AI for Finance Leaders: From Fundamentals to Implementation
A practical implementation guide for UK finance teams.
Learn to evaluate, pilot, and scale AI across finance operations, with UK regulation, RACEF prompting, and the F.A.I.R. tool-selection framework built in.
Prime AI Solutions has trained finance professionals across the UK to implement AI successfully. This is not a generic AI course: tell it your finance process, your AI tool, and your finance system, and every worked example re-frames around your day job.
One-off payment. Yours to keep. Try the first two modules free before you pay anything.
The Challenge
The Challenge Facing Finance Leaders
AI is transforming every aspect of financial services. The finance leaders who understand how to apply it - not just talk about it - are already making faster decisions, delivering better insights, and positioning themselves for senior roles.
But most AI training is built for technologists, not finance professionals. Generic courses waste your time on concepts you'll never use and skip the practical applications that matter for FP&A, reporting, and financial operations.
This course is different. Built by qualified finance professionals for qualified finance professionals, and tailored to the processes, tools, and systems you actually work with.
Tailored
Tailored to Your World
Tell the course your finance process, your AI tool, and your finance system once. Every worked example and RACEF prompt re-frames around your day job, and your most relevant lessons surface first. Prefer the full untailored course? That's one click too.
Your Finance Process
Your AI Tool
Your Finance System
An FP&A analyst on Copilot and Dynamics 365 sees a different course to a controller on Claude and SAP: same rigour, your context.
Outcomes
What You'll Be Able to Do
Most participants implement their first time-saving automation within two weeks of starting the course.
Explore 23 real AI use cases in finance covered in this course.
Curriculum
Course Curriculum
35 lessons and 15 to 20 hours of learning across six modules, taking you from AI fundamentals to confident implementation
A free Introduction module (3 lessons, 10 min) opens the course, including "From Awareness to Implementation: Your 90-Day Path". All three intro lessons are open in the free preview.
AI Foundations for Finance
3 lessons • 42 minWhat AI actually is in business terms, and how to write finance-grade prompts from day one.
- How generative AI works, explained for finance
- The RACEF prompting framework
- Where AI delivers real ROI in finance functions
AI Across Finance Processes
5 lessons • 1h 3mWhere AI pays off across the core finance processes, from planning to close.
- FP&A: forecast accuracy and scenario modelling
- Procure-to-Pay and Order-to-Cash opportunities
- Record-to-Report and month-end close
Tools and Technology
9 lessons • 3h 9mThe deepest module in the course: evaluate and select the right AI tools for your stack.
- Microsoft Copilot vs Claude vs ChatGPT for finance
- ERP-native AI in Dynamics 365, SAP, and Workday
- The F.A.I.R. evaluation framework and weighted scorecard
Risk, Compliance and Control
5 lessons • 1h 11mBuild a lightweight governance framework that compliance teams recognise.
- FCA, PRA, and UK GDPR expectations
- Roles, controls, and an AI usage policy
- Managing data privacy and AI risk in finance
Leading AI Adoption
5 lessons • 1h 4mLead the change: bring your team with you and build lasting AI capability.
- Change management for finance teams
- Building AI champions and upskilling
- Sustaining adoption beyond the first wins
Your 90-Day AI Implementation Plan
5 lessons • 59 minLeave with a concrete, week-by-week plan to pilot, measure, and scale AI in your function.
- A week-by-week 90-day pilot plan
- Measuring ROI and building a CFO-ready business case
- A 12 to 24 month roadmap beyond the pilot
The Prime Method
Built to Make It Stick: The Prime Method
Most online courses get watched once and forgotten. This one is built on two of the most replicated findings in learning science: retrieval practice and spacing, plus a tutor that coaches instead of answering.
Review Queue, Spaced for Memory
Concepts resurface spaced to when you are about to forget them, so knowledge compounds instead of fading.
Practice Record and Streak
Log every study day and see your streak build, turning learning into a habit rather than a one-off.
A Tutor That Coaches
Instead of handing you answers, the tutor coaches you towards them, which is how skills actually form.
In-Lesson AI Assistant
Ask questions as you learn. Answers are grounded only in the lesson you are reading: never off-topic, never invented.
Who It's For
Who This Course Is For
See detailed role-specific guidance for your position.
Ideal Participants
- CFOs and Finance Directors exploring AI strategy
- FP&A Managers seeking forecasting improvements
- Financial Controllers automating close processes
- Finance Analysts wanting to enhance their toolkit
Prerequisites
- Finance or accounting background (any level)
- Basic computer skills (Excel proficiency is enough)
- Curiosity about AI and willingness to experiment
- No coding or technical skills required
What You Keep
Seven Things You'll Build
These are not downloads to file away. You build each one as you work through the course, and they are yours to keep.
AI Opportunity Calculator
A costed ROI case for your function: hours saved, FTE released, and payback.
Process Assessments
Structured P2P, O2C, R2R, and FP&A reviews pinpointing where AI pays off first.
Your Prompt Library
Ready-to-use RACEF prompts plus a prompt builder, copyable and savable.
F.A.I.R. Tool Evaluation
A weighted scorecard scoring AI tools on Functionality, Accessibility, Integration, and Risk.
AI Governance Framework
A risk-and-control structure compliance teams recognise: FCA, PRA, and UK GDPR aware.
90-Day Pilot Plan
A week-by-week plan to run, measure, and decide on a real AI pilot.
CFO-Ready Business Case
A proposal with ROI projections ready to take to the board.
Seven working artefacts, from a costed ROI case to a board-ready business case, built with your numbers, for your function.
A Capability Certificate, Not Just a Completion Badge
Your Certificate of Completion states what you can actually do, for example "construct review-proof prompts for AP workflows" and "choose AI tools on a weighted F.A.I.R. scorecard", not just hours sat.
It covers 15 to 20 CPD-aligned learning hours, which makes it straightforward to log against your professional development requirements.
Built for a Regulated Profession
The regulatory content is written for the UK: FCA and PRA expectations, UK GDPR, and the Companies Act 2006. It is never paraphrased by AI, and it is reviewed against the latest model releases and guidance so it stays current.
Educational content only, not legal, tax, or regulatory advice.
FAQ
Frequently Asked Questions
Is this AI course suitable for someone with no technical background?
Absolutely. This course is specifically designed for finance professionals, not technologists. We explain AI concepts in business terms and focus on practical application rather than technical implementation. No coding is required: if you can use Excel, you can succeed in this course.
How does this course differ from generic AI training?
Three things. First, it tailors to you: tell it your finance process, your AI tool, and your finance system, and every worked example and RACEF prompt re-frames around your day job. Second, it is built for a regulated UK profession, with content covering FCA and PRA expectations, UK GDPR, and the Companies Act 2006. Third, it uses the Prime Method (retrieval practice and spaced review) so what you learn actually sticks instead of being watched once.
What AI tools will I learn to use?
We cover the major AI tools relevant to finance: Microsoft Copilot, Claude, ChatGPT, and ERP-native AI in systems like Dynamics 365, SAP, and Workday. You can tailor the course to the tool and system you actually use, and you'll learn the F.A.I.R. evaluation framework to assess any AI tool, not just those covered in the course.
How long does it take to complete the course?
The course is 35 lessons and 15 to 20 hours of learning, fully self-paced, so you can fit it around your work. The "90 days" refers to the implementation plan you build in the final module: a week-by-week plan to pilot, measure, and scale AI in your finance function after the course.
Is there a free preview?
Yes. The first two modules are open with no payment required, including an interactive prompting lesson where you write a prompt and watch the AI respond, plus a good-vs-bad prompt comparison. You can judge the teaching quality yourself before paying anything.
Do I get a certificate?
Yes: a Capability Certificate of Completion covering 15 to 20 CPD-aligned learning hours. It states what you can actually do, such as constructing review-proof prompts for AP workflows and choosing AI tools on a weighted F.A.I.R. scorecard, not just hours sat.
Will this help me with my current ERP system (SAP, Oracle, Workday, D365)?
Yes. We cover AI capabilities within major ERP platforms and how to combine external AI tools with your existing systems. You can also tell the course which finance system you use (Dynamics 365, SAP, or Workday) and the worked examples re-frame around it. The principles apply regardless of your specific technology stack.
Can I expense this training or get my employer to pay?
Many participants expense the course as professional development: it is a one-off payment and the certificate covers 15 to 20 CPD-aligned hours, which makes the case straightforward. We can provide invoices suitable for corporate expense claims. For team purchases, we offer volume discounts - contact us for details.
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Keep Going
Continue Your AI Journey
Prompt Engineering for Finance
Master the art of writing effective prompts to get consistent, accurate results from AI tools.
View CourseFinance Process Automation
Put your AI knowledge into practice by automating month-end, reconciliations, and reporting.
View Course23 AI Finance Use Cases
Explore real use cases across P2P, O2C, R2R, and FP&A with copy-paste RACEF prompts.
View Use CasesReady to Master AI for Finance?
Start with the free preview: the first two modules are open with no payment, including an interactive prompting lesson where you write a prompt and watch the AI respond.
Free preview available • 35 lessons, self-paced • Seven artefacts you keep • CPD-aligned certificate • Expensable: get your employer to pay
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