AFFTAI for Finance TeamsChatGPT and Copilot in analysis and reporting
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English
Advanced
Face to Face
Instructor-Led Training
(F2F-ILT)
Virtual
Instructor-Led Training
(V-ILT)
COACHING
& MENTORING
(C&M)
Self-Paced
Learning
(SPL)
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Course Overview
AI for Finance Teams shows finance professionals and analysts how to use GenAI tools for analysis, reconciliation, commentary writing, and reporting, with explicit guardrails around accuracy and confidentiality built into every technique taught. Finance work carries real consequences for getting AI output wrong, and the course treats that seriously throughout. Delegates produce a month-end comment
Key Takeaways
1
Use GenAI tools to accelerate analysis, reconciliation, and reporting tasks
2
Draft finance commentary and reports faster without sacrificing accuracy
3
Verify AI-generated financial content before it is relied upon
4
Apply data confidentiality practices when using AI tools with sensitive information
5
Produce a real month-end deliverable in a fraction of the usual time
Certifications
LEORON - Professional Development Institute
LEORON is the leading corporate training and EdTech company in the EMEA region, with the most comprehensive learning and development solutions in all strategic corporate functions, including Corporate Finance, HR, Procurement and SCM, Technology, Quality, Operations and Engineering. Through instructor-led sessions, in-company training, and coaching, our faculty of experts deliver over 1200+ programs annually, while 25,000+ professionals are equipped with up-to-date relevant education and the latest tech solutions across the EMEA region.We help our valued clients with a wide range of services, including Training Needs Analysis, Competency Development and Assessment, and custom-built e-Learning solutions that cater to specific industries and knowledge areas.LEORON mission remains boosting competitiveness of our clients worldwide through continuous learning, while we strive to achieve our vision of becoming the best quality corporate training and EdTech Company in the EMEA and the world.Whether our clients are facing difficulties re-organising their brand, equipping their workforce with an extra set of skills or aiming to assess competencies within an existing structure, our development planning is a great solution.LEORON’s mission is to help our worldwide clients boost their competitiveness by improving the competency levels of their employees, through top quality training and development solutions delivered by unrivaled global experts and facilitated by the best training managers in the industry.
Course Outline
1. Where GenAI genuinely helps finance work, and where it doesn't
2. AI-assisted analysis and reconciliation techniques
3. Drafting commentary and reports with AI support
4. Verifying AI output before it reaches a real deliverable
5. Data confidentiality practice when using AI tools
6. Exercise - producing a month-end commentary pack at speed
Who Should Attend?
This course is designed for finance professionals and analysts who want to use GenAI tools for analysis, reconciliation, and reporting without compromising accuracy or confidentiality. It suits teams under pressure to produce reporting packs faster without sacrificing the rigor finance work demands.
FAQ
Is confidential financial data ever entered into AI tools during this course?
No, the course teaches confidentiality practices explicitly and uses safe, illustrative data throughout rather than real sensitive information.
How does this connect to the Certificate in AI in Finance?
This course introduces practical AI applications that feed into that broader five-day certification.
Do I need prior AI tool experience?
No prior experience is required; the course builds AI fluency specifically for finance use cases from the ground up.