Prime Ai
Microsoft Copilot100% Online & Self-PacedFinance-SpecificExcel, Word, Teams

Microsoft Copilot for Finance Training

Master Microsoft Copilot for finance with practical training designed specifically for accountants, FP&A professionals, and finance teams.
Prime AI Solutions teaches you how to use Copilot in Excel, Word, and M365 for financial analysis, reporting, and process automation.

finance professionals who complete our Copilot training report saving 6-8 hours weekly on routine tasks. Our qualified accountant instructors (ACA, ACCA, CIMA) teach real-world Copilot applications for finance, from Excel modelling to automated board reports.

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Limited PlacesSelf-paced online access
6 Modules
Comprehensive curriculum
8-10 Hours
Self-paced learning
M365
Full suite coverage
Lifetime
Course access

Why Finance Teams Need Copilot Training

Save 6-8 Hours Weekly

Finance teams using Copilot effectively automate Excel analysis, report drafting, and meeting summaries, reclaiming significant time for strategic work.

Excel-First Training

Finance lives in Excel. Our course emphasises Copilot in Excel for financial modelling, data analysis, formula generation, and PivotTable creation.

Course Modules

Comprehensive Microsoft Copilot training covering the full M365 suite for finance professionals.

Copilot Fundamentals for Finance

Understanding Microsoft Copilot capabilities, licensing, and enterprise security features for finance teams.

Copilot in Excel for Finance

Master Copilot for financial modelling, data analysis, PivotTables, and complex formula generation.

Copilot in Word for Reports

Generate board reports, financial narratives, and management commentary using Copilot in Word.

Copilot in Outlook & Teams

Streamline finance communications, meeting summaries, and stakeholder updates with Copilot.

Copilot for Financial Analysis

Advanced prompting for variance analysis, trend identification, and data-driven insights.

Enterprise Deployment & Governance

Best practices for rolling out Copilot across finance teams with proper data governance.

What You'll Achieve

Use Copilot in Excel for financial modelling and analysis
Generate professional finance reports with Copilot in Word
Automate routine finance communications and summaries
Write effective prompts for Microsoft 365 Copilot
Implement Copilot securely within finance workflows
Reduce manual data work by 50%+ using Copilot features

Frequently Asked Questions

Explore More AI Training for Finance

Expand your AI skills with our complementary courses: ChatGPT for Finance, Excel AI Features, and Finance Process Automation.

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