Fees: US$300 per delegate for 3-day programmes and US$200 per delegate for 2-day programmes. Group bookings receive a 20% discount. Ask us for the Claude in Excel for Finance fee, for the next intake of any programme, and for details of the AI automation and agent development programmes.
Finance, Treasury and Credit Risk
Develop specialist capabilities in financial modelling, treasury management and credit risk. IRRBB, liquidity risk, deposit modelling, IFRS 9, PD, LGD, credit scoring and model validation.
Professional Training
Develop practical capabilities in expected credit loss modelling under IFRS 9.
What you will learn
IFRS 9 staging and significant increase in credit risk (SICR) PD, LGD and EAD modelling Macroeconomic scenarios and scenario weighting 12-month and lifetime ECL calculation ECL reconciliation, sensitivity analysis and reporting
Practical modelling with Python and AI-assisted development
Use AI tools, including Claude Code, to accelerate model development, testing and documentation.
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Professional Training
Develop practical capabilities in building and calibrating credit risk parameters.
What you will learn
PD scorecard development LGD modelling from recovery and collateral data EAD and credit conversion factors Model calibration and performance testing Model documentation and governance
Practical modelling with Python and AI-assisted development
Use AI tools, including Claude Code, to accelerate model development, testing and documentation.
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Professional Training
Develop practical capabilities in building credit scorecards from raw data.
What you will learn
Data profiling and Weight of Evidence transformation Feature engineering and logistic regression Scorecard performance: ROC, KS and Gini Reject inference and cut-off selection Deployment and governance documentation
Practical modelling with Python and AI-assisted development
Use AI tools, including Claude Code, to accelerate model development, testing and documentation.
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Professional Training
Develop practical capabilities in scoring thin-file and no-history borrowers.
What you will learn
Mobile money and airtime data preparation Feature engineering and leakage prevention Low-default-portfolio techniques Scorecard performance and stability Reporting for regulators and investors
Practical modelling with Python and AI-assisted development
Use AI tools, including Claude Code, to accelerate model development, testing and documentation.
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Professional Training
Develop practical capabilities in modern treasury and balance sheet modelling.
What you will learn
Liquidity risk modelling Interest Rate Risk in the Banking Book (IRRBB) Non-Maturity Deposit (NMD) modelling Economic Value of Equity (EVE) sensitivity Asset and Liability Management (ALM)
Practical modelling with Python and AI-assisted development
Use AI tools, including Claude Code, to accelerate model development, testing and documentation.
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Professional Training
Develop practical capabilities in planning, forecasting and management reporting.
What you will learn
Driver-based budgeting Rolling forecasts and scenario analysis Variance analysis against budget and prior period Board-ready reporting packs Documented models, ready for month-end
Practical modelling with Python and AI-assisted development
Use AI tools, including Claude Code, to accelerate model development, testing and documentation.
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AI for Finance and Business
Apply AI to financial analysis, business processes and institutional operations. AI applications, process automation and agent development for finance teams and institutions.
Professional Training
Develop practical capabilities in applying AI to financial analysis, modelling and reporting.
What you will learn
AI-assisted financial analysis in Excel Cash flow, working capital and exposure analysis Forecasting, budgeting and scenario analysis Management dashboards and reporting packs Professional judgement over AI-generated analysis
AI as a practical working tool
Work with Claude in Excel and Claude Code on real finance questions, then review and document the results.
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Professional Training
Develop practical capabilities in automating finance and operations workflows with AI.
What you will learn
Mapping and prioritising processes for automation Automating recurring finance and reporting workflows Credit and operations process automation Controls, approvals and audit trails Handover, documentation and ongoing maintenance
AI-assisted automation in practice
Use AI tools, including Claude Code, to design, build and document automated workflows around your own processes.
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Professional Training
Develop practical capabilities in designing and deploying AI agents for finance and risk workflows.
What you will learn
Choosing workflows suited to AI agents Designing agents around your data and controls Building and testing tool-using agents Governance, approval steps and human oversight Deploying agents and supporting your team after handover
Agent development with Claude Code
Use Claude Code and agentic workflows to build, test and document agents around your institution's data and controls.
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Scheduled programmes in AI Applications for Finance Professionals
Professional Training
Develop practical capabilities in applying agentic AI to everyday treasury questions.
What you will learn
Cash flow forecasting with scenario ranges Working capital analysis FX and interest rate exposure Automated treasury reporting Treasury judgement over AI-generated analysis
Agentic AI in practical treasury work
Direct Claude Code in plain language to plan, build and document each analysis.
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Professional Training
Develop practical capabilities in AI-assisted financial analysis and modelling inside Excel.
What you will learn
Financial data preparation and validation Excel formulas for real finance problems Financial statement analysis and dashboards Budgets, forecasts and scenario models Workflow automation and reporting
Built inside Excel with Claude in Excel
Claude generates and explains every formula, lookup and check as you build.
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Data Analytics and Statistical Modelling
Develop practical analytical skills for business and financial decision-making. Forensic testing, statistical red-flag detection and analytics workflows.
Professional Training
Develop practical capabilities in forensic testing of financial data.
What you will learn
Journal entry and payment testing Statistical red-flag detection, including Benford's Law Financial statement fraud indicators Documenting findings for investigation and audit Forensic judgement over flagged results
Agentic AI in practical forensic testing
Ask the question in plain English. Claude Code plans, codes and reports. You review, interpret and approve.
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How we teach. Every programme uses Python and AI-assisted development. You direct the tools in plain language, and you make the judgement calls.