self-paced

AI for Finance and Analysis

AI for Finance and Analysis — applied AI for this role using shared foundations and practical workflows.

This page is the course itself. Commercial AI training for UK companies is owned by the AI training hub.

Delivered by AI Build

Learning platform: SAVI.education

Certificate issued by SAVI.education

Duration
3 hours
Price
£79
Level
Intermediate

Who this course is for

Who it's for
People whose work sits in AI by Role and who want a practical, workplace-focused course rather than a generic overview.
Prerequisites
No specialist background required. A laptop and an approved workplace AI tool will help you practise the exercises.
What you'll be able to do
  • Complete “What Generative AI Is and Is Not” and apply it to a real task at work.
  • Complete “Data Boundaries and Safe Use” and apply it to a real task at work.
  • Complete “Giving AI Clear Instructions” and apply it to a real task at work.
  • Complete “Finance Use Cases And Boundaries” and apply it to a real task at work.
Duration & level
3 hours · Intermediate
  • Self-paced lessons
  • Credential

Certificate

AI for Finance and Analysis Certificate

Awarded on successful completion of all required course steps.

Course syllabus

Lessons are grouped into clear steps with visual cues, so each course is easier to scan before you start.

Lessons unlock after purchase. Create your account with the same email you paid with — no course code is required — or choose “Already purchased?” above.

  1. Step 1 · Lesson

    What Generative AI Is and Is Not

    Define generative AI, contrast it with traditional software, and set realistic expectations.

  2. Step 2 · Lesson

    Data Boundaries and Safe Use

    Set clear boundaries for personal, confidential and regulated data in AI tools.

  3. Step 3 · Lesson

    Giving AI Clear Instructions

    Write clear goals, context and constraints for better AI results.

  4. Step 4 · Lesson

    Finance Use Cases And Boundaries

    Learn where AI can support finance teams safely and practically, from analysis and reporting to risk review and operational checks. You will be able to define appropriate use cases, set human approval boundaries, and identify controls needed before using AI with finance data.

  5. Step 5 · Lesson

    Financial Data Analysis

    Learn how to use AI to speed up financial data analysis while keeping clear controls over data quality, assumptions and approvals. You will practise structuring finance questions, preparing datasets, generating variance and driver analysis, and verifying outputs before they are used in reporting or decision-making.

  6. Step 6 · Lesson

    Management Reporting

    Learn how to use AI to prepare clearer, faster and more consistent management reports while keeping finance judgement and approval in human hands. You will practise turning financial data into narrative commentary, variance explanations, executive summaries and board-ready packs with appropriate controls.