AI for Finance Leaders: From Fundamentals to Implementation
Master the AI skills that matter for finance.
This practical course helps CFOs, Finance Directors, and FP&A leaders apply AI confidently, without becoming data scientists.
Prime AI Solutions has trained finance professionals across the UK to implement AI successfully. Our qualified accountants (ACA, ACCA, CIMA) teach what works in real finance environments, backed by 50+ transformation projects delivered.
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.
What You'll Achieve
Most participants implement their first time-saving automation within two weeks of starting the course.
Course Curriculum
Six comprehensive modules taking you from AI fundamentals to confident implementation
Understand what AI means for finance functions and why now is the critical moment to act.
- Types of AI (ML, NLP, GenAI) explained simply
- How AI is reshaping finance roles
- The business case for AI in your function
Explore proven applications across planning, forecasting, and analysis.
- Automated variance analysis
- AI-assisted forecasting models
- Scenario planning with AI tools
Learn how AI accelerates close cycles and improves reporting accuracy.
- Month-end automation opportunities
- AI-powered reconciliations
- Intelligent report generation
Build confidence in selecting and assessing AI tools for your team.
- ChatGPT vs Claude vs Copilot for finance
- ERP-integrated AI options
- The F.A.I.R. evaluation framework
Establish guardrails that enable innovation while protecting your organisation.
- Data privacy and compliance
- Responsible AI principles
- Building an AI usage policy
Leave with a concrete roadmap to implement AI in your finance function.
- Prioritising quick wins
- Stakeholder engagement strategy
- Measuring and reporting AI ROI
Who This Course Is For
- 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
- 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
Downloads Included (Worth Thousands)
Practical tools and templates you can use immediately—everything you need to implement AI in your finance function
Master Prompt Library
64 finance-specific prompts for ChatGPT, Claude, and Copilot—ready to copy and use
AI Business Case Template & ROI Calculator
Build a compelling business case for AI investment with ready-to-use ROI calculations
AI Opportunity Calculator
Identify and score AI opportunities across your finance function
Prompt Builder Tool
Create effective finance prompts step-by-step with our guided framework
F.A.I.R. AI Tool Evaluation Scorecard
Objectively compare and evaluate AI tools for your organisation
Process Opportunity Assessments
P2P, R2R, O2C, and FP&A templates to identify automation potential
9 professional tools and templates included with your course access—no additional cost, instant download.
Frequently Asked Questions
Continue Your AI Journey
Master the art of writing effective prompts to get consistent, accurate results from AI tools.
View CoursePut your AI knowledge into practice by automating month-end, reconciliations, and reporting.
View CourseReady to Master AI for Finance?
Join finance leaders across the UK who are transforming their careers with AI skills.
Start LearningSelf-paced access • Lifetime course access • Templates included
Questions About This Course?
Have questions or want to discuss team training options? Complete our quick form and we'll get back to you.
Tell us about your role and training needs.