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    AI+ Finance Directors

    Strategic Financial Leadership with AI

    Tier
    By profession
    Category
    Finance
    modules
    6
    lessons
    86
    Language
    English

    What you will be able to do

    • Answer the board's 'what is our finance AI strategy?' with a defensible position, not a vague reassurance.

    • Reclaim three to five hours a week on board-pack drafting, investment analysis and audit-committee prep by using AI as a thought partner with the PRISM framework.

    • Map where AI belongs across FP&A, reporting, treasury, risk and business partnering with the AI Opportunity Matrix, and decide where it must not go.

    • Score any finance AI initiative with the AI Investment Scorecard (SCALE) and take a recommendation the audit committee can interrogate.

    • Govern every AI-assisted financial output with the AUDIT Protocol and a one-page data-classification policy your external auditor will accept.

    • Lead the finance team through adoption with the Augmentation Ladder, and leave with a written 90-day plan carrying milestones the board can track.

    The curriculum

    Module by module, in the order they are assigned.

    The Finance AI Landscape and What You Need to Know

    AI in finance now arrives through board scrutiny, existing software and individual experimentation, so Finance Directors need a defensible position before governance pressure appears. You finish able to describe adoption patterns, separate evidence from hype, explain AI limits and match oversight to risk.

    The Finance Director's Own AI Mastery

    This module builds personal AI mastery for Finance Directors because credible adoption starts with using AI on real finance leadership work. You leave able to apply PRISM, challenge AI drafts, and create a weekly workflow that returns three to five hours to judgement.

    AI Across the Finance Function

    AI across Finance needs a whole-function map because FP&A, reporting, treasury, compliance and business partnering create different value and control demands. By the end, you can classify opportunities with the AI Opportunity Matrix, build a ranked Finance AI Opportunity Shortlist and match oversight to stakes.

    Building the Business Case and Leading the Finance Team

    Finance AI proposals need both investment discipline and adoption leadership, because the Finance Director must defend the spend and bring qualified professionals with it. You finish able to score initiatives with SCALE, shape board-ready cases, challenge vendors, and explain role change through the Augmentation Ladder.

    Financial Data Governance and the AUDIT Protocol

    AI-assisted finance work becomes defensible only when data boundaries, review authority, evidence and disclosure are visible to auditors and oversight bodies. You leave able to apply the AUDIT Protocol, classify financial data, scale controls by output type and explain the framework confidently.

    AI Agents, Automation, and Your 90-Day Plan

    AI agents and automated workflows change finance governance because work can be triggered by thresholds, deadlines and data feeds before anyone asks. You learn to distinguish the three levels, design human-in-the-loop controls, evaluate automation with SCALE, and leave with a defensible 90-day leadership plan.

    Assessment and certificate

    The course closes with a timed final exam with a pass mark and a limited number of attempts. A pass issues a PDF certificate with its own serial, in the name of the Straits Institute for Applied AI. Cohort progress, at-risk learners and a CSV export are in the admin console throughout.

    About this course

    Do I need to be technical or a confident AI user to get value from this course?

    No. The course is pitched at the finance leader, not the technologist. You do not need to understand how large language models work; you need to know what AI can and cannot guarantee in a financial context, where it adds value, and how to govern it. It explicitly serves the Finance Director who is expected to champion AI without yet being a confident personal user.

    Is there a regulatory requirement to disclose AI use in financial reporting?

    As of Q2 2026, no major jurisdiction mandates AI disclosure in standard financial reporting; several regulators have published consultation documents only. The course treats the current period as a window to establish robust governance before requirements crystallise, and external auditors are already asking about your AI controls.

    How is this different from a generic AI-literacy course?

    Every framework, case and exercise is finance-specific and pitched at the Finance Director's accountability. You work with real finance tasks: board-pack commentary, vendor evaluation, a data-classification policy, an audit-committee disclosure note, and a 90-day leadership plan. It is about leading and governing finance AI, not using chatbots.

    Will my finance data be safe in the exercises?

    Yes. Every practice is made for the lesson with its own supplied fictional scenario and illustrative figures. You never bring a real board pack or paste confidential financial data. The course also teaches a five-category data classification so you know exactly what data can go where in your own function.

    What do I actually leave with?

    A ranked Finance AI Opportunity Shortlist, a completed SCALE scorecard, a one-page financial data classification policy, an audit-committee disclosure note, a copy-ready prompt library, and a written 90-day plan with a named action for your first week.

    Put this in front of a team.

    Course libraries are assigned per user, team or department, and the reporting comes back to whoever has to answer for the programme. Tell us who needs it and we will show you the console.