Overview
AI Workflows in Finance – From Data to Decisions Course
AI can help finance professionals work faster, analyze information more thoroughly, and spend more time on judgment and decision-making. Knowing where and how to use it starts with understanding the finance workflow.
AI Workflows in Finance – From Data to Decisions introduces how AI supports each of the seven workflow steps, from gathering and organizing data to reviewing analysis and presenting findings. Through practical examples, you’ll explore applications in data cleaning, material change detection, forecasting, scenario analysis, financial model auditing, presentations, and dashboards.
Throughout the course, you’ll examine why human experience, context, and judgment remain essential. As an introduction to CFI’s AI Finance Professional (AFP) certification program, this course helps you identify opportunities to use AI in your work and where to develop your skills through dedicated courses
Who Should Take This Course?
This course is designed for current and aspiring finance professionals pursuing careers in financial planning and analysis (FP&A), investment banking, private equity, credit, or valuation. It is suited to those seeking a practical introduction to using AI across their workflow while retaining responsibility for analysis and decisions.
Tools Referenced in This Course
This course references the free versions of Claude, ChatGPT, Claude in Excel, Gemini, Power Query, Microsoft Excel and Microsoft PowerPoint. AI Workflows in Finance - From Data to Decisions Learning Objectives
- Describe the seven steps of a typical finance workflow, from gathering and organizing information to reviewing and presenting findings.
- Identify how AI can support and enhance each step of the finance workflow.
- Explain the role of human judgment, experience, and accountability in evaluating AI-assisted analysis and making financial recommendations.
Prerequisite Courses
Recommended courses to complete before taking this course.
Prerequisite Skills
Recommended skills to have before taking this course.
- Excel
Level 2
1h
100% online and self-paced
Field of Study: Information Technology
Start LearningWhat You'll Learn
Step 1: AI-Assisted Data Cleaning for Finance
Step 2: Detecting Material Changes Using AI
Step 3: AI-Driven Financial Forecasting? & Analysis
Step 4: Judgement in AI-Assisted Finance Workflows
Step 5: AI for Presentations - A Source-to-Deck Workflow for Finance
Step 6: AI-Assisted Financial Model Auditing
Step 7: AI-Powered Dashboards & Executive Reporting
Course Summary
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.
AI Finance Professional (AIFP) Certification
- Related Topics Artificial Intelligence (AI), Financial Modeling, Financial Planning & Analysis (FP&A), Data & Analysis Basics, Data Visualization, Professional Ethics
- Relevant Career Paths FP&A Analysts, Financial Analysts, Business Intelligence Analysts, Corporate Development Analysts, Equity Research Analysts
