Classroom
12 sessionsOnline / Live
12 sessionsIntroduction
Course overview
Generative AI can transform finance work, from drafting commentary and analysing contracts to automating reconciliations and answering policy questions. Finance teams must also manage accuracy, confidentiality and control risks.
This Aractech course provides practical, hands-on use of generative AI for finance tasks including reporting, analysis, forecasting support, audit preparation, policy and contract review, and process automation, along with governance, validation and data protection. Participants build a toolkit of prompts and workflows.
What you will achieve
Learning objectives
- Explain generative AI capabilities and limits for finance
- Use AI for reporting, commentary and analysis
- Apply AI to forecasting support and scenario work
- Use AI for contract, policy and audit tasks
- Automate finance workflows with AI tools
- Govern AI use, accuracy and confidentiality
Who should attend
Target audience
- Finance managers and analysts
- FP&A professionals
- Accountants and controllers
- Auditors
- Treasury and tax professionals
- CFO office staff
Methodology
Learning approach
- Hands-on AI labs
- Finance use-case exercises
- Prompt workshops
- Case studies
- Governance discussions
Complete course outline
Five focused days of learning and application
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
Day 1
Generative AI for Finance
- How generative AI works
- Finance use cases
- Limitations
- Coffee break
- Limitations (continued)
- Tools
- Exercise: Opportunity mapping
Day 2
Reporting and Analysis
- Management commentary
- Variance explanations
- Data analysis with AI
- Coffee break
- Data analysis with AI (continued)
- Visualisation
- Lab: AI-assisted reporting
Day 3
Planning and Forecasting
- Scenario generation
- Assumption testing
- Forecast narratives
- Coffee break
- Forecast narratives (continued)
- Board materials
- Lab: Scenario exercise
Day 4
Compliance, Contracts and Audit
- Contract review
- Policy questions
- Audit preparation
- Coffee break
- Audit preparation (continued)
- Reconciliation support
- Case study: AI in finance operations
Day 5
Governance and Workflows
- Accuracy and validation
- Confidential data
- Policies
- Coffee break
- Policies (continued)
- Workflow automation
- Capstone: Finance AI toolkit
FAQ
Frequently asked questions
What does Generative AI for Finance Teams (DIT-027) cover?
This course covers Digital Innovation and Transformation through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 11 - 15 January 2027. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
Finance managers and analysts, FP&A professionals, Accountants and controllers
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Frankfurt, Barcelona, Rome, Kuala lumpur, Geneva.
How long is the training programme?
The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).
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