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Professional training course · DIT-027
Generative AI for Finance Teams
Generative AI can transform finance work, from drafting commentary and analysing contracts to automating reconciliations and answering policy questions. Finance teams…
- 5 daysClassroom
- 12Upcoming dates
- 5Cities
- £2,250Fees from
Course overview
Why Attend
Generative AI can transform finance work, from drafting commentary and analysing contracts to automating reconciliations and answering policy questions. Finance teams must also manage accuracy, confidentiality and control risks.
This LLMI course provides practical, hands-on use of generative AI for finance tasks including reporting, analysis, forecasting support, audit preparation, policy and contract review, and process automation, along with governance, validation and data protection. Participants build a toolkit of prompts and workflows.
Course Objectives
Explain generative AI capabilities and limits for finance
Use AI for reporting, commentary and analysis
Apply AI to forecasting support and scenario work
Use AI for contract, policy and audit tasks
Automate finance workflows with AI tools
Govern AI use, accuracy and confidentiality
Target Audience
Finance managers and analysts
FP&A professionals
Accountants and controllers
Auditors
Treasury and tax professionals
CFO office staff
Course Methodology
Hands-on AI labs
Finance use-case exercises
Prompt workshops
Case studies
Governance discussions
Course outline
-
1Day 1: Generative AI for Finance
- How generative AI works
- Finance use cases
- Limitations
- Tools
- Exercise: Opportunity mapping
-
2Day 2: Reporting and Analysis
- Management commentary
- Variance explanations
- Data analysis with AI
- Visualisation
- Lab: AI-assisted reporting
-
3Day 3: Planning and Forecasting
- Scenario generation
- Assumption testing
- Forecast narratives
- Board materials
- Lab: Scenario exercise
-
4Day 4: Compliance, Contracts and Audit
- Contract review
- Policy questions
- Audit preparation
- Reconciliation support
- Case study: AI in finance operations
-
5Day 5: Governance and Workflows
- Accuracy and validation
- Confidential data
- Policies
- Workflow automation
- Capstone: Finance AI toolkit
Dates and fees
Questions
Frequently asked questions
How long is the Generative AI for Finance Teams course?
The course runs over 5 days of classroom training, usually Monday to Friday.
When is the next Generative AI for Finance Teams course?
The next public date is 11 - 15 Jan 2027 in Frankfurt. There are 12 upcoming dates in total.
Where is this course held?
Upcoming sessions run in Frankfurt, Barcelona, Rome, Kuala Lumpur, Geneva.
How much does the course cost?
Fees start from £2,250 per delegate, depending on the city. Fees include tuition and course materials.
Do participants receive a certificate?
Yes. Delegates who complete the course receive a London Leadership Management Innovation certificate of completion.
Can this course be delivered in-house for our team?
Yes. LLMI can tailor and deliver this course privately for your organisation at your premises or in one of our training cities.
Course information last updated 14 November 2026.
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