Generative AI for Finance Teams (DIT-027) Training Course

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 or online

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

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.

Can I take Generative AI for Finance Teams online?

Yes. Every date can also be joined live online in a virtual classroom with the trainer, for £1,280 per participant. Choose "Live online" in the dates table when you register.

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.

Generative AI for Finance Teams

Course overview

Course outline

Dates and fees

Frequently asked questions

More Digital Innovation and Transformation courses

Agentic AI for Business: Designing, Deploying and Governing AI Agents

AI Application for Utility

AI in e-commerce: Mastering Dynamic Pricing and Market Analysis

Training a team?