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Course Details
Course Details
What You'll Learn
Topic 1: Microsoft Copilot and Generative AI for Finance
Topic 2: Microsoft Copilot in Excel for Financial Analysis and Visualisation
Topic 3: Microsoft Copilot Studio for Finance Workflow and AI Agents
Topic 4: Microsoft Copilot for AI Security, Governance and Risk Management
Topic 5: Microsoft Copilot for Finance Transformation and Multi-Agent Workflows
Assessment
- Written Exam
- Practical Exam
Course Info
Minimum Entry Requirement
Knowledge and Skills
- Able to operate using computer functions
- Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)
Attitude
- Positive Learning Attitude
- Enthusiastic Learner
Experience
- Minimum of 1 year of working experience.
Minimum Software/Hardware Requirement
Software:
You will need the following for this course:
- Microsoft 365 Copilot – a training account will be provided
Hardware: Windows PC or Mac laptop
Funding Eligibility Criteria
Self-sponsored learners (individuals)
- Singapore Citizens and Singapore Permanent Residents aged 21 and above.
- Up to 50% course fee funding. Singapore Citizens aged 40 and above receive up to 70% under the Mid-career Enhanced Subsidy (MCES).
- Singapore Citizens aged 25 and above can pay the remaining fee with SkillsFuture Credit.
Company-sponsored learners
- Singapore Citizens and Singapore Permanent Residents who are direct employees of the sponsoring company.
- Up to 50% course fee funding, or up to 70% for employees of SMEs (Enhanced Training Support for SMEs) and for Singapore Citizens aged 40 and above. An SME has no more than 200 employees or an annual turnover of no more than $100 million.
- Employers can also claim Absentee Payroll funding for employees who attend during working hours.
- Eligible companies can offset their out-of-pocket fees with SkillsFuture Enterprise Credit (SFEC).
Conditions for all funded learners
- Attendance is taken digitally with Singpass for every session, including the assessment.
- You must complete the course and pass all assessments (assessed as Competent).
- If these conditions are not met, the funding is clawed back and the learner or employer pays the full course fee.
- 9% GST is charged on the full course fee before funding.
- Promo and discount codes cannot be used on funded courses.
- Any balance after funding can be paid in cash, with SkillsFuture Credit, with PSEA (Singapore Citizens with a PSEA), or partly reimbursed by UTAP for NTUC members.
How to Apply SkillsFuture Credit Claim for Individuals
Singapore Citizens aged 25 and above can use their SkillsFuture Credit (base tier) to pay the course fee after funding. The $4,000 mid-career top-up cannot be used for this course.
- Register for this course as self-sponsored and tell us you will use SkillsFuture Credit. Do not pay the amount you plan to claim.
- We email you an invoice showing the course fee after funding.
- From 60 days before the course starts, and no later than the course start date, log in to MySkillsFuture with Singpass and click Claim credits.
- Click Submit a Claim and search for this course by its course code, TGS-2026065050.
- Select your class start date, enter the course fee payable after funding and the amount of credit to claim, then upload the invoice (PDF, JPG or PNG, under 4MB).
- Review, accept the terms and click Agree and Submit. The credit is paid directly to us; processing can take up to 14 working days.
Changing or withdrawing: cancel the claim on MySkillsFuture at least one day before the course starts. If your class date changes, cancel the claim and submit a new one with the new date.
How to Apply SkillsFuture Enterprise Credit (SFEC)
SFEC helps companies pay for employee training. The current SFEC ends on 30 November 2026, and a redesigned SFEC starts on 1 December 2026.
Current SFEC: classes ending on or before 30 November 2026
- Eligible companies received a one-off $10,000 credit, notified by letter to their Corppass administrator. Eligibility generally required at least 3 Singapore Citizen or PR employees and Skills Development Levy contributions.
- SFEC covers up to 90% of the company's out-of-pocket course fee after other subsidies.
- Check your company's SFEC eligibility and balance on EnterpriseSG.
- Register your Singapore Citizen or PR employee for a class that ends by 30 November 2026, as company-sponsored, and pay the course fee after funding.
- Your employee attends and completes the course. We submit the attendance and assessment results to SWDA.
- No separate claim is needed. SFEC is calculated automatically once the course fee grant is approved and is paid quarterly to your company's IRAS GIRO or PayNow Corporate account.
Any unused balance of the current SFEC expires on 30 November 2026.
Redesigned SFEC from 1 December 2026
Companies with at least 3 resident employees receive a fresh $10,000 in an online SFEC wallet that offsets out-of-pocket fees upfront at enrolment, instead of reimbursing them afterwards. SWDA has not yet published the support rates and claim steps; see OurWorkforce or our SFEC guide.
How to Apply UTAP (NTUC Members)
NTUC members can claim 50% of the unfunded course fee under the Union Training Assistance Programme (UTAP), capped at $250 a year (aged below 40) or $500 a year (aged 40 and above). The cap is shared with UTAP claims for AI tool subscriptions.
Eligibility: you must be an NTUC member paying full membership fees, with your membership paid up before and during the course and when you claim. The course must not be fully paid for by your employer or another source.
- Make sure your NTUC membership is paid up before the course starts.
- Register for this course with us and pay the course fee after funding and SkillsFuture Credit.
- Attend at least 75% of the course and sit all assessments.
- Within 6 months after the course ends, go to the NTUC U Portal, open UTAP under E-services, log in with Singpass and choose Course Fee Claim.
- Enter the nett course fee you paid (after all subsidies and SkillsFuture Credit, including GST), and upload your invoice or receipt and your certificate or result slip (PDF, JPG or PNG, up to 5MB each).
- NTUC usually pays the claim within 4 weeks of submission.
Read more in our UTAP guide.
How to Apply PSEA
Singapore Citizens with a Post-Secondary Education Account (PSEA), which stays open until around the year you turn 31, can use it to pay the course fee after funding for PSEA-approved courses. You can also use a sibling's PSEA after your own has been used up.
- Check that this course shows the PSEA tag on its MySkillsFuture page.
- Check your PSEA balance on MOE's Student Finance System with Singpass.
- Download and complete the PSEA withdrawal form, then submit it to us.
- We submit the withdrawal request to MOE. You (and your sibling, if you are using their account) authorise it in the Student Finance System. Nothing is withdrawn without this authorisation.
- MOE pays us directly. If you have already paid, we refund the amount covered by PSEA.
More details: MOE PSEA overview.
Appeal Process
If you disagree with an assessment decision, you have the right to appeal.
- When the assessor gives you feedback, say whether you agree with the outcome. If you agree, you and the assessor sign the Assessment Summary Record; if you disagree, do not sign it.
- Discuss the decision with the assessor or the assessment manager first.
- If you are still not satisfied, tell the assessor you intend to appeal. The assessor records this in the feedback section of the Assessment Summary Record and informs the assessment manager.
- Lodge your appeal within 7 days, giving your reasons, using the Candidate Appeal Form. The assessor can help you write and lodge it.
- An Assessment Appeal Panel reviews the information from you and the assessor and makes a decision. A record of the appeal and its outcome is kept.
- You will be told the outcome within 2 weeks of lodging the appeal. The panel's decision is final.
Job Roles
Job Roles
- AI Financial Analyst
- Generative AI Fintech Developer
- AI-Driven Risk Management Specialist
- GAI-Enhanced Fraud Detection Analyst
- Financial Data Scientist using AI
- AI-Integrated Wealth Management Advisor
- AI-Powered Regulatory Compliance Officer
- Fintech Innovation Strategist with AI
- AI-Driven Investment Portfolio Manager
- GAI Solutions Architect for Finance
- AI-Enhanced Credit Analyst
- Financial Technology Product Manager with AI
- AI-Driven Financial Planning Consultant
- GAI-Based Financial Market Researcher
- AI-Enhanced Banking Operations Manager
- Fintech Customer Experience Designer with AI
- AI-Driven Financial Reporting Specialist
- GAI Implementation Consultant in Finance
- AI-Enhanced Insurance Underwriter
- GAI-Powered Blockchain Specialist
Trainers
Trainers
Kesston Tang is an ACTA-certified trainer and consultant whose work spans technology and finance. He has more than two decades of experience in the ICT and supply chain sectors, including warehouse management, and has delivered multi-million-dollar ICT projects for multinational corporations and government agencies. Alongside that, he consults in financial analysis, business negotiation and corporate advisory, and is currently pursuing a Doctor of Business Administration and a Master in Education. His certifications include Microsoft Certified Solutions Associate (MCSA), PMP, ITIL and TOGAF, together with CEH, CHFI and EC-Council Certified SOC Analyst (CSA), a security profile that matters greatly when sensitive financial data meets AI tools. He brings a balanced, business-first view of where automation genuinely helps a finance team. His teaching is practical and grounded in real business decisions.
This CASL course on Microsoft Copilot for Finance gives finance professionals practical skills in Generative AI, Agentic AI, AI agents, Microsoft Copilot and automation. Kesston begins with the foundations of Copilot and Generative AI in finance, then works through Copilot in Excel for financial analysis and visualisation, using his own financial analysis practice to stress checking figures against source data. Learners go on to build finance workflows and AI agents in Microsoft Copilot Studio and explore multi-agent workflows for wider finance transformation. The topic on AI security, governance and risk management draws directly on his cyber security certifications and enterprise architecture background, helping learners consider controls, data exposure and accountability. He also encourages learners to begin with clearly bounded tasks, such as variance commentary or management report drafting, and to document their prompts and checks so results can be reviewed. He frames every exercise around improving reporting and decision-making, so learners leave with workable ideas for applying Copilot in their own finance processes in a measured and well-governed way.
Finance automation is a theme that runs through Dr. Alfred Ang's own business systems. A full-stack AI developer and Agentic AI solution architect, he serves as Managing Director, CIO, CTO and Chief Instructional Designer of Tertiary Infotech Academy Pte Ltd and founded Tertiary Courses, so he works with invoicing, payroll and reporting as an operator as well as a technologist. His GitHub portfolio of more than 300 public repositories includes tertiary-hrms, an HR and accounting platform with Singapore CPF payroll, leave accrual and expense claims; AI-LMS-TMS, a training management system with QuickBooks finance workflows and AI agent automation; kacificerpr, an ERP prototype with human-approved purchase orders, three-way-matched invoices and scheduled AI agents; and n8n-financeadvisor, a stock analysis dashboard with an n8n-powered Telegram agent that gives reasoned buy, sell or hold recommendations. His analytics credentials are directly relevant: he is a Microsoft Certified Power BI Data Analyst (PL-300), Data Scientist (DP-100), Power App Maker (PL-100) and AI Engineer Associate (AI-102), a Xero Pro Advisor, and he completed an Executive Programme in Algorithmic Trading from QuantInsti. He also completed an online MBA with U21 Global, alongside a PhD in Electrical Engineering from NUS and an MSc in Electrical and Electronic Engineering from NTU. His NTU Certificate in AI Ethics and Governance (Senior Professional) and CompTIA Security+ certification inform the governance side of finance AI.
In CASL Microsoft Copilot for Finance, Dr. Ang helps finance professionals apply generative AI and agents to the work they already do. The first topic introduces generative AI, agentic AI and AI agents for finance, mapping them to use cases such as analysis, forecasting, reporting, reconciliation and data interpretation. Topic two develops hands-on skills with Copilot in Excel for financial analysis, visualisation and dashboards, where his Power BI experience guides choices about measures, layout and clarity for decision-makers. Topic three uses Copilot Studio to build finance workflows and AI agents, and his approval-based ERP and payroll projects provide concrete patterns for routing exceptions to a human reviewer. Topic four covers AI security, governance and risk management, an area he treats carefully because financial data is sensitive and every automated figure must be traceable to its source. The final topic looks at finance transformation and multi-agent workflows, showing how several agents can divide work such as data gathering, checking and reporting. Throughout, he encourages learners to verify Copilot's numbers against the underlying data and to document assumptions, the same discipline he applies in his own systems. As an ACTA-certified trainer and DACE-certified curriculum developer, he keeps the sessions practical, using realistic finance datasets and guided exercises. Learners leave able to use Copilot productively and responsibly across analysis, reporting and process automation. He also shows how Copilot-generated commentary can speed up management reporting while leaving final interpretation to the finance team. To see the finance and automation projects he has built, explore his GitHub portfolio at https://github.com/alfredang and connect with him on LinkedIn at https://www.linkedin.com/in/angchewhoe/
Sam Wadia is a fintech strategist and data analytics consultant with over 20 years of experience in financial technology, business intelligence and enterprise digital transformation. He specialises in integrating advanced analytics, natural language processing and generative AI tools into financial systems, and has advised leading financial institutions on AI adoption and regulatory technology. Sam is recognised for a practical, innovation-focused approach to bridging finance and data science, with a strong emphasis on ethics and governance in the responsible use of AI.
In Microsoft Copilot for Finance, Sam helps finance professionals leverage AI for smarter financial operations. Learners begin with an overview of generative AI, agentic AI and AI agents, and how Microsoft Copilot supports finance use cases such as analysis, forecasting, reporting and reconciliation. They then use Copilot in Excel for financial analysis and visualisation, and Copilot Studio to build finance workflows and AI agents. The course also covers AI security, governance and risk management, before closing with finance transformation and multi-agent workflows. Drawing on his fintech and regulatory technology background, Sam helps participants turn insights into actionable, compliant and strategic business value.
Bell Ang is a finance and IT professional with more than 40 years of experience in accounting, financial systems implementation and ERP integration, specialising in bridging finance and technology to drive digital efficiency and financial insight. She has served in leadership roles across Asia Pacific, including Regional Finance Manager and Senior IT Consultant, and has implemented major financial systems such as Oracle, Hyperion and Scala ERP. A member of CPA Australia and CPA Singapore and a WSQ-certified trainer, she also brings professional expertise in auditing, corporate governance, compliance and reporting.
In CASL Microsoft Copilot for Finance, Bell focuses on helping finance professionals harness AI for automation, predictive analytics and process optimisation. Learners cover Microsoft Copilot and generative AI for finance, use Copilot in Excel for financial analysis and visualisation, build finance workflows and AI agents with Copilot Studio, address AI security, governance and risk management, and explore finance transformation with multi-agent workflows. Drawing on her deep ERP and data management expertise, she shows how generative AI can streamline budgeting, reporting and auditing workflows. Her practical, structured approach empowers learners to transform financial operations into agile, data-driven systems.
Iris Wang is a corporate trainer and adult educator with a strong foundation in business communication, digital literacy and AI-driven workplace transformation. She holds the WSQ Advanced Certificate in Training and Assessment (ACTA) from the Institute for Adult Learning, equipping her with the pedagogical skills to deliver engaging, industry-relevant programmes. Iris has worked extensively with corporate and professional learners, focusing on technology integration, productivity enhancement and future-ready competencies in business and finance, and she is particularly skilled at simplifying complex AI concepts into accessible insights.
In Microsoft Copilot for Finance, Iris helps professionals understand how AI can support financial decision-making, compliance and client engagement. Learners explore generative AI, agentic AI and AI agents in a finance context, then use Microsoft Copilot in Excel for financial analysis and visualisation, and Copilot Studio to design finance workflows and AI agents. The course also addresses AI security, governance and risk management, and concludes with finance transformation and multi-agent workflows. Her approach combines clear explanation with hands-on learning, guiding participants to apply AI tools to data visualisation, report generation and predictive analysis, and to use generative AI with confidence in their daily work.
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