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Level 2: Field track · Finance

AI for finance and data: a practical course

Clean, analyse and explain data and numbers with AI, and check its work.

Overview

Is it right for you?

Who it’s for

People who work with numbers: finance, reporting, budgets and analysis.

Before you start

Unit 1 of Practical AI for Work (Foundations), which is free, and a membership.

What you’ll be able to show

  • Create a one-page monthly numbers brief in which every figure is calculated by you, checked and sourced.
Curriculum

Every lesson, in order.

Each one has a short video with captions, quick checks and practice on a live AI.

6 lessons · 59 minutes · 2 units

  1. 1Working with data
  2. 2Report with care

Unit 1: Working with data

Clean data, ask sharp questions and verify every figure.

  1. Clean messy data with AI10 minWrite a prompt that cleans a messy column using stated rules, then count rows before and after.
  2. Ask a sharp question of your data10 minWrite an analysis prompt that states the question, defines the terms and asks the AI to show its method.
  3. Never trust a figure you have not checked10 minCheck an AI-produced total by recomputing it, estimating it and tracing it to the source. Terms: recompute.

Unit 2: Report with care

Explain variances, chart honestly and ship a verified brief.

  1. Budget versus actual, explained10 minCalculate a variance yourself, then prompt the AI to write the commentary around your verified numbers. Terms: variance.
  2. Charts and claims you can defend10 minChoose a chart type for a message and fix a claim that confuses correlation with cause. Terms: correlation, causation.
  3. Project: a verified monthly numbers briefProject9 minCreate a one-page monthly numbers brief in which every figure is calculated by you, checked and sourced.

Your certificate.

AI for Finance & Data is a certificate of completion with your name, a date and a number, and a public link anyone can use to check that it is genuine. You earn it when every lesson, including the project, is done. It is not accredited.

Price and access.

This track is part of membership.

  • Monthly$38.95every 4 weeks
  • Quarterly$94.85every 12 weeks

For every unit, track and certificate. 30-day refund.

Questions about this track.

How long does the AI Finance & Data Analyst track take?

6 lessons of about ten minutes each, 0.5 hours of lessons in all. You go at your own pace, on a phone or a laptop.

What do I need before I start?

Unit 1 of Practical AI for Work (Foundations), which is free, and a membership.

What does it cost?

This track is part of membership. Membership is $38.95 every 4 weeks or $94.85 every 12 weeks, for every unit, track and certificate. 30-day refund.

Is the certificate accredited?

No. AI for Finance & Data is a certificate of completion with your name, a date and a number, and a public link anyone can use to check that it is genuine. You earn it when every lesson, including the project, is done. It is not accredited.

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Other field tracks

Your first lesson takes ten minutes.

Start Unit 1 free

Unit 1 is free. No card needed.