AI for Finance

Day 1. Personal Productivity

Modules 1–2
Data security, NDA requirements, and AFSA regulations. Data anonymization. AI task mapping.

Module 3
Prompt Engineering for finance professionals. Creating a personal prompt book (50+ prompts).

Module 4
Analysis of PDFs, contracts, and IFRS reports. Hallucination prevention techniques. Using Code Interpreter.

End-of-Day Outcome
AI-powered analysis of a document package and preparation of an Executive Summary.

Day 2. Systematic Automation

Modules 5–6
Financial modeling in Excel. Revenue forecasting. Generating SQL and Python queries with AI.

Module 7
Data visualization and dashboards. Automation of management reporting.

Module 8
AI assistants and Vibe Coding. Rapid prototyping of mini-applications.

Course Final Project
Case study presentations, AI implementation ROI calculation, and a 30-day implementation roadmap.

• Write SQL and Python using AI, even without coding skills.
• Build scenario models and Cash Flow forecasts.
• Analyze IFRS financial statements in minutes.
• Create AI agents for contract review and verification.
• Automate workflows in Excel and Google Sheets.
• Detect anomalies and errors in large datasets.
• Prepare bilingual Executive Summaries (RU/EN).
• Work securely within the AFSA regulatory framework.

• Practical AI expert who translates the language of neural networks into measurable business results.
• Delivered 180+ AI training sessions over recent years.
• Worked with 40+ client companies that successfully integrated AI into their business processes following training.
• Certified across four leading AI ecosystems: Google, IBM, NVIDIA, and Anthropic (the creators of Claude).
• Hands-on specialist with experience leading AI development projects at NeoAI Solutions.

Mid-level professionals
Financial analysts, FP&A specialists, economists, and treasury professionals seeking to systematically integrate AI into their daily workflows.

Managers and CFOs
Leaders who need to understand the ROI of AI implementation, data security and NDA considerations, and strategies for automating departmental processes.