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Role Track

Sample preview

Finance

Apply AI to the work that matters most in finance — faster analysis, sharper forecasts, and board-ready reports without the manual grind.

This is a sample — your version gets personalised

After the 3-minute assessment, the module order, examples, and exercises inside this track adapt to your specific role, seniority, and goals. A Marketing Director and a Growth Manager get different versions of the same track.

Get my personalised version
20 lessons
~6 hrs
Certificate included

Who this is for

  • You spend hours building financial models or preparing board-ready reports
  • You own forecasting, budgeting, or analysis work that is increasingly time-pressured
  • You want to produce more rigorous analysis with the same team and timeline

What changes

BeforeHalf a day building a variance analysis
AfterDraft model in 30 min, you refine assumptions
BeforeBoard pack prep taking 2–3 days
AfterFirst draft in 4 hours
BeforeManual data aggregation before any analysis
AfterStructured and ready in minutes

Sample Curriculum

Module order & content adapt after your assessment
1

AI Fundamentals for Finance

Free
4 lessons
AI's Real Impact on Finance Roles
~17 minStart
AI Tools for Finance: A Practical Overview
~17 minStart
Data Literacy Basics for AI-Assisted Finance
~17 minStart
Ethics, Compliance, and Responsible AI Use in Finance
~17 minStart

Financial Analysis with AI

AI-Assisted Financial Modelling
~17 min
Variance Analysis and Narrative Commentary
~17 min
Pattern Recognition in Financial Data
~17 min
Scenario Planning and Sensitivity Analysis
~17 min

Reporting & Documentation

Automating Routine Financial Reports
~17 min
Board Decks and Executive Presentations
~17 min
Summarising Financial Documents with AI
~17 min
Building Better Financial Dashboards
~17 min

Risk & Forecasting

AI-Assisted Risk Assessment
~17 min
Cash Flow Forecasting with AI
~17 min
Market Trend Detection and Macro Analysis
~17 min
Stress Testing with AI
~17 min

Strategic Finance

M&A Due Diligence with AI
~17 min
Investor Relations and Financial Communication
~17 min
AI-Assisted Budget Planning
~17 min
Building an AI-Ready Finance Function
~17 min