Build rolling forecasts and budgets faster, automate plan-vs-actual variance commentary, run scenario and headcount planning, and turn your numbers into board-ready decks. A practical, no-code course for corporate FP&A analysts, finance managers, and CFO-office staff using ChatGPT, Claude, and Microsoft 365 Copilot.
Corporate FP&A runs on a tight monthly and annual rhythm: pull actuals, explain what moved, refresh the forecast, and package the story for leadership. This free course shows finance professionals how to put AI tools like ChatGPT, Claude, and Microsoft 365 Copilot to work on exactly those jobs, so the slow, repetitive parts of planning and reporting take minutes instead of hours.
You will learn how to build and update rolling forecasts, run an annual budget build, and structure driver-based models that explain themselves. From there you move into the analysis layer: automating plan-vs-actual variance commentary that is forward-looking rather than a rehash of the close, framing base, upside, and downside scenarios, and planning headcount against real drivers instead of gut feel. The final module turns your numbers into board and management decks with message-style headlines, clear talking points, and an executive summary that names the decision leadership needs to make. A core discipline runs through every lesson: the math stays in your spreadsheet, AI handles structure and language, and you sign off. You will also learn data-handling ground rules for keeping sensitive forecasts and headcount plans safe.
This intermediate course is built for FP&A analysts, finance managers, and CFO-office staff who want to apply AI to their actual deliverables, with hands-on prompts you can reuse the same day. It is completely free, and finishing the lessons and passing the final exam earns a free certificate of completion you can add to your LinkedIn profile or resume.
4 modules • 9 lessons
It is built for corporate FP&A analysts, finance managers, and CFO-office staff who want to apply AI to internal planning and reporting work. It assumes you already understand forecasting, budgeting, and variance analysis, and focuses on how to use AI to do that work faster.
This course stays in the corporate FP&A planning lane: rolling forecasts, budgets, driver models, scenario and headcount planning, forward-looking variance commentary, and board decks. It does not cover external equity research, valuation, bookkeeping, or the mechanics of closing the books, which are separate disciplines.
No. Every technique is no-code and uses tools you likely already have, such as ChatGPT, Claude, Microsoft 365 Copilot, and Excel or Sheets. The course shows you how to keep calculations in your spreadsheet while AI handles the writing and structuring around them.
The course is built to prevent that. A rule runs through every lesson: calculate in your spreadsheet or a tool that runs real code, never let a chat assistant do model math in its head, and instruct AI to flag unknowns rather than invent reasons. You always sign off on the final output.
Yes, the course is completely free to take at your own pace. Finishing all the lessons and passing the final exam earns a free certificate of completion you can add to your LinkedIn profile or resume.
A task-specific course for US and UK finance professionals. Learn to use ChatGPT, Claude, and Microsoft 365 Copilot to speed up variance commentary, flux analysis, accruals, reconciliations, board packs, regulatory drafting, and ledger anomaly detection during month-end close. Built for controllers, FP&A managers, and finance managers. No coding required.
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