Pre-Requisites
To get the most out of this course, participants should have:
- Basic knowledge of Excel, including functions, formulas and macros.
- Willingness to experiment with different AI tools and adapt to new workflows
- Access to Generative AI like ChatGPT, Gemini, Claude, and Co-Pilot
In today’s fast-paced financial world, leveraging Generative AI (GenAI) tools can significantly enhance our productivity and creativity. This course is designed to help professionals to maximise the potential of advanced GenAI tools, including ChatGPT, Gemini, Claude, and Co-Pilot, in your accounting and finance workflows.
Throughout the session, participants will dive deep into advanced prompt engineering, tool comparisons, and hands-on applications for tasks like financial modeling, data analysis, and excel automation. By the end of this course, participants will be equipped to strategically integrate GenAI tools for maximum impact in their professional roles.
On the completion of this course, you will be able to:
- Design layered, role-specific, and multi-step prompts to achieve precise and tailored outputs for diverse use cases.
- Analysis the strengths and limitations of ChatGPT, Gemini, Claude, and Co-Pilot by performing side-by-side comparisons across a variety of accounting and finance tasks.
- Apply AI tools for automating Excel tasks such as formula generation, VBA scripting, and data transformation.
- Evaluate the capabilities of AI tools within Excel to optimize workflows in financial modeling, reporting, and compliance.
- Implement best practices for data security, validation, and ethical considerations when integrating AI tools in professional settings.
Programme Outline
Overview
- The landscape of AI tools such as ChatGPT, Gemini, Claude, and Co-Pilot
- Strengths and weaknesses of each of the AI tools in different scenarios
- Selecting the right tool based on task requirements
Mastering Effective Prompt Design
- Basic prompts for direct outputs
- Intermediate prompts for tailored outputs
- Advanced prompts for multi-step or role-based tasks
Excel Integration and Automation
- Advanced Formula and Script Generation
- Scenario-Based Workflows
- Comparison Across Various GenAI Tools within Excel
Data Analysis and Visualisation
- Designing dashboards and advanced visualisations
- Automating from variance analysis to financial summaries
Strategic Applications and Ethical Considerations
- Workflow recommendations and troubleshooting
- Addressing confidentiality and data security concerns
- Validating outputs across tools to ensure accuracy
Training Methodology
Facilitated live webinar learning session with hands-on exercises
Closing Date for Registration
1 Week before Programme or Until Full Enrolment.
Intended For
Accounting and finance professionals who wish to learn, understand and apply the use of ChatGPT and AI in their professional work
Schedule & Fees
Testimonial
Funding
No funding Available!
Programme Facilitator(s)
Pre-Requisites
To get the most out of this course, participants should have:
- Basic knowledge of Excel, including functions, formulas and macros.
- Willingness to experiment with different AI tools and adapt to new workflows
- Access to Generative AI like ChatGPT, Gemini, Claude, and Co-Pilot
In today’s fast-paced financial world, leveraging Generative AI (GenAI) tools can significantly enhance our productivity and creativity. This course is designed to help professionals to maximise the potential of advanced GenAI tools, including ChatGPT, Gemini, Claude, and Co-Pilot, in your accounting and finance workflows.
Throughout the session, participants will dive deep into advanced prompt engineering, tool comparisons, and hands-on applications for tasks like financial modeling, data analysis, and excel automation. By the end of this course, participants will be equipped to strategically integrate GenAI tools for maximum impact in their professional roles.
On the completion of this course, you will be able to:
- Design layered, role-specific, and multi-step prompts to achieve precise and tailored outputs for diverse use cases.
- Analysis the strengths and limitations of ChatGPT, Gemini, Claude, and Co-Pilot by performing side-by-side comparisons across a variety of accounting and finance tasks.
- Apply AI tools for automating Excel tasks such as formula generation, VBA scripting, and data transformation.
- Evaluate the capabilities of AI tools within Excel to optimize workflows in financial modeling, reporting, and compliance.
- Implement best practices for data security, validation, and ethical considerations when integrating AI tools in professional settings.
Programme Outline
Overview
- The landscape of AI tools such as ChatGPT, Gemini, Claude, and Co-Pilot
- Strengths and weaknesses of each of the AI tools in different scenarios
- Selecting the right tool based on task requirements
Mastering Effective Prompt Design
- Basic prompts for direct outputs
- Intermediate prompts for tailored outputs
- Advanced prompts for multi-step or role-based tasks
Excel Integration and Automation
- Advanced Formula and Script Generation
- Scenario-Based Workflows
- Comparison Across Various GenAI Tools within Excel
Data Analysis and Visualisation
- Designing dashboards and advanced visualisations
- Automating from variance analysis to financial summaries
Strategic Applications and Ethical Considerations
- Workflow recommendations and troubleshooting
- Addressing confidentiality and data security concerns
- Validating outputs across tools to ensure accuracy
Training Methodology
Facilitated live webinar learning session with hands-on exercises
Closing Date for Registration
1 Week before Programme or Until Full Enrolment.
Intended For
Accounting and finance professionals who wish to learn, understand and apply the use of ChatGPT and AI in their professional work
Programme Facilitator(s)
