AI For Finance

About This Course

The Shieldbase AI for Finance Skills Certification is a 2-day upskilling program designed to equip finance professionals with the knowledge, skills, and tools necessary to become AI-literate finance leaders proficient in applying AI across finance processes, from FP&A to finance operations. Through structured facilitation and hands-on learning, learners will learn to harness AI to analyze data into insights and automate work. Upon demonstrating competency through the capstone certification project, learners will earn a skills certificate conferred by Shieldbase AI.

Learning Objectives

  • Gain in-depth clarity on how AI will shape the future of work in finance.
  • Build automation to automate finance tasks, workflows and processes without knowing how to code.
  • Transition your career as an AI finance leader within an AI-first enterprise.

Prerequisites

Operational experience in finance function.

Target Audience

Finance professionals, including CFOs, financial analysts, accountants, financial advisors, investment bankers, portfolio managers, actuaries, risk managers, credit analysts, and treasurers

Finance professionals, including CFOs, financial analysts, accountants, financial advisors, investment bankers, portfolio managers, actuaries, risk managers, credit analysts, and treasurers

 

Training Outline

  1. The Future of Finance with AI
  2. Finance AI Transformation