Course
AI for Finance
BasicSkill Level
Updated 02/2026Microsoft CopilotArtificial Intelligence3 hr10 videos30 Exercises2,350 XP2,035Statement of Accomplishment
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Harness AI for Finance
Artificial intelligence is rapidly changing how finance professionals analyze data, prepare reports, and communicate insights. Instead of spending hours combing through spreadsheets and lengthy filings, you can now generate first-draft analyses, extract key messages, and identify trends in minutes. This course gives you the practical skills to make AI a trusted partner in your finance work.Master Prompting Fundamentals
The journey begins with prompting techniques tailored for finance. You'll learn how to design prompts that consistently deliver accurate and relevant results, distinguish between augmentation and automation, and understand the risks and limitations of using AI in professional contexts. Early exercises help you practice classifying tools, identifying risks, and drafting simple prompts that enhance everyday financial tasks.Apply AI to Financial Analysis and Research
Once you understand the basics, you'll explore how to use AI to combine structured data with narrative insights. Practice analyzing earnings call transcripts, running tone analysis, and integrating commentary with stock data to create investment notes or executive summaries. From there, the focus shifts to research skills—breaking down macroeconomic trends, comparing company filings, and keeping up with regulatory changes—to turn AI into a powerful research assistant.Achieve AI Confidence in Finance
By the end of this course, you'll be able to design reusable prompts, analyze and summarize financial documents, and build simple workflows. Whether you're working on monthly close, preparing board reports, or scanning regulatory updates, you'll know how to apply AI to deliver faster, clearer, and more valuable insights in your finance role.Feels like what you want to learn?
Start Course for FreeWhat you'll learn
- Write clear prompts that help AI tools support common finance tasks.
- Use AI to analyze financial data and extract useful insights quickly.
- Create reusable prompt templates that deliver consistent, comparable results.
- Refine AI outputs to improve clarity, tone, and accuracy.
- Understand how multi-step prompts connect into simple workflows that improve finance processes.
Prerequisites
Introduction to ChatGPT1
Prompting Fundamentals for Finance
Learn how to make AI work for you in a finance setting. This chapter introduces the difference between augmentation and automation, shows how to extract insights from financial documents and data, and teaches you how to build reusable prompts. You’ll practice analyzing transcripts, summarizing stock trends, and creating prompt templates that save time and improve consistency.
2
Go Deeper with AI
Turn AI into a research partner that keeps you ahead of the curve. You’ll practice summarizing macroeconomic trends, comparing company filings, and tracking regulatory changes. Through guided exercises, you’ll learn how to prompt and refine AI-generated insights into clear takeaways that are ready for leadership presentations.
3
Designing Intelligent Finance Workflows
Design AI-powered workflows that make finance faster, smarter, and more reliable. You’ll build assistants that remember your instructions, map finance processes from data to decision, and assign the right steps to AI or humans. Learn to measure performance through accuracy, efficiency, and risk - creating accountable, audit-ready workflows that scale across your organization.
AI for Finance
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FAQs
Do I need to know how to code to take this AI for Finance course?
No coding is required. This course uses Microsoft Copilot and prompt-based tools. The only prerequisite is Introduction to ChatGPT, so basic AI chat experience is enough.
What types of financial documents will I analyze with AI?
You will practice analyzing earnings transcripts, stock trends, company filings, macroeconomic reports, and regulatory changes using carefully designed prompts.
Will I learn to build reusable prompt templates for finance tasks?
Yes. The first chapter teaches you to create prompt templates that improve consistency and save time when summarizing data, extracting insights, or analyzing financial documents.
What does the course mean by AI-powered finance workflows?
You will design workflows that assign steps to AI or humans, build assistants that remember instructions, and measure performance through accuracy, efficiency, and risk metrics.
How does this course help me present AI-generated insights to leadership?
You will practice refining AI outputs into clear, presentation-ready takeaways by summarizing macroeconomic trends, comparing filings, and tracking regulatory changes for executive audiences.
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