Enhance AI-generated financial insights through structured review, validation, and refinement—ensuring accuracy, context-fit, and decision-ready quality in every output.
Generate AI-Driven Data Insights
Overview
In today’s data-rich, fast-moving finance landscape, the ability to generate clear, actionable insight is a true differentiator. This course introduces finance professionals to the fundamentals of prompt engineering—a structured way to work with Large Language Models such as ChatGPT, Microsoft Copilot, Google Gemini, and Anthropic Claude—to accelerate analysis, automate routine tasks, and uncover patterns that support smarter decisions. Without requiring technical or data science expertise, the course bridges finance knowledge with AI capability, showing you how to design effective prompts for activities across FP&A, controllership, reporting, operations, and strategy. While the techniques are universally applicable, you’ll also learn the importance of using AI responsibly and in line with organizational policies, data privacy, and security standards—building AI fluency that is practical, ethical, and future-ready.
Learning Objectives:
After completion of this course, participants will be able to:
- Define the core concepts of prompt engineering and explain how they apply to finance-specific data analysis and insight generation.
- Identify appropriate use cases for AI-powered tools within typical finance workflows, including budgeting, forecasting, variance analysis, and reporting.
- Apply structured prompt engineering techniques to extract, summarize, and reframe financial information using LLM platforms.
- Evaluate and refine AI-generated outputs for accuracy, relevance, and alignment with business needs.
- Recognize key compliance, privacy, and governance considerations when integrating LLMs into finance activities.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Prompt Engineering Foundations for Finance
Master prompt engineering to boost finance performance—reducing manual effort, accelerating analysis, and delivering clearer, more consistent insights that drive stakeholder engagement.
Lesson 2: Identifying High-Impact Use Cases in Finance
Spot high-impact opportunities for AI in finance by identifying tasks where prompt engineering reduces friction, accelerates insight, and strengthens strategic decision-making across core functions.
Lesson 3: Designing Effective Prompts for Financial Analysis
Transform financial data into stakeholder-ready insights by designing strong prompts that mirror finance thinking—precise, structured, and tailored for analysis, commentary, and reporting.
Lesson 4: Reviewing, Refining, and Validating Outputs
Lesson 5: Compliance, Ethics, and Practical Integration
Integrate prompt engineering into finance workflows safely and strategically by aligning AI use with ethical standards, data governance, and your organisation’s risk appetite.
Additional Information
CPE Credit / CPD Hour: 0.5
Field of Study: Information Technology
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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