Ai proficiency
AI tools are transforming how finance professionals work, but only if you know how to use them effectively. This hands-on course cuts through the hype and focuses on practical applications of AI in your daily workflows. You’ll learn how to leverage tools like Microsoft Copilot, ChatGPT, and Claude to automate routine tasks, enhance decision-making, and work more efficiently without compromising accuracy or security.
Designed specifically for finance and accounting professionals, this CPE-qualified course covers the fundamentals of prompt engineering, explores real-world use cases for data analysis and reporting, and addresses critical considerations around ethics, data privacy, and regulatory compliance. Whether you’re drafting correspondence, analyzing trends, or automating repetitive tasks, you’ll leave with confidence in how to integrate AI into your work responsibly and effectively.
This course includes hands-on practical labs where you’ll apply what you learn to real finance scenarios.
Who should attend: Finance professionals, accountants, analysts, and managers looking to understand and implement AI tools in their daily work. No technical background required.
Recommended CPE Credits: 4
What you’ll learn with this course
- How to write effective prompts that generate accurate, useful results
- Practical techniques for automating financial reporting and analysis tasks
- Best practices for maintaining data security and confidentiality when using AI
- How to identify when AI is appropriate (and when it’s not) for your work
- Strategies for integrating AI tools into existing finance workflows
- Methods to verify AI-generated content for accuracy and compliance
- Ways to leverage AI for research, documentation, and decision support
- Techniques for training your team on responsible AI adoption
By the end of this course, you’ll be able to:
- Use multiple AI platforms confidently for finance-specific tasks
- Create prompts that produce reliable, actionable outputs
- Evaluate AI-generated content for accuracy and appropriateness
- Implement AI tools while maintaining regulatory compliance
- Automate repetitive tasks to reclaim hours each week
- Coach colleagues on effective and ethical AI usage
- Identify opportunities where AI can improve your team’s productivity
- Navigate the ethical considerations of AI in financial contexts
Course Outline
1. Introduction to AI in Finance
- Understanding AI vs. machine learning vs. generative AI
- Current state of AI adoption in finance and accounting
- Separating hype from practical application
2. Hands-On with AI Tools
- Microsoft Copilot for finance workflows
- ChatGPT, Claude, and alternative platforms
- Effective prompt engineering techniques
- Common pitfalls and how to avoid them
3. Practical Applications for Finance Professionals
- Automating routine correspondence and documentation
- Data analysis and trend identification
- Financial report drafting and review
- Research and information synthesis
4. Ethics, Security, and Compliance
- Data privacy and confidentiality considerations
- Regulatory compliance and AI usage policies
- Bias recognition and mitigation
- When NOT to use AI tools
5. Implementation and Next Steps
- Building AI into your daily workflow
- Team adoption strategies
- Measuring productivity gains
- Resources for continued learning