AI in Finance Demystified

Understand the practical applications of AI in finance processes like P2P, O2C, R2R, and FP&A

Practical Tools for Finance Professionals

Discover real-world use cases and tools that you can implement in your finance role

Leading AI Adoption

Learn how to effectively lead AI adoption in your finance team and navigate key risks and ethical considerations

About the Course

Are you a finance professional looking to harness the power of AI in your role? Join our course, 'AI for Finance Leaders: From Awareness to Action,' designed specifically for CFOs, Finance Directors, Controllers, Business Analysts and Finance Managers. Gain insights into AI's impact on finance processes, practical applications, and leadership strategies to drive AI adoption in your team. Take the first step towards mastering AI in finance and stay ahead in the industry. Enroll now to unlock a wealth of knowledge and skills tailored for experienced finance leaders.

About the Creator

I'm thrilled to share my expertise in AI and finance with you. As a seasoned finance leader, I understand the challenges of integrating AI into financial processes. Join me on this journey to demystify AI in finance and equip yourself with the knowledge and tools to lead AI adoption confidently in your organization.

Course Curriculum

8 Chapters · 59 Lessons

  1. 1

    Introduction

    1. Welcome - The AI Opportunity for Finance Leaders Free preview
    2. How to Get the Most from This Course Free preview
    3. From Awareness to Implementation: Your 90-Day Path Free preview
    4. (Included in full purchase)

      Quiz

  2. 2

    Module 1: Introduction to AI in Finance

    1. 🧩 Lesson 1.1: Understanding AI and Its Role in Finance Free preview
    2. (Included in full purchase)

      🧩 Lesson 1.2: What Ai Actually Is (For Finance Professionals)

    3. (Included in full purchase)

      🧩 Lesson 1.3: Prompting - How to Communicate with AI

    4. (Included in full purchase)

      🎉 Module 1 Completed

    5. (Included in full purchase)

      Module 1 - Quiz

    6. (Included in full purchase)

      Ai Opportunity Calculator Download

    7. (Included in full purchase)

      RACEF Prompt Builder Template Download

  3. 3

    Module 2 - AI Across Finance Process

    1. (Included in full purchase)

      💡 Intro - AI Across the Finance Value Chain

    2. (Included in full purchase)

      🧩 Lesson 2.1 - AI in Procure-to-Pay (P2P)

    3. (Included in full purchase)

      🧩 Lesson 2.2 - AI in Order to Cash (O2C)

    4. (Included in full purchase)

      🧩 Lesson 2.3 - AI in Record-to-Report (R2R)

    5. (Included in full purchase)

      🧩 Lesson 2.4 - AI in Financial Planning & Analysis (FP&A)

    6. (Included in full purchase)

      🎉 Module 2 Complete

    7. (Included in full purchase)

      Module 2 - Quiz

    8. (Included in full purchase)

      P2P Ai Opportunity Assessment Download

    9. (Included in full purchase)

      O2C Ai Opportunity Assessment Download

    10. (Included in full purchase)

      R2R Ai Opportunity Assessment Download

    11. (Included in full purchase)

      FP&A Ai Opportunity Assessment Download

  4. 4

    Module 3: Tools & Technology

    1. (Included in full purchase)

      💡 Intro

    2. (Included in full purchase)

      🧩 Lesson 3.1 - ChatGPT for Finance

    3. (Included in full purchase)

      🧩 Lesson 3.2 - Using Claude for Finance

    4. (Included in full purchase)

      🧩 Lesson 3.3 - Microsoft CoPilot

    5. (Included in full purchase)

      🧩 Lesson 3.4 - Using Gemini for Finance Workflows and Collaboration

    6. (Included in full purchase)

      🧩 Lesson 3.5 - Using Perplixity

    7. (Included in full purchase)

      🧩 Lesson 3.6 - AI in Your ERP System

    8. (Included in full purchase)

      🧩 Lesson 3.7 - Building AI Agents for Finance

    9. (Included in full purchase)

      🧩 Lesson 3.8 - The F.A.I.R. Framework: Choosing and Implementing AI Tools

    10. (Included in full purchase)

      🎉 Module 3 Complete

    11. (Included in full purchase)

      Module 3 - Quiz

    12. (Included in full purchase)

      FAIR Evaluation Scorecard Download

    13. (Included in full purchase)

      Master Prompt Library Download

  5. 5

    Module 4: Navigating Risks and Ethical Considerations

    1. (Included in full purchase)

      Intro

    2. (Included in full purchase)

      🧩 Lesson 4.1 - UK AI Regulation for Finance: What You Need to Know

    3. (Included in full purchase)

      🧩 Lesson 4.2 - Data Privacy and Security: Protecting Financial Data in the AI Era

    4. (Included in full purchase)

      🧩 Lesson 4.3 - Model Risk and Bias: Detecting and Mitigating AI Failures

    5. (Included in full purchase)

      🧩 Lesson 4.4 Building AI Governance Frameworks: Making It Work in Practice

    6. (Included in full purchase)

      🎉 Module 4 Complete

    7. (Included in full purchase)

      Module 4 - Quiz

  6. 6

    Module 5: Leading AI Adoption in Finance Teams

    1. (Included in full purchase)

      Intro

    2. (Included in full purchase)

      🧩 Lesson 5.1 - Building the Business Case

    3. (Included in full purchase)

      🧩 Lesson 5.2 - Pilot Design and Execution

    4. (Included in full purchase)

      🧩 Lesson 5.3 - Change Management: The Human Side of AI Adoption

    5. (Included in full purchase)

      🧩 Lesson 5.4 - Scaling AI Across Finance

    6. (Included in full purchase)

      🎉 Module 5 Complete

    7. (Included in full purchase)

      Module 5 - Quiz

    8. (Included in full purchase)

      Ai Business Case Template Download

    9. (Included in full purchase)

      Ai ROI Calculator Template Download

  7. 7

    Module 6: Building Your AI Roadmap (From Pilot to Scale)

    1. (Included in full purchase)

      Intro

    2. (Included in full purchase)

      🧩 Lesson 6.1 - Weeks 1-4: Assessment and Quick Wins

    3. (Included in full purchase)

      🧩 Lesson 6.2 - Weeks 5-8: Pilot Execution

    4. (Included in full purchase)

      🧩 Lesson 6.3 - Weeks 9-12: Measurement and Refinement

    5. (Included in full purchase)

      🧩 Lesson 6.4 - Beyond 90 Days: Your AI Roadmap

    6. (Included in full purchase)

      🎉 Module 6 Complete

    7. (Included in full purchase)

      Module 6 - Quiz

  8. 8

    Course Completed!!

    1. (Included in full purchase)

      🎉 Course Completion 🎉

What People Are Saying

Discover how our course is transforming the way finance professionals approach AI adoption

”
I was skeptical about AI as it felt like hype. I've tried a few AI tools before and always felt like I was missing something. This course filled in all the gaps. The way it's structured means you're actually applying things as you go. Two weeks in and I'm already using AI to cut down my weekly admin time significantly. Worth every penny. Thank you
Sarah Mitchell, Finance Director

Manufacturing, £100M+ revenue

”
I've sat through a lot of professional development courses over the years and most of them don't survive contact with real work. This one is different. Finally, an AI course that actually speaks the language of finance rather than throwing tech jargon at you. The RACEF prompting framework alone is worth the price of admission, I use it daily and it's genuinely changed how I approach complex financial analysis. The process assessments were a standout too, they helped me identify quick wins in my workflow I'd completely overlooked. The modules are structured around actual business applications rather than theory, which meant I could bring what I was learning straight into my consultancy work. If you're a finance professional wondering where to start with AI, this is exactly where you start. My team has since completed it too and we've changed how we approach research, proposals and client reporting as a result."
James C, Consultant

Professional Services

”
The Master Prompt Library alone is worth the price. I've cut my forecast commentary time by 70%. But what really stood out was the 90-day implementation plan. It gave me a clear roadmap to follow instead of trying to figure it out myself. Highly practical :)
Rachel T.

Working Mom

”
I needed to lead AI adoption in my team but didn't know where to begin. This course gave me the frameworks, the language, and the confidence to present to the Board. We're now 6 weeks into our collections pilot and already seeing results. Essential for any finance leader serious about AI!
David Okonkwo, Head of Finance

Tech Company

Ready to Lead with AI in Finance?

Enroll now to gain practical insights, tools, and leadership strategies tailored for experienced finance professionals.

£99.00

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