Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
AI has rapidly transformed from a separate system you visit when you have a question to a tool embedded in spreadsheets, decks, and platforms used in Finance every day. This course gives finance professionals the working command of contemporary AI tools that their role now demands. Explore how different AI tools can be used to complement work in a safe and effective manner that holds up under audit and review.
Course information:
This course contains an assessment. The passing grade of this assessment is a minimum of 80 percent. There is no limit to retakes. You must pass this assessment to complete the course.
Tools used in the course: Copilot in Excel (requires a Microsoft 365 license).
Topics Include:
- AI in the Finance Workflow
- Choosing the Right AI Tool in Excel Workflows
- Getting Useful Output from AI
- AI in Analysis and Communication
- Risk, Governance, and Responsible Use of AI
- Agentic AI
Key Takeaways
By the end of this course, participants will be able to:
- Explain what contemporary AI tools can and cannot do in common finance workflows.
- Select an appropriate AI tool and data-handling approach for a given finance task.
- Write prompts and reusable templates that improve relevance, accuracy, and tone.
- Validate, document, and govern AI-assisted work using proportionate controls.
- Design a supervised, agentic workflow and determine where human decision-making rights must remain.
Who Will Benefit
This course is for finance analysts, associates, and managers that work in FP&A, commercial banking and credit, valuation, capital markets, and wealth management who want to use AI deliberately, defensibly, and to the standard their role demands.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal. You can also access your course through the Blackboard Learn app (iOS or Android).
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Ryan Spendelow holds the title of SVP of Training and Curriculum at CFI, where he leads the development of programs across corporate finance, capital markets, credit, risk, and AI. Prior to joining CFI, Ryan spent over a decade building and scaling training solutions for the global investment banking industry, giving him firsthand insight into what finance professionals need to develop and what most programs leave out. Holding the FMVA designation, Ryan has expertise in Risk Management, Equity Capital Markets, Debt Capital Markets, Investment Banking, Asset Management, and Finance.