Generative AI in Finance is transforming the financial landscape. In today’s financial landscape, knowledge alone is not enough; what sets professionals apart is how they use technology to act faster and smarter. Generative AI equips finance professionals with tools to automate processes, strengthen forecasting, and improve decision-making.
It bridges the gap between traditional finance and future-ready practice, enabling finance professionals to shift their focus from routine tasks to high-value strategic decisions, bridging the gap between conventional finance practices and the demands of a digital-first economy. With Gen AI, finance professionals transform into forward-thinking leaders who bring greater value to every decision. This is a key application area of AI for Risk Management.
LearninGT by Grant Thornton Bharat is pleased to offer its Certificate in Generative AI in Finance to equip participants with the tools to help boost their productivity and proficiency in various finance operations. Through hands-on learning and real-world applications, learners will gain the confidence to design AI-driven solutions for everyday financial challenges, making them more impactful and industry-ready professionals.
This is a key application area of AI in Financial Planning.
Learning objectives
- To leverage generative AI tools to streamline everyday office tasks and significantly enhance productivity
- To gain a practical understanding of how Gen AI is applied in real-world financial scenarios
- To utilise Gen AI to simplify and optimise planning, forecasting, and budgeting processes
- To apply Gen AI for robust internal controls, fraud detection, and audit trail management
- To enhance investment research and make data-driven financial decisions with Gen AI insights
Who should attend?
- Mid-level finance professionals
- Accountants
- Financial planners
- Investment analysts
- Audit and compliance officers
- Corporate finance managers
Programme coverage
-
Gen AI for daily office productivity
- What is generative AI?
- Smart prompting for professional
- Overview of tools: ChatGPT, Microsoft CoPilot (Word/Excel), Notion AI, Google Gemini
- Ethical AI: Protecting client data and preventing AI errors
- Case study:
- Streamlining internal communication and financial reporting using AI-powered CoPilot
- Hands-on exercise:
- Rewriting a poorly written internal memo into a professional email
- Asking CoPilot or ChatGPT to build a slide deck on ‘Q2 Financial Review’
- Uploading a lengthy policy PDF and summarising it into five key points using ChatGPT
-
Foundations of Gen AI in finance
- Gen AI vs traditional AI in finance
- Gen AI vs robotic process automation: Why prompt-based tools are faster for CAs
- Gen AI in audit, income tax filings, advisory, and policy writing
- Risk awareness: Hallucinations, bias, client confidentiality
- Introduction to AI-driven tools like FinGPT (demo only), BloombergGPT, and ChatGPT with plugins
- Case study:
- Automating pitch book and regulatory document creation, reducing analyst effort drastically
- Hands-on exercise:
- Feeding an AI assistant a company’s annual report and asking it to highlight risk
- Asking Notion AI to create a financial policy draft (e.g., travel reimbursement policy)
- Generating a due diligence checklist from scratch
- Using ChatGPT to create a risk checklist for a fictional investment proposal
-
Financial forecasting and budgeting with Gen AI tools
- Forecast cash flow using historical sales + ChatGPT prompts
- AI for ‘What-if’ planning (scenarios and trends)
- Using Excel AI (Microsoft 365 CoPilot) for budget models
- Creating variance analysis reports using voice or text prompts
- Case study:
- Creating a one-pager AI-generated business forecast for a retail client
- Hands-on exercise:
- Asking ChatGPT to break down an INR 5 crore budget into quarterly targets based on seasonality
- Building responses using AI – ‘What if sales drop by 20% next quarter?
-
Risk compliance and internal audit automation using Gen AI
- Audit trail extraction using Gen AI
- Red-flag detection in ledgers and contracts
- Tax compliance summaries and regulatory updates
- Fraud signals via Gen AI prompts
- Case study:
- Gen AI chatbot for real-time support and regulatory guidance
- Hands-on exercise:
- Uploading a sample vendor agreement and using ChatGPT to identify risk clauses
- Asking ChatGPT to create a due diligence checklist for internal audit
- Creating a simplified anti-money laundering screening guideline with ChatGPT
-
AI in investment analysis and decision making
- Company profile generation using AI
- SWOT, ratio summaries, and valuation models using natural language
- Sentiment analysis from earnings reports and news headlines
- Case study:
- Using ChatGPT to compare two stocks and give a buy/sell recommendation with justification
- Hands-on exercise:
- Comparing two companies using SWOT and basic valuation
- Using ChatGPT to create a pitch deck for ‘invest in a leading consulting company’ or ‘avoid a food delivery giant’
- Pasting news snippets and asking AI: ‘Positive or negative for investor confidence?
Programme deliverables
- 20 hours of live online training
- Extensive course material and case studies
- Quizzes and assessments
- Hands-on exercises
- Access to Grant Thornton Bharat LMS for one year
- Post training support
- Certificate of completion post final assessment
Fees and schedule
Programme fee: 20,000 + GST
| Training mode | Schedule |
|---|---|
| Live online training through Cisco WebEx | 15, 16, 22, 23 November 2025 |
Cancellation and refund policy
- 50% refund for cancellations up to five days before the start date
- No refunds for cancellations within five days of the start or no-shows
- Cancellations must be emailed; participants may join future batches at no extra cost upon early request