AI Enhanced FP&A : Using Claude, Copilot & Chat GPT

About this course

Are you still spending hours on reports that AI can do in minutes?

We are living through the biggest transformation in finance since Excel was invented. AI is not coming, it's already here, and it's reshaping how FP&A teams plan, analyze, forecast and report.

The finance professionals who thrive in the next decade won't be the ones who know the most formulas. They'll be the ones who know how to work alongside AI.AI Enhanced FP&A is a hands-on, practical training built exclusively for FP&A professionals, analysts, and finance managers. No coding background needed. Just real AI tools applied to real finance work.

What you’ll learn:

• How to use ChatGPT and Copilot to generate variance commentary, clean data, and summarize financial trends
• How to apply Excel Copilot for automating analysis, formulas, and recurring reports
• How to enhance Power BI dashboards using built-in AI visuals and Smart Narrative
• How to use Agent Mode in Excel to change the game in financial modelling
• Real-world examples of applying Generative AI ( GenAI) in planning, budgeting, forecasting, and reporting
• Best practices, limitations, and ethical use of AI in finance
• Using Agent Mode in AI to build dashboards and financial models seamlessly
• Use Claude to build, debug & QA financial models and besides cleaning standardizing messy finance data.
• Claude Cowork — Go beyond chat with Skills, Plugins & powerful workflow capabilities to transform how you work with data

Who this course is for:

This course is perfect for:

• FP&A professionals, Financial Analysts, and Finance Managers
• Curious learners who want to stay ahead of the curve in the evolving fi

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