Master practical AI strategies to streamline analysis and reporting, acting as a copilot that enhances efficiency while keeping professional judgment firmly in control.
AI is rapidly becoming part of everyday finance work—but knowing how to use it responsibly matters as much as knowing where to use it.
This practical CPD course is designed for finance professionals who want to understand how AI can support real finance activities while maintaining professional judgment, governance, and accountability.
Rather than focusing on technology theory or automation claims, the course walks through realistic finance scenarios and shows how AI can be used as a decision-support tool across core finance, risk, compliance, and leadership functions. The prompts demonstrated in the course are platform-agnostic and can be used with any general-purpose AI tool, including ChatGPT.
Participants will work through eight structured modules:
By the end of the course, participants will be able to:
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Accounting Guru
Jason is a Charted Management Account and Certified Public Accountant (CPA) of Australia who has over fifteen years of financial services experience in England and Switzerland in banking and real estate. After his move to Australia, he spent three years working as a lecturer and course designer in the fields of accounting and general business studies. Prior to his move to Australia, he worked as a consultant for a college, designing and rolling out learning programs across South Africa. Programs included simulated work environments to satisfy the work experience requirements of accounting institutes with which students were registered. He set up a non profit organization in South Africa to uplift mathematics and language education standards in rural areas.
