Practical AI skills for FP&A professionals using Excel, Power BI, and ChatGPT to automate tasks, reporting and analysis
AI is no longer just a buzzword it’s becoming an essential part of how finance teams plan, analyse, and report.
This course is designed specifically for FP&A professionals, analysts, and finance managers who want to apply practical AI tools like ChatGPT, Excel Copilot, and Power BI to real-world finance workflows.
What you’ll learn
- Identify and use built-in AI features in Excel, Power BI, and finance tools to automate tasks and boost analysis speed and accuracy..
- Use ChatGPT and other AI tools to write variance commentary, clean data, and summarize trends for better communication..
- Apply AI tools in FP&A workflows like budgeting, forecasting, and reporting—no coding skills or data sharing required..
- Understand AI risks, prompt engineering, ethical use, and how to choose the right tool for the right finance task..
Course Content
- Introduction –> 2 lectures • 4min.
- 2. Core Concepts of AI: The Building Blocks You Need to Know –> 1 lecture • 8min.
- AI in Action: Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI –> 24 lectures • 1hr 21min.
- Introduction – Demystifying the Tech Behind ChatGPT –> 10 lectures • 32min.
- Prompt Engineering: Guiding AI to Deliver the Output You Want –> 1 lecture • 8min.
- Responsible AI Use in Finance: Limitations, Risks, and Precautions –> 1 lecture • 10min.
Requirements
AI is no longer just a buzzword it’s becoming an essential part of how finance teams plan, analyse, and report.
This course is designed specifically for FP&A professionals, analysts, and finance managers who want to apply practical AI tools like ChatGPT, Excel Copilot, and Power BI to real-world finance workflows.
Whether you’re building budgets, preparing dashboards, or writing variance commentaries, this course will show you how to integrate AI into your daily tasks without needing coding experience or compromising data security.
What you’ll learn:
- How to use ChatGPT to generate commentary, clean data, and summarize financial trends
- How to apply Excel Copilot for automating analysis, formulas, and recurring reports
- How to enhance Power BI dashboards using built-in AI visuals and Smart Narrative
- Real-world examples of applying AI in budgeting, forecasting, and reporting
- Best practices, limitations, and ethical use of AI in finance
- Who this course is for:
This course is perfect for:
- FP&A professionals, analysts, and finance managers
- Curious learners who want to stay ahead of the curve in the evolving finance landscape
- Finance professionals with desire to use tools like ChatGPT, Excel Copilot, and Power BI to work faster, think smarter, and deliver insights that matter.
Tools used in this course:
- Microsoft Excel (Copilot features)
- Power BI (AI visuals and Smart Narrative)
- ChatGPT (prompting for finance use cases)
No AI or coding background is needed — just a basic understanding of Excel, Power BI, and financial concepts.