The ROLE TRACK
AI Wise for Finance Professionals
The role-specific track for FP&A professionals, financial controllers, finance managers, and accounting and finance teams. Nine modules covering AI tools in finance, data confidentiality, professional and regulatory obligations, and governance in financial work. Requires AI Wise Core or bundle below.
9 modules · ~3 hours self-paced · Certification exam included · Lifetime access · Requires AI Wise Core Credential
| FREE MODULE | How AI Actually Learns |
Ten minutes · No login · Certificate included |
| FREE GUIDE | Your First 30 Days with AI |
Five practical actions for finance professionals who want to use AI more confidently — and more responsibly — starting this month. No technical knowledge required. |
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TRACK ONLY |
Track only – $2979 modules · Lifetime access · Finance Professionals Certificate · Requires AI Wise Core Credential |
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MOST POPULAR Save $179 — Core plus Legal track in one purchase |
Core + Finance Track — $397Core + Finance Professionals credential · Lifetime access |
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Save $376 — add a second role track for just $100 more |
Core + 2 Role Tracks — $497Core + two role-specific credentials · Lifetime access |
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ALL PLANS INCLUDE |
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Prerequisite: AI Wise Core. New to AI Wise? Choose the Core + Finance Track bundle above and complete both in sequence. |
WHAT YOU WILL LEARN
After completing this track, you will be able to:
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Identify where AI is already running inside the tools your finance team uses and apply a governance framework to the tools most likely operating without clear accountability. |
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Distinguish between conversational and agentic AI and understand how each changes accountability and oversight obligations when AI acts on behalf of your organization. |
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Evaluate AI tools using a four-category framework and apply a data classification approach that protects confidential financial data including material non-public information, client financials, and audit-sensitive materials. |
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Navigate your obligations under AICPA, CFA Institute, and IMA professional standards, SOX Sections 302 and 404, and SEC, FINRA, and CFTC guidance — with a practical compliance approach you can implement today. |
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Structure finance-specific AI prompts that produce verifiable outputs, apply a four-check verification framework before any output becomes a decision, and document AI-assisted processes in a way that is audit-ready and professionally defensible. |
COURSE CURRICULUM
9 modules built around how AI shows up in finance
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Finance Track · Modules 1–9 |
AI in Finance |
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01 |
The AI Moment Finance Is Already In |
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02 |
Where to Use It and Where to Stop |
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03 |
Conversational AI vs. Agentic AI |
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04 |
The Finance AI Toolkit |
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05 |
Data, Confidentiality, and What Cannot Go In |
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06 |
Regulatory and Professional Obligations |
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07 |
Practical Prompting for Finance Professionals |
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08 |
Verification, Human Oversight, and Governance in Practice |
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09 |
Disclosure, the Economics of AI, and the Future of the Finance Function |
CERTIFICATION
Earn the AI Wise Finance Professionals Certificate
YOUR CREDENTIAL
AI Wise Finance Professionals Certificate
Complete all 9 modules and pass the certification exam to earn your AI Wise Finance Professionals Certificate and a verifiable digital badge — something real to show for the work you put in.
This track builds directly on The AI Wise Core. The Core is a prerequisite. Every governance principle, accountability framework, and AI vocabulary introduced in the Core is applied specifically to finance in this track.
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Format |
20 multiple choice questions |
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Pass mark |
75% — 15 out of 20 |
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Attempts allowed |
3 attempts |
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Time limit |
40 minutes |
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Credential issued |
AI Wise Finance Professionals Certificate |
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Digital badge issued |
Via Certifier |
COURSE DETAILS
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— 9 self-paced micro learning modules |
WHAT COMES NEXT
Add a second role track and keep building your credential library.
Each role track adds approximately 2.5 hours and leads to a role-specific credential. Bundle two tracks at checkout and save $100 more.
