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CoursesAI for Company
AI for Finance
AI for Company

AI for Finance

Master AI For Finance with hands-on training in ChatGPT, Copilot, financial analysis, forecasting, automation, reporting, and real-world projects with certification.

5/5(4,890 Reviews)

Level

Advanced

Duration

12 Weeks

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About AI for Finance

AI For Finance is a comprehensive, industry-focused course designed for finance professionals, accountants, analysts, banking professionals, and students who want to leverage Artificial Intelligence to improve financial decision-making and productivity. Learn how to use AI tools like ChatGPT, Microsoft Copilot, Google Gemini, and Power BI for financial analysis, budgeting, forecasting, reporting, and automation. Gain hands-on experience through real-world projects, case studies, and practical exercises that simulate business scenarios. By the end of the course, you'll have the skills to streamline finance workflows, enhance data-driven insights, and stay ahead in the rapidly evolving world of AI-powered finance and digital transformation.

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Training Plan

01
About trainer

About trainer

Working professional who is carrying more than 10 years of industry experience.

02
Decks & Updated Content

Decks & Updated Content

Access to updated presentation decks shared during live training sessions.

03
e-Book

e-Book

E-book provided by TechPratham. All rights reserved.

04
Assignments & MCQs

Assignments & MCQs

Module-wise assignments and MCQs provided for practice.

05
Video Recording

Video Recording

Daily Session would be recorded and shared to the candidate.

06
Projects

Projects

Live projects will be provided for hands-on practice.

07
Resume Building

Resume Building

Expert-guided resume building with industry-focused content support.

08
Interview Preparation

Interview Preparation

Comprehensive interview preparation with real-time scenario practice.

AI For Finance Course Curriculum

Module 1: Introduction to AI in Finance

Learn the fundamentals of Artificial Intelligence, Generative AI, and their applications in finance. Understand how AI is transforming financial operations, decision-making, compliance, and business efficiency.

Fundamentals of Artificial Intelligence
AI vs Traditional Finance Processes
Generative AI for Finance
AI Trends in Banking & Financial Services
Ethical AI and Data Privacy

Module 2: AI Tools for Finance Professionals

Explore leading AI tools including ChatGPT, Microsoft Copilot, Google Gemini, and Claude AI. Learn prompt engineering techniques to automate finance tasks and improve productivity.

ChatGPT for Finance
Microsoft Copilot for Finance
Google Gemini
Claude AI
AI Prompt Engineering for Financial Tasks

Module 3: AI-Powered Financial Analysis

Master AI-driven financial statement analysis, ratio analysis, cash flow evaluation, and profitability assessment to generate accurate insights and support strategic financial decisions.

Financial Statement Analysis
Ratio Analysis
Variance Analysis
Profitability Analysis
Cash Flow Analysis
AI-Based Business Insights

Module 4: Budgeting & Financial Forecasting

Learn how AI enhances budgeting, revenue forecasting, expense planning, scenario analysis, and predictive financial modeling for more accurate business planning and growth.

Revenue Forecasting
Expense Forecasting
Budget Planning
Scenario Planning
Predictive Financial Modeling
AI-Driven Decision Making

Module 5: Financial Reporting & Documentation

Create professional financial reports, executive summaries, compliance documents, and board presentations using AI to improve reporting speed, consistency, and accuracy.

AI-Based Financial Reports
Executive Summary Generation
Management Reporting
Board Presentations
Compliance Documentation
Automated Report Creation

Module 6: Microsoft Excel with AI

Discover AI-powered Excel features for formula generation, financial modeling, dashboard creation, data analysis, and automation to improve efficiency in financial operations.

AI Formula Generation
Financial Modeling
Pivot Tables
Dashboards
Data Cleaning
Advanced Excel Automation

Module 7: Power BI for Finance

Build interactive financial dashboards, visualize KPIs, analyze business performance, and transform complex financial data into actionable insights using Microsoft Power BI.

Financial Dashboards

Module 8: AI Automation in Finance

Automate finance workflows including invoice processing, expense management, bank reconciliation, accounts payable, and accounts receivable using intelligent AI automation tools.

Module 9: Risk Management & Fraud Detection

Learn how AI identifies financial risks, detects fraudulent transactions, supports compliance monitoring, and strengthens internal controls through advanced analytics.

Module 10: AI for FP&A

Understand how AI improves financial planning and analysis by automating budgeting, forecasting, variance analysis, performance tracking, and strategic business planning.

Module 11: AI for Banking & Investment

Explore AI applications in banking and investment, including credit risk assessment, portfolio analysis, investment research, market intelligence, and customer financial insights.

Module 12: Real-World Projects & Case Studies

Apply your knowledge through practical finance projects and real-world case studies involving AI-powered reporting, forecasting, dashboard development, and business automation.

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Additional Program Highlights

Learning Materials

Comprehensive study materials and resources

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Resume Writing

Professional resume building session

HD
Interview Preparation

Master your interview skills

HD
Live Project Demo

Real-world project demonstrations

HD

Upcoming Batches

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Who Should Join This Course?

IT Professionals

Non-IT Career Switchers

Fresh Graduates

Career Opportunities After AI For Finance Training

AI Finance Analyst

Financial Analyst

FP&A Analyst

Key Projects

Live Projects Included

Deloitte

DeloitteAI Budget Forecasting


Scenario: Build an AI-powered budgeting and forecasting solution that predicts future expenses, compares budget variance, and helps finance teams make informed planning decisions.

Live Work:

  • Analyze historical budget data
  • Build AI forecasting model
  • Create Power BI dashboard
Outcome: Accurate AI Budget Forecasting
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Our Success Mantra

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Commitment

  • Ensuring quality training every day

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Fulfillment

  • Meeting learning goals with confidence

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Accomplishment

  • Students achieving industry-ready expertise

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Beyond Courses:

Additional Support We Provide

24/7 Support

LinkedIn Profile

Resume Writing

Alumni Sessions

Interview Preparation

Live Projects

What is AI in finance? 

What is AI in Finance, and how is it different from traditional financial analysis?

About AI For Finance Certification

Upon successful completion of the AI For Finance training program, participants receive a certification recognizing their understanding of AI applications in modern finance. The certification demonstrates practical knowledge of AI-powered financial analysis, budgeting, forecasting, reporting, automation, and data-driven decision-making using industry-leading AI tools.


Designed for corporate finance teams, the certification validates an individual's ability to leverage Artificial Intelligence to improve financial processes, enhance operational efficiency, and support digital transformation initiatives. It reflects the participant's readiness to apply AI technologies in real-world finance environments and contribute to building smarter, more agile finance operations within the organization.

Industry-Recognized Certification

Certificate
AI for Finance

News Highlights

TechPratham Introduces Hire-Train-Deploy Model to Transform HR & ERP Talent in the AI Era
TechPratham Empowering Future Professionals Through AI-Focused HR & ERP Training

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