Course Overview
Finance teams are under increasing pressure to deliver faster insights, more accurate forecasts, and strategic recommendations. This course equips finance professionals with practical AI skills to enhance financial planning and analysis (FP&A), improve reporting efficiency, and support data-driven decision-making.
Participants will explore how AI can be applied to forecasting, scenario modelling, and management reporting. The course includes hands-on use of Excel with Copilot, along with prompt writing techniques tailored for financial analysis, enabling users to automate repetitive tasks and generate deeper insights from financial data.
By the end of the programme, learners will be able to integrate AI into their daily finance workflows, improve accuracy and productivity, and support strategic finance initiatives. This course is designed for professionals looking to stay competitive in a rapidly evolving, AI-driven finance landscape.
Hands-On Learning
Build forecasts, scenario models, and reports using AI-powered tools and Excel Copilot.
Mentor-Led Sessions
Expert-led sessions focused on real-world finance use cases and AI-driven analysis.
Career-Ready Skills
Develop practical AI and FP&A skills to enhance financial decision-making and productivity.
Learning Outcomes
Apply AI to financial planning and analysis workflows
Build AI-assisted forecasts and scenario models
Automate management reporting tasks
Use Excel Copilot for financial data analysis
Design effective prompts for finance use cases
Evaluate AI outputs for accuracy and reliability
Prerequisites
Basic understanding of finance or accounting
Familiarity with Excel
Interest in AI-driven tools
Detailed Syllabus
Step-by-step learning journey from basics to professional practice
Topics Covered
- Introduction to AI in finance
- Course objectives and tools overview
Skills You'll Gain
Master these in-demand skills through hands-on practice
Career Progression
A clear view of the roles this programme supports, what typically comes next, and where learners progress over time
Ways to Learn
Choose the learning format that works best for you and your team
Live Online
Instructor-Led Training
Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
- Live instructor interaction (real-time)
- Trainer-led walkthroughs and real examples
- Guided resources and session notes provided
- Structured Q&A and practical discussion
Price per person
Group enrolments and early planning options available.
All prices are exclusive of VAT where applicable. Group enrolments and custom packages available on request.
Prefer a Faster, Personalised Route into IT?
Not everyone learns best in a group. If you want focused guidance, faster clarity, and confidence you can use on the job, our 1-to-1 Fast-Track Training gives you private, mentor-led support tailored to your experience and goals.
"Many learners choose 1-to-1 when they want understanding, not memorisation."
Exam & Certification Information
Everything you need to know about the certification exams
Important Information
You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.
Credential
Certificate of Completion
On successful completion of AI for Finance Professionals, learners receive an Xcademia Certificate of Completion. This standalone certificate is issued directly by Xcademia and is aligned with globally recognised frameworks and best practices.
Frequently Asked Questions
Everything you need to know about this course
No, basic finance and Excel knowledge is sufficient.
Ready to Start Your Learning Journey?
Take the next step in your professional development