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Microsoft Copilot for Finance

Course Information

  • Sessions 2 days
  • Duration 15 hrs
  • Level Beginner
  • Assessment NA

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.

Course Brochure

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Certification

  • 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.

Microsoft Copilot for Finance

Course Code: C057

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What's This Course About

Microsoft Copilot for Finance steps you into the future of finance with comprehensive coverage of Microsoft Copilot, Generative AI (GenAI) and Agentic AI tailored specifically for financial professionals. The course begins by establishing a strong foundation in AI, Machine Learning and Generative AI, emphasizing their transformative role in the finance and fintech sectors. Participants will learn how to design and deploy both single and multi-agent systems to automate and enhance financial operations, planning and decision-making.

In the next module, learners will explore the practical power of Excel Copilot for Finance, mastering how to summarize, process and analyze financial data through AI-driven tools that streamline Financial Planning and Analysis (FP&A) tasks. Through hands-on exercises, participants will experience how AI can boost productivity and insight generation in financial modeling.

The course then transitions to the application of Agentic AI for financial process automation, examining real-world case studies and guiding participants to build and deploy autonomous agents that handle complex financial workflows and reporting. Learners will gain firsthand experience in implementing multi-agent automation systems for finance operations.

A dedicated section on AI Risk Management and Fraud Detection enables participants to understand how AI models can predict, detect and mitigate financial risks. Learners will also build a fraud detection system using Generative AI, applying advanced AI tools to real-world data.

Finally, the course concludes by exploring future trends and innovations in Generative AI for Finance, helping participants anticipate emerging technologies and adopt AI-driven innovations within their organizations. By the end of the program, learners will be equipped with both strategic and technical expertise to lead the AI transformation in financial services.

Funding Options

No funding is available for this course

For WSQ funding, please checkout the details at CASL - Generative AI for Finance and Fintech

Course Fee

$700.00 (GST-exclusive)
$763.00 (GST-inclusive)

Course Date

Course Time

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Additional Note

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

Post-Course Support

  • 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.

Cancellation & Reschedule Policy

  • 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

Course Details

What You'll Learn

Topic 1: Generative AI, Agentic AI and AI Agents in Finance

  • How Generative AI, Agentic AI and AI Agents differ
  • Finance and fintech use cases for each AI type
  • Copilot in Word and PowerPoint for finance reporting
  • Build a no-code Microsoft 365 finance agent

Topic 2: Excel Copilot for Financial Analysis and Dashboards

  • Data readiness and workbook structure for Copilot
  • Auditing Copilot-generated formulas
  • Variance analysis, visualisation and dashboards
  • Driver-based forecasting

Topic 3: SharePoint for Finance and Grounded Finance Agents

  • Finance sites, typed lists and approved libraries
  • Permissions and the approved-content boundary
  • Agents grounded on approved content that refuse rather than guess

Topic 4: Copilot Studio Workflows and Agents for Finance Automation

  • Environments, agent flows, skills and tools
  • Connecting an agent to finance data in SharePoint
  • A blocking human approval gate that fails safe

Topic 5: Multi-Agent Orchestration of Financial Work Processes

  • Supervisor and specialist agents
  • Handoff contracts between agents
  • Month-end close orchestration and where orchestration breaks

Topic 6: AI Security, PDPA and Human Oversight in Finance

  • PDPA obligations and data classification for finance data
  • Data leakage, ownership and prompt injection
  • Copilot Studio security settings and agent governance
  • Human oversight models that are real rather than decorative

Course Info

Promotion Code

Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.

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.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

TBD

Hardware: Window or Mac Laptops

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

James Lee Kin Nam is a ACTA certified trainer. James has more than 20 years of progressive training experience in both corporate enterprises and educational institutes. He is certified by Adobe as an Adobe Certified Expert, Instructor and Web Specialist. He holds an Advanced Certificate in Learning and Performance (ACLP Certified Trainer / Assessor) in adult training. He is also an MOE Registered Instructor. Graduated in the area of Computer Studies and Multimedia Development, he specializes in graphics, animation and web technologies. 
He was a former Adjunct Lecturer for Singapore Polytechnic, Web Developer for Nanyang Technological University (NTU) and Social Media & Content Specialist for Equinet Academy. He is currently an External Consultant & Training Associate at Boston Consulting Group. He has guided many users in the usage of Adobe applications and website development to achieve greater heights in their career advancement. With his knowledge and experiences, James has the ability to explain and simplify complex concepts. He will be able to make positive contributions to your learning journey.

Allen Wong is a ACTA certified trainer. He is also a seasoned digital marketing strategist, He brings over eight years of experience across diverse industries - e-commerce, events, FMCG, real estate, and finance. 300% career-wide ROAS, peaking at 1000% in events, he has generated $2M in e-commerce revenue and over $5M in sales. An AI enthusiast and industry pioneer, Allen's innovative approach to data-driven marketing drives high-impact, cost-effective results.

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