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Overview

This course equips Financial Services professionals with the skills to leverage Google AI tools, including Gemini, and NotebookLM Enterprise. You'll learn to enhance financial analysis, reporting, and client communication, develop specialized tools like early warning systems and tailored investor narratives with Gemini Gems, securely query and synthesize information from diverse financial documents, and automate routine tasks and proactively monitor financial data. Implement AI-driven solutions effectively and ethically to streamline financial operations.
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What You'll Learn

  • Utilize the core features of Gemini to enhance financial report analysis, client communication, and presentation preparation.
  • Apply advanced Gemini capabilities (Gems) to develop highly customized early warning systems and craft tailored investor narratives for strategic financial analysis.
  • Leverage NotebookLM Enterprise to securely query and synthesize information from diverse financial reports, regulatory documents, and client files for accurate, source-verified insights.

Who Should Attend

Financial Analysts, Portfolio Managers, Client Advisors, Investment Bankers, Compliance Officers, Accountants.
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Prerequisites

Basic Google Apps familiarity, Google Workspace skills, Gemini familiarity, basic NotebookLM skills, Financial terms, Data security awareness

Learning Journey

Coming Soon...

Module 1: Gemini for Workspace Integration

  • Use case 1: Summarizing quarterly financial reports
  • Use case 2: Analyzing financial data trends in Sheets
  • Use case 3: Drafting client communication
  • Use case 4: Creating presentation outlines
  • Use case 5: Summarizing earnings call transcripts

Module 2: Gemini Gems Integration

  • Use Case 1: Developing a customized Early Warning Indicator (EWI) dashboard framework
  • Use case 2: Structuring a post-mortem analysis framework for financial performance deviations
  • Use case 3: Generating tailored Investor Relations (IR) narrative themes

Module 3: NotebookLM Enterprise Integration

  • Use case 1: Analyzing and comparing quarterly/annual reports
  • Use case 2: Preparing for specific client meetings
  • Use case 3: Querying regulatory documents and compliance policies
  • Use case 4: Summarizing investment research and earnings call transcripts
  • Use Case 5: Assisting due diligence document review
  • Use Case 6: Creating client education podcast content outlines

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Frequently Asked Questions (FAQs)

  • Why get Google Cloud Platform (GCP) certified?

    Google Cloud certifications validate your expertise in cloud technologies and your proficiency in using Google Cloud Platform's vast array of services.

    These certifications are recognized globally and highly sought after by employers, as they demonstrate your ability to design, develop, and manage scalable and secure cloud solutions on GCP.

    Google Cloud-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

  • What to expect for the examination?

    Google Cloud offers a variety of certification exams across different levels (Foundational, Associate, and Professional) covering various job roles and specializations.

    The exams typically consist of multiple-choice and multiple-select questions, as well as scenario-based questions that assess your ability to apply your knowledge in real-world situations.

    Note: Certification requirements and policies may be updated by Google Cloud from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Google Cloud Platform (GCP) certification valid for?

    Most Google Cloud certifications, including Professional-level certifications, are valid for two years from the date of passing the exam.

    The Cloud Digital Leader and Associate Cloud Engineer certifications are valid for three years from the date of passing the exam.

    To maintain your certification, you will need to recertify by passing the latest version of the same exam or an equivalent higher-level certification exam before your current certification expires.

    You will receive a notification from Google Cloud prior to your certification's expiration date.

    Note: Certification requirements and policies may be updated by Google Cloud from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 24 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

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Course Curriculum

Course Curriculum

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Training Schedule

Exam & Certification

Exam & Certification

FAQs

Frequently Asked Questions

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