Practical Application of AI in Finance
Forecasts, variance commentary and board packs can come together in hours instead of days. Get there with AI and still defend every number.
What you'll be able to do
- Build AI-assisted forecasts with assumptions you can explain line by line
- Draft management reporting faster while keeping the numbers traceable to source
- Keep inside information and cash controls safe when AI tools are involved
- Validate AI models and outputs before you rely on them
Your team's AI finance playbook
What's in it. Approved tools and data classes including where inside information may go, then one row per use case with prompt rules, checks, benchmark, failure modes and owner, plus the forecast assumptions register.
You build it lesson by lesson, using your own organization, and submit it for your certificate. It's yours to keep and adapt.
Who it's for
FP&A analysts, finance managers, treasury staff and CFOs.
What's inside
- Part 1Where the requirement comes from 18 min
- Part 2How small teams and enterprises meet it 16 min
- Part 3Forecasting you can defend 22 min
- Part 4Analysis and management reporting 22 min
- Part 5Treasury, cash and payments 20 min
- Part 6Inside information and outside audiences 24 min
- Part 7Models, validation and tools 20 min
- Part 8Hands-on lab: small team choose one 22 min
- Part 9Hands-on lab: enterprise choose one 24 min
- Part 10Finish and submit your deliverable 20 min
Built for your size
The requirement is the same everywhere. How you meet it depends on who you have. You pick the lab that matches your organization.
How you earn the certificate
Submit your finished deliverable, which is scored against a published rubric, and pass a short scenario quiz. Your certificate goes to your wallet and can be checked by anyone on the public register.