This course teaches learners how to enhance and automate financial workflows using AI-powered Excel tools and modern data-processing techniques. It explores smart functions, automated data cleaning, formula generation, dynamic modeling, and intelligent reporting systems. Students learn how AI elevates accuracy, efficiency, and analytical depth within everyday financial tasks. Designed for analysts, accountants, and Excel users, the course equips learners with practical skills to streamline work and accelerate insights using AI-driven automation.

Growth

Skills & learning objectives

There are 6 modules in this class


  • Overview of Artificial Intelligence and Its ApplicationsUnlock this class to watch9m 50s
  • Categories of AIUnlock this class to watch3m 8s
  • What is Machine Learning?Unlock this class to watch9m 9s

  • How to Integrate AI in Excel FormulaUnlock this class to watch12m 3s

  • AI Tool in ExcelUnlock this class to watch4m 35s
  • Basic AI Features in ExcelUnlock this class to watch2m 42s
  • AI Techniques in ExcelUnlock this class to watch3m

  • Excel Formula BotUnlock this class to watch12m 20s
  • AI for FormulationUnlock this class to watch3m

  • What is ChatGPTUnlock this class to watch14m 46s
  • ClosingUnlock this class to watch1m 4s

Final exam

Assess your learning with a final exam covering all class topics.

This class is part of the following certifications

Issued by Capital Academy and the American University in Dubai (AUD)
Certificate in AI-Powered Financial Analysis (CAFA)

Certificate in AI-Powered Financial Analysis (CAFA)

56 ClassesUnlimited interactive exercises

Unlock Certificate

ClassFAQs

The course aims to teach learners how to integrate artificial intelligence into Excel to automate tasks, generate formulas, clean data, and enhance data-driven decision-making.
The course is designed for data analysts, business professionals, and Excel users who want to improve productivity by applying AI-driven tools and techniques in their workflows.
The module explains core AI concepts, including machine learning and natural language processing, and how these technologies are transforming Excel formulas and automation.
The course explores practical methods for using AI tools to automate calculations, generate formulas, and streamline complex Excel workflows.
Learners will gain the ability to use AI-powered Excel tools such as Power Query and ExcelBot, apply advanced AI formulas, and leverage ChatGPT to write, optimize, and troubleshoot Excel formulas.

Explore

More from trading

9 Modules54 Lessons15h

Certified Portfolio & Fund ManagerCertificate in AI-Powered Financial AnalysisAI & Algo Trading Certification
Diego Morales

Diego Morales

The Crypto Strategist

Unlock now - $69

10 Modules81 Lessons15h

Certified Portfolio & Fund ManagerCertificate in AI-Powered Financial Analysis
Laila Nasser

Laila Nasser

The DeFi Policy Analyst

Unlock now - $69

10 Modules66 Lessons15h

Certificate in AI-Powered Financial AnalysisAI & Algo Trading Certification
Jason Lee

Jason Lee

The DeFi & Tokenomics Analyst

Unlock now - $59

8 Modules28 Lessons15h

Certified Portfolio & Fund ManagerCertificate in AI-Powered Financial AnalysisAI & Algo Trading Certification
Sophia Williams

Sophia Williams

The AI Adoption Coach

Unlock now - $49

6 Modules18 Lessons15h

Certified Portfolio & Fund ManagerCertificate in AI-Powered Financial Analysis
Arjun Patel

Arjun Patel

The Excel Automator

Unlock now - $69

7 Modules36 Lessons15h

Certified Portfolio & Fund ManagerCertificate in AI-Powered Financial Analysis
Marcus Wright

Marcus Wright

The Quant Foundations Mentor

Unlock now - $69

7 Modules35 Lessons15h

Certified Portfolio & Fund ManagerCertificate in AI-Powered Financial Analysis
Mikhail Ivanov

Mikhail Ivanov

The Arbitrage Engineer

Unlock now - $69

5 Modules22 Lessons15h

Certified Portfolio & Fund ManagerCertificate in AI-Powered Financial AnalysisAI & Algo Trading Certification
Yuki Satou

Yuki Satou

The Stochastic Modeler

Unlock now - $69

11 Modules42 Lessons15h

Certified Portfolio & Fund ManagerCertificate in AI-Powered Financial Analysis
David Cohen

David Cohen

The Accounting Analyst

Unlock now - $59

4 Modules15 Lessons15h

Certified Portfolio & Fund ManagerCertificate in AI-Powered Financial Analysis
David Banda

David Banda

The Data Visualization Analyst

Unlock now - $79

9 Modules63 Lessons15h

AI & Algo Trading Certification
Nikos Papadopoulos

Nikos Papadopoulos

The TA Strategist

Unlock now - $69

9 Modules56 Lessons18h

AI & Algo Trading Certification
Dmitry Volkov

Dmitry Volkov

The Quant Chartist

Unlock now - $79

Reviews

What our learners say

4.6

0 reviews