What you'll learn

Skills you'll gain

There is 1 module in this course

Consider the recent case of a hedge fund that implemented QUILL's AI-driven analysis on a series of tech company earnings calls. Within hours, they uncovered a subtle shift in management's language that signalled an upcoming product launch, allowing them to make a strategic investment decision ahead of the market. Hearing about this left me both fascinated and inspired—it's a perfect example of how AI can provide an edge in a highly competitive market. The key takeaway here is that AI doesn’t just speed up analysis; it uncovers insights that may not be immediately visible, ultimately empowering decision-makers with timely, actionable information. This course blends foundational principles of financial analysis with hands-on techniques in AI-driven data extraction and interpretation. Learners will explore the basics of generative AI, delve into QUILL's powerful features, and discover advanced strategies for leveraging AI in financial decision-making. This course is designed for professionals and students with an interest in integrating artificial intelligence (AI) into financial analysis. It caters to financial analysts, investment professionals, portfolio managers, equity researchers, financial advisors, and corporate finance professionals. Additionally, MBA students specializing in finance and corporate researchers, as well as AI enthusiasts eager to explore its applications in finance, will find this course valuable for enhancing their analytical capabilities. To get the most out of this course, participants should have a basic understanding of financial statements and key financial analysis concepts, such as balance sheets, income statements, and cash flow statements. Familiarity with common financial metrics and terminology, along with basic knowledge of AI and machine learning concepts like natural language processing and predictive modeling, will also be beneficial. Experience with data analysis tools such as Excel, Python, or R is helpful but not required. By the end of this course, participants will be able to demonstrate an understanding of generative AI fundamentals and how they can be applied to financial analysis using QUILL. They will learn techniques for extracting and analyzing key information from financial filings and historical data with AI capabilities. Furthermore, they will evaluate AI-generated insights from earnings calls to enhance decision-making and design strategies to integrate QUILL’s AI features into comprehensive financial analysis workflows.

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