Modeling with ChatGPT
Use ChatGPT to structure, build, troubleshoot, and review financial models.
Use ChatGPT without losing control of the model
ChatGPT can help organize thinking, draft model steps, explain formulas, and surface questions. It cannot substitute for source evidence, model ownership, or accountable review.
The session at a glance
Format · Live instructor-led webinar or in person
Learning objectives · Use ChatGPT to plan, develop, test, document, and review financial models with transparent logic and human oversight.
Keep the model owner in control
ChatGPT can support planning, formula explanation, scenario thinking, and quality control. Participants practice comparing its suggestions with approved assumptions and source documents instead of treating output as authoritative.
Who this course is for
Designed for finance professionals who build, review, explain, or rely on financial models and want to use ChatGPT with sound model governance.
Preparation
No prior AI experience is required. Familiarity with the purpose and review of financial models will help participants connect the examples to their work.
Course agenda
Move from a modeling question to a controlled ChatGPT-assisted workflow that preserves sound judgment and accountable review.
Framing the modeling question
Define the decision, output, inputs, constraints, and review standard before using ChatGPT.
Prompting for model support
Use context-rich prompts to support formulas, schedules, explanations, and scenario development.
Testing and documenting
Check the model, document assumptions and limitations, and retain accountable human review.
Your certificate of completion
Upon completion, you will receive a certificate signifying your completion. Add it to your LinkedIn profile, résumé, or professional-development record.
Common questions
The practical details, in one place.Answers to common questions about arranging this live program for your team.
Is this live or on demand?
This is a live course that may be delivered via webinar or in-person.CPE availability is confirmed for the specific scheduled offering before registration. Contact Pillars to discuss your team’s requirements.
What does the session cover?
Practical AI use cases in finance, better prompt design, verification of generated work, and responsible handling of information. The emphasis is on using AI with sound professional judgment.Yes. Pillars can adapt examples, pacing, and emphasis to the roles, workflows, and goals of your finance team.
Are recordings, materials, or certificates included?
Materials are included with the course as well as a certificate indicating completion. Recordings availability is subject to contract.
I am a CPA, can this course offer CPE credit?
Yes! Pillars is licensed to provide CPE credit hours for this course.