Course
Course Overview
This one day practical program gives finance professionals a clear and up to date understanding of how AI is transforming finance work across reporting, FP&A, risk, controls and decision support. Designed for non technical teams, the course focuses on real finance workflows using AI to accelerate analysis, improve narrative quality, reduce manual effort and strengthen governance and auditability. Participants learn how to safely apply AI in day to day finance tasks, how to avoid common pitfalls such as hallucinations, data leakage, over‑reliance and how to implement AI in a controlled compliant way that finance leaders can trust.
What you will learn
Use AI to accelerate financial analysis, management reporting and variance explanations.
Improve forecasting and planning using scenario modeling, assumptions testing and sensitivity analysis.
Apply AI to risk, controls and compliance support while maintaining auditability.
Automate repetitive finance tasks (summaries, reconciliations support, documentation) safely and consistently.
Adopt responsible AI practices for finance, including privacy rules, approvals and verification workflows.
Who This Course Is For
This course is designed for non technical professionals across the finance industry, including FP&A teams, analysts, accountants, controllers, audit and assurance staff, finance managers, treasury teams, compliance stakeholders and finance professionals in banking and financial services who want to use AI to work faster and make better decisions without needing programming or data science skills.
Before You Start
No technical background is required. Participants should be comfortable with common finance activities such as budgets, forecasts, reports, reconciliations, KPIs and spreadsheets. Familiarity with standard workplace tools (Excel/Sheets, email, PDFs and presentations) will help maximize the hands-on activities.
Course Overview
Duration: 1 Day
Course ID : NUV-AIFNCE-101
Case-based learning
Expert-led sessions & Interactive workshops
Practical strategy exercises
Start your AI journey today.
Module 1 : AI Foundations for Finance (What It Is, What It Isn’t)
● AI in Finance Explained : Plain English overview of AI, ML and GenAI and how they show up in finance workflows. ● Where AI Adds Value in Finance : Mapping AI to reporting, FP&A, risk, compliance and operations. Limits & Quality Risks : Hallucinations, fabricated numbers, missing context and how to avoid over reliance. ● Finance Safe Workflow Rules : Human‑in‑the‑loop checks, source grounding and structured outputs.
Module 2 : Faster Financial Analysis and Variance Commentary
● AI Assisted Variance Analysis : Turn actuals vs. budget/forecast into insights, drivers and explanations. ● KPI Storytelling : Produce concise executive narratives from data tables and dashboards. ● Anomaly & Outlier Detection (Non‑technical) : Recognize patterns, exceptions and areas that need review. ● Hands On Lab : Generate a board ready variance pack summary with assumptions and action points.
Module 3 : FP&A - Budgeting, Forecasting and Scenario Planning
● Scenario Modeling : Best case/worst case/base case planning using structured prompts and templates. ● Assumption Testing : Stress test drivers (pricing, volume, cost inflation, FX) and highlight sensitivities. ● Rolling Forecast Support : Convert operational signals into forecast updates and narrative implications. ● Hands On Lab : Build a forecast narrative with a scenario table with clear drivers and risk notes.
Module 4 : Finance Reporting, Close Support and Documentation Automation
● Close Acceleration Use Cases : Draft close checklists, reconcile explanations and documentation summaries. ● Policy & Standard Summaries : Summarize accounting policies, procedures and audit requests into action lists. ● Drafting & Formatting : Convert notes into memos, management reports and structured tables. ● Hands On Lab : Turn raw close notes into a structured close update and stakeholder email pack.
Module 5 : Risk, Controls, Auditability and Compliance Support
● AI for Controls Support : Identify control gaps, generate control narratives and create test evidence checklists. ● Audit Friendly Outputs : How to make AI work traceable (inputs, assumptions, sources, review logs). ● Fraud & Risk Concepts (Non Technical) : Where AI can help flag risk indicators and monitor exceptions. ● Compliance Guardrails : Safe handling of confidential data, access rules and approval workflows.
Module 6 : Finance Use Cases Across Banking and Corporate Finance
● Banking & Financial Services : Credit decision support concepts, portfolio monitoring and customer risk indicators in a non technical view. ● Treasury & Cash Management : Cash forecasting support, liquidity planning narratives and sensitivity insights. ● Corporate Finance : M&A screening support, due diligence summarization and investment memo structuring. ● Hands On Case : Analyze a finance scenario and produce an AI assisted recommendation pack.
Module 7 : Responsible AI for Finance (Governance, Privacy and Model Risk Basics)
● Data Privacy & Confidentiality : What not to share, safe redaction practices and enterprise handling norms. ● Model Risk Awareness : Understanding bias, explainability expectations and appropriate reliance levels. ● Governance by Design : Risk classification, usage policies, monitoring and roles such as owner, reviewer and approver. ● Finance AI Safety Checklist : A ready to use checklist for safe adoption in finance teams.
Module 8 : Capstone - Build Your AI‑Enabled Finance Workflow ( Optional )
● Workflow Mapping : Identify high value finance tasks suitable for AI (low risk, high frequency, measurable benefit). ● Prompt & Template Kit : Create reusable prompts for reporting, forecasting, close updates and risk notes. ● Controls & Review Plan : Define verification steps, documentation and sign off workflow. ● Pilot Plan Output : Produce a small scope pilot plan with KPIs, timeline and governance steps.
You will learn how to use various trending and in demand AI tools that can support finance work in practical ways by :
Deliverables
The Final Certification Exam will be conducted on the Certify Assessment (UK) and successful candidates will be awarded officially recognized credentials.