2-DAY CORPORATE TRAINING PROGRAMME

Prompt Engineeringfor Finance Professionals

Transform Financial Analysis & Reporting.

A practical, hands-on programme built specifically for Finance professionals — learn to use Generative AI and the RCCT framework to analyse financial reports, work with Excel, generate management commentary, and support FP&A, audit and compliance workflows, all while maintaining accuracy and financial controls.

Next Batch Starts: [Update Date]
Ask on WhatsApp
No programming knowledge required. Beginner-friendly & immediately applicable.
2 Days
INTENSIVE PROGRAMME
14
CORE MODULES
Finance professionals reviewing financial charts and using AI on a laptop
10
HANDS-ON LABS
RCCT
PROMPT FRAMEWORK
Current intake: 15 seats left for this cohort — update this weekly
2 Days
PROGRAMME LENGTH
Intensive, hands-on corporate training
14
CORE MODULES
From GenAI basics to AI governance
10
PRACTICAL LABS
Workplace-ready Finance deliverables
VILT + Classroom
DELIVERY MODES
Choose the format that fits your team
Prompt→Financial Data→Analysis→Validation→Insight→Report→Decision Support
WHY THIS PROGRAMME

Built specifically for how Finance teams think and work.

Where a general Prompt Engineering course teaches AI across business functions, this specialised programme focuses on how Finance professionals can think, analyse, report, and work with financial information using prompt engineering — covering budgeting, forecasting, management reporting, audit, risk, and compliance.

The RCCT Framework
Role, Context, Constraints, Task — a structured method to build strong, finance-specific prompts.
Financial Document Intelligence
Summarise reports, extract figures, risks and assumptions from annual reports, budgets and audit papers.
Excel + AI Analysis
Generate and troubleshoot formulas, clean data and produce variance and trend analysis faster.
Finance professional analysing financial data and reports on a tablet
Prompt Engineering for Finance in progress
Analysis. Validation. Insight.
WHO SHOULD ATTEND

Designed for anyone who works with financial information.

No coding background needed — just familiarity with your finance function.

Finance ManagersAccountantsFinancial AnalystsManagement AccountantsFP&A ProfessionalsFinance ExecutivesAccounts Payable/Receivable TeamsControllersAuditorsTax ProfessionalsTreasury ProfessionalsBusiness Finance Professionals
PROGRAMME CURRICULUM

14 Modules Across 2 Days — From GenAI Basics to AI Governance

Tap any module to see what's covered.

D1
Prompt Engineering & Financial Analysis
Modules 1 – 7
1Introduction to Generative AI for Finance
GenAI and LLM basics, capabilities and limitations in Finance, AI as a productivity assistant, financial data confidentiality, hallucination risk, and human-in-the-loop validation.
2Understanding LLMs for Finance Professionals
How LLMs process financial questions, tokens and context windows, model limitations, and choosing the right AI tool for a Finance task.
3Prompt Engineering Fundamentals for Finance
Weak vs. strong prompts, common mistakes — missing context, missing assumptions, ambiguous questions — and defining audience, terminology and reporting period.
4RCCT Framework for Financial Prompting
Role, Context, Constraints, Task — building complete finance prompts, with weak vs. strong RCCT examples.
5Advanced Prompting Techniques
Zero/one/few-shot, iterative prompting, prompt chaining, role- and constraint-based prompting, structured-output prompting, and asking AI to show assumptions or state uncertainty.
6Financial Document Intelligence
Working with annual reports, budgets, forecasts, audit reports and board papers — summarising, extracting figures/risks/assumptions, and creating executive briefings.
7AI-Assisted Financial Analysis
Revenue, cost, profitability, margin, cash-flow and working-capital analysis; budget vs. actual, variance, trend and ratio analysis.
D2
AI-Powered Finance Workflows
Modules 8 – 14
8Excel & Financial Data Analysis with AI
Formula generation, explanation and troubleshooting; data cleaning and classification; lookup formulas, pivot tables, and prompting for Excel-based analysis.
9Budgeting, Forecasting & FP&A
Budget and forecast preparation, rolling forecasts, best/base/worst-case and sensitivity scenarios, and AI-assisted FP&A commentary and briefings.
10Financial Reporting & Management Reporting
Monthly/quarterly/year-end reports, KPI reporting, explaining variances, and generating audience-specific reports for Managers, CFOs, CEOs and Boards.
11AI for Accounting, Audit, Risk & Compliance
Invoice and payment analysis, ageing and reconciliation support, audit document summarisation, risk identification, and compliance checklist generation.
12Finance AI Assistants & Knowledge Management
Building reusable Finance prompt templates and assistants — reporting, budget analysis, management briefing, audit support and knowledge assistants.
13Responsible AI, Financial Controls & Governance
Handling confidential financial data, avoiding hallucinated figures, human approval, auditability, source verification, and AI governance principles for Finance.
14Finance AI Capstone Workshop
End-to-end Monthly Financial Performance Review — from raw data to a complete CFO/CEO briefing with KPI and risk summaries.
HANDS-ON PRACTICAL LABS

10 labs. Real Finance scenarios. Workplace-ready outputs.

LAB 01
Prompt Fundamentals
Improve weak Finance prompts using RCCT.
LAB 02
Document Intelligence
Extract figures, risks, trends & assumptions from a report.
LAB 03
Budget vs Actual
Analyse a budget dataset and generate variance commentary.
LAB 04
Excel + AI
Generate formulas and identify financial trends.
LAB 05
Financial Reporting
Generate a management report from financial data.
LAB 06
Forecasting & Scenarios
Prompts for base, optimistic & conservative scenarios.
LAB 07
Audit & Risk
Identify exceptions and risks in a Finance dataset.
LAB 08
Executive Briefing
Convert analysis into a CFO/CEO briefing.
LAB 09
Finance AI Assistant
Build a reusable Finance AI assistant.
LAB 10
Capstone
End-to-end monthly financial performance review.
MEET YOUR TRAINER

Thayanithy Jegan

Chief Technology Officer · AI & Digital Transformation Consultant · HRD Corp Certified Trainer with over 28 years of experience in software engineering, enterprise technology, and AI adoption. Certified Machine Learning Expert (CMLE) bringing hands-on, real-world business focus to every session.

CMLE Certified
HRD Corp Certified Trainer
CTO, Thulija Technologies
Thayanithy Jegan, Chief Technology Officer and HRD Corp Certified Trainer at Thulija Technologies
Thayanithy JeganCTO, Thulija Technologies
COURSE FEE

Invest in skills that pay off from day one

Choose the registration option that suits you or your team.

Regular Price
Standard registration
RM 2,600 /pax
Early Bird
Early Bird Price
Register early & save
RM 2,500 /pax
Group Pricing
3 pax or more
RM 2,450 /pax
Programme includes
  • 2 Days Instructor-Led Training
  • Hands-On AI Labs
  • Training Materials
  • Prompt Templates
  • 3 Months Coaching
  • 1 Year eLearning Access

Contact us for individual, corporate and group pricing.

HOW IT WORKS

From enrolment to a certificate — made simple.

01

Enrol

Submit the form or WhatsApp us your team's details.

02

Confirm details

We confirm your dates, delivery mode and any customisation.

03

Attend the 2-day programme

14 modules and 10 hands-on labs, VILT or classroom.

04

Complete the capstone

Finish the end-to-end financial review workshop & receive your certificate.

DELIVERY & METHODOLOGY

Practical, Finance-focused, and immediately applicable.

Virtual Instructor-Led Training (VILT)
Classroom-Based Instructor-Led Training
Live demos, guided practice & scenario-based labs
No programming knowledge required
QUESTIONS

Everything you need to know before enrolling.

Do I need any programming or technical background?+

No. The programme is beginner-friendly and designed for Finance professionals — no coding or prior AI experience is required.

Is this different from the general Prompt Engineering course?+

Yes. This programme focuses specifically on Finance workflows — financial analysis, Excel, FP&A, reporting, audit and compliance — using the RCCT framework built for financial prompting.

What will I be able to do after the programme?+

You'll be able to build strong Finance prompts, analyse financial documents and datasets with AI, generate management reports and briefings, and apply appropriate validation and governance practices.

How is confidential financial data handled?+

Module 13 is dedicated to responsible AI, financial controls and governance — covering confidentiality, data retention, human approval and auditability.

Can this be delivered for our team only?+

Yes, both VILT and classroom-based sessions can be arranged as a private corporate cohort. Contact us for scheduling and pricing.

CORPORATE TRAINING CONSULTATION

Bring this programme to your Finance team.

Our team will walk you through the curriculum, delivery modes, and help you schedule a cohort for your organisation.

🛡 Free to enquire⏱ Reply within 24 hrs🤝 Custom cohorts available
Chat on WhatsApp
Quick questions? We're here.
Finance professional ready to enrol in Prompt Engineering for Finance Professionals training
Corporate Training Programme

Bring this programme to your Finance team.

Fill in your details and our team will guide you through scheduling, delivery mode and enrolment.

Free to enquire
Reply within 24 hrs
Custom cohorts available
Only 15 seats left this intake
GET STARTED TODAY

Ready to upskill your Finance team?

Fill in your details below and our team will contact you to guide you through programme details, scheduling and enrolment.










    Enquiry submitted successfully!Our team will contact you within 24 hours.
    Your information is safe. No spam, ever.
    NEXT COHORT STARTING SOON — LIMITED SEATS PER INTAKE

    Ready to bring AI-powered Finance skills into your next role?

    Join Finance professionals who've upskilled with prompt engineering built for financial analysis, reporting and decision support.

    ⏱️2 Days · 14 Modules
    💻10 Hands-on Labs
    🏛️VILT & Classroom
    📊RCCT Framework
    🧮Excel + AI Analysis
    📜Completion Certificate
    ⚡ Limited Seats

    This cohort is filling up fast

    Seats for this intake are going quickly. Reserve your team's spot now — it only takes 2 minutes.