Course Detail(DGT099 : Python and ChatGPT for Finance: Unlocking Automation and Financial Insights (Classroom))

DGT099 : Python and ChatGPT for Finance: Unlocking Automation and Financial Insights (Classroom) NEW

14.00 CPE Hours (Category 5)
Classroom

Pre-Requisites
To get the most out of this course, participants should:

  • Ability to work with data, use formulas, and create basic charts in Excel.
  • Experience with financial data analysis in spreadsheets, including familiarity with common functions (e.g., SUM, AVERAGE, IF)
  • Familiarity with creating simple VBA scripts in Excel, such as macros for automating tasks, is beneficial.
     

This course is designed to equip finance professionals with essential programming skills and AI tools to enhance their work efficiency and decision-making capabilities. As the finance industry increasingly embraces technology, understanding Python and leveraging AI tools like ChatGPT can significantly improve data analysis, reporting, and client interactions.


On the completion of this course, you will be able to:

  • Apply foundational Python programming skills tailored for financial applications.
  • Use ChatGPT for automating reports and enhancing client communication.
  • Analyse and visualise financial data using Python libraries.

Programme Outline

Introduction to Python for Finance

  • Overview of Python and its relevance in finance
  • Basic syntax, data types, and control structures tailored for financial applications

Understand ChatGPT

  • Introduction to ChatGPT and its capabilities.
  • Use cases in finance:
    • automating reports
    • data analysis
    • client interactions

Concept of functions as building blocks for financial analysis tasks

  • Introduction to functions tailored for finance


Using Built-in and Custom Module

  • Import and use standard and custom modules in financial script
  • Utilise the math module for financial computations

Automating Financial Reports

  • Create scripts to automate report generation
  • Utilise ChatGPT to enhance report narratives and insights

Conclusion and Future Learning

  • Recap of key concepts
  • Resources for continued learning in Python and AI in finance

Training Methodology
Intensive facilitated learning with hand-on exercises

Closing Date for Registration 

1 Week before Programme or Until Full Enrolment.  

Intended For

Ideal for accountants looking to automate tasks and improve reporting accuracy, finance professionals aiming to enhance their analytical skills with AI, and data analysts interested in using Python for financial data analysis and visualisation. It is also suitable for finance professionals who want to stay ahead by integrating technology into their skill set.

Competency Mapping

Category 5 = 14.00 Hours

Schedule & Fees

Date & Time

08 Sep 2025 (9:00 AM - 5:00 PM)
09 Sep 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 935.22
For Non-Members: $ 1,110.71


Programme Facilitator(s)

Dr Lim Thou Tin

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


Dr Lim Thou Tin, DACE
 
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.

His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.

Pre-Requisites
To get the most out of this course, participants should:

  • Ability to work with data, use formulas, and create basic charts in Excel.
  • Experience with financial data analysis in spreadsheets, including familiarity with common functions (e.g., SUM, AVERAGE, IF)
  • Familiarity with creating simple VBA scripts in Excel, such as macros for automating tasks, is beneficial.
     

This course is designed to equip finance professionals with essential programming skills and AI tools to enhance their work efficiency and decision-making capabilities. As the finance industry increasingly embraces technology, understanding Python and leveraging AI tools like ChatGPT can significantly improve data analysis, reporting, and client interactions.


On the completion of this course, you will be able to:

  • Apply foundational Python programming skills tailored for financial applications.
  • Use ChatGPT for automating reports and enhancing client communication.
  • Analyse and visualise financial data using Python libraries.

Programme Outline

Introduction to Python for Finance

  • Overview of Python and its relevance in finance
  • Basic syntax, data types, and control structures tailored for financial applications

Understand ChatGPT

  • Introduction to ChatGPT and its capabilities.
  • Use cases in finance:
    • automating reports
    • data analysis
    • client interactions

Concept of functions as building blocks for financial analysis tasks

  • Introduction to functions tailored for finance


Using Built-in and Custom Module

  • Import and use standard and custom modules in financial script
  • Utilise the math module for financial computations

Automating Financial Reports

  • Create scripts to automate report generation
  • Utilise ChatGPT to enhance report narratives and insights

Conclusion and Future Learning

  • Recap of key concepts
  • Resources for continued learning in Python and AI in finance

Training Methodology
Intensive facilitated learning with hand-on exercises

Closing Date for Registration 

1 Week before Programme or Until Full Enrolment.  

Intended For

Ideal for accountants looking to automate tasks and improve reporting accuracy, finance professionals aiming to enhance their analytical skills with AI, and data analysts interested in using Python for financial data analysis and visualisation. It is also suitable for finance professionals who want to stay ahead by integrating technology into their skill set.

Competency Mapping

Category 5 = 14.00 Hours

Programme Facilitator(s)

Dr Lim Thou Tin, DACE
 
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.

His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.


Upcoming Schedule

Date & Time

08 Sep 2025 (9:00 AM - 5:00 PM)
09 Sep 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 935.22
For Non-Members: $ 1,110.71


Programme Facilitator(s)

Dr Lim Thou Tin

Venue

60 Cecil Street
ISCA House
Singapore 049709