AI4X
AI4X · PRACTICAL GENAI IN FINANCE · FUNDAMENTALS
Build real AI fluency in finance, at your own pace.
Nine on-demand modules that take you from curious to capable across the AI tools finance teams actually use. Self-paced, start today, lifetime access. No coding needed.
Self-paced · lifetime access
Level 1 of 3 · AI4X finance pathwayLevel 1 · Fundamentals (free)Level 2 · AdvancedLevel 3 · Strategic
Self-paced
learn on your schedule
9 modules
on demand, anytime
Lifetime
access and updates
Letter
Programme Completion Letter
One-time enrolment. Start whenever you are ready.
Tools we work across
Microsoft 365 + Copilot
WHY THIS PROGRAM
Your confident first step into GenAI for finance
Built for finance professionals who want to use GenAI well in everyday work, with no coding and no jargon. If you can use Excel, you can take this course and start applying it the same day.
Learn by doing
Every module is built around real finance examples and a guided case, so you practice on work that looks like yours.
Proof you can share
Finish the nine modules and earn a Programme Completion Letter you can share on LinkedIn and your CV.
Understand what GenAI is and where it adds value in finance
Write effective prompts for analysis, reporting and research
Use ChatGPT, Copilot, Perplexity, Claude and Gemini with confidence
Run an AI-assisted financial statement analysis end to end
Apply responsible-use and compliance practices to every output
THE SHIFT
Where you are now, and where you will be
Most people experiment with AI and stall. This course gives you a structured foundation so you use GenAI with confidence in your day-to-day finance work.
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
BY THE END
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
WHAT YOU'LL LEARN
By the end, you'll be able to…
✓ Explain what GenAI is and where it adds value in finance
✓ Write effective prompts for analysis, reporting and research
✓ Use ChatGPT, Copilot, Perplexity, Claude and Gemini well
✓ Run an AI-assisted financial statement analysis end to end
✓ Design simple AI agents and assistants for finance tasks
✓ Apply responsible-use and compliance practices to your work
Tools you will use
ChatGPT
Microsoft Copilot
Perplexity.AI
Claude
Google Gemini
Excel AI
9
on-demand modules, start anytime
Self
paced, learn on your schedule
∞
lifetime access and updates
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.
CURRICULUM
Nine modules, from first principles to applied practice
Each module is short, practical and built around real finance examples. Work through them in order or jump to what you need. Full module list below.
01
Modules 1–3 · foundations
Foundations of GenAI in finance
What GenAI is, where it adds value, the technology landscape, and a prompt-engineering workflow you can reuse.
On demand
Guided
Practical
02
Module 4 · applied
Advanced GenAI in finance
GenAI inside Excel, a full financial-statement analysis walkthrough, and a tour of Copilot, Claude, FinGPT and FinChat.
On demand
Guided
Practical
03
Modules 5–7 · agents & tools
AI agents and the toolset
Design simple AI agents and assistants, then go deep on Perplexity.AI and Microsoft Copilot for finance work.
On demand
Guided
Practical
04
Modules 8–9 · apply & govern
Case study and responsible use
A guided, end-to-end finance case, then the ethics, privacy and compliance practices that keep your AI work trustworthy.
On demand
Guided
Practical
Full syllabus, week by week
Module 1 · Introduction to GenAI in Finance
What generative AI is, how it differs from traditional AI, where machine learning fits, and the real benefits of applied GenAI for finance teams.
Module 2 · Data Analytics and AI in Finance
AI-driven financial analysis, pattern recognition, risk assessment and predictive modelling, with real cases including JP Morgan and BlackRock.
Module 3 · GenAI Technologies Overview
The technology landscape across ChatGPT, Gemini and more, the core applications in finance, and a practical prompt-engineering workflow.
Module 4 · Advanced GenAI in Finance
GenAI inside Excel, a full financial-statement analysis walkthrough, and a working tour of Copilot, Claude, FinGPT and FinChat.
Module 5 · AI Agents in Finance
What AI agents are, why they matter for finance, and how to design virtual analysts, controllers and FP&A assistants step by step.
Modules 6 & 7 · Perplexity.AI and Microsoft Copilot
Research-grade AI with Perplexity for sourcing and cited answers, then getting real work done with Microsoft 365 Copilot across Excel, Outlook, Teams and PowerPoint.
Module 8 · Case Study: AI in Finance
A guided, end-to-end case that applies everything you have learned to a realistic finance workflow.
Module 9 · Ethical Considerations and Compliance
Data privacy, transparency, bias and fairness, consent and responsible-use practices, so your AI work stays trustworthy.
HANDS-ON
Practical skills you can use the next day
Every module is built around real finance examples and a guided case study, so you apply what you learn immediately, not just watch.
Built around real finance examples · A guided end-to-end case · Downloadable guides and a prompt cheat sheet
Your FP&A capstone · close to defence
Your actuals & real org context
↓
AI variance explainer · Excel =COPILOT()
↓
Driver model · Monte Carlo · DCF
↓
Exec dashboard · automated RAG alerts
↓
90-day PACE roadmap · 5-min defence
YOUR TOOLKIT
The AI tools finance teams actually use
You learn the leading GenAI tools hands-on, not toy demos.
Logos are the property of their respective owners; shown to indicate the tools covered in the program.
FORMAT & LOGISTICS
How the program runs
Format
Self-paced
Delivery
On demand
Modules
9 on-demand modules
Access
Lifetime, learn anytime
Language
English
You earn
Programme Completion Letter
INSTRUCTORS
Learn from a practitioner who's done the work
Founder & Dean of Education
More than a decade of experience across AI, fraud risk, FP&A, and AI-in-finance, delivering bilingually across MENA, GCC, and Africa.
Dr. Ahmed El-Shamy
Co-founder, CEO · DBA, Royale Business College UK
WHAT YOU EARN
A Programme Completion Letter you can share
Awarded on completing all nine modules. A verifiable, shareable Programme Completion Letter governed by our ISO/IEC 42001:2023-certified AIMS.
PROGRAMME COMPLETION LETTER
This is proudly presented to
[ Participant Name ]
for successfully completing the
AI4X · Practical GenAI in Finance · Fundamentals
GenAI tools · Prompt engineering · AI agents · Responsible use
ISSUED
[Month YYYY]
CREDENTIAL ID
AI4X-FIN-FND-2026-0001
Dr. Ahmed El-Shamy
Co-founder & Dean of Education, Digisoul
Scan to verify
digisoul.io/verify
- An AI4X Programme Completion Letter
- Verified & shareable on LinkedIn, CV, portfolio
- ISO/IEC 42001:2023 certified AI Management System
- Scan-to-verify credential ID
PREREQUISITES
What you will need to get started
Basic comfort with Excel and finance fundamentals. Curiosity. No coding and no prior AI experience required.
Start anytime
On-demand modules you can begin today and revisit whenever you need them, with lifetime access.
Practical GenAI in Finance - Fundamentals
Free · self-paced · 9 modules · lifetime access
Free
no cost · lifetime access
HOW TO START
Three steps to get going
1
Enrol
Enrol online in two minutes. No application needed.
2
Access
Get instant access to all nine modules and the downloads.
3
Learn
Work through the modules at your own pace, anytime, with lifetime access.
FAQ
Questions, answered
What exactly is this course?
Practical GenAI in Finance, Fundamentals is the self-paced first level of the AI4X finance pathway. Nine on-demand modules build real fluency with the GenAI tools finance teams use, from prompting to AI agents to responsible use.
Who is it for?
Finance analysts, accountants, controllers and managers who want to use GenAI well in everyday work. Anyone new to AI in finance. No coding required.
Do I need coding or a technical background?
No. If you are comfortable in Excel and know finance basics, you are ready. The course is jargon-light and practical.
Is it live or self-paced?
Fully self-paced and on demand. Start any time, learn at your own pace, and revisit modules whenever you need them, with lifetime access.
How does it relate to Advanced and Strategic?
Fundamentals builds your literacy. Level 2 Advanced is a hands-on FP&A cohort where you build production tools. Level 3 Strategic is for finance leaders setting the AI agenda. Take them in sequence or pick the level that fits you.
What do I get?
All nine on-demand modules, downloadable guides and a finance prompt cheat sheet, lifetime access and updates, and a Programme Completion Letter on finishing.
What do I earn?
A Programme Completion Letter, governed by our ISO/IEC 42001:2023-certified AIMS, that you can share on LinkedIn, your CV and portfolio.
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
Ready to build, not just watch?
When you have the fundamentals, Level 2 Advanced turns you into a builder, shipping real FP&A artifacts on your own numbers in a live cohort.