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CASL - Microsoft Copilot for Finance

Sessions 4 days
Duration 32 hrs
Level Beginner
Assessment 2 hrs

Venue

12 Woodlands Square #07-85/86/87 Woods Square Tower 1, Singapore 737715. 5 mins walk from Woodlands (NS9) MRT station.

The venue is disabled-friendly.

TSC Title: Digital Technology Adoption and Innovation
TSC Code: ACC-ICT-5004-1.1

Funding for this course is valid from 17 Jul 2026 to 16 Jul 2027. Register and complete the course within this period to qualify for funding support.

By end of the course, learners should be able to:

LO1: Support Artificial Intelligence (AI) and Generative AI innovations to champion organisation-wide innovation.
LO2: Evaluate and implement GAI technologies for the organisation.
LO3: Review and adopt new GAI technologies by reviewing use cases in finance operations.
LO4: Review AI ethics and governance in organization's processes for proactive risk monitoring and safety.
LO5: Review emerging trends in GAI and strategize cost control measures to support innovation initiatives.

Download Course Brochure

Certificate of Achievement from Tertiary Infotech Academy Pte Ltd - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Achievement from Tertiary Infotech Academy Pte Ltd.

CASL - Microsoft Copilot for Finance

Course Code: TGS-2026065050

CASL
SFC
PSEA
UTAP
SFEC
Absentee Payroll
MCES

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Microsoft Copilot for Finance equips participants with practical knowledge and skills to apply Generative AI, Agentic AI, AI agents, Microsoft Copilot, and automation technologies to improve financial analysis, reporting, decision-making, and business processes.

The course begins with an overview of Generative AI, Agentic AI, and AI agents, exploring how these technologies can support finance use cases such as financial analysis, forecasting, reporting, reconciliation, data interpretation, and process automation.

Participants will develop hands-on skills using Microsoft Excel and Copilot for financial data analysis, visualisation, and dashboard creation. They will learn to analyse financial datasets, identify trends and variances, generate insights, and communicate financial performance through effective charts, reports, and dashboards.

The course also introduces Microsoft Copilot Studio for designing workflows and AI agents that automate finance-related tasks. Participants will progress to multi-agent workflows, where specialised AI agents collaborate to perform interconnected finance activities, coordinate tasks, analyse information, and support business decisions.

Emphasis is placed on responsible and secure AI adoption, including PDPA considerations, data privacy, data ownership, access controls, human-in-the-loop oversight, governance, and frameworks for managing AI risks.

Finally, participants will learn how to analyse business and finance requirements, identify suitable AI opportunities, design AI-enabled processes, evaluate feasibility and risks, and develop an implementation approach for AI transformation within the finance function.

Full Fee $2,000.00 Before GST

GST $180.00 9% of fee

Baseline Nett $1,180.00 SG/PR age 21+ · 50% funded

MCES / SME Nett $780.00 SG age 40+ · 70% funded

SkillsFuture Enterprise Credit (SFEC)

Eligible Singapore-registered companies can tap on $10000 SFEC to cover out-of-pocket expenses.

View on SkillsFuture for Business

SkillsFuture Credit (SFC)

Eligible Singapore Citizens can use their SFC to offset course fee payable after funding but the $4,000 Additional SFC (Mid-Career Support) cannot be used.

Direct Application on SkillsFuture Portal

UTAP

Eligible NTUC members can apply for 50% of the unfunded fee from UTAP, capped up to $250/year and for members aged 40 and above, capped up to $500/year.

Submit UTAP Claim

PSEA

Eligible Singapore Citizens can use their PSEA funds to offset course fee payable after funding.

Check PSEA Eligibility

Scroll down to “Keyword Tags” to verify for PSEA eligibility.
If there is “PSEA” under keyword tags, the course is eligible for PSEA.

Once you are eligible for PSEA, please download and fill up the PSEA Withdrawal Form, then submit the completed form to us:

PSEA Withdrawal Form Submit PSEA Form

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

We provide free consultation related to the subject matter after the course.
Please email your queries to enquiry@tertiaryinfotech.com and we will forward your queries to the subject matter experts.

You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commences.
We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% for any paid amount.
Note the venue of the training is subject to changes due to availability of the classroom.

Course Details

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

Written Exam
Practical Exam

Course Info

Promotion Code

Promo or discount cannot be applied to WSQ courses

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

Softtware: Windows / Mac

Hardware: Laptop

About Progressive Wage Model (PWM)

The Progressive Wage Model (PWM) helps to increase wages of workers through upgrading skills and improving productivity.

Employers must ensure that their Singapore citizen and PR workers meet the PWM training requirements of attaining at least 1 Workforce Skills Qualification (WSQ) Statement of Attainment, out of the list of approved WSQ training modules.

For more information on PWM, please visit MOM site.

Funding Eligility Criteria

Individual Sponsored Trainee

Employer Sponsored Trainee

Singapore Citizens or Singapore Permanent Residents aged 21 and above
From 1 October 2023, attendance-taking for SWDA's (formerly SSG) funded courses must be done digitally via the Singpass App. This applies to both physical and synchronous e-learning courses.
Trainee must pass all prescribed tests / assessments and attain 100% competency.
We reserves the right to claw back the funded amount from trainee if he/she did not meet the eligibility criteria.

Singapore Citizens or Singapore Permanent Residents who are DIRECT EMPLOYEE of the sponsoring company.
From 1 October 2023, attendance-taking for SWDA's (formerly SSG) funded courses must be done digitally via the Singpass App. This applies to both physical and synchronous e-learning courses.
Trainee must pass all prescribed tests / assessments and attain 100% competency.
We reserves the right to claw back the funded amount from the employer if trainee did not meet the eligibility criteria.

SkillsFuture Credit:

Eligible Singapore Citizens can use their SkillsFuture Credit to offset course fee payable after funding.

PSEA:

To check for Post-Secondary Education Account (PSEA) eligibility, goto mySkillsFuture portal and search for this course code.
Scroll down to "Keyword Tags" to verify for PSEA eligibility.
If there is “PSEA” under keyword tags, the course is eligible for PSEA.
And if there is no “PSEA” under keyword tags, the course is ineligible for PSEA.
Not all courses are eligible for PSEA funding.

Absentee Payroll (AP) Funding:

$4.50 per hour, capped at $100,000 per enterprise per calendar year.
AP funding will be computed based on the actual number of training hours attended by the trainee.

SFEC:

If the Training Provider has submitted an enrolment for course fee grant claim in Training Partners Gateway (TPGateway), SWDA would be able to derive SFEC funding based on this record. There is no need for enterprise to submit any claim request and the SFEC claim will be automatically generated and disbursed.
Where there is no such record, eligible employers are required to submit an SFEC claim after course completion via the SFEC microsite.
SkillsFuture Enterprise Credit (SFEC) Microsite

Steps to Apply Skills Future Claim

The staff will send you an invoice with the fee breakdown.
Login to the MySkillsFuture portal, select the course you’re enrolling on and enter the course date and schedule.
Enter the course fee payable by you (including GST) and enter the amount of credit to claim.
Upload your invoice and click ‘Submit’

SkillsFuture Level-Up Program

The SkillsFuture Level-Up Programme provides greater structural support for mid-career Singaporeans aged 40 years and above to pursue a substantive skills reboot and stay relevant in a changing economy. For more information, visit SkillsFuture Level-Up Programme

Get Additional Course Fee Support Up to $500 under UTAP

The Union Training Assistance Programme (UTAP) is a training benefit provided to NTUC Union Members with an objective of encouraging them to upgrade with skills training. It is provided to minimize the training cost. If you are a NTUC Union Member then you can get 50% funding (capped at $500 per year) under Union Training Assistance Programme (UTAP).

For more information visit NTUC U Portal – Union Training Assistance Program (UTAP)

Steps to Apply UTAP

Note

SWDA subsidy is available for Singapore Citizens, Permanent Residents, and Corporates.
All Singaporeans aged 25 and above can use their SkillsFuture Credit to pay. For more details, visit www.skillsfuture.gov.sg/credit
An unfunded course fee can be claimed via SkillsFuture Credit or paid in cash.
UTAP funding for NTUC Union Members is capped at $250 for 39 years and below and at $500 for 40 years and above.
UTAP support amount will be paid to training provider first and claimed after end of class by learner.

Appeal Process

The candidate has the right to disagree with the assessment decision made by the assessor.
When giving feedback to the candidate, the assessor must check with the candidate if he agrees with the assessment outcome.
If the candidate agrees with the assessment outcome, the assessor & the candidate must sign the Assessment Summary Record.
If the candidate disagrees with the assessment outcome, he/she should not sign in the Assessment Summary Record.
If the candidate intends to appeal the decision, he/she should first discuss the matter with the assessor/assessment manager.
If the candidate is still not satisfied with the decision, the candidate must notify the assessor of the decision to appeal. The assessor will reflect the candidate’s intention in the Feedback Section of the Assessment Summary Record.
The assessor will notify the assessor manager about the candidate’s intention to lodge an appeal.
The candidate must lodge the appeal within 7 days, giving reasons for appeal
The assessor can help the candidate with writing and lodging the appeal.
he assessment manager will collect information from the candidate & assessor and give a final decision.
A record of the appeal and any subsequent actions and findings will be made.
An Assessment Appeal Panel will be formed to review and give a decision.
The outcome of the appeal will be made known to the candidate within 2 weeks from the date the appeal was lodged.
The decision of the Assessment Appeal Panel is final and no further appeal will be entertained.
Please click the link below to fill up the Candidates Appeal Form.

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

Dr. Alfred Ang is a distinguished academic and technology consultant with over 20 years of experience in artificial intelligence, data analytics, and digital transformation. Holding a PhD in Computer Science, his research and professional practice focus on the integration of AI technologies in business and finance ecosystems. Dr. Ang has collaborated with financial institutions and technology firms to design and implement data-driven solutions that enhance predictive analysis, risk management, and operational efficiency. As an experienced educator and curriculum developer, he has trained countless professionals in areas such as AI applications, fintech innovation, and data governance, bridging the gap between technical expertise and business impact.
In this course, Dr. Ang guides participants through the practical use of generative AI tools and frameworks tailored for finance and fintech applications. His sessions emphasize hands-on learning, where learners explore AI-driven automation, financial forecasting, and decision-support systems powered by generative models. With a balance of technical depth and industry relevance, Dr. Ang equips participants with the knowledge to apply AI strategically—enhancing productivity, optimizing workflows, and driving innovation in the evolving financial technology landscape.

Iris Wang is an accomplished 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 and industry-relevant programs. Iris has worked extensively with corporate and professional learners, focusing on technology integration, productivity enhancement, and future-ready competencies in business and finance.
In “Microsoft Copilot for Finance,” Iris helps professionals understand the transformative power of AI in financial decision-making, compliance, and client engagement. Her training approach combines clear explanation with hands-on learning, guiding participants to apply AI tools for data visualization, report generation, and predictive analysis. She is particularly skilled at simplifying complex AI concepts into accessible insights, enabling finance professionals to leverage generative AI for greater innovation and strategic impact.

Gary Chan is a Chartered Accountant (ISCA, ACCA) and seasoned corporate trainer with over 25 years of executive experience in finance, strategic management, and business transformation. Having served as Regional CFO, Vice President, and Director in multinational corporations, Gary brings real-world insight into financial leadership and innovation. He holds an MBA in International Business from Brunel University (UK) and a Master of Science in Strategic Marketing from the National University of Ireland, along with the ACTA certification as a professional trainer.
In “Microsoft Copilot for Finance,” Gary integrates his extensive corporate background with cutting-edge AI applications, helping learners understand how AI can enhance financial modeling, compliance monitoring, and investment analytics. His sessions emphasize practical use cases—such as using generative AI for financial forecasting, fraud detection, and automated reporting—preparing participants to navigate the rapidly evolving digital finance landscape with confidence and strategic foresight.

Bell Ang is a trainer and consultant with professional expertise in finance, auditing, and corporate governance. Having supported organizations in financial analysis, compliance, and reporting, she brings a practical and governance-focused perspective to financial training. For this program, Bell emphasizes interpreting financial statements through ratio analysis, guiding learners to uncover strengths, weaknesses, and risk factors in business performance. Her sessions highlight real-world applications, preparing participants to make informed financial decisions.

Malcolm Soo is an ACTA-certified trainer and Chartered Accountant of Singapore with more than 20 years of professional experience in accounting, financial planning, and internal control compliance. His career includes senior roles at JTC Corporation and Eu Yan Sang, where he was responsible for financial reporting, budgeting, and system integration. He has delivered training in LCCI accounting modules and corporate programs on financial systems, focusing on bridging technical accounting knowledge with practical business applications. In his training for SMEs, Malcolm specializes in helping participants understand the integration of accounting and tax systems with financial management processes. His sessions cover account setup, tax reporting, receivables and payables management, and compliance frameworks. With his strong accounting and training background, he equips learners to leverage accounting systems effectively to improve business transparency and financial governance.