Course overview
Start hereAI for Finance Managers
START HERE

AI for Finance Managers (Prompt Course)

8 lessons · 130 prompts

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

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Start turning financial questions into AI-ready workflows

AI for Finance Managers (Prompt Course) gives finance leaders a practical way to convert routine tasks and strategic analysis into dependable, repeatable AI workflows. Instead of treating AI as a novelty, the course walks you through how to structure requests, control outputs, and apply quality checks so the results are useful in real finance work. The curriculum spans eight core areas-debt, tax, financial statements, cash flow, investments, expenses, ratios, and budgeting-so you can apply one consistent approach across the full finance cycle.

What you'll learn

  • How to frame finance objectives as clear, auditable AI tasks with defined scope, inputs, assumptions, and guardrails.
  • Ways to standardize outputs (formats, tables, and narratives) for faster reviews and easier sharing with stakeholders.
  • A repeatable method for scenario analysis, sensitivity checks, and variance explanations to support decisions.
  • How to incorporate policy constraints, accounting standards, and internal thresholds into AI guidance.
  • Techniques for reconciling AI results with source data and documenting reasoning for audit and compliance needs.
  • Practical workflows for turning unstructured inputs (notes, policies, emails) into structured insights you can use in models and reports.
  • Collaboration practices so teams can reuse prompt frameworks, track versions, and maintain consistency across reporting periods.

How this course works

  1. 8 lessonsOne task of your job each, from budget forecasting to debt management.
  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.