AI5 PROFESSIONAL CERTIFICATE · BY TGC INDIA · UPDATED AUGUST 2026
Generative AI for Finance
Use AI for reporting, document review, forecasting support and finance communication.
Online + OfflineWeekdays + WeekendsRegular + Fast Track
22+years in training
20,000+learners across TGC
5classroom locations
Live onlinejoin from anywhere
NEXT START OPTIONS
Choose a live batch.
COURSE OVERVIEW
What this course
is built to do.
Use generative AI for finance reporting, document review, scenarios and management communication under strict professional review.
Each module combines a live trainer demonstration, guided lab, assignment and review before the next stage.
CONNECTED CAREER DIRECTIONS
Finance AI AnalystAI-Supported Reporting ExecutiveFinancial Planning AssociateFinance Transformation Coordinator
IS THIS COURSE RIGHT FOR YOU?
Choose it for the right reason.
You work in finance or planning
You need checked reporting and scenario support
You require strict data and professional approval rules
YOUR LEARNING ARC
From guided foundation to finished work.
Control
Set task, data and sign-off rules.
Review
Extract and compare finance documents.
Analyse
Build reports, variance notes and scenarios.
Present
Create dashboards and management material.
INDUSTRY TASKS
Practise the work, not only the tool.
- Build a checked monthly reporting workbook
- Compare finance documents and exceptions
- Create a scenario-led management dashboard
PRO
LED
LED
YOUR TRAINING TEAM
Learn from experienced working professionals.
Live demonstrations, guided practice and direct project feedback are part of the course. Trainers update examples and tool coverage as professional practice changes.
WHAT YOU WILL BE ABLE TO DO
Course outcomes
01
Set safe finance AI rules
A data, task and approval matrix.
02
Review finance documents
A source-linked extraction and exception file.
03
Build checked reports and scenarios
A verified workbook and scenario model.
04
Present finance decisions clearly
A dashboard and capstone prepared for professional review.
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
DETAILED COURSE FLOW
5 learning modules
Use generative AI for finance reporting, document review, planning and communication with strict data checks and professional approval.
Finance AI rules and task selection
Set limits for confidential data and decide where AI assistance is suitable.
CORE TOPICS
- Finance data classification
- Approved tools and access rules
- Professional review and sign-off
- Audit trail and task baselines
GUIDED PRACTICE
Classify finance tasks by data risk, business effect and required approval.
MODULE DELIVERABLE
Finance AI task-control matrix
Documents, extraction and review
Prepare structured information from statements, reports, contracts and supporting records.
CORE TOPICS
- Document summaries and comparison
- Table and field extraction
- Source references and exception checks
- Policy, contract and note review
GUIDED PRACTICE
Extract and verify information from a controlled finance document set.
MODULE DELIVERABLE
Finance document review pack
Excel analysis and reporting
Create checked calculations, variance notes and management material.
CORE TOPICS
- Formula and Power Query assistance
- Variance, ratio and trend analysis
- Management commentary
- Reconciliation and error review
GUIDED PRACTICE
Build a monthly reporting workbook and verify every AI-assisted formula and statement.
MODULE DELIVERABLE
Checked finance reporting workbook
Forecasting, scenarios and decisions
Use AI-supported models to compare possible financial outcomes without hiding assumptions.
CORE TOPICS
- Budget and forecast structure
- Cash-flow and revenue scenarios
- Sensitivity and break-even analysis
- Uncertainty and decision thresholds
GUIDED PRACTICE
Create a base, upside and downside scenario model with stated assumptions.
MODULE DELIVERABLE
Finance scenario model
Presentation and finance capstone
Turn verified analysis into clear material for management and professional review.
CORE TOPICS
- Executive summaries and board notes
- Power BI or Excel dashboards
- Review workflow and version records
- Pilot measures and update cycle
GUIDED PRACTICE
Present a complete finance AI workflow with controls, analysis and decision material.
MODULE DELIVERABLE
Generative AI for finance capstone
HOW THE TRAINING WORKS
Learn it. Apply it. Get it reviewed. Improve it.
Every important skill moves through explanation, demonstration, guided use and independent application. Trainer feedback is used to revise the work before it becomes part of the final portfolio.
Concept briefing
The trainer explains the principle, use case, limitations and the quality standard expected.
Live demonstration
A complete task is demonstrated while the trainer explains decisions, checks and common mistakes.
Guided lab
Learners repeat the method with support, ask questions and correct problems during the session.
Applied assignment
The same method is used on a different brief so the learner must make independent decisions.
Review and revision
Work is checked against a rubric, revised after feedback and prepared for project presentation.
PROGRESS IS CHECKED THROUGHClass exercisesModule deliverablesProject reviewsFinal capstone presentation
PORTFOLIO WORK
Projects you can show
Guided practice brief
Plan, produce, test and present a finished piece with trainer feedback.
Individual application
Plan, produce, test and present a finished piece with trainer feedback.
Workflow build
Plan, produce, test and present a finished piece with trainer feedback.
Industry-style assignment
Plan, produce, test and present a finished piece with trainer feedback.
Quality review
Plan, produce, test and present a finished piece with trainer feedback.
Final capstone
Plan, produce, test and present a finished piece with trainer feedback.
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
TOOLS COVERED
ChatGPTExcelPower BIPython
Tool coverage may be updated when the industry changes. Core methods remain part of the course.COMMON QUESTIONS
Before you apply
Does AI replace finance review?
No. AI assists preparation and analysis; qualified people retain approval and sign-off.
＋Is Excel included?
Yes. Formula assistance, Power Query, reporting and manual verification are included.
＋Can confidential data be used?
Only within approved tools and company data rules established before practical work.
＋Do I need coding experience?
No, unless the course level says otherwise. Your advisor will check the right starting level.
＋Are classes live or recorded?
Classes are trainer-led in the classroom or live online. Recordings may support revision but do not replace class.
＋Will I receive a certificate?
Yes. Course completion requires attendance, assignments and the final project.
＋Can working professionals join?
Yes. Weekday, weekend and selected fast-track schedules are available.
＋NEXT BATCH
Choose your course.
Choose your schedule.
Online or offline. Weekdays or weekends. Regular or fast track. Speak with an AI5 Academy advisor about the right starting level.