A practical, beginner-friendly guide to using AI in your daily finance work. Learn to analyse financial statements, write board reports, automate repetitive tasks, and build an AI workflow — with real prompts you can use immediately.
Finance professionals who want to stay ahead are discovering that AI can handle the time-consuming parts of their work, from slicing through financial statements to drafting board-ready reports. This free course is a practical, beginner-friendly guide built specifically around the tasks that fill a finance professional's day. You will start by choosing the right AI tools and building a prompt framework designed for finance work, then move through hands-on modules covering financial analysis, reporting, automation, and compliance.
Each module is grounded in real workflows. You will learn to use AI for variance analysis, KPI commentary, competitor research, and building financial models faster. The reporting module covers writing board reports, investor updates, finance presentations, and monthly close commentary, so you can communicate clearly with any audience. The automation module shows you how to cut time spent on repetitive tasks, get more out of Excel and spreadsheets, and extract data from documents without manual effort.
The final module addresses the concerns that matter in finance: AI and compliance, data security, and confidentiality. Whether you are an accountant, a CFO, or a finance analyst, this course gives you tools and prompts you can apply immediately in your own role. Complete the lessons and pass the final exam to earn a certificate of completion you can share on LinkedIn or add to your resume.
5 modules • 20 lessons
The course covers five practical areas: getting started with AI tools and prompt design, financial analysis including statements and KPI dashboards, reporting and stakeholder communication, task automation with Excel and document extraction, and risk plus compliance considerations. Every module is built around real finance workflows rather than generic AI theory.
Yes, the course is completely free. After finishing all the lessons and passing the final exam, you receive a certificate of completion that you can add to your LinkedIn profile or resume.
The course is designed for practising finance professionals such as accountants, analysts, and CFOs, so a working knowledge of finance concepts helps. No coding or technical background is required, and no prior experience with AI tools is assumed.
The course focuses on practical prompt-based tools, including ChatGPT and similar AI assistants, applied directly to finance tasks. You will also see how AI integrates with Excel and spreadsheets and how to use it to extract data from financial documents.
There is a dedicated module on AI and financial compliance, data security, and confidentiality, so you learn where AI fits within professional and regulatory boundaries. The guidance is practical and focused on the real concerns finance teams face when adopting AI tools.
Master practical AI applications for financial professionals. Learn to leverage AI tools for financial analysis, report generation, data extraction, forecasting, audit preparation, tax research, client communication, and automation while understanding compliance considerations.
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