Activate your AI digital twin across reporting, communication, research, and decision support to boost productivity, enhance clarity, and elevate your impact in real-world finance workflows.
Create Your AI Digital Twin
Overview
This course introduces finance leaders to a new era of productivity, where a personalized AI “digital twin” becomes a powerful extension of their professional capability. You’ll learn how to design, prompt, and refine your own AI twin to support research, analysis, drafting, planning, and communication at scale. Through practical guidance on prompt engineering, workflow design, and continuous improvement, the course shows you how to “train” your AI twin to think and operate in line with your role and objectives. By the end, you’ll be able to deploy a trusted AI partner that accelerates decision-making, streamlines work, and frees up time for higher-value strategic leadership.
Learning Objectives:
After completion of this course, participants will be able to:
- Identify key finance activities where an AI digital twin can enhance productivity, insight generation, and task execution.
- Recognize effective prompt structures that build contextual understanding and task-specific outputs from an AI twin.
- Apply prompting methods to design workflows for analysis, reporting, communication, and process management.
- Select techniques to personalize, refine, and evolve the AI twin’s performance over time.
- Distinguish strategies for sustaining continuous learning and improvement within the AI twin to support long-term professional growth.
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: The Power of an AI Digital Twin: Transform How You Work
Unlock the power of an AI digital twin to accelerate decision-making, streamline workflows, and free up time for high-value strategic leadership.
Lesson 2: Designing Your Digital Twin: Foundations for Success
Design a high-performing AI digital twin by aligning it to your workflows, thinking style, and strategic goals—creating a powerful virtual extension of your professional capability.
Lesson 3: Training Your Twin: Mastering Prompting for Performance
Train your AI digital twin through precise prompting to unlock accurate, context-aware output and transform it into a high-performing strategic partner.
Lesson 4: Activating Your Twin: Workflows That Drive Impact
Lesson 5: Evolving Your Twin: Building a System for Continuous Improvement
Evolve your AI digital twin through continuous feedback, structured prompting, and scalable workflows to build lasting capability and a strategic edge in your finance leadership.
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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