IGBS-SBDG · Professional Course
AI for Finance Workflows & Governance
Select, prompt, apply, and govern AI across finance workflows — from Excel analysis and communication to responsible-use controls and supervised AI agents.
2.1 hours
Guided learning
9 modules
Structured curriculum
55 lessons
Online, self-paced
7 500,00 LE
Course fee
About this course
Build practical skill in selecting, prompting, applying, and governing AI across finance workflows. Through concise lessons and interactive exercises, you will work with Excel-centred use cases, analysis and communication tasks, responsible-use controls, and supervised AI-agent workflows. Designed for finance professionals who already understand everyday Excel, reporting, analysis, and governance work.
Course curriculum
Module 1
MODULE 1 - Course Introduction
- Lesson 1.1 Getting Started
- Lesson 1.2 Introduction
- Lesson 1.3 Learning Objectives
- Lesson 1.4 Downloadable Materials
Module 2
MODULE 2 - AI in the Finance Workflow
- Lesson 2.1 AI is Changing Finance
- Lesson 2.2 Interactive Exercise: Where are you using AI today? (quiz)
- Lesson 2.3 How AI Actually Works
- Lesson 2.4 What AI Can and Can't Do
- Lesson 2.5 The Four-Stage Finance Workflow for AI
- Lesson 2.6 Interactive Exercise: Matching the Task to the Workflow Stage (quiz)
- Lesson 2.7 The AI Tool Landscape for Finance Professionals
- Lesson 2.8 Interactive Exercise: Drag the Task to the Tool Group (quiz)
Module 3
MODULE 3 - Choosing the Right AI Tool in Excel Workflows
- Lesson 3.1 Choosing the Right AI Tool in Excel Workflows
- Lesson 3.2 Interactive Exercise: Tool Selection Scenarios (quiz)
- Lesson 3.3 Module Data and Demo Files
- Lesson 3.4 Cleaning and Structuring Data
- Lesson 3.5 Analysis, Formulas, and What-If With Excel-Native AI
- Lesson 3.6 Interactive Exercise: Match the Task to the Right AI Approach (quiz)
- Lesson 3.7 From Excel to PowerPoint - Communicating the Analysis
- Lesson 3.8 Interactive Exercise: From Analysis to Slides (quiz)
- Lesson 3.9 Completed Data and Demo Files
Module 4
MODULE 4 - Getting Useful Output From AI
- Lesson 4.1 Getting Useful Output From AI
- Lesson 4.2 Adding Context to Improve Results
- Lesson 4.3 Interactive Exercise: Building a Prompt (quiz)
- Lesson 4.4 Refining and Improving Outputs
- Lesson 4.5 Interactive Exercise: Stepping Into the Next Prompt (quiz)
- Lesson 4.6 Building Reusable Prompts for Recurring Work
Module 5
MODULE 5 - AI in Analysis and Communication
- Lesson 5.1 Focusing on What Matters in the Data
- Lesson 5.2 Interactive Exercise: Where Does AI Add the Most Value (quiz)
- Lesson 5.3 Processing Long Documents and Disclosures
- Lesson 5.4 Supporting Decisions With Structured Thinking
- Lesson 5.5 Interactive Exercise: Match the Decision Type to the Structure (quiz)
- Lesson 5.6 Communicating Analysis to Different Audiences
- Lesson 5.7 Prompt for Audience-Specific Prompts Exercise
- Lesson 5.8 Interactive Exercise: Write Audience-Specific Prompts (quiz)
Module 6
MODULE 6 - Risk, Governance, and Responsible Use of AI
- Lesson 6.1 Hallucinations
- Lesson 6.2 Choosing the Right Tool and Handling Sensitive Data
- Lesson 6.3 Interactive Exercise: Classify the Use Case (quiz)
- Lesson 6.4 Documenting AI Use and Maintaining an Audit Trail
- Lesson 6.5 Where Good Documentation Matters Most
- Lesson 6.6 Interactive Exercise: What's Missing From the Audit Trail (quiz)
- Lesson 6.7 The AI Regulatory Landscape
- Lesson 6.8 Governance and Model Risk
- Lesson 6.9 Matching Controls to Impact
- Lesson 6.10 Interactive Exercise: Tier the Use Case (quiz)
- Lesson 6.11 Putting It Together: A Responsible AI Use Checklist
Module 7
MODULE 7 - Agentic AI
- Lesson 7.1 What is Agentic AI
- Lesson 7.2 AI Agents
- Lesson 7.3 Designing Workflows for AI Agents
- Lesson 7.4 Prompt for AI Agent Download
- Lesson 7.5 Using an AI Agent: Earnings Review (quiz)
- Lesson 7.6 Agentic AI Debrief
Module 8
MODULE 8 - Conclusion
- Lesson 8.1 Staying Current and Evaluating What Comes Next
- Lesson 8.2 Parting Thoughts
Module 9
MODULE 9 - Qualified Assessment
- Lesson 9.1 Final Qualified Assessment (multiple-choice exam, pass mark 80%)
Reserve your seat
Fill in your details, then you will be taken to secure payment.