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
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
Competency Mapping
Category 5 = 3.50 Hours
Schedule & Fees
Date & Time
21 Feb 2025 (9:00 AM - 12:30 PM)
Registration is closed
Programme Facilitator(s)
Dr Lim Thou Tin
Venue
Live Webinar in or outside of
Singapore
Date & Time
30 Jun 2025 (9:00 AM - 12:30 PM)
Fee (inclusive of GST)
For Members:
$ 188.57
For Non-Members:
$ 224.54
Programme Facilitator(s)
Dr Lim Thou Tin
Venue
Live Webinar in or outside of
Singapore
Testimonial
Funding
1] NTUC Union Training Assistance Programme (UTAP)
NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.
*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.
This course is approved for UTAP support for intakes conducted between 04 February 2025 – 31 March 2027.
As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.
- Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
- Course by training provider must be supported under UTAP and training must commence within the supported period and;
- Unfunded course fee must not be fully sponsored by company or other types of funding
- Unfunded course fee must be S$20.00 and above, and;
- Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
- UTAP application must be made within 6 months after course ends.
For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.
Programme Facilitator(s)
Dr Lim Thou Tin, DACE
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.
His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.
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
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
Competency Mapping
Category 5 = 3.50 Hours
Programme Facilitator(s)
Dr Lim Thou Tin, DACE
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.
His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.