Generative AI in Finance: CFI’s Top 10 Resources to Build Your Expertise

Finance professionals who effectively integrate generative AI with their expertise gain a significant advantage in today’s market. But where do you start? With so much information available, finding the right resources can feel overwhelming. 

That’s why we’ve curated a top 10 list of CFI’s most valuable AI in finance content. Each resource delivers specific insights on AI tools and applications to enhance your expertise. Let’s begin with the foundational concepts you need before applying generative AI to specific financial tasks.

AI Foundations for Finance Professionals 

If you’re just getting started, these foundational AI resources will help you understand AI in the financial context through real-world use cases and AI’s impact on finance careers.

1. Leveraging Generative AI for Financial Analysis 

Learn from Glenn Hopper, AI in finance expert, author, and CFI instructor, in this primer on how to do financial analysis using generative AI. This article includes examples, use cases, skill-building guidance, and a look at the future of finance.

2. AI and Finance Jobs: How AI is Reshaping Careers in Finance

This forward-looking analysis identifies evolving financial roles and valuable hybrid human-AI skills for long-term career planning. Learn how to position yourself advantageously as AI transforms finance careers.

3. AI Tools for Finance: ChatGPT vs. Claude vs. Gemini

This comparison evaluates leading generative AI platforms based on their capabilities, strengths, and weaknesses in performing various finance tasks. 

Ready to build a stronger foundation in AI for finance? Explore CFI’s Introduction to AI in Finance course to learn core AI concepts, understand its industry impact, and navigate ethical considerations.

Hands-On AI for Day-to-Day Finance Work

Once you understand the fundamentals, you can start applying AI to streamline your daily financial tasks.

4. Advice and Tips for Using AI in Finance

These practical tips address common pitfalls when integrating AI into finance workflows. Learn how to leverage AI’s strengths while maintaining human judgment — ensuring accurate, reliable results.

5. AI for Excel Formulas

Learn how AI can generate, explain, and troubleshoot complex Excel formulas with real-world financial examples and prompting techniques.

6. Preparing Financial Data for AI

Even the most sophisticated AI can’t overcome poor-quality input data. Learn best practices for cleaning and formatting financial data for effective AI processing. 

Looking to streamline your Excel formulas? Explore CFI’s AI for Excel Formulas course to learn how you can use ChatGPT and Gemini for creating and troubleshooting Excel formulas — and boost your productivity.

Advanced Applications for Financial Analysis and Risk Management

Take your skills to the next level with these sophisticated AI applications for financial analysis and decision-making.

7. Generative AI in Finance: Use Cases and Applications

The diverse case studies cover financial forecasting, report writing, and investment research, inspiring new ways to apply these technologies in your daily workflow.

8. How AI Transforms Scenario Analysis in Corporate Finance

Scenario analysis gains remarkable power when enhanced with AI capabilities. Learn how AI enhances scenario analysis by generating more comprehensive financial scenarios than traditional methods.

9. AI and Financial Statement Analysis: Tools and Techniques

Financial statement analysis becomes both faster and deeper with AI assistance. This guide demonstrates how AI extracts insights, identifies anomalies, and performs comparative analysis — with workflow examples.

10. AI Anomaly Detection in Finance: ChatGPT Case Studies

Explore three case studies in which AI identified financial anomalies, showcasing how AI-powered anomaly detection is reshaping financial oversight and risk management.

Take the Next Steps: Master Generative AI in Finance

These resources provide a foundation for understanding generative AI in finance as you continue learning. As AI reshapes how finance professionals analyze markets and business performance, practical AI skills are increasingly valuable.

Professionals who understand AI’s capabilities and limitations will take on more strategic, high-impact roles. Employers will increasingly seek candidates who critically assess AI-generated insights, ensuring financial decisions remain accurate and well-informed.

Ready to build AI expertise that sets you apart?

CFI’s AI for Finance Specialization equips you with practical skills to integrate AI into financial workflows. Apply AI tools to financial analysis, scenario planning, risk assessment, and data analytics — preparing you to excel in roles demanding AI expertise and leadership.

Specialize in AI for Finance!

Additional Resources

ChatGPT-4o vs. o1 for Financial Analysis: Which to Use and When

Webinar Recap: AI Transformation — The Future of Finance

Member Spotlight: Interview with AI in Finance Expert, Glenn Hopper

See all AI resources