Prompt Engineering for Finance Teams
Master the skill that separates AI power users from everyone else. Learn to write ChatGPT, Claude, and Copilot prompts that deliver accurate, consistent results for finance workflows.
Prime AI Solutions brings prompt engineering expertise honed across 50+ UK transformation projects. Our finance-qualified trainers (ACA, ACCA, CIMA) teach prompting techniques specifically designed for FP&A, reporting, and financial operations.
Why Most Finance Professionals Struggle with AI
You've tried ChatGPT. Sometimes it's amazing. Other times it hallucinates numbers, misses the point, or gives generic advice that doesn't apply to finance.
The difference isn't the AI tool—it's how you prompt it. Prompt engineering is the skill of writing instructions that consistently get accurate, useful results from AI language models.
This course teaches you finance-specific prompting techniques that make AI a reliable tool, not a frustrating experiment.
Real Finance Use Cases
Practical applications our students implement within their first week
Monthly Variance Commentary
Generate professional variance explanations in seconds instead of hours
Time saved: 3-4 hours/monthBoard Pack Narratives
Create consistent, executive-ready commentary for financial reports
Time saved: 2-3 hours/packData Cleaning & Transformation
Use AI to clean messy data exports and standardise formats
Time saved: 1-2 hours/taskAd-hoc Analysis Requests
Respond to stakeholder questions faster with AI-assisted analysis
Time saved: 30-60 mins/requestCourse Curriculum
Four focused modules taking you from prompting basics to advanced techniques
Understand how AI language models work and why prompt structure matters.
- How LLMs process your prompts
- The anatomy of an effective prompt
- Common mistakes and how to avoid them
Master prompting patterns designed specifically for finance workflows.
- Structured data extraction prompts
- Financial analysis frameworks
- Handling numbers and calculations accurately
Apply prompt engineering to automate planning, analysis, and reporting tasks.
- Variance analysis prompts
- Commentary generation templates
- Board pack automation techniques
Solve common problems and get consistent results from AI tools.
- Chain-of-thought prompting
- Error correction strategies
- Building reusable prompt libraries
Downloads Included (Worth Thousands)
Practical tools and templates you can use immediately—everything you need to master AI prompting
Master Prompt Library (64 Prompts)
Finance-specific prompts for ChatGPT, Claude, and Copilot—copy, paste, and customise
Prompt Builder Tool
Step-by-step framework to create effective finance prompts
AI Business Case Template & ROI Calculator
Build compelling business cases for AI investment
AI Opportunity Calculator
Identify and prioritise AI opportunities in your function
F.A.I.R. AI Tool Evaluation Scorecard
Objectively compare and evaluate AI tools
Process Opportunity Assessments
P2P, R2R, O2C, and FP&A templates included
9 professional tools and templates included with your course access—no additional cost, instant download.
AI Tools Covered
Learn prompting techniques that work across all major AI platforms
ChatGPT
GPT-4 & Enterprise
Claude
Anthropic's AI
Copilot
Microsoft 365
Gemini
Google's AI
Frequently Asked Questions
Related Courses
Get the complete AI foundation before specialising in prompting—or take it after to fill in the gaps.
View CourseCombine your prompting skills with workflow automation to transform entire finance processes.
View CourseReady to Master Prompt Engineering?
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Tell us about your role and current AI usage, and we'll help you get the most from this course.