AI for Finance Professionals

This course is designed to help participants understand and apply artificial intelligence (AI) in their daily work within the financial sector. It covers theoretical foundations, practical skills, and tools used for entering and processing financial data, analyzing financial documents, budgeting, forecasting, ensuring compliance with financial standards and internal policies, decision-making, and visualizing and presenting financial information.

All course modules are focused on hands-on learning, enabling participants to immediately apply AI tools in their day-to-day tasks.

Module 1: Use of AI Tools in Finance

This module introduces participants to the fundamentals of artificial intelligence and its application in the financial sector. It explores the role and significance of AI in modern financial processes, including its use cases, potential risks, challenges, and regulations. Additionally, participants will learn how to create effective prompts for interacting with AI tools, which is essential for their successful implementation.

Module 2: Efficient Use of Copilot and ChatGPT in Financial Recordkeeping and Verification

In this module, participants will gain practical skills in managing financial data and monitoring compliance of internal procedures with financial documents using Copilot and ChatGPT. It will demonstrate how AI can assist in checking and validating financial data contained in final accounts (income statement, balance sheet, fiscal accounts, invoices, etc.), with the goal of increasing accuracy and efficiency in daily operations.

Module 3: Analysis, Forecasting, and Strategic Decision-Making with Copilot and ChatGPT

This module focuses on using AI tools for business analysis and strategic financial decision-making. Participants will learn how to define and calculate key KPIs (efficiency, effectiveness, workload), analyze key financial documents (income statement, balance sheet, trial balance, human resource utilization analysis (billability)), monitor budget and productivity, and create professional reports and tables in Excel and PowerPoint.

Module 4: AI Agents in Copilot

The final module centers on AI agents and their application in business environments. It explains how AI agents function, how they contribute to increased efficiency and productivity, and explores their transformative impact on modern business processes. Participants will gain insight into practical agent creation using Copilot Studio.

• Controllers and financial planners
• Financial, investment, and business analysts
• Business consultants and financial advisors
• Project managers in financial or IT projects
• Bankers
• Accountants and auditors
• Finance managers and CFOs
• Entrepreneurs and founders of fintech startups
• IT professionals in financial institutions
• Students of finance, economics, and information technology
• University faculty and researchers in finance and technology
• HR and payroll specialists in financial institutions
• Employees in the banking and insurance sector