Model Faster. Analyse Deeper. Report Smarter.
The AI course built for finance professionals. From DCF models to client reports, learn to leverage AI across your entire workflow.
62%
Finance pros using AI
10x
Faster research
50%
Less report generation time
$1,000
Starting course fee
How Finance Professionals Use AI Today
Real workflows being adopted by analysts, advisors, and finance teams at leading firms.
Financial Modelling Assistance
Use AI to build, validate, and stress-test financial models. Generate scenario analyses and sensitivity tables in minutes.
Prompt Example
"Build a DCF model for this SaaS company using the provided assumptions and run 3 scenarios: base, bull, and bear case."
Investment Research & Analysis
Summarise earnings calls, analyse annual reports, and generate investment memos with AI-powered research.
Prompt Example
"Summarise the key takeaways from DBS Group's latest quarterly earnings call and highlight risks to our investment thesis."
Risk Assessment & Compliance
Automate risk scoring, flag compliance issues, and generate regulatory reports with AI assistance.
Prompt Example
"Analyse our loan portfolio data and flag accounts with elevated default risk based on payment patterns and macro indicators."
Client Reporting & Presentations
Generate polished client reports, portfolio summaries, and board presentations from raw financial data.
Prompt Example
"Create a quarterly portfolio performance report for our HNW client with asset allocation, returns analysis, and market outlook."
Before AI vs After AI
See the difference AI makes in your daily workflow
Task
Without AI
With AI
Task
Build a 3-statement model
Without AI
2-3 days of manual modelling
With AI
4 hours with AI-assisted formulas
Task
Earnings call summary
Without AI
2 hours listening + note-taking
With AI
5 minutes with AI transcription + summary
Task
Risk assessment report
Without AI
1 full day of analysis
With AI
2 hours with AI-powered insights
Task
Client portfolio report
Without AI
3-4 hours per client
With AI
30 minutes with AI generation
What you'll learn
Our courses are designed to give you practical, hands-on AI skills you can use immediately.
Prompt engineering for finance — get precise, quantitative outputs
AI-assisted financial modelling and scenario analysis
Automate investment research and earnings analysis
Use AI for credit risk assessment and portfolio analytics
Generate client-ready reports and presentations with AI
Build AI workflows for regulatory compliance documentation
Data validation techniques — ensure accuracy of AI financial outputs
Understand AI limitations in financial decision-making
Get Your Free AI Finance Toolkit
10 AI prompts for finance — modelling, research, risk analysis, and client reporting.
You're in!
Check your inbox for your free AI guide. We'll also send you practical tips weekly.