Claude AI and Copilot for Finance Training in New York

Claude AI and Copilot for Finance Training in New York, USA

Master Claude AI and Microsoft Copilot to transform financial analysis, reporting, and decision-making. Learn to automate workflows and generate actionable insights with generative AI.

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Claude AI and Copilot for Finance Training is a professional training program delivered by ProgNXT in New York, USA. ProgNXT, a globally recognized corporate training provider in 55+ countries, offers this Claude AI and Copilot for Finance Training course with hands-on, instructor-led sessions. This comprehensive training equips finance professionals with the practical skills to leverage Claude AI and Microsoft Copilot for enhanced...

Expert Panel

Designed by the ProgNXT AI & Data Science Expert Panel, specializing in Generative AI, Machine Learning, and ChatGPT applications

ProgNXT AI & Data Science Expert Panel

Course Code: LKY70
21Hrs
Last Updated: September 2026

Course Rating5/5

This comprehensive training equips finance professionals with the practical skills to leverage Claude AI and Microsoft Copilot for enhanced productivity and strategic insight. Participants will explore how generative AI can streamline financial reporting, automate data analysis, and support informed decision-making while maintaining accuracy and compliance. Through hands-on exercises, learners will gain confidence in applying these tools to real-world finance scenarios, from budgeting and forecasting to risk assessment and audit support.

Welcome to the official Claude AI and Copilot for Finance Training certification program in New York, USA. This comprehensive training is designed to elevate your professional skills and provide you with practical, industry-relevant knowledge locally. As a globally recognized corporate training provider operating in 55+ countries, ProgNXT ensures that our curriculum meets the highest standards of excellence.

Whether you are looking to upskill your team or advance your personal career, our expert-led sessions will guide you through the core concepts of this domain. Upon successful completion of the 21Hrs program, participants will receive a globally accepted certification, demonstrating their proficiency and readiness to tackle complex challenges in the field.

Basic understanding of finance and accounting principles
Familiarity with spreadsheets and financial data analysis
No prior experience with AI tools required
Access to a computer with internet connectivity

By the end of this training, participants will be able to confidently use Claude AI and Microsoft Copilot to automate financial processes, enhance analysis, and improve reporting accuracy. They will possess the skills to integrate AI into daily finance tasks, generate actionable insights, and support strategic decision-making while adhering to ethical and compliance standards. This course empowers finance professionals to drive efficiency and innovation within their organizations.

Apply Claude AI and Copilot to automate routine finance tasks
Design effective prompts for financial analysis and reporting
Generate accurate financial summaries and narratives using AI
Use AI to support budgeting, forecasting, and variance analysis
Integrate AI tools into financial workflows for efficiency
Evaluate AI outputs for accuracy and compliance
Identify ethical and privacy considerations in AI adoption

Fundamentals of Claude AI and Microsoft Copilot in finance
Prompt engineering for financial queries and reporting
Automating financial analysis and reconciliation
Generating financial narratives and summaries
AI-assisted budgeting, forecasting, and variance analysis
Risk assessment and compliance support with AI
Integrating AI into financial workflows and reporting
Ethical considerations and data privacy in AI adoption
Hands-on application to real-world finance use cases

Participants who successfully complete the training will receive an ProgNXT Certification in Claude AI and Copilot for Finance Training, validating their expertise in applying generative AI tools to financial analysis, reporting, and decision-making.

Recognized credential from ProgNXT
Demonstrates proficiency in AI for finance
Enhances professional credibility and career prospects

Introduction to Generative AI in Finance

Overview of generative AI and its relevance to finance
Key capabilities of Claude AI and Microsoft Copilot
Benefits and limitations for financial professionals
Ethical and regulatory considerations

Hands-on exercises

Getting Started with Claude AI

Interface and core features
Setting up and managing conversations
Understanding context and memory
Best practices for finance-related interactions

Hands-on exercises

Getting Started with Microsoft Copilot

Integration with Microsoft 365 apps
Using Copilot in Excel, Word, Outlook, and Teams
Real-time assistance for financial tasks
Collaboration and sharing insights

Hands-on exercises

Prompt Engineering for Finance

Principles of effective prompting
Crafting prompts for financial analysis
Iterative refinement and follow-up questions
Common pitfalls and how to avoid them

Hands-on exercises

Automating Financial Analysis and Reporting

Extracting and summarizing financial data
Generating variance analysis and commentary
Automating recurring reports
Ensuring accuracy and consistency

Hands-on exercises

AI for Budgeting and Forecasting

Assisting with budget preparation
Scenario analysis and sensitivity testing
Forecasting trends and anomalies
Integrating AI outputs into planning models

Hands-on exercises

Risk Assessment and Compliance Support

Identifying financial risks with AI
Monitoring compliance and regulatory updates
Generating risk reports and summaries
Audit support and documentation

Hands-on exercises

Enhancing Financial Narratives and Communication

Drafting executive summaries and insights
Creating clear and concise financial stories
Tailoring communication for stakeholders
Using AI to improve presentation content

Hands-on exercises

Integrating AI into Financial Workflows

Embedding AI into daily finance tasks
Combining Claude AI and Copilot for efficiency
Automating data entry and reconciliation
Monitoring and optimizing AI usage

Hands-on exercises

Ethics, Privacy, and Governance in AI Adoption

Data privacy and confidentiality
Bias and fairness in AI outputs
Governance frameworks for AI in finance
Building trust and transparency

Hands-on exercises

Capstone Application and Best Practices

Review of key concepts and techniques
Applying AI to a comprehensive finance scenario
Sharing best practices and lessons learned
Planning for continued learning and adoption

Hands-on exercises

Participants will receive course materials, slides, reference materials, exercises and access to resources for further learning.

Target Audience

Finance professionals seeking to leverage AI for efficiency
Accountants, analysts, and auditors
Financial managers and controllers
Business professionals involved in budgeting and forecasting
Anyone interested in applying generative AI to finance

Evaluation

Participation in hands-on exercises
Completion of practical assignments
Final assessment covering key concepts and applications
Demonstration of skills through a capstone activity

Claude AI and Copilot for Finance Training Events in new-york

Online Events

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More Upcoming Session Dates

September 2026

🌐 Online Instructor-Led

28th Sep 2026→30th Sep 2026

October 2026

🌐 Online Instructor-Led

5th Oct 2026→7th Oct 2026

📍 New York, USA

7th Oct 2026→9th Oct 2026

🌐 Online Instructor-Led

22nd Oct 2026→24th Oct 2026

📍 New York, USA

27th Oct 2026→29th Oct 2026

November 2026

🌐 Online Instructor-Led

2nd Nov 2026→4th Nov 2026

📍 New York, USA

4th Nov 2026→6th Nov 2026

🌐 Online Instructor-Led

23rd Nov 2026→25th Nov 2026

📍 New York, USA

28th Nov 2026→30th Nov 2026

Events for other courses in New York, USA

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Claude AI and Copilot for Finance Training in New York