Ai Enhanced F&A — From Hype To Hands-On

Practical AI skills for FP&A professionals using Excel, Power BI, and ChatGPT to automate tasks, reporting and analysis

What you'll learn

Identify and use built-in AI features in Excel, Power BI, and finance tools to automate tasks and boost analysis speed and accuracy.

Use ChatGPT and other AI tools to write variance commentary, clean data, and summarize trends for better communication.

Apply AI tools in FP&A workflows like budgeting, forecasting, and reporting—no coding skills or data sharing required.

Understand AI risks, prompt engineering, ethical use, and how to choose the right tool for the right finance task.

Requirements

1.Basic knowledge of finance or FP&A processes Learners should be familiar with common financial terms, budgeting, forecasting, or financial reporting. 2. Working experience with Microsoft Excel You don’t need to be an expert, but comfort with formulas, tables, and basic data manipulation is expected. 3. Access to Excel, Power BI, and a ChatGPT account This course includes hands-on demonstrations — having access to these tools will help learners follow along effectively. 4. An open mindset toward using AI in day-to-day tasks No coding or prior AI experience is required just a curiosity to learn and apply AI in a finance context.

Description

AI is no longer just a buzzword it’s becoming an essential part of how finance teams plan, analyse, and report.This course is designed specifically for FP&A professionals, analysts, and finance managers who want to apply practical AI tools like ChatGPT, Excel Copilot, and Power BI to real-world finance workflows.Whether you’re building budgets, preparing dashboards, or writing variance commentaries, this course will show you how to integrate AI into your daily tasks without needing coding experience or compromising data security.What you’ll learn:How to use ChatGPT to generate commentary, clean data, and summarize financial trendsHow to apply Excel Copilot for automating analysis, formulas, and recurring reportsHow to enhance Power BI dashboards using built-in AI visuals and Smart NarrativeReal-world examples of applying AI in budgeting, forecasting, and reportingBest practices, limitations, and ethical use of AI in financeWho this course is for:This course is perfect for:FP&A professionals, analysts, and finance managersCurious learners who want to stay ahead of the curve in the evolving finance landscapeFinance professionals with desire to use tools like ChatGPT, Excel Copilot, and Power BI to work faster, think smarter, and deliver insights that matter.Tools used in this course:Microsoft Excel (Copilot features)Power BI (AI visuals and Smart Narrative)ChatGPT (prompting for finance use cases)No AI or coding background is needed — just a basic understanding of Excel, Power BI, and financial concepts.

Overview

Section 1: Introduction

Lecture 1 AI: The Next Big Revolution

Lecture 2 Meet Your Instructor: My Journey in Finance & AI

Section 2: 2. Core Concepts of AI: The Building Blocks You Need to Know

Lecture 3 Core Concepts of AI

Section 3: AI in Action: Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI

Lecture 4 Introduction

Lecture 5 Getting started

Lecture 6 Instant Insights with Analyze Data in Excel

Lecture 7 Work Smarter with Flash Fill and Smart Fill

Lecture 8 Quicker Forecasting with Excel’s Forecast Sheet

Lecture 9 Enrich Your Analysis with Linked Data Types

Lecture 10 Writing Basic Excel Formulas with ChatGPT

Lecture 11 Handling Complex Logic with ChatGPT in Excel

Lecture 12 Translating Real-World Problems into Excel Formulas with Chat GPT

Lecture 13 Structuring Chaos: How ChatGPT Helps Clean and Organize Messy Datasets

Lecture 14 AI-Powered Summaries: Turning Lengthy Reports into Clear Takeaways with Chat GPT

Lecture 15 Let Copilot Handle the Heavy Lifting in Excel Formulas and Logic

Lecture 16 Generate Smart, Finance-Ready Insights in Seconds with Copilot

Lecture 0 Advanced Analysis Using Python with Copilot in Excel

Lecture 17 Build Dynamic Financial Scenarios Instantly with Copilot

Lecture 18 Crafting Customized Variance Commentary with Copilot

Lecture 19 Closing the Loop: Bringing Copilot into Your Daily Finance Workflow

Lecture 20 Unlocking AI in Power BI

Lecture 21 Ask, Don’t Click – Using the Q&A Visual in Power BI

Lecture 22 Forecast with Power BI’s Built-In Forecasting

Lecture 23 Turning Numbers into Narratives with Smart Narrative

Lecture 24 Identify Drivers with the Key Influencers Visual

Lecture 25 Find the 'Why' Behind the 'What' with Decomposition Tree

Lecture 26 Embedding AI into Your Power BI Workflow

Section 4: Introduction – Demystifying the Tech Behind ChatGPT

Lecture 27 The Architecture of ChatGPT

Lecture 28 Comparing GPT Models – Capabilities and Use Cases

Lecture 29 Navigating GPT Canvas – A Strategic Testing Environment

Lecture 30 Applying GPT Canvas – Finance Use Case Demonstration

Lecture 31 Model Selection Strategy – Aligning GPT to Your Specific Needs

Lecture 32 Understanding the Concept of Custom GPTs

Lecture 33 Creating a Custom GPT for Variance Commentary

Lecture 34 Testing Your Custom GPT with Real Variance Scenarios

Lecture 35 What the Context Window Means and Why It Matters

Lecture 36 Designing Smarter Inputs for more Reliable Output

Section 5: Prompt Engineering: Guiding AI to Deliver the Output You Want

Lecture 37 Prompt Strategy: Structuring Questions for Smarter AI Output

Section 6: Responsible AI Use in Finance: Limitations, Risks, and Precautions

Lecture 38 AI in Finance: Risks, Limits, and Guardrails

This course is designed for finance professionals who want to bring AI into their day-to-day workflows — to simplify tasks, accelerate reporting, and deliver insights more strategically. Whether you're building budgets, writing variance commentary, or preparing dashboards, this course will show you how tools like ChatGPT, Excel Copilot, and Power BI can make your work faster, smarter, and more impactful. It’s ideal for analysts, finance managers, and anyone in FP&A, business finance, or reporting who’s ready to move beyond repetitive tasks and embrace a more strategic, insight-driven approach.