Practical GenAI in Finance – Fundamentals

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About Course

Self-paced foundational program. Nine on-demand modules that build real AI fluency across the GenAI tools finance teams use, from prompting to AI agents to responsible use.

Course Content

Module 1 · Introduction to GenAI in Finance
What GenAI is and where it adds value in finance.

  • Lesson · Introduction to GenAI in Finance

Module 2 · Data Analytics and AI in Finance
AI-driven analysis, pattern recognition and prediction.

Module 3 · GenAI Technologies Overview
The technology landscape and a reusable prompting workflow.

Module 4 · Advanced GenAI in Finance
GenAI in Excel and a full statement-analysis walkthrough.

Module 5 · AI Agents in Finance
Design virtual analysts, controllers and FP&A assistants.

Module 6 · Introduction to Perplexity.AI
Research-grade AI with grounded, cited answers.

Module 7 · Deep Dive into Copilot
Get real work done with Microsoft 365 Copilot.

Module 8 · Case Study: AI in Finance
A guided, end-to-end applied finance case.

Module 9 · Ethical Considerations and Compliance
Responsible, compliant use of AI in finance.

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