Virtual live expert-led learning delivered by EY and industry professionals with certification upon successful completion
Access to recorded live sessions for future reference
Dedicated academic and technical query support via the Ask EY Expert platform
EY Certificate of Completion
Who Should Attend:
Financial accountants, controllers and shared-services leaders
FP&A, commercial finance and treasury teams
Internal and external auditors, risk and compliance teams
Tax professionals and finance-transformation practitioners
Professionals with spreadsheet and finance-process experience; no programming required
Assessment, capstone and certificate:
Participants who successfully complete the Ignition Phase will be awarded a Certificate of Completion based on the criteria below:
Ignition Phase Certification
MCQ-based assessment
Minimum qualifying score of 50%
Three permitted assessment attempts
Participants who choose one or more acceleration tracks will be awarded a Specialization Certificate for the respective track(s) based on the criteria below:
Acceleration Track Certification
MCQ-based assessment
Track-specific capstone project assessment
Capstone project submission within the prescribed timeline
Minimum pass percentage of 60% in the capstone project
Successful completion of both the MCQ assessment and the capstone project
This certification framework enables participants to demonstrate both foundational understanding and practical application of AI within their chosen finance domain.
AI is reshaping how finance teams analyze information, manage processes, forecast performance, assess risk and support business decisions. However, sustainable transformation requires more than familiarity with AI tools. It demands reliable data, responsible use, professional judgement, strong controls and the ability to translate AI-generated insights into action.
AI in finance is an application-oriented practitioner development program designed to help finance professionals use AI confidently, responsibly and effectively across real-world finance workflows.
The program combines a mandatory foundation in AI, Gen AI, governed prompting, finance research, Excel and data automation with role-specific specialization tracks in:
Controllership, close and reporting
Financial planning and analysis (FP&A) and Decision Intelligence
Audit, Risk, Tax and Compliance
Delivered through demonstrations and case sprints, the program enables participants to develop practical finance work products and complete a track-specific, CFO-ready finance transformation capstone.
Key benefits:
Build practical AI fluency and understand how AI, GenAI and intelligent agents are transforming finance processes and decision-making.
Improve productivity using GenAI for finance research, accounting memos, reports, commentaries, summaries and management insights.
Enhance Excel, data analytics, automation, reconciliation and dashboarding capabilities through AI-assisted tools and techniques.
Identify high-impact AI opportunities across the finance value chain and develop business cases for finance transformation initiatives.
Apply governance, risk, privacy, security and control frameworks to enable responsible and compliant AI adoption.
Design finance-focused knowledge assistants and supervised agentic workflows with clear approval, audit and oversight mechanisms.
Gain domain-specific expertise by applying AI to controllership and reporting, FP&A and decision intelligence, or audit, risk, tax and compliance functions.
Deliver a practical finance transformation capstone and confidently communicate AI-enabled recommendations to CFOs, controllers, auditors and business leaders.
AI and finance transformation focuses on mastering AI, GenAI, intelligent agents, automation, analytics, forecasting, reporting and decision intelligence within finance workflows.
Program at a glance:
Program format: Learn through MS Excel, non-coding, workflow-based and case-led
Learning structure: Mandatory Ignition Phase followed by optional acceleration tracks
Ignition Phase: 18 hours across three mandatory modules
Acceleration tracks: 12 hours per track
Flexible completion pathways
30 hours: Ignition + any one track
42 hours: Ignition + any two tracks
54 hours: Ignition + all three tracks
Programming requirement: No programming experience required
Program coverage: The two-phase design
Ignition is mandatory for every participant.
Acceleration tracks are optional specializations. Learners may select one, two, or three tracks, and each selected track includes a grounded assistant, a supervised agentic workflow and a domain capstone.
S.No.
Module
Phase
Hours
1.
AI, GenAI and the future of finance
Ignition | Mandatory
6
2.
GenAI productivity, prompting and finance research
Ignition | Mandatory
6
3.
AI-enhanced Excel, data quality and finance automation
Ignition | Mandatory
6
4.
Track A: Controllership, close and reporting
Acceleration | Optional
12
5.
Track B: FP&A and decision intelligence
Acceleration | Optional
12
6.
Track C: Audit, risk, tax and compliance
Acceleration | Optional
12
Ignition: Universal AI fluency
Modules 1-3 | Mandatory | 18 hours
The common starting point builds a shared AI vocabulary, governed prompting and research discipline and controlled Excel and data capabilities.
AI, Gen AI and the future of finance
Build governance-first AI literacy and identify measurable finance value.
Finance evolution and value-chain use cases
Hallucinations, privacy, bias, IP and model risk
Opportunity heatmap, agent contract and governance checklist
Turn messy finance data into controlled and repeatable analysis.
AI-assisted formulas, pivots, charts and power query
Data quality, control totals and audit trails
Reconciliations, exception analytics and dashboards
Case: AR ageing and sub-ledger-to-GL reconciliation(Indicative)
Track A: Controllership, close and reporting |12 hours | Optional specialization
Strengthen the control environment while accelerating close, reconciliation, accounting analysis and management reporting. The track culminates in a grounded close/policy assistant, supervised close workflow and CFO-ready transformation capstone.
S.No.
Module
1.
Close and reconciliation transformation
2.
Accounting judgement and documentation
3.
MIS, consolidation and controller reporting
4.
Knowledge assistant and agentic workflows
5.
Capstone discovery and build
Track B | FP&A, forecasting and decision intelligence | 12 hours | Optional specialization
Move from descriptive reporting to driver-based forecasts, scenarios and decision-focused insight. Sessions cover driver trees, rolling forecasts, validation, scenario modeling, a grounded planning-assumptions assistant, an agentic forecast-refresh workflow and a CFO-ready FP&A capstone.
S.No.
Module
1.
Driver-based planning
2.
Forecasting and validation
3.
Scenario and sensitivity modeling
4.
Grounded knowledge assistant and agentic workflow studio
5.
Capstone discovery and build
Track C | Audit, risk, tax and compliance |12 hours | Optional specialization
Apply AI with professional skepticism to risk assessment, audit evidence, controls testing and compliance workflows. Sessions cover anomaly analysis, controls and obligations, review-ready work papers, a grounded compliance assistant, supervised evidence gathering and an assurance transformation capstone.
S.No.
Module
1.
Audit analytics and professional skepticism
2.
Controls, contracts and compliance
3.
Work papers, tax, compliance and audit committee reporting
4.
Grounded knowledge assistant and agentic workflow studio
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