Course Syllabus

• Course 1: Your AI Opportunity in Finance

  This foundational course diagnoses the structural problem at the heart of traditional finance operations: the human capacity constraint. You will explore how demands on finance have outpaced human bandwidth, why previous technology investments failed to solve the bottleneck, and what makes generative AI fundamentally different from anything that came before.

  
  Through industry data, adoption trends, and real-world case studies from leading organizations, you will understand why AI adoption in finance has reached a tipping point …... and why maintaining the status quo is no longer a viable strategy. By the end of this course, you will have a clear-eyed view of the opportunity and the urgency, setting the foundation for everything that follows.

  What You’ll Learn

  This course will teach you how to:

  • Identify the fundamental tension between strategic finance work and reactive data wrangling that affects every finance professional.
  • Analyze the data on capacity constraints, cost escalation, and burnout that prove the traditional operating model is unsustainable.
  • Differentiate generative AI from previous finance technology investments and understand why it represents a fundamentally different kind of capability.
  • Evaluate real-world case studies of organizations achieving transformational results through AI-enabled finance operations.
  • Articulate the competitive and organizational risks of delayed AI adoption in finance.

• Course 2: The AI-Powered Playbook for Finance

  This course introduces the 3 A's Framework, a simple yet powerful mental model for categorizing and prioritizing AI opportunities in finance. You will move beyond random experimentation to a strategic approach that builds momentum systematically.

  Through dozens of finance-specific use cases spanning practitioner and leadership roles, you will explore how AI can eliminate repetitive data wrangling and reconciliation work, enhance your strategic capabilities, and enable transformational outcomes that were previously impossible. By the end of this course, you will have a preliminary AI playbook with prioritized opportunities tailored to your role.

  What You’ll Learn

  This course will teach you how to:

  • Apply the 3 A's Framework to categorize any AI opportunity by its value and transformation potential.
  • Identify automation opportunities that eliminate repetitive, time-consuming tasks and free up capacity for strategic work.
  • Leverage augmentation to enhance your uniquely human skills with AI as a copilot for analysis, research, and decision support.
  • Envision acceleration opportunities that fundamentally reinvent finance processes and create capabilities that were previously impossible.
  • Prioritize opportunities based on impact, feasibility, and alignment with your goals.

• Course 3: Finding Your AI Advantage in Finance

  This course introduces two complementary approaches for comprehensive AI opportunity discovery: the Use Case Model (bottom-up) and the Problem-Based Model (top-down). Together, they give you a complete picture of both tactical efficiency gains and strategic transformation opportunities.

  You will learn to unbundle your role and workflows into component tasks, evaluate each for AI applicability, and build a comprehensive inventory of possibilities. You will also learn to start with your biggest strategic challenges and work backward to find AI solutions that create transformational value. By the end of this course, you will have two prioritized workbooks that form your personal AI Blueprint, a sequenced action plan you can actually execute.

  What You’ll Learn

  This course will teach you how to:

  • Unbundle your role and workflows into component tasks to discover AI opportunities hiding in plain sight.
  • Assess each task for AI applicability, time savings potential, and implementation feasibility.
  • Articulate strategic problems as clear statements with quantified value to build compelling business cases.
  • Prioritize opportunities using a structured methodology that balances value, ability, and strategic alignment.
  • Create a balanced portfolio of quick wins and strategic investments that build momentum over time.

• Course 4: Applied AI for Finance

  This course teaches you how to navigate the AI technology landscape and select tools that align with your workflows and use cases. You will learn the Three Tiers of AI Technology framework and analyze examples from across underwriting, claims, distribution, and operations. You will also get a behind-the-scenes look at core implementation skills such as high-context prompting, grounding AI in your documents, and building reusable custom agents.

  What You’ll Learn

  This course will teach you how to:

  • Navigate the AI technology landscape using a tiered framework that minimizes risk and maximizes existing investments.
  • Evaluate AI vendors using a structured methodology that separates real solutions from marketing hype.
  • Master high-performance prompting techniques that dramatically improve AI output quality.
  • Build custom AI assistants that turn your best prompts into reusable, shareable applications.
  • Leverage AI-powered deep research capabilities to synthesize complex information in minutes instead of hours.
  • Create AI knowledge bases grounded in your own trusted documents for accurate, auditable answers.

• Final Exam

  Upon successful completion, you will earn a Professional Certificate for the AI for Finance course series.