Course guide
Finance AI MasterClass
Build AI into your reporting. Keep the assumptions in view.
A variance deserves an explanation you can trace, not just a confident paragraph. Build AI skills around your financial responsibilities, whether you lead a finance function, work in banking or prepare management accounts. Shared live online classes connect your experience to practical analysis, reporting workflows and supervised agent teams.
USD tuition · Live online
The work you will practice
A management reporting pack with a visible trail
Use sample actuals and budget data to draft variance commentary, compare driver-based scenarios and prepare a reporting pack. Connect reconciliation checks to an exception queue so unexplained differences stay visible to the person reviewing the work.
- Set the basisSpecify the reporting period, units, source data and assumptions before requesting analysis.
- Connect the checksLink intake, reconciliation, variance analysis and scenario comparisons in a reporting workflow.
- Review before releaseRoute conflicting findings to a finance owner and require approval before the reporting pack is shared.
Is this your next step?
The commentary has to hold up to the numbers.
The reporting deadline does not pause for inconsistent units, missing inputs or a forecast assumption that changed halfway through the month. Your Finance AI MasterClass makes those details part of the project. Practice preparing useful analysis, routing exceptions and documenting the assumptions behind a reporting workflow you can inspect and improve.
- You work in FP&A, accounting, banking or financial operations.
- You lead a finance function or prepare analysis that informs decisions.
- You want AI workflows with explicit assumptions and review controls.
Shared live classes. Practice shaped around your work and experience. Your judgment stays central.
Your project outline · No signup required
A course plan built around your finance work
Use a small sample or sanitized budget-to-actual table you can calculate independently. Run the starter prompt and reconcile every variance yourself. Introduce a missing input or inconsistent unit and check whether it is flagged. Record the review step you would add before using this workflow in your class project.
A prompt to start with
Help me prepare a financial review brief from the sample or sanitized actuals, budget and notes supplied below. Use only these inputs. Do not invent missing figures, business explanations, benchmarks or assumptions. Ask for the reporting period, currency, units and variance convention if they are not stated. Check that the inputs are comparable before drafting commentary. Flag missing rows, inconsistent totals and differences in period or units. Show the calculation basis for each reported variance. Separate observed changes from possible explanations, and label any scenario assumption explicitly. Do not attribute a variance to a business driver unless the supplied evidence supports that connection. Return a compact table of figures and variances, a draft commentary with source references, an assumptions register and an exception queue for finance review. If a calculation cannot be completed from the inputs, say what is missing. Finish with checks a finance owner should perform before sharing the report. Sample data and notes: paste them below.
Before you use the output
- Confirm reporting period, currency, units and variance convention.
- Recalculate reported variances and reconcile totals to the inputs.
- Separate evidenced drivers from explanations that remain assumptions.
- Resolve exceptions and obtain a finance owner’s approval before sharing.
Your practice can grow from a structured prompt into a connected workflow and, in the full AI MasterClass, a coordinated agent system that carries out longer assignments.
Explore your AI course datesOptional course updates
Keep this AI path in view.
Your project outline and enrollment options are already available above. If you want updates about this focus, make a separate email request here.
A few things to know.
Is this for CFOs, analysts or banking professionals?
All can use the Finance AI pathway. Your responsibilities and experience shape the project you practice in shared live online classes. Exercises can focus on FP&A, management reporting, accounting or financial operations in banking.
How does Crash Course compare with Full Course?
Crash Course covers the same curriculum in a more concentrated format. It is designed for learners with some exposure to AI who need less time to get up to speed on the fundamentals. Full Course gives more live time to the fundamentals and practice. Both teach the same curriculum and project progression.
What makes the full AI MasterClass the most valuable option?
The Capstone is what the training builds toward: a coordinated agent system that can execute structured tasks for hours, including suitable work overnight. You practice roles, handoffs, task queues, checks and approval points so the system extends your capacity beyond individual prompts. It is available only with the full AI MasterClass.
Which AI tools will I learn?
Every level includes Claude, OpenAI, Gemini and Open Source, plus guided examples with Microsoft 365 Copilot and Julius AI. Exercises grow from Structured Prompts to Agentic Workflows and the MasterClass-only Agentic Teams Capstone. Software licenses are separate. Public vendor pricing and plan details are included on this page.
How much does enrollment cost?
The 2-Day AI Intro is $1,697, the 5-Day AI Intensive is $2,697 and the 10-Day AI MasterClass is $9,197 USD for one participant. The AI MasterClass includes 2 days of AI Intro, 5 days of AI Intensive and the exclusive 3-Day AI Capstone, for 10 days total. The AI Capstone cannot be purchased separately. See enrollment for current dates and Full Course or Crash Course availability. Group rates are available for 2–500 participants in the same class and schedule.
Can we enroll as a group?
Yes. Book up to 500 participants per order. Six per-seat tiers apply to each class and schedule. Card payment applies to 1–20 seats; verified wire applies to 21–500 seats across the order. Payment is in full.
What if our plans change?
Cancel before your purchased program starts for a full refund. After the start, missed-day, transfer, repeat-day and AI MasterClass upgrade-credit rights apply under the full policy. Cash refunds after the start apply only to days OnlineCourse fails to deliver.