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AI in Auditing and Financial Analysis - May 2025
Module 1: Course Introduction & Technical Orientation
Overview of AI in Auditing and Financial Analysis
Zoom Meeting Setup
Key AI Tools – Setup and Access
Troubleshooting Common Technical Issues
Pre-Lecture Survey
Housekeeping & Engagement Guidelines
Live sessions recordings
Day 1 (282:14)
Day 2 (278:17)
Day 3 (159:20)
Day 4 (228:40)
Day 9
Fundamentals of AI
Understanding AI Fundamentals
AI Applications in Auditing and Financial Analysis
Practice Exercise 1: Identifying AI Opportunities
Understanding ChatGPT Parameters
Chatgpt instruction
Day 1 Notes
Token Estimation Exercise
Chain of Thought prompting
Finance & Audit Applications with "Deep Thinking" (May 2025 Examples)
Exercise 1: Basic vs. Optimized Prompt for Financial Summary
Exercise 2: Adding Context, Constraints, and Step-by-Step Logic for Financial Ratio Analysis
Web Search & Grounding: Accessing Real-Time, Verifiable Information) | Finance & Audit Applications
Web Search: Finance & Audit Applications
Finance & Audit Use Case Examples & Hands-On Prompts (using a generic LLM interface)
Finance & Audit Use Case Examples & Hands-On Prompts (using Google AI Studio):on
Day 2 - Notes
Prompt Frameworks for Financial Analysis and Auditing
Case Study 1: Risk Hunters—analyze the Transaction Log with AI
Case Study 2: Fraud Busters—hunt fraud in the Claims Data
2. Insurance Claims Data (for Fraud Detection)
APPLE EARNINGS CALL
Day 3 - Notes
Vibe Coding Audit app prompt
LLM Custom instructions#
Dummy banking journal entries
Key AI Tools – Setup and Access
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