diagrams, Pie Charts etc.
Conduct In-Depth Research using Deep Research Mode of ChatGPT

Paid Features of ChatGPT
Limitations and Restrictions of using ChatGPT in Finance

Using CA GPT for CAs & CA students

Creation of AI Automation Tools for Finance Use Cases
Using AI Agents for Creation of Financial Dashboards
Creating Automations Using Google App Script

Introduction to other 30+ AI Tools for finance
ChatGPT vs Gemini vs Co-Pilot vs Grok vs DeepSeek
Claude, Perplexity, Gamma, Napkin, Notebook LM, Merlin, Office 365, Canva etc.
Using CA GPT for Professionals and Students
Other Latest AI Tools

MCQs-Based Exam Online - Practical Exam Based on AI and ChatGPT Course Module

Meet Your Instructor

CA Archit Agarwal & CA Inderjeet Kaur

Archit is a former Deloitte professional with 10+ years of experience, founder Thinking Bridge and who has trained over 60,000+ learners in finance domains like Statutory Audit. As a partner at a leading New Delhi firm, he has led audits and consulting for listed companies, top banks, and PSUs. A specialist trainer in Statutory Audit. As a partner at a leading New Delhi firm, he has led audits and consulting for listed companies, top banks, and PSUs. A specialist trainer in Statutory Audit. Inderjeet Kaur is a Chartered Accountant, with a diverse background in financial reporting and analysis across industries including Insurance, Real Estate, Pharmaceuticals, and IT. Passionate about excellence in Indian and International Accounting Standards and hold a Level I certification in Artificial Intelligence from ICAI and IIT Delhi.She is committed to creating awareness of AI in the profession and automating financial reporting through AI. She has contributed to IFRS 17 implementation for an Australian insurance firm and lead the Accounts Department at CBSE, Regional Office Delhi West, where she streamlined processes for Ministry compliance.