AI for Finance Workflows & Governance

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.

7,500.00 LE

Responsible	Rehaf Foula
Last Update	10/25/2026
Completion Time	2 hours 4 minutes
Members	1

Course
Reviews

Intermediate

MODULE 1 - Course Introduction

4Lessons · 4 min
- Lesson 1.1 Getting Started
  
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- Lesson 1.2 Introduction
  
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- Lesson 1.3 Learning Objectives
  
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- Lesson 1.4 Downloadable Materials
  
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MODULE 2 - AI in the Finance Workflow

8Lessons · 17 min
- Lesson 2.1 AI is Changing Finance
  
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- Lesson 2.2 Interactive Exercise: Where are you using AI today? (quiz)
  
  New 10 xp
- Lesson 2.3 How AI Actually Works
  
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- Lesson 2.4 What AI Can and Can't Do
  
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- Lesson 2.5 The Four-Stage Finance Workflow for AI
  
  New 10 xp
- Lesson 2.6 Interactive Exercise: Matching the Task to the Workflow Stage (quiz)
  
  New 10 xp
- Lesson 2.7 The AI Tool Landscape for Finance Professionals
  
  New 10 xp
- Lesson 2.8 Interactive Exercise: Drag the Task to the Tool Group (quiz)
  
  New 10 xp
MODULE 3 - Choosing the Right AI Tool in Excel Workflows

9Lessons · 20 min
- Lesson 3.1 Choosing the Right AI Tool in Excel Workflows
  
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- Lesson 3.2 Interactive Exercise: Tool Selection Scenarios (quiz)
  
  New 10 xp
- Lesson 3.3 Module Data and Demo Files
  
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- Lesson 3.4 Cleaning and Structuring Data
  
  New 10 xp
- Lesson 3.5 Analysis, Formulas, and What-If With Excel-Native AI
  
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- Lesson 3.6 Interactive Exercise: Match the Task to the Right AI Approach (quiz)
  
  New 10 xp
- Lesson 3.7 From Excel to PowerPoint - Communicating the Analysis
  
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- Lesson 3.8 Interactive Exercise: From Analysis to Slides (quiz)
  
  New 10 xp
- Lesson 3.9 Completed Data and Demo Files
  
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MODULE 4 - Getting Useful Output From AI

6Lessons · 14 min
- Lesson 4.1 Getting Useful Output From AI
  
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- Lesson 4.2 Adding Context to Improve Results
  
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- Lesson 4.3 Interactive Exercise: Building a Prompt (quiz)
  
  New 10 xp
- Lesson 4.4 Refining and Improving Outputs
  
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- Lesson 4.5 Interactive Exercise: Stepping Into the Next Prompt (quiz)
  
  New 10 xp
- Lesson 4.6 Building Reusable Prompts for Recurring Work
  
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MODULE 5 - AI in Analysis and Communication

8Lessons · 19 min
- Lesson 5.1 Focusing on What Matters in the Data
  
  New 10 xp
- Lesson 5.2 Interactive Exercise: Where Does AI Add the Most Value (quiz)
  
  New 10 xp
- Lesson 5.3 Processing Long Documents and Disclosures
  
  New 10 xp
- Lesson 5.4 Supporting Decisions With Structured Thinking
  
  New 10 xp
- Lesson 5.5 Interactive Exercise: Match the Decision Type to the Structure (quiz)
  
  New 10 xp
- Lesson 5.6 Communicating Analysis to Different Audiences
  
  New 10 xp
- Lesson 5.7 Prompt for Audience-Specific Prompts Exercise
  
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- Lesson 5.8 Interactive Exercise: Write Audience-Specific Prompts (quiz)
  
  New 10 xp
MODULE 6 - Risk, Governance, and Responsible Use of AI

11Lessons · 25 min
- Lesson 6.1 Hallucinations
  
  New 10 xp
- Lesson 6.2 Choosing the Right Tool and Handling Sensitive Data
  
  New 10 xp
- Lesson 6.3 Interactive Exercise: Classify the Use Case (quiz)
  
  New 10 xp
- Lesson 6.4 Documenting AI Use and Maintaining an Audit Trail
  
  New 10 xp
- Lesson 6.5 Where Good Documentation Matters Most
  
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- Lesson 6.6 Interactive Exercise: What's Missing From the Audit Trail (quiz)
  
  New 10 xp
- Lesson 6.7 The AI Regulatory Landscape
  
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- Lesson 6.8 Governance and Model Risk
  
  New 10 xp
- Lesson 6.9 Matching Controls to Impact
  
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- Lesson 6.10 Interactive Exercise: Tier the Use Case (quiz)
  
  New 10 xp
- Lesson 6.11 Putting It Together: A Responsible AI Use Checklist
  
  New 10 xp
MODULE 7 - Agentic AI

6Lessons · 13 min
- Lesson 7.1 What is Agentic AI
  
  New 10 xp
- Lesson 7.2 AI Agents
  
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- Lesson 7.3 Designing Workflows for AI Agents
  
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- Lesson 7.4 Prompt for AI Agent Download
  
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- Lesson 7.5 Using an AI Agent: Earnings Review (quiz)
  
  New 10 xp
- Lesson 7.6 Agentic AI Debrief
  
  New 10 xp
MODULE 8 - Conclusion

2Lessons · 3 min
- Lesson 8.1 Staying Current and Evaluating What Comes Next
  
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- Lesson 8.2 Parting Thoughts
  
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MODULE 9 - Qualified Assessment

1Lessons · 9 min
- Lesson 9.1 Final Qualified Assessment (multiple-choice exam, pass mark 80%)
  
  New 10 xp

Course Objectives

Explain where AI fits in the finance workflow and choose suitable tool groups.
Select appropriate AI approaches for Excel-based preparation, analysis, and presentation.
Build, refine, and reuse effective prompts for finance work.
Apply AI to analysis, documents, decisions, and audience-specific communication.
Identify hallucination, sensitive-data, regulatory, governance, model-risk, and audit-trail concerns.
Match controls and governance intensity to use-case impact.
Design a bounded, supervised agentic workflow for a finance task.

Skills and Knowledge

Finance AI workflows · AI tool selection · Excel AI use cases · Prompt design · Financial analysis communication · Responsible AI controls · AI governance · Agent workflow design

Level: Intermediate (Level 2) · Duration: approx. 2 hours · Prerequisites: working knowledge of everyday Excel, reporting, analysis, and governance work in finance.