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One-time enrollment · 12-month access
Enroll NowGroup pricing available →Take your AI skills from basic prompts to production-ready workflows. This course covers advanced prompting techniques, complex financial analysis, high-stakes board and regulatory reporting, a systematic quality control process, AI agents and enterprise deployment, and how to roll AI out across your entire finance team.
CPE Hours
This course is where AI becomes a real part of how your finance team operates. You'll learn four advanced prompting techniques — prompt chaining, role-based prompting, few-shot prompting, and iterative refinement — and apply them to the analysis your department actually does: multi-year trend analysis, budget variance deep-dives, cost allocation explanations, capital project summaries, and rate impact narratives.
Because board packets and regulatory filings carry real consequences, this course dedicates a full module to the extra care those documents require, plus a systematic ACTC verification checklist (Accuracy, Completeness, Tone, Compliance) you can apply to every AI-generated output. From there, you'll learn the difference between AI assistants and AI agents, how to evaluate enterprise deployment options for sensitive data, and — most importantly — how to bring your whole team along with a practical training and rollout plan.
Who This Course Is For
Apply prompt chaining to break complex, multi-step financial tasks into a sequence of smaller, higher-quality AI prompts
Course materials are provided for informational and educational purposes only. They do not constitute legal, accounting, or professional advice. Users should consult their own qualified legal, accounting, or other professional advisors regarding their specific circumstances.
Builds on the fundamentals from Courses 1 and 2 with four advanced techniques: prompt chaining, role-based prompting, few-shot prompting, and iterative refinement. | 1.1 – Advanced Prompting Techniques
Applies advanced prompting to five high-value use cases: multi-year trend analysis, budget variance deep-dives, cost allocation explanations, capital project summaries, and rate impact narratives. | 2.1 – Complex Financial Analysis with AI
Covers the additional care high-stakes applications require — board packet narratives, regulatory filing support, audience-appropriate tone, and MD&A drafting. | 3.1 – AI for Regulatory and Board Reporting
Introduces the ACTC verification checklist and teaches you to recognize and correct the most common AI errors before they reach an official document. | 4.1 – Quality Control and Output Verification
Explains the difference between AI assistants and AI agents, when each makes sense, and how to evaluate enterprise AI deployment options for data security. | 5.1 – AI Agents and Enterprise Solutions
A step-by-step walkthrough of a 3-step prompt chain that transforms raw monthly financial data into a polished, board-ready narrative. | 6.1 – Hands-On Demo: Complex Prompt Chain
Covers assessing team readiness, building a shared prompt template library, establishing a review workflow, and handling common resistance to AI adoption. | 7.1 – Team Training and Rollout
Brings it all together with a 6-month departmental roadmap and a 90-day action plan. | 8.1 – Building an AI-Enhanced Finance Operation | 8.2 – Course Evaluation | 8.3 – Final Exam
