Use AI to analyse data, write financial reports and automate routine tasks as a finance professional or business analyst.
1 day course 10am - 5pm Live Online or Classroom-based
What you will learn
- Understanding AI tools across finance functions, giving you a clear picture of where they add the most professional value.
- How to write and troubleshoot Excel formulas with AI, generating complex functions from a plain-language description of the task.
- Analysing financial datasets with AI, identifying trends, variances and anomalies across reports, budgets and actuals quickly.
- How to draft management accounts commentary and board reports with AI, turning raw figures into clear, stakeholder-ready narrative.
- Using AI for forecasting and scenario planning, modelling financial assumptions and summarising implications for senior decision-makers.
- Automating routine finance tasks with AI, reducing the time spent on reconciliations, templates and recurring reporting processes.
- How to communicate complex financial data more clearly with AI, producing executive summaries and briefings for non-financial audiences.
- Building responsible AI habits in a finance environment, ensuring outputs are verified and governance standards are maintained throughout.
Related Courses
This AI for Finance and Data Analysis course includes
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Authorised Certificate
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Lifetime support after your course
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Course materials
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Live Instructor-led training
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Refreshments all day
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Latest Mac or PC ready to go
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Authorised Trainers
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Hands-on exercises
Book this course
We offer AI for Finance and Data Analysis as a private course.
You can select a date which suits you or your team.
The course content can be fully customised to your exact learning requirements.
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Course Outline for AI for Finance and Data Analysis
Understanding AI and Its Role in Finance
- Reviewing the AI tools currently used across finance functions including reporting, forecasting, analysis and compliance
- Understanding the difference between AI writing assistants, AI-powered spreadsheet tools and specialist finance AI platforms
- Understanding how mainstream AI assistants such as Copilot, ChatGPT, Claude and Gemini can be applied to everyday finance tasks
- Recognising where AI adds the most value in a finance context and where professional judgement remains essential
- Understanding the data privacy, governance and compliance considerations of using AI with financial information
Using AI to Work Faster in Excel and Spreadsheets
- Using an AI assistant to write, explain and troubleshoot Excel formulas from a plain-language description of the task
- Generating complex functions including XLOOKUP, INDEX MATCH, SUMIFS and nested IF statements with AI assistance
- Using AI to build and format pivot tables, data summaries and financial models more efficiently
- Prompting AI to identify errors, inconsistencies and anomalies in spreadsheet data
- Using AI to automate repetitive spreadsheet tasks by generating VBA macros or Python scripts from a written brief
Analysing Financial Data with AI
- Uploading financial datasets, reports and spreadsheets to an AI assistant for analysis and interpretation
- Asking AI to identify trends, variances, outliers and patterns across financial data
- Using AI to compare actual versus budget figures and generate commentary on key variances
- Prompting AI to produce structured summaries of complex financial datasets in plain, stakeholder-ready language
- Understanding the limitations of AI-generated analysis and the importance of verifying outputs against source data
Writing Financial Reports and Commentaries with AI
- Using AI to draft management accounts commentary, board reports and financial summaries from data inputs
- Prompting AI to adjust tone, detail and language for different audiences: finance teams, senior leadership and non-financial stakeholders
- Using AI to turn raw figures into structured narrative: explaining performance, context and recommendations clearly
- Editing and improving existing financial reports with AI: tightening language, improving clarity and reducing length
- Maintaining accuracy and professional standards when using AI-generated commentary in formal financial documents
Forecasting and Scenario Planning with AI Support
- Using AI to structure financial forecasts, budgets and multi-year projections from historical data and assumptions
- Prompting AI to model different business scenarios and summarise the financial implications of each
- Using AI to stress-test assumptions, identify sensitivities and flag risks within a financial model
- Generating cash flow forecasts, headcount cost models and capital expenditure summaries with AI assistance
- Using AI to produce clear, concise scenario summaries suitable for presenting to finance committees or boards
Automating Routine Finance Tasks with AI
- Identifying which routine finance tasks are most suitable for AI assistance: reconciliations, data entry checks and report generation
- Using AI to draft templates for recurring finance processes: month-end checklists, accruals schedules and audit preparation
- Prompting AI to produce structured process documentation and standard operating procedures for finance workflows
- Using AI to summarise and categorise transaction data, expenses and cost allocations quickly and consistently
- Building a personal prompt library for frequently repeated finance tasks to save time across reporting cycles
Communicating Financial Information More Clearly
- Using AI to translate complex financial data into plain language for non-financial audiences
- Drafting financial presentations, investor updates and stakeholder briefings with AI assistance
- Prompting AI to produce executive summaries, key message frameworks and talking points from detailed financial reports
- Using AI to improve the clarity, structure and persuasiveness of financial communications across different formats
- Reviewing and personalising AI-generated financial communications to maintain professional credibility and accuracy
Using AI Responsibly in a Finance Environment
- Understanding data security obligations when using AI tools with sensitive financial and commercially confidential information
- Establishing clear guidelines for AI use within a finance team to ensure consistency, accuracy and compliance
- Developing a review and sign-off process for AI-generated financial content before it is shared or published
- Understanding where AI outputs require professional verification: statutory accounts, regulatory submissions and audited figures
- Building confident, responsible AI habits that improve productivity without compromising financial integrity or governance standards
FAQs about the AI for Finance and Data Analysis course
Is this AI for Finance and Data Analysis course suitable for me?
This course is designed for people who are new to using AI for Finance and Data Analysis, or have been doing this for a while but have never had formal training or who would like to learn best practice in the suject. If you are have any questions about whether the course could meet your needs, please speak to our customer service team, who will be delighted to advise you.
How is the content taught throughout the AI for Finance and Data Analysis course?
Our AI for Finance and Data Analysis course is extremely interactive. You will be using AI throughout the day, working through finance and data analysis examples and live projects under the guidance of our trainer, who will be inviting questions and supporting you through each step.
How many people are likely to be in the class when I attend the AI for Finance and Data Analysis course?
For private classes in AI for Finance and Data Analysis , we recommend a maximum of 8 to 10 people from the same company in the class. Please ask our customer service team to help you find the right balance of people per class and the number of days training you need.
Should I attend the AI for Finance and Data Analysis course in person or live online?
For in-person courses at our London training centre, you will receive a warm personal welcome, your choice of the latest Mac or PC and morning and afternoon refreshments. If you prefer to attend remotely, rest assured that you will be taught live by the same experts that deliver our in-person courses, covering the same training content, using the same exercises and materials. A second monitor is recommended but not essential.
What support is available after I attend the AI for Finance and Data Analysis course?
We offer ongoing support to our AI for Finance and Data Analysis course attendees through email and by arrangement, phone calls. You are welcome to ask any questions on topics covered during training. Our trainer will always do their best to explain principles and help you with any issues you encounter.
Will I receive a certificate upon completion of my AI for Finance and Data Analysis course?
Yes, you'll receive a certificate of completion from Transmedia, demonstrating your knowledge and attendance on our AI for Finance and Data Analysis course. Our certificates note our Authorised Training Centre status.
AI for Finance and Data Analysis — Team and Bespoke Training
Booking a private training session allows you to focus on your exact needs on dates that work best for you or your team.
- Sessions can be run online or in person, on your site or at our London training centre.
- We manage training for many of the UK’s largest companies, taking care of all the admin, working with you to ensure the perfect course.
- Our expert trainers will first understand your requirements and then tailor each session to your exact specification.
- We offer a free consultation service to work out every detail of your course.
Prices for bespoke sessions with our expert trainers start at £595 + VAT, depending on the course and number of people.
Costs include all preparation time to customise the course to your exact requirements.
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