Enrolment options
Generative AI
AI in Finance – Concepts, Tools, and Industry Use Cases
HRDC Reg. No: TBA
Course Duration: 24 Hours (3 Days)
Course Overview
Artificial Intelligence (AI) is rapidly transforming the finance function—from forecasting and reporting to compliance and risk management. This 3-day intensive program is designed to equip finance professionals with practical, business-focused knowledge of AI, Machine Learning (ML), and Generative AI within modern financial environments.
The course bridges the gap between technical AI concepts and real-world finance applications across FP&A, Tax, Accounting, Procurement, and Compliance. Participants will gain a clear understanding of how AI models work, how to effectively interact with Large Language Models (LLMs) using prompt engineering, and how to evaluate risks in regulated financial settings.
Through hands-on exercises using tools such as ChatGPT, Power BI, and optional cloud notebooks, learners will explore AI-driven forecasting, automation, anomaly detection, financial storytelling, and governance frameworks.
The focus is on strategic adoption and practical application, enabling participants to supervise AI initiatives and deliver measurable business value—without requiring heavy coding.
Who Should Attend
This course is ideal for:
- Finance managers and analysts
- FP&A professionals
- Accountants and auditors
- Tax and compliance professionals
- Procurement and operations finance teams
- Finance transformation and digitalization leaders
- Business analysts working with financial data
Why Choose This Course
This program is designed to help finance professionals move beyond theory and apply AI confidently in real-world financial workflows.
Key benefits include:
- Understand AI, ML, and Generative AI in a finance context
- Learn practical prompt engineering techniques for financial tasks
- Explore real-world AI use cases across finance functions
- Gain hands-on experience with ChatGPT and Power BI
- Understand AI governance, compliance, and risk frameworks
- Learn how to deliver AI-driven insights to leadership
- No heavy coding required—focused on business application and value creation
Learning Outcomes
By the end of this course, participants will be able to:
- Understand core AI, ML, and Generative AI concepts relevant to finance
- Apply prompt engineering techniques for interacting with LLMs
- Evaluate responsible AI principles in regulated financial environments
- Explore and utilize common AI tools used in finance
- Identify and implement AI-driven use cases in FP&A, Tax, Procurement, and Accounting
- Interpret AI outputs and translate them into business insights
Prerequisites
- Basic understanding of finance and accounting concepts
- Familiarity with Excel or data visualization tools (e.g., Power BI)
- No prior programming experience required (coding is optional)
Lab Setup
Participants will work in a guided, hands-on environment using:
- Cloud-based tools such as ChatGPT
- Power BI for dashboards and visualization
- Optional: Google Colab for experimentation
- Pre-prepared financial datasets
- Exercises focused on prompt engineering, analysis, and reporting
Teaching Methodology
This course combines conceptual clarity with hands-on practice:
- Instructor-led sessions with finance-focused examples
- Guided hands-on exercises and labs
- Real-world finance case studies
- Interactive discussions on governance and risk
- Dashboard-building and storytelling exercises
- Practical frameworks for AI adoption in finance
