AI4X
AI4X · PRACTICAL GENAI IN FINANCE
One finance program, three levels three altitudes one pathway of GenAI mastery
From your first confident prompt to the boardroom AI agenda. Build fluency, ship production artifacts, then lead the strategy. Choose the level that fits where you are today, for you or your whole team.
From analyst to CFO · one pathway
3 levels
one finance pathway
All roles
analyst to CFO
3 formats
self-paced to exec
ISO 42001
governed throughout
Each level stands alone and stacks toward the next.
WHY THIS PROGRAM
One program that grows with your finance career
Practical GenAI in Finance meets every finance professional where they are, then takes them further. Build the skills, then the systems, then the strategy. Each level is valuable on its own and compounds with the next.
Start where you are
Whether you are new to AI or running the finance function, there is a level built for your role and your goals.
Grow as you go
Move from using AI, to building with it, to leading it, with a clear path from analyst to the boardroom.
Level 1 builds real AI fluency for everyday finance work
Level 2 turns operators into builders of production FP&A tools
Level 3 equips leaders to govern AI and set the strategy
A coherent pathway, one design, one standard of quality
Built for the region, ISO 42001 governed throughout
THE PATHWAY
From AI-curious to AI-led, level by level
Most finance teams dabble with AI and stall. This pathway gives every role a clear next step, from first fluency to the board-level AI agenda.
TODAY
Doing it the hard way
AI is a side experiment, lots of demos, little that sticks
You rewrite the same prompts from scratch every time
Manual, repetitive steps eat hours every week
You can’t fully trust or verify what the AI produces
Nothing concrete to show for the effort
IN 8 WEEKS
Leading with applied GenAI
A GenAI workflow running on your real, day-to-day work
A reusable, program-tailored prompt library you rely on
Automations with human checkpoints that win those hours back
Outputs you can evaluate, govern and trust
A portfolio artifact & adoption plan to show your team
THE OUTCOMES
Where each level takes you
✓ Level 1 · use GenAI tools confidently across finance work
✓ Level 1 · write effective prompts and apply AI responsibly
✓ Level 2 · ship an AI variance explainer, model and dashboard
✓ Level 2 · automate reporting and design FP&A agent workflows
✓ Level 3 · set AI strategy, allocate capital and govern risk
✓ Level 3 · own the board narrative and the AI investment case
The three levels
Fundamentals
Advanced
Strategic
Self-paced
Live cohort
Exec cohort
3
levels, one finance pathway
9 → 7
modules at Fundamentals through Strategic
All
finance roles, analyst to CFO
Our approach
Our programs help learners to use AI more confidently in day-to-day work. We combine education, real examples, and guided practice so people leave with skills they can apply immediately.
01
Assess
Map your team’s current AI literacy and identify gaps by role.
02
Design
Build a curriculum aligned to your tools and learning goals.
03
Train
Live sessions, async modules, and real-world exercises.
04
Measure
Track adoption and confidence with post-training assessments.
THE THREE LEVELS
Three levels, one finance career path
Each level stands on its own and stacks toward the next. Pick where you are today. You do not need to take them in order.
01
Self-paced · for analysts and managers
Level 1 · Fundamentals
Build real AI fluency across the tools finance teams use. Nine on-demand modules, start anytime, lifetime access.
On demand
Lifetime
Letter
02
Live cohort · for FP&A operators
Level 2 · Advanced
Ship three production FP&A artifacts on your own numbers across eight live sessions. Build, do not just watch.
8 sessions
3 artifacts
Live
03
Exec cohort · for finance leaders
Level 3 · Strategic
Set the AI strategy, allocate the capital, govern the risk and own the board narrative. The CFO’s playbook.
~20 hrs
Board-grade
Exec
?
Not sure where to start
Find your level
Tell us your role and what you want to change, and we will point you and your team to the right starting level.
2 min
Free
Guidance
How each level supports your career
Level 1 · Fundamentals — for analysts, accountants and managers
Self-paced. Build confident fluency with ChatGPT, Copilot, Perplexity, Claude and Gemini, prompting, AI agents and responsible use. Your foundation for everything that follows.
Level 2 · Advanced — for FP&A operators and business partners
A live cohort. Build production AI artifacts on your own numbers: an AI variance explainer, a Monte Carlo driver model and an executive dashboard, plus a 90-day rollout.
Level 3 · Strategic — for CFOs and finance leaders
A premium executive cohort. Set the AI strategy, allocate capital, govern the risk and own the board narrative. Seven board-grade artifacts and a capstone strategy.
How the three levels fit together
Literacy, then building, then leadership. Teams often run Level 1 broadly, send operators to Level 2, and put leaders through Level 3, so the whole function moves together.
Which level should I start with?
New to AI in finance, start at Fundamentals. An FP&A operator who wants to build, start at Advanced. A finance leader setting the agenda, start at Strategic.
Can my team take different levels?
Yes. The pathway is designed so different roles take different levels at the same time, with one shared language and standard across the function.
Do I have to take them in order?
No. Each level stands on its own. You can start at the level that fits your role today and move up when you are ready.
What stays the same across all three?
One design, one standard, ISO/IEC 42001-governed throughout, MENA-anchored, and a Programme Completion Letter at every level.
FORMAT & LOGISTICS
Formats across the pathway
Level 1
Self-paced
Level 2
Live cohort
Level 3
Executive cohort
Audience
Analyst to CFO
Language
English / Arabic
Standard
ISO 42001 governed
INSTRUCTORS
Learn from a practitioner who's done the work
GET STARTED
Three steps to begin
1
Choose
Pick the level that fits your role, or ask us to help you choose.
2
Enrol
Enrol in Fundamentals instantly, or apply for the Advanced or Strategic cohort.
3
Grow
Start building, then move up the pathway as your role and ambition grow.
FAQ
The pathway, explained
What is Practical GenAI in Finance?
It is one finance program with three levels: Fundamentals (self-paced literacy), Advanced (a hands-on FP&A building cohort) and Strategic (an executive cohort for finance leaders). One pathway from analyst to CFO.
Which level is right for me?
New to AI in finance, start at Fundamentals. An FP&A operator who wants to build, choose Advanced. A finance leader setting the AI agenda, choose Strategic.
Do I take them in order?
No. Each level stands on its own. Start where you are and move up when you are ready.
Can my whole team take part?
Yes. The pathway is built for teams: run Fundamentals broadly, send operators to Advanced, and put leaders through Strategic, all with one shared standard.
What do the levels cost?
Fundamentals is a self-paced enrolment. Advanced and Strategic are cohorts offered per seat and by application. Ask us for current pricing and the next dates.
What do I earn?
A Programme Completion Letter at every level, governed by our ISO/IEC 42001:2023-certified AIMS, plus the skills, artifacts or strategy that level produces.
Is it relevant to the region?
Yes. The whole pathway is MENA-anchored, in English and Arabic, and built around real regional finance contexts.
Learning Resources
Insights to help your team move faster with AI
- Supply Chain
Run a tighter S&OP cadence with AI: sense demand, plan supply, reconcile to one number, with exception governance. A practical 2026 method for planners.
- Supply Chain
Set inventory policy with AI on classic science: ABC classification, EOQ order quantities, and Z-based safety stock, scored for health. A practical 2026 method.
- Supply Chain
Classify suppliers into the four Kraljic quadrants with AI, from profit impact and supply risk, then set a sourcing strategy for each. A practical 2026
Find your level and get started
Tell us your role and what you want to change, and we will point you or your team to the right level, or design a blended path across all three.