Course overview
Start hereAI for Directors of Finances
START HERE

AI for Directors of Finances (Prompt Course)

15 lessons · 259 prompts

A day in the life of a Directors of Finance: what changes with these prompts.

Track progress as a member

Start here: Build a high-confidence AI finance office in four weeks

This prompt course gives Directors of Finance and senior finance leaders a practical, end-to-end approach for using AI and ChatGPT across forecasting, budgeting, expenses, investments, reporting, currency planning, debt and asset oversight, tax, M&A, visualization, risk, audit preparation, capital spending, and stakeholder communication. It focuses on repeatable workflows, control, transparency, and measurable outcomes-so your team can move faster while maintaining rigor and auditability.

What you'll learn

  • How to structure clear, reliable prompts for finance tasks, including context setting, objectives, constraints, data boundaries, formatting rules, and quality checks.
  • Ways to transform raw financial data into consistent, structured outputs that connect directly to spreadsheets, BI dashboards, and reporting packs.
  • A framework for iterative analysis that supports scenario tests, sensitivity checks, and variance explanations while maintaining traceability.
  • Methods to encode policies, approval rules, and materiality thresholds so AI-assisted work matches team standards.
  • Strategies for strengthening controls: audit trails, versioning, reproducible steps, and documentation suitable for internal or external review.
  • Guidelines for data security, privacy, and compliance in finance use cases, including practical approaches to limit exposure of sensitive information.
  • Collaboration patterns that let FP&A, accounting, treasury, tax, and strategy teams share a common AI workspace without losing ownership of their domains.

How this course works

  1. 15 lessonsOne task of your job each, from financial forecasting to stakeholder communication templates.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish with the exam and a certificate for LinkedIn.