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Accelerate Your Finance Career with AI-Powered Decision Making

Master the latest AI tools to transform financial analysis, risk assessment, and reporting. Learn to leverage generative AI for smarter, faster financial decision-making and automation.

Register your interest

8 hours

complete the course in one day

6 modules

designed in collaboration with finance experts

490€

launch price

Why learn AI

What will you be able to do by the end of the day?

  • ✔️

    Transform complex financial analysis into clear, actionable insights in minutes

  • ✔️

    Automate routine financial reporting, documentation and dashboards with confidence

  • ✔️

    Make data-driven decisions with AI-powered market analysis and risk assessment

  • ✔️

    Position yourself as an innovative finance leader in the AI-first era, opening doors to career advancement and higher-value opportunities

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What you will learn

One day to master Generative AI for Finance

This hands-on training equips you with practical skills to leverage AI in finance. You'll learn to craft effective prompts for financial analysis, automate routine tasks, generate professional reports, and leverage AI for market insights.

The course combines theoretical understanding with real-world applications using industry-standard AI tools and best practices for the finance sector.

1h

Module 1: Mastering Prompt Design

Introduction to effective prompt crafting, techniques for refinement, and prompt structures for reliable outputs.

Skills covered:

  • Foundational elements of effective prompting
  • Distinguishing between effective and ineffective prompts
  • Overview of practical techniques for prompt refinement and control
  • Practical workshops in Financial Planning & Analysis, Taxation & Compliance and Treasury & Foreign Exchange Management

1h

Module 2: Demystifying AI

Demystifying how LLMs generate text and how to work within their strengths and constraints.

Skills covered:

  • LLM basics: Tokens, embeddings, and predictive structure
  • Understanding and mitigating hallucinations
  • Strengths and limitations
  • File analysis, document processing & code execution
  • Practical workshops in collaborative document creation & data analysis

1h

Module 3: Advanced Model Comparison

Analyzing and comparing top LLMs and their fit for various business needs.

Skills covered:

  • Explore OpenAI's GPT models and advanced reasoning models (e.g., Chain-of-Thought, Tree-of-Thought) for complex problem-solving.
  • Compare proprietary LLMs like Anthropic Claude, Google Gemini and Mistral.
  • Discuss open-source LLM alternatives: implications for flexibility, customisation, and cost-effectiveness.
  • Analyse model selection criteria: data privacy, cost, specific task requirements, and strategic fit.

1h

Module 4: Agents, RAG, and AI Instructions (System & Custom)

Design intelligent, automated behaviours using agents, system/custom instructions, and retrieval-augmented generation.

Skills covered:

  • Understand System Instructions to define the AI's persona, rules, and constraints for consistent behaviour.
  • Learn to use Custom Instructions to provide specific directives for tailoring AI responses.
  • Explore Retrieval Augmented Generation (RAG): its ability to retrieve and utilise external information.
  • Practical workshops in utilising custom GPTs for specialised tasks

1h

Module 5: Multimodal AI

Exploring AI capabilities that go beyond text: images, video, voice, and presentations.

Skills covered:

  • Multimodal outputs: text-to-image, video, voice
  • Slide and script generation
  • Using multimedia for business engagement (e.g. follow-ups, summaries)
  • Practical workshops in generating visual assets and charts, spreadsheets, interactive multimedia presentations and data dashboards

1h

Module 6: AI Limitations & Ethical Considerations

Navigate through the complexities of AI ethics and limitations in this essential module designed to shed light on the critical issues surrounding data privacy, the ethical use of AI, and the biases that can arise in AI systems.

Skills covered:

  • The Importance of Ethics in AI
  • Risks Associated with Large Language Models (LLMs)
  • Future Prospects of LLMs
  • Data Ethics in AI
  • The Environmental Impact of AI
  • Copyright Issues in Generative AI

Who is this course for?

This course is designed for finance professionals across all levels seeking to integrate AI into their workflows to boost productivity and data-driven decision-making.

  • ✔️

    Startup CFOs or Heads of Finance: looking to scale financial processes with limited resources.

  • ✔️

    Finance Managers in PMEs: handling both strategic and operational tasks.

  • ✔️

    Controllers or Accountants: in charge of bookkeeping, reporting, and compliance.

  • ✔️

    Founders or COOs: managing financial responsibilities during early-stage growth.

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Next sessions

Joining alone? Apply directly below for one of our upcoming sessions. Please note: if the minimum number of participants hasn't been reached, we reserve the right to change the date of the session.

For teams of 3+ people, contact us at business@lewagon.org.

  • Pace
    Dates
    Timezone
    Location
    Price
  • Full-time
    7 November 2025
    Central European Time
    Online
    490 €
    Book your seat
  • Full-time
    7 November 2025
    Central European Time
    490 €
    Book your seat
FAQ

Frequently asked questions

The course requires elementary English proficiency and a laptop computer. Participants should have a basic understanding of data analysis and computer programming concepts. You'll need access to a paid version of ChatGPT Plus.

The first sessions will be delivered in French.

The course is delivered as an instructor-led interactive workshop, available both in-person and online. It combines theoretical concepts with hands-on exercises, ensuring practical learning and immediate application.

Apply directly for one of our upcoming sessions on this page.

For group bookings of 3+ participants, contact business@lewagon.org. Our team will assess your needs, confirm available dates, and guide you through the registration process.

Please contact business@lewagon.org.

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