AI for Finance: Smarter Financial Analysis & Decision-Making
Use AI and OpenAI Codex to analyze financial data, automate reporting, improve forecasting, compare scenarios, and build practical financial decision-support tools.
Course overview
Use AI and OpenAI Codex to analyze financial data, automate reporting, improve forecasting, compare scenarios, and build practical financial decision-support tools. During this 2-day instructor-led course, you work through the practical problem behind this work with OpenAI Codex as a guided coding and workflow assistant. You begin by defining the intended outcome, users, inputs, constraints, and success checks. With starter materials and instructor demonstrations, you build Financial analysis and forecasting toolkit with executive report, so you can inspect Codex’s suggestions and explain how the result works. Exercises use fictional or approved sample data; keep sensitive records, passwords, and keys out of prompts and source files. The final workshop checks functionality, calculations, edge cases, and output clarity. The course is designed for CFOs, finance managers, controllers, analysts, accountants, business owners. Prerequisites: Financial literacy and basic spreadsheets. You leave with project files where appropriate, reusable prompts, exercises, reference notes, and an adaptation checklist. The result is a learning prototype rather than automatically production-ready software; further security, deployment, accessibility, and maintenance review may be required before live use.
Every course follows the same practical path:
The Copiloted Build Method
- Discover
Choose a real work problem or opportunity.
- Design
Define requirements, inputs, constraints, and success checks.
- Build
Use OpenAI Codex to create a practical solution.
- Validate
Test behavior, calculations, privacy, and security risks.
- Apply
Plan how to adapt the deliverable at work.
Who should attend
Prerequisites
Financial literacy and basic spreadsheets.
Tools and access
OpenAI Codex, a browser, and the course-specific applications listed in the curriculum. Our instructors explain setup, access, and any usage limits. Use fictional or approved information only.
Participants need access to OpenAI Codex through an account and plan suitable for the exercises. Access and usage may involve separate provider charges; plans and limits vary. We will confirm the setup before training. Never share passwords, API keys, or secrets in prompts.
What you will learn
Complete curriculum
Six instructional hours, excluding breaks Day. Each module includes instructor-led teaching, practical demonstration, a guided exercise with OpenAI Codex, and verification of the work.
Day 1 · Six instructional hours, excluding breaks
Financial Analysis
Module 1 · 90 minutes
AI and Codex in finance: applications, prompting, privacy, verification.
Module 2 · 90 minutes
Financial statements: income, balance sheet, cash flow, ratios.
Module 3 · 90 minutes
Performance analysis: budgets, variances, trends, profitability.
Module 4 · 90 minutes
Codex workshop: build a financial statement analysis and KPI reporting utility.
Daily deliverable: Financial analysis toolkit
Day 2 · Six instructional hours, excluding breaks
Forecasting & Decisions
Module 5 · 90 minutes
Revenue and cost forecasting.
Module 6 · 90 minutes
Cash flow, working capital, and liquidity.
Module 7 · 90 minutes
Scenario analysis, ROI, and financial decision frameworks.
Module 8 · 90 minutes
Codex workshop: build a forecasting and scenario comparison tool.
Daily deliverable: Financial analysis and forecasting toolkit with executive report
Hands-on project
Use AI and OpenAI Codex to analyze financial data, automate reporting, improve forecasting, compare scenarios, and build practical financial decision-support tools. The guided capstone produces Financial analysis and forecasting toolkit with executive report. Participants use a defined problem, sample or approved data, and visible success checks; they inspect generated work, test likely failure cases, and document unresolved risks.
What you take home
The workshop produces a learning prototype, not automatically production-ready software. Further security, deployment, accessibility, and maintenance review may be needed before live use.
Pricing
Prices are in USD per course. Individual pricing is for live online training; corporate pricing covers up to 10 participants.
On-site delivery requires a custom quote. Travel and accommodation are separate.
Request a quoteInstructor-led delivery
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
Course FAQs
What will I build?
The course project is Financial analysis and forecasting toolkit with executive report. You will work through it in guided stages and leave with the daily deliverables and a practical plan for adapting the result.
Do I need coding experience?
Financial literacy and basic spreadsheets. Our instructors use starter materials and explain Codex suggestions. Technical experience is helpful only where the course description requires it.
What Codex access and software do I need?
The course uses OpenAI Codex and the software named in the curriculum. Access may require a separate account or paid plan. We confirm setup and costs before training; never share credentials or API secrets.
Will the project be ready for production?
The workshop creates a tested learning prototype. Production use can require additional privacy, security, accessibility, deployment, and maintenance reviews.
Don't Just Learn AI. Build Something That Works.
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
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