AI in Finance: Start Smart
AI is changing finance fast. This course gives you the foundation to use it with confidence. Learn which tools matter, what they’re actually good at, and how to get useful results without putting your numbers at risk.
9 lessons50 min of videoCompletion certificate
Start course- Claude for Excel: What is it and what can it do4:16
- Garbage in, garbage out: Why clean data comes before AI8:59
- Which Claude do you need? Web, Chrome, Cowork, or Excel6:26
- Stop googling formulas. Describe what you want instead2:00
- Haiku, Sonnet, or Opus? Pick the right model and stop overpaying5:07
- Trust, validation, and audit trails3:41
- Gemini for finance: the AI you're already paying for6:00
- NotebookLM: The free tool your finance team isn't using9:05
- P&L in, finished presentation out: one prompt with Gamma4:21