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Showing 12 of 37 courses
in Finance
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Microsoft Learn
Course
Empower your workforce with Microsoft 365 Copilot: Finance Use Case
This hands-on Microsoft Learn module walks finance professionals through real Copilot workflows: analyzing COGS and modeling What-If scenarios in Excel, summarizing meeting notes in Teams, evaluating vendor contracts and acquisition opportunities in Copilot Chat, creating executive PowerPoint presentations, and drafting feedback emails in Outlook. After completing the 13-unit module, you can apply these Copilot skills directly to financial planning, scenario modeling, and stakeholder reporting in your daily FP&A role.
beginner
Finance
YouTube
Video
5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows
This beginner video helps Insurance Agents in Finance learn 5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows with a practical focus on applying ChatGPT, Claude, Zapier to everyday work. Covers ChatGPT and Claude specifically for insurance copywriting and workflow automation. By the end, learners will have a clearer understanding of how to use ChatGPT, Claude, Zapier to save time, improve quality, and complete common Insurance Agent tasks with more confidence.
beginner
Finance
YouTube
Video
How to use AI to create project RISK REGISTER? Full ChatGPT Tutorial
This intermediate video helps Risk Managers in Finance learn How to use AI to create project RISK REGISTER? Full ChatGPT Tutorial with a practical focus on applying ChatGPT, Risk Register, Project Risk to everyday work. Risk register workflow is core to Risk Manager role. By the end, learners will have a clearer understanding of how to use ChatGPT, Risk Register, Project Risk to save time, improve quality, and complete common Risk Manager tasks with more confidence.
intermediate
Finance
YouTube
Video
ChatGPT Prompts Every Tax Preparer Should Know for 2026
This beginner video helps Tax Accountants in Finance learn ChatGPT Prompts Every Tax Preparer Should Know for 2026 with a practical focus on applying ChatGPT, Tax Preparation, AI Prompts to everyday work. Prompt-focused format suits busy tax preparers who want quick practical wins. By the end, learners will have a clearer understanding of how to use ChatGPT, Tax Preparation, AI Prompts to save time, improve quality, and complete common Tax Accountant tasks with more confidence.
beginner
Finance
YouTube
Video
ChatGPT Just Replaced Financial Analysts
This intermediate video helps Finance Managers in Finance learn ChatGPT Just Replaced Financial Analysts with a practical focus on applying ChatGPT, Agent Mode, Scenario Analysis to everyday work. Focuses on Agent Mode capabilities - advanced but accessible. By the end, learners will have a clearer understanding of how to use ChatGPT, Agent Mode, Scenario Analysis to save time, improve quality, and complete common Finance Manager tasks with more confidence.
intermediate
Finance
Microsoft Learn
Course
Empower your workforce with Microsoft 365 Copilot: Executives Use Case
This Microsoft Learn module teaches finance leaders and C-suite executives how to use Microsoft 365 Copilot to handle the information overload of strategic leadership — synthesizing team communications, preparing board-ready reports, and analyzing budgets at speed. Two hands-on exercises walk you through using Copilot in Teams to consolidate project updates and cross-team insights into executive summaries, using Copilot in Word to draft executive briefing reports, using Copilot in Excel to run budget forecast scenarios, and building a Business Insights agent in Copilot Studio that answers on-demand financial questions. By the end, you will have a repeatable Copilot workflow for faster, better-informed executive decisions.
beginner
Finance
YouTube
Video
How To Use ChatGPT For Bookkeeping Tasks
Discover practical ways to use ChatGPT for everyday bookkeeping work, from categorizing transactions and drafting client communications to explaining accounting concepts in plain language. This 10-minute walkthrough shows how AI can handle the repetitive writing and research tasks that slow down your workflow. By the end, you'll know how to delegate routine bookkeeping tasks to ChatGPT so you can focus on higher-value work.
beginner
Finance
OpenAI Academy
Article
ChatGPT for Financial Services
Learn how financial services professionals use ChatGPT to speed up research, reporting, client communication, and data analysis. The resource covers practical use cases and prompt templates for roles across banking, investment analysis, insurance, and financial planning, so you can start applying AI to everyday finance tasks like summarizing reports, drafting client updates, modeling scenarios, and analyzing market data.
beginner
Finance
Coursera
Course
Anti-Money Laundering (AML) Fundamentals: Compliance for Financial Services
Learn the fundamentals of Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance essential for financial services professionals. This course covers AML regulations, KYC procedures, suspicious activity reporting, and compliance frameworks critical for SMB financial institutions managing compliance risk.
intermediate
Finance
YouTube
Video
AI for Auditors: ChatGPT and Working with PDFs in 2025
This beginner video helps Compliance Officers in Finance learn AI for Auditors: ChatGPT and Working with PDFs in 2025 with a practical focus on applying ChatGPT, Audit, PDF Analysis to everyday work. Title: 'AI for auditors - ChatGPT and working with PDFs in 2025'. By the end, learners will have a clearer understanding of how to use ChatGPT, Audit, PDF Analysis to save time, improve quality, and complete common Compliance Officer tasks with more confidence.
beginner
Finance
YouTube
Video
How Are You Getting Value Out Of ChatGPT As A Financial Advisor? - Kitces & Carl Ep 156
This beginner video helps Financial Planners in Finance learn How Are You Getting Value Out Of ChatGPT As A Financial Advisor? - Kitces & Carl Ep 156 with a practical focus on applying ChatGPT, Financial Planning, Financial Advisor to everyday work. Conversation format between two CFP practitioners - practitioner discussion of real use cases rather than a tutorial. By the end, learners will have a clearer understanding of how to use ChatGPT, Financial Planning, Financial Advisor to save time, improve quality, and complete common Financial Planner tasks with more confidence.
beginner
Finance
Anthropic
Course
AI Fluency: Framework and Foundations
Developed by Anthropic with professors from Ringling College and University College Cork, this course teaches the 4D Framework for productive human-AI collaboration: Delegation (deciding what to hand off to AI), Description (crafting effective prompts), Discernment (evaluating AI outputs critically), and Diligence (using AI ethically and safely). Two major sections cover AI fundamentals and hands-on practical skills across creative, business, and analytical tasks. Financial analysts can directly apply the Discernment and Diligence modules to evaluating AI-generated reports, flagging hallucinated data, and understanding where AI adds risk in regulated workflows. No prior AI experience required.
beginner
Finance