Overview
AI for Finance Workflows and Governance Course Overview
AI has moved from a separate system you visit when you have a question to a tool now embedded in the spreadsheets, decks, and platforms finance professionals use every day. The question is no longer whether to use AI in your finance work. It is whether you are using it well, safely, and in a way that holds up under audit and review.
This course gives finance professionals the working command of contemporary AI tools the role now demands. You will learn how AI actually works (and where large language models predictably fall short), choose the right tool for the task, write prompts and reusable Skills that produce defensible output, work effectively with agentic AI through a live Earnings Review demo, and apply the audit-trail and governance discipline that turns AI from a productivity tool into one that meets the standard finance professionals are held to.
Who should take this course?
This course is for finance analysts, associates, and managers that work in FP&A, commercial banking and credit, valuation, capital markets, and wealth management who want to use AI deliberately, defensibly, and to the standard their role demands. It is suitable for anyone preparing for an FMVA, FPAP, CBCA, CMSA, or FPWMP certification, or already working in those domains and looking to bring contemporary AI tools including agentic workflows into their day-to-day work.
AI for Finance Workflows & Governance Learning Objectives
By the end of this course you will be able to:- Explain what contemporary AI tools can and cannot do in common finance workflows.
- Select an appropriate AI tool and data-handling approach for a given finance task.
- Write prompts and reusable templates that improve relevance, accuracy, and tone.
- Validate, document, and govern AI-assisted work using proportionate controls.
- Design a supervised, agentic workflow and determine where human decision-making rights must remain.
Prerequisite Skills
Recommended skills to have before taking this course.
- Basic computer skills
- Critical thinking
- Basic data analysis
Level 2
2h
100% online and self-paced
Field of Study: Finance
Start LearningWhat You'll Learn
AI in the Finance Workflow
Choosing the Right AI Tool in Excel Workflows
AI in Analysis and Communication
Risk, Governance, and Responsible Use of AI
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Modeling & Valuation Analyst (FMVA®) Certification
- Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
- Career Prep Investment banking and equity research, FP&A, corporate development
Commercial Banking & Credit Analyst (CBCA®) Certification
- Skills Learned Financial Analysis, Credit Structuring, Risk Management
- Career Prep Commercial Banking, Credit Analyst, Private Lending
Capital Markets & Securities Analyst (CMSA®) Certification
- Skills Learned Trading strategies used in the finance and capital markets
- Career Prep Work in capital markets, whether on the buy-side or the sell-side
Financial Planning & Wealth Management Professional (FPWMP®) Certification
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
Financial Planning & Analysis Professional
- Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
- Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A
