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Certified Generative AI for Finance Leaders Training
Transform Financial Leadership with GenAI
Gain hands-on skills to drive automation, insights, and data-driven finance strategies.
Course Overview
Gain practical leadership-ready skills to apply Generative AI across finance for smarter forecasting, risk management, automation, and strategic decision-making.
Iteanz’s Certified Generative AI for Finance Leaders Training is designed to help finance professionals strategically adopt and govern Generative AI to drive smarter, faster, and more confident financial decision-making. Moving beyond theoretical AI concepts, the program focuses on practical business applications of GenAI across finance functions such as forecasting, budgeting, risk management, compliance, and financial analysis.
Participants gain hands-on exposure to real-world finance use cases, including AI-powered forecasting models, automated financial reporting, intelligent variance analysis, and scenario planning. The course also emphasizes AI governance, data security, regulatory considerations, and ethical AI adoption—equipping finance leaders with the frameworks needed to deploy AI responsibly at scale. By the end of the program, learners are prepared to lead AI-driven transformation initiatives and integrate Generative AI into enterprise finance strategies with measurable business impact.
Learning Objectives
Formulate AI strategy: build a clear roadmap for AI adoption across finance teams.
Master Financial Prompting: craft precise prompts for quality insights and narratives
Optimize Forecasting: apply GenAI to improve cash flow, revenue and expense models.
Automate Reporting: generate board ready reports & concise executive summaries fast
Implement Governance: ensure ethical AI privacy,bias controls & SOX/GDPR compliance
Detect Anomalies: use AI for fraud detection and real time financial risk monitoring
Who Can Attend
C-Suite Executives: CFOs, COOs, and Chief Accounting Officers.
Finance Leadership: Finance VPs, Directors, and Controllers.
Strategic Managers: FP&A Leaders, Treasury Managers, and Tax Directors.
Compliance & Audit: Internal Auditors, Compliance Officers, and Risk Managers.
Transformation Leads: Professionals heading digital finance or ERP migration projects.
Curriculum
Module 1: The New Era of Finance Leadership
- Demystifying Generative AI vs. Predictive AI in a financial context.
- The evolving role of the CFO as a "Digital Strategist."
- Global benchmarks: How top-tier finance teams are currently utilizing LLMs.
Module 2: Strategic Prompt Engineering for Finance
- Moving from basic queries to "Persona-based" financial prompting.
- Techniques for summarizing 100+ page annual reports in seconds.
- Building custom prompt libraries for monthly variance and trend analysis.
Module 3: AI-Powered Financial Planning & Analysis (FP&A)
- Enhancing "What-If" scenario modeling with AI-driven simulations.
- Integrating external market sentiment and macroeconomic data into internal forecasts.
- Dynamic budgeting: Moving from static annual plans to rolling, AI-assisted forecasts.
Module 4: Automating Financial Narratives & Reporting
- Automating the drafting of Management Discussion and Analysis (MD&A) reports.
- Generating investor relations content and executive briefings via Natural Language Generation (NLG).
- Visualizing financial data: Turning raw spreadsheets into board-ready presentations using AI.
Module 5: Risk Management, Fraud, and Anomaly Detection
- Building AI "Watchdogs" for real-time transaction monitoring.
- Identifying subtle patterns in ledgers and contracts that indicate potential fraud.
- Credit risk scoring and market volatility prediction using generative models.
Module 6: Treasury and Liquidity Optimization
- AI-driven cash flow forecasting and liquidity positioning.
- Optimizing working capital and FX hedging strategies through automated insights.
- The role of AI in streamlining accounts payable (AP) and accounts receivable (AR) workflows.
Module 7: Compliance, Audit, and Regulatory AI
- Automating tax compliance summaries and regulatory update tracking.
- AI-assisted audit preparation: Reducing "sampling" and moving toward 100% transaction auditing.
- Maintaining an "Audit Trail" for AI-generated decisions.
Module 8: Ethical AI and Governance for Finance
- Navigating the "Black Box" problem: Ensuring explainability in financial AI.
- Data privacy and security: Safeguarding proprietary financial data in an AI environment.
- Developing an Enterprise AI Policy: Balancing innovation with fiscal responsibility.
Module 9: Building the AI-Ready Finance Function
- The Finance AI Stack: Selecting the right tools (ChatGPT Enterprise, CoPilot, BloombergGPT, etc.).
- Upskilling the team: Managing the human side of AI-driven change.
- Measuring ROI: Developing KPIs for AI implementation success.
Module 10: Capstone Project – The Finance AI Roadmap
- Developing a tailored AI implementation plan for your specific organization.
- Peer review and expert feedback on strategic feasibility.
- Final Certification Assessment.
Get Started with a Demo
Key Features of our Training.
Expert Trainers
Learn from experienced professionals and industry experts with real-world knowledge.
Hands-On Training
Gain practical experience through real-world scenarios, projects, and interactive exercises.
Customizable Corporate Training
Tailored solutions to meet the unique needs of organisations and teams.
Certifications & Assistance
Courses are aligned with international standards and we also help you to prepare for globally recognised certifications.
Global Recognition
Trusted by individuals and enterprises worldwide, with a track record of successful alumni and partnerships.
24 x 7 Expert Support
We have a 24x7 online support team to resolve all your technical queries, through a ticket-based tracking system, for a lifetime.
Testimonials
Success Stories in Their Own Words
“I entered with skepticism but was thoroughly impressed. The training breaks down AI into actionable strategies for process improvement. The faculty and support team are passionate and patient, ensuring every concept is clearly understood.”
Deven Bhojani
Senior Financial Analyst
“This course transformed how I see AI's role in finance. The faculty made complex topics accessible and engaging. The Iteanz team's constant support and the collaborative learning environment were truly fantastic. Highly recommended for any finance leader!”
Nitish Bhardwaj
Finance Manager
“The course brilliantly covered prompt engineering for financial data extraction and generating structured compliance reports. Learning the technical constraints of GenAI in real-time forecasting was a game-changer. A rigorous, well-supported program.”
Anang Desai
FinTech Product Lead
“The technical deep dive into building multi-agent systems for M&A due diligence and automated financial modeling was outstanding. Faculty demystified transformer models' application in algorithmic trading strategies. Support team was responsive to complex queries.”
Chaitali Sarkar
Investment Banker
FAQ's
Will I get placement assistance?
Iteanz is providing 100% placement assistance on our key courses. We help you with career counseling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.
Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.
Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25,000 to all Iteanz students which will help you to attend the interviews with more confidence.
Can I attend a demo session before enrollment?
Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form to schedule a free demo.
What if I miss a class?
You will never miss a lecture at myTectra. You can choose either of the two options:
Classroom Training:
- If you miss one or a few classes we can give a backup class based on the trainer and your convenient time.
- In case you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many course topics you have completed so far.
Live-Online Training:
- View the recorded session of the class available in your LMS.
- You can attend the missed session, in any other live batch.
What if I have more queries?
Just give us a CALL at +91-80-468-10331 OR email at info@iteanz.com
What are the payment options?
Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.
- Visa Debit/Credit Card
- American Express and Diners Club Card
- Master Card
- PayPal
- Net Banking/Wire Transfer
- UPI Payment such as Google Pay, PhonePe, Paytm
- Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?
For Individual:
Classroom Training - Bangalore
Live-Online Training - Globally
For Corporates:
Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!
Online Training - Globally
* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.
Who are the Trainers?
Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.
Career Services
Placement Assistance
Resume & LinkedIn Profile Building
Exclusive access to Iteanz Job portal
Access to Soft Skill Enhancement
Mock Interview Preparation
One-on-one career guidance
Corporate Training
Empower your team to excel—transform potential into performance with Iteanz Corporate Training today!
We’d Love to Assist You!
Talk to our training advisor today and discover how Iteanz can help you achieve your training goals.
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