AI-Driven CFO Course
The "The AI-Driven CFO" masterclass by Institute of Corporate and Taxation (ICT) is an advanced, agent-driven training program designed for financial leadership to transition from routine data production to high-level strategic modelling. This masterclass focuses on leveraging Claude’s finance agents within Cowork to automate routine finance tasks, allowing CFOs and finance directors to focus on shaping business decisions and interrogating data.
AI-Driven CFO Course
This executive programme is built around specialised, task-focused AI agents that run within Claude Cowork. Participants will learn to enable, orchestrate, and govern these agents to perform complex finance tasks—from building 3-statement models and DCF valuations to conducting scenario planning and budget variance analysis. Led by practitioner Talha Mehmood, the course ensures participants leave with a practical playbook for implementing AI across their finance functions, ensuring responsible use with appropriate governance and audit trails.
Course Benefits
Discover the advantages of this course and how it can help you achieve your professional goals, expand your expertise, and create new career opportunities.
Agent Orchestration: Learn to enable and match Claude’s finance agents to specific tasks, including modelling, valuation, and forecasting.
Strategic Capability: Shift focus from past-reporting to future-modelling with agent-supported 3-statement models, DCF analysis, and comparable-company benchmarks.
Efficiency & Narrative: Master the creation of board-ready pitch decks, sensitivity analyses, and coherent scenario planning.
Technical Accounting: Implement IFRS 16 and quantify its impact on key accounting ratios with AI assistance.
Governance & Control: Apply data privacy and audit trails to ensure all AI-generated outputs are reviewed and signed off by qualified professionals.
Course Outline
Part A:
Foundations of the AI-driven finance function, governance, and agent orchestration.
Part B:
Financial modelling, DCF valuation, comparable-company analysis, and board-ready deck building.
Part C:
Forward-looking analysis including what-if/sensitivity analysis, scenario planning, cash flow forecasting, and budget preparation.
Part D:
IFRS 16 implementation and boardroom narrative development for investor relations.
Executive AI-Driven CFO Certification
Upon completion of the 13 modules and the comprehensive capstone project, participants demonstrate command over finance agents and the judgment to use AI responsibly in financial leadership roles.
