AI for Finance & Analytics Teams
Faster analysis, sharper judgment: AI plus statistical literacy.
Free to watch. Starting adds a personal copy to My Learning with progress tracking and a curated-path certificate on completion.
About this path
For the people who live in spreadsheets: ChatGPT workflows for analysis and reporting, precise prompting, pivot-table mastery for real datasets, and the statistical foundations (distributions, sampling) that keep AI-assisted conclusions honest.
What you'll learn
- Use ChatGPT to accelerate analysis, commentary, and reporting
- Prompt reliably for structured, numeric work
- Master pivot tables, pivot charts, and slicers
- Read distributions and sampling well enough to challenge AI output
The path, module by module
Each step is lifted from a full course in our catalog, and where a course repeats itself we keep only the lessons that earn their place.
Module 1 · from The AI Edge: Work Smarter with AI
Analysis and Reporting With AI
Data analysis by chat, then Gemini for the work that lives in a spreadsheet and a doc.
3 lessons · 34m · hand-picked from 8
Master Data Analysis with ChatGPT (in just 12 minutes) · Master Gemini 3.1 for Work in 12 Minutes (2026) · The CORRECT way to use Google Gemini
Module 2 · from Microsoft Excel Full Course
Lookups and Pivots, the Finance Core
VLOOKUP, INDEX/MATCH, and pivot reporting. The two hours that carry most finance work.
4 lessons · 1h 24m · hand-picked from 8
Section 4: How to Use VLOOKUP, MATCH & INDEX in Excel | Step-by-Step Guide · 8.2 Create Pivot Table in Excel in Just 3 Clicks! · 8.3 How to Create Pivot Charts in Excel? | Excel Tutorial For Beginners
Module 3 · from Statistics Fundamentals
The Statistics Behind a Forecast
StatQuest on estimates, variance, hypothesis testing, p-values, and confidence intervals. Enough to challenge a number, not a semester of theory.
5 lessons · 1h 1m · hand-picked from 8
Population and Estimated Parameters, Clearly Explained!!! · Calculating the Mean, Variance and Standard Deviation, Clearly Explained!!! · Hypothesis Testing and The Null Hypothesis, Clearly Explained!!!
Module 4 · from Fallacies, Biases & Rational Thinking
The Biases That Wreck Forecasts
Anchoring, pricing biases, loss aversion, and mental accounting, taught as the reasoning errors they are.
4 lessons · 18m · hand-picked from 7
CRITICAL THINKING - Cognitive Biases: Anchoring [HD] · CRITICAL THINKING - Cognitive Biases: Pricing Biases [HD] · CRITICAL THINKING - Cognitive Biases: Reference Dependence and Loss Aversion [HD]
Module 5 · from Investing Basics: The Plain Bagel Starter
What the Instruments Actually Are
Grounding in how assets are actually valued, from an analyst who does not sell courses.
8 lessons · 1h 0m
Welcome To The Plain Bagel · The Fundamentals | Why is Investing Important? · Bonds | Using Debt to Invest