AI Private Public

Workshop: AI for Financial Professionals (AIW-FIN50)

3 hours
AIFinanceChatGPTCopilotGoogle GeminiClaudeAI Workshops

Learn how to use AI for financial analysis, document summarization, report drafting, stakeholder communications, and responsible financial workflows and tasks.

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Price per student
$289.07
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Course Overview

This hands-on workshop helps financial professionals use AI to analyze data, summarize complex documents, draft reports and communications, and prepare stakeholder materials more efficiently. No technical background is required. The course is tool-agnostic and can be taught with platforms such as ChatGPT, Claude, Copilot, or Gemini.

Participants practice responsible AI use through examples drawn from financial workflows and complete a realistic case study that can be tailored to their organization. The workshop focuses on effective tool use rather than financial subject-matter expertise or industry-specific compliance 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

Public Class
Live expert-led online training from anywhere. Guaranteed to run .
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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