Do you know that, according to Deloitte, 42% of companies are already experimenting with generative AI, and 15% have embedded it into their business strategies?¹ Moreover, 79% of CFOs believe that AI adoption in finance can directly contribute to revenue growth.². The shift is happening—and now’s the time to get ahead.
If you're a finance professional ready to revolutionize how you build models and generate reports, this course is for you. We’ll show you how to combine the power of GenAI and VBA in Excel to automate workflows, boost accuracy, and reclaim time for high-impact decisions. In this course, you'll learn to: 1. Automate financial tasks using GenAI and VBA in Excel. 2. Build dynamic financial models like loan amortization schedules and retirement planners. 3. Audit and optimize existing VBA macros with GenAI assistance. 4. Apply automation to streamline real-world financial workflows. Through tool demonstrations, hands-on examples, and step-by-step guidance, you’ll gain practical skills you can start applying right away. This course is designed for financial professionals such as analysts, managers, accountants, auditors, and CFOs, as well as Excel power users, data scientists, and those eager to integrate GenAI into finance workflows. Whether you're looking to optimize your current processes or learn new automation techniques, this course will provide the tools to elevate your skills and streamline your work. It's also ideal for anyone looking to harness the power of GenAI and VBA to enhance financial decision-making. To get the most out of this course, learners should have a basic knowledge of Microsoft Excel and an understanding of fundamental financial concepts like present value, future value, and investment returns. No prior experience with VBA is required, though familiarity with personal finance or business analysis is beneficial. Curiosity about incorporating GenAI into financial workflows will help you engage with the course content, and a willingness to experiment with new tools will be key to mastering the material. By the end of this course, learners will be able to guide GenAI in generating, explaining, and optimizing VBA macros for financial tasks. They will gain the skills to build practical financial tools in Excel, such as loan calculators and retirement planners, using both their financial knowledge and GenAI-assisted VBA. Additionally, learners will be able to audit, debug, and enhance existing VBA macros to improve their performance and apply GenAI-powered automation to streamline tasks like data cleaning and Monte Carlo simulations, ultimately transforming how they work with financial data.
