AI Private

Workshop: AI for Financial Professionals (AIW-FIN50)

3 hours
AIFinanceChatGPTCopilotGoogle GeminiClaude

This workshop is designed for finance professionals who want to use AI tools to work more efficiently and effectively.

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  • Private class for your team
  • Live expert instructor
  • Online or on‑location
  • Customizable agenda
  • Proposal turnaround within 1–2 business days
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Course Overview

This workshop is designed for finance professionals who want to use AI tools to work more efficiently and effectively. No technical background is required. Participants will learn how to apply AI to the financial tasks they handle every day: analyzing data, drafting reports and communications, summarizing complex documents, and preparing materials for stakeholders. The course is tool-agnostic and can be delivered using whichever AI platform your organization already uses, including ChatGPT, Claude, Copilot, or Gemini. Examples throughout the course are drawn from real financial workflows.

By the end of the session, participants will be able to use AI tools with confidence in a financial context. The workshop closes with a hands-on case study that walks through a realistic financial scenario from start to finish. Case studies can be customized to reflect your organization's industry, data, and workflows. This course is taught from a tool-usage perspective and does not cover industry-specific compliance requirements or financial subject-matter expertise. Participants should continue to rely on domain experts for regulatory and financial guidance.

Course Benefits

  • Write effective prompts for financial tasks including data analysis, report drafting, document summarization, and stakeholder communication
  • Use AI tools to summarize and synthesize complex financial documents, datasets, and reports
  • Apply responsible use practices specific to financial work, including recognizing what data should never be submitted to an AI tool
  • Draft, refine, and structure financial communications and reports using AI as a writing and editing partner
  • Apply AI tools to a realistic financial workflow through a hands-on case study tailored to your organization

Delivery Methods

Private Class
Delivered for your team at your site or online.

Course Outline

  1. AI and the Financial Professional
    1. What AI tools can and cannot do
    2. How financial professionals are using AI today
    3. A tour of the AI platform being used in this workshop
  2. Writing Effective Prompts for Financial Work
    1. The anatomy of a strong prompt
    2. Prompting for analysis, summarization, and drafting
    3. Iterating: refining outputs through conversation
  3. Responsible Use in a Financial Context
    1. How hallucinations happen and why they matter in finance
    2. What financial data should never be submitted to an AI tool
    3. Building a verification habit for financial outputs
  4. AI for Financial Workflows
    1. Summarizing reports, contracts, and financial documents
    2. Drafting financial communications and stakeholder updates
    3. Analyzing and interpreting data with AI assistance
    4. Preparing presentations and executive summaries
  5. Case Study: AI in Action for Financial Professionals
    1. Scenario overview and objectives
    2. Applying prompting techniques to a financial workflow
    3. Reviewing, verifying, and refining AI outputs
    4. Discussion: adapting this approach to your organization

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

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