Select the right AI tools and partners by evaluating them through a finance lens—focusing on compatibility, credibility, cost, and control to ensure scalable, high-impact solutions.
Maximize Finance Impact & Efficiency with AI
Overview
As artificial intelligence reshapes the future of finance, this course equips finance leaders with practical tools and frameworks to confidently harness AI for real business impact. You’ll learn how to assess AI readiness, evaluate tools aligned to strategic priorities, and lead adoption without needing deep technical expertise. With a strong focus on practical applications—spanning automation, forecasting, reporting, risk management, and compliance—the course explores how technologies such as machine learning, natural language processing, and generative AI can drive efficiency, enhance decision-making, and unlock new sources of value. By the end, you’ll leave with a clear, actionable roadmap for integrating AI into your finance function to deliver measurable results.
Learning Objectives:
After completion of this course, participants will be able to:
- Identify key areas of the finance function where AI can improve efficiency and decision-making.
- Recognize the core capabilities of AI tools relevant to financial planning, analysis, and operations.
- Classify common AI use cases according to their potential impact and ease of implementation.
- Select criteria for evaluating AI tools or vendors aligned to specific finance goals.
- Determine appropriate steps to lead or support the adoption of AI within a finance team.
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: Uncovering AI Impact & Efficiency Opportunities in Finance
Identify high-impact opportunities across the finance value chain to harness AI for greater efficiency, faster insights, and stronger decision-making.
Lesson 2: Demystifying AI Capabilities for Finance Leaders
Unlock AI’s full potential in finance by mastering prompt engineering—crafting clear, strategic instructions that drive better forecasting, reporting, and analytical outcomes.
Lesson 3: Mapping AI Use Cases to Impact and Feasibility
Prioritise AI opportunities by assessing impact and feasibility, so you can focus on high-value initiatives that drive meaningful efficiency and decision-making gains in finance.
Lesson 4: Evaluating AI Tools and Vendors with Confidence
Lesson 5: Leading the AI Adoption Journey
Lead successful AI adoption by inspiring confidence, guiding change, and embedding AI into your finance team’s mindset, workflows, and long-term strategy.
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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