AI for Finance Professionals 🔥

Learn AI Tools to Work Faster, Smarter & Stay Ahead in Finance

Beginners Friendly
100% Practical
Real-World Finance Use Cases

View Time | Validity

1.5 Time | 6 Months

Course Duration

35 Hours

Certified Course

Industry-Recognized

Format

Rec & Blended

Tools You'll Work With

ChatGPT

Draft emails, prep interviews & automate daily finance tasks using AI.

Gemini & AI Studio

Research faster, analyze data & generate accurate finance insights.

Claude

Summarize long finance documents & handle complex instructions easily.

Perplexity

Do quick, source-backed financial research & validate decisions.

Google Sheets & Excel

Automate reports, clean data & build dashboards using AI.

Gamma & Presentation Tools

Create professional PPTs & reports in minutes, not hours.

Choose Your Batch

Choose Your Batch

Have Questions? Call us at +91 9022720882

Recorded

Level 1

Type: Free Module
Timing: Flexible
Duration: 15 Hours
Validity: 6 Months | 1.5 View (25 Hours)
Register Now For Free

Blended

Level 2

Type: Complete Module
Timing: TBD
Duration: 35 Hours
Validity: 6 Months | 1.5 View (60 Hours)
Register Now @1999/-

Meet Your Trainer

shivam-sir

Hello there, I am CA Shivam Palan.

 Ex-EY India | 8+ Years of Experience 

Teaching isn't just a profession for me—it's a passion. As a Chartered Accountant with hands-on experience across mid-tier firms, Big 4 giants, and fast-paced startups, I bring a blend of academic precision and real-world practicality to every session.

Over the years, I’ve mentored more than 70,000 aspiring finance professionals—with over 20,000 of them now excelling in their careers. My mission is to help shape the future of India’s finance industry through knowledge, skill-building, and real-world readiness.

Chartered Accountant and educator who has trained thousands of finance professionals across audit, accounting, corporate finance and analytics. Known for simplifying complex topics and teaching practical, job-ready skills, Shivam bridges the gap between traditional finance and modern AI tools.

💡 “If ChatGPT is replacing audit juniors, you should learn how to lead it. That’s what I’ll show you inside this course.” – Shivam

Excel skills are good, AI skills make you future‑proof

Module 1

Basics of Artificial Intelligence

Module 2

AI Tools Setup for Better Results

Module 3

Prompt Engineering (Made Simple)

Module 4

Agentic AI (Next-Gen AI Usage)

Module 5

Google Apps Script (Beginner Friendly)

Modules 6

Google Sheets Automation

Modules 7

AI for Job Interviews & Career Growth

Modules 8

AI in the Corporate World

Modules 9

Excel Automation with AI

Modules 10

Creating PPTs Using AI

Modules 11

Other Powerful AI Tools

Modules 12

Website Building Using AI

Modules 13

Notebook LM & Nano Banana

Modules 14

Practical Use Cases & Case Studies

Choose Your Batch

Who is this Course for?

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Finance students & aspirants

Chartered Accountants, CMA, CS, MBA (Finance)

Working professionals in accounting, audit & corporate roles

Anyone who wants to future-proof their finance career with AI

Choose Your Batch

Why Learn AI as a Finance Professional?

AI is no longer optional in finance, as professionals who can practically use AI tools for Excel automation, dashboards, reporting, presentations, job interview preparation, and data-driven decision-making are advancing faster in their careers. This course is specifically designed for finance aspirants and working professionals to apply AI directly in their daily workflows without any coding, focusing entirely on hands-on usage rather than theory, so learners begin applying AI from day one.

Level up your career with CA Monk’s
Industry-Recognised Certification.

View Certificate

What You’ll Be Able to Do After This Course

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  • Use AI tools confidently for finance tasks
  • Automate Excel, Google Sheets & reporting workflows
  • Prepare for job interviews & salary negotiations using AI
  • Create presentations, dashboards & summaries in minutes
  • Apply AI in real corporate & finance scenarios
  • Save hours of manual work every week
Choose Your Batch

FAQ

Still have any questions?

If you have any doubts or queries, feel free to reach out to us by shooting us an email at support@camonk.com or by calling us at +91-9022720882.

  • Yes. This course is designed for complete beginners with no AI or technical background.

  • No coding experience is required. Everything is taught step-by-step using practical tools.

  • Yes. The course is heavily hands-on and focused on real-world finance use cases.

  • You’ll get 6 months of access, and you can learn at your own pace.

  • You’ll gain AI skills that directly improve productivity, interview performance, and on-the-job efficiency — giving you a clear edge in finance roles.

Choose Your Batch