Finance Academy · Programme 06
AI & Automation for Finance Professionals
Explore how AI tools can support selected finance-related tasks, improve productivity and help professionals approach repetitive work more systematically. The programme emphasises practical application, output verification, data confidentiality and responsible use.
Self-paced · Proposed US$349
Learning objectives
- Understand AI capabilities and limitations.
- Identify suitable use cases.
- Write clearer prompts.
- Use AI to support research, summarisation and reporting workflows.
- Verify outputs.
- Apply safeguards for confidential information.
Curriculum
- Module 1AI foundations for finance professionals
- Module 2Selecting suitable use cases
- Module 3Prompting for structured outputs
- Module 4Supporting research and document analysis
- Module 5Assisting with reporting and communication
- Module 6Workflow design and automation concepts
- Module 7Verification, privacy and risk
- Module 8Designing a practical AI adoption plan
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