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%)
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