Master practical AI applications for financial professionals. Learn to leverage AI tools for financial analysis, report generation, data extraction, forecasting, audit preparation, tax research, client communication, and automation while understanding compliance considerations.
Finance and accounting work is full of repetitive, detail-heavy tasks, and that is exactly where AI tools now save professionals hours every week. This free AI for Finance and Accounting course teaches you how to put ChatGPT and other AI assistants to work on real financial workflows: analyzing statements, generating reports and summaries, extracting data from invoices and PDFs, building forecasts, preparing for audits, researching tax questions, and drafting clear client communication.
The course is practical and built for working professionals, finance students, accountants, analysts, and bookkeepers who want results they can apply right away. Every module focuses on a concrete task, with prompts you can adapt to your own numbers and reports rather than abstract demonstrations. Just as importantly, it covers what AI should not do in finance: where accuracy matters most, how to handle sensitive data responsibly, and the compliance and limitation considerations that keep your work defensible.
You do not need to be technical to follow along. If you can use a spreadsheet and write an email, you can use these workflows. Like every FreeAcademy course, it is 100% free with no signup required to start, and finishing the lessons and final exam earns you a certificate of completion you can add to your LinkedIn profile or resume. By the end you'll have a reliable set of AI workflows for analysis, reporting, and automation, plus the judgment to use them safely in a regulated field.
12 modules • 12 lessons
Finish every lesson and pass the final exam to earn this free, shareable certificate.
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June 15, 2026
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AI helps with financial analysis, report and summary generation, extracting data from documents, forecasting, audit preparation, tax research, and client communication. This course gives you practical prompts for each of these tasks.
No. If you can use a spreadsheet and write an email, you can follow the course. The workflows use everyday AI chat tools, not programming.
The course covers this directly, including compliance considerations, what AI should not be trusted to do, and how to handle confidential information responsibly so your work stays accurate and defensible.
It focuses on widely available assistants like ChatGPT and similar tools, with prompts and workflows you can adapt to the software your firm or studies already use.
Yes. The course is completely free with no signup to start, and you earn a certificate of completion for your LinkedIn or resume after passing the final exam.
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