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AI For Finance Professionals


Gen AI for Finance Professionals is a specialized training program designed to help finance teams leverage modern AI tools to improve reporting, analysis, and decision-making. As financial operations increasingly rely on large volumes of data and fast insights, this course focuses on how generative AI can simplify workflows and enhance productivity in finance functions.

The program covers practical applications of AI in finance, including financial report generation, data analysis, forecasting support, and automated documentation. Participants will learn how to use AI tools to interpret financial data, generate summaries, and streamline routine tasks such as reporting, variance analysis, and management communication.

QAR 3,200 QAR 2,800

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    Eligibility criteria - Who is it for?

    This training program is designed for professionals who want to enhance their finance workflows using modern AI tools and improve efficiency in reporting, analysis, and decision-making.
    It is suitable for:
    Finance professionals, accountants, and financial analysts looking to improve reporting and analysis using AI tools
    FP&A teams involved in budgeting, forecasting, and performance tracking
    Business analysts and reporting professionals working with financial data.
    Professionals supporting leadership with financial reports, summaries, and insights.
    Excel and reporting users looking to reduce manual effort and improve productivity
    Individuals interested in applying AI in finance operations and business workflows.
    A basic understanding of financial concepts and familiarity with Excel or reporting tools will help participants gain maximum value from the course. Prior experience with AI tools is not required.

    Course Features

    Finance-Centric AI Learning Approach :The course is designed specifically for finance use cases such as reporting, analysis, forecasting support, and management communication.
    Hands-On AI Applications :Work on practical scenarios including financial report generation, data summarization, variance analysis, and documentation using AI tools.
    Productivity & Workflow Optimization Focus :Learn how to reduce manual effort in repetitive finance tasks and improve efficiency in day-to-day operations.
    AI-Assisted Financial Reporting : Understand how to generate structured financial reports, summaries, and insights using AI tools.
    Data Interpretation & Insight Generation :Learn how to analyze financial data and extract meaningful insights to support decision-making.
    Real-World Finance Use Cases :Explore how AI is used in budgeting, forecasting, performance tracking, and financial analysis.
    Responsible AI & Governance Practices :Understand best practices for using AI in finance while maintaining data accuracy, control, and compliance.
    Reusable Prompts & Templates : Gain access to practical prompts, templates, and examples that can be used in real finance workflows.
    Implementation Guidance : Learn how to adopt AI tools within finance teams and integrate them into existing processes effectively.

    Course Curriculum - Lesson Plan

    Module 1: Foundations of LLM models & prompt engineering

    Module 2: Microsoft Office productivity tools with Copilot

    Module 3: Persona based prompting, projects & notebooks

    Module 4: Research, analytics, KPIs & strategy with AI agents

    Module 5: Workflow automation, enterprise AI tools & business app creation using AI

    Module 6: Machine learning model for predictive and prescriptive modelling

    Module 7: Graphics & video generation using AI

    Module 8: Agent creation using Copilot, Gemini Pro, Claude & custom GPT

    Module 9: AI agentic framework - MCPs, tools, triggers & automation workflow with Copilot Studio

    Module 10: AI in Finance

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    FAQ

    This course helps participants develop practical skills in applying AI tools to finance workflows. Learners will understand how to use generative AI for financial reporting, data analysis, and documentation. They will gain hands-on experience in generating financial summaries, interpreting data, supporting variance analysis, and creating structured reports. In addition, participants will learn how to design effective prompts and use AI tools to improve accuracy and efficiency in financial tasks.

    The course covers real-world applications of AI in financial reporting and analysis. Participants will learn how to generate management reports, summarize financial data, and support decision-making using AI tools. The training also includes techniques for analyzing financial trends, performing variance analysis, and preparing structured insights that can be used in business reporting.

    The course is designed for finance professionals and does not require prior experience with AI or programming. The training starts with basic concepts and gradually introduces practical applications of AI in finance. Participants will learn how to use AI tools in a simple and structured way, making it accessible even for those with non-technical backgrounds.

    Participants will learn how to write effective prompts tailored to finance tasks. This includes structuring queries for generating reports, analyzing financial data, and creating summaries. The course also covers how to refine prompts to improve the quality and accuracy of AI-generated outputs, ensuring they are suitable for professional use.

    The course includes practical exercises using datasets and scenarios that reflect real financial use cases. Participants will learn how to apply AI tools to analyze financial data, generate insights, and prepare reports. The training also highlights the importance of validating outputs and ensuring accuracy when working with financial information.

    To enroll, visit the course section above and click on “Enroll Now” to complete your registration. Once your enrollment is confirmed, you will receive LMS access along with detailed onboarding information from our administration team. Senior leaders and organizations may also request a demo session or customized training discussion before enrollment. For assistance, contact us via WhatsApp or call +974 7079 7089 , or email info@teamacademy.net.

    The training is delivered through live instructor-led sessions, available in both online and classroom formats. Each session includes real-time interaction, guided demonstrations, and hands-on exercises focused on applying AI in finance workflows. Participants can actively engage with the trainer and work on practical use cases throughout the program. For more details about batch formats and schedules, contact us via WhatsApp or call +974 7079 7089 , or email info@teamacademy.net.

    The course is typically designed to be completed within 12 to 16 hours, depending on the selected batch and delivery format. Sessions are available on weekdays and weekends to suit working professionals. The schedule is structured to balance learning with practical exercises. To check upcoming batches and timings, contact us via WhatsApp or call +974 7079 7089 , or email info@teamacademy.net.

    Participants will receive access to training materials, including reference documents, practical examples, and reusable prompts used during the sessions. Where applicable, session recordings may also be provided to help participants revisit concepts and continue practicing after the training. For more details on learning resources, contact us via WhatsApp or call +974 7079 7089 , or email info@teamacademy.net.

    Participants who complete the training and required practical exercises will receive a course completion certificate. This certification validates your ability to apply AI in finance workflows and supports your professional growth. For certification-related queries, contact us via WhatsApp or call +974 7079 7089 , or email info@teamacademy.net.

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    AI For Finance Professionals

    QAR 3,200 QAR 2,800
    Enroll Now
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