Finance expertise. Practical AI skills. Human judgment.
AI training for finance professionals and teams
Build practical AI skills for financial modeling, research, analysis, and communication—grounded in finance expertise and human judgment. Discuss live AI instruction for your team, or strengthen your fundamentals through Pillars Online and Publics.
AI is changing everything, and nothing
AI is transforming how work gets done. But it has not changed what makes work valuable: knowledge, judgment, and the ability to ask the right questions. Discover how to use AI to work faster without sacrificing the expertise that drives better decisions.
Live AI instruction
Bring AI into the finance work your learners already perform. A private program can be delivered in person or by webinar and shaped around your team's roles, experience, workflows, approved tools, and policies.
- Practice document-heavy research, modeling, presentation preparation, and quality review rather than generic examples.
- Work with ChatGPT, Claude, Microsoft Copilot, approved native integrations, or structured API workflows where appropriate.
- Ask questions and receive instructor feedback in real time while building a repeatable process for checking AI-supported work.
Our instructors combine finance expertise with current AI practices so learners know what to ask, how to test the response, and when human judgment must prevail. We respond to private-training inquiries within one business day.
Pillars Online
Build the accounting, Excel, modeling, and valuation skills you need to assess AI output through focused on-demand courses and bundles.
- Learn at your own pace and revisit lessons when you need them.
- Strengthen finance fundamentals so you can identify weak assumptions and AI errors.
- Develop the judgment to direct AI effectively instead of accepting an answer at face value.
Publics courses
Publics courses are scheduled, live online sessions led by an experienced finance instructor and attended by professionals from different organizations. Because the webinar is shared, Publics can offer expert instruction at a lower cost than a private engagement.
- Ask questions and receive answers from the instructor in real time.
- Benefit from the questions and perspectives of other participants.
- Choose a focused topic and date without arranging a private group program.
See the Publics catalog for current topics, dates, availability, and per-course pricing.
Apply AI to the work finance professionals do
Start with the tasks your team needs to perform. We can discuss a training program around these areas and agree the tools, exercises, and learning objectives with you.
Financial modeling and Excel Explore how AI can assist with formulas, model explanations, scenario analysis, and error review. Practice testing assumptions and reconciling outputs to the underlying financial statements.
Research and document-heavy work Structure questions, summarize permitted source material, compare findings, and trace conclusions back to evidence. Recognize unsupported claims and gaps that need further investigation.
Presentations and financial communication Turn analysis into clear commentary, presentation outlines, and management questions. Review the figures, context, and tone before sharing a deliverable.
Responsible use and repeatable workflows Work with ChatGPT, Claude, Microsoft Copilot, approved native integrations, or structured APIs as appropriate. Define the task, provide suitable context, set review points, document the result, and follow your organization's rules for confidential information.
Training shaped around your learners
For businesses: Discuss in-person or webinar-based AI instruction for analysts, associates, and experienced finance teams. Connect the program to your existing training goals, approved technology, and day-to-day work.
For schools: Combine finance fundamentals with thoughtful AI use to help students prepare for internships and their first professional roles.
For individuals: Strengthen your technical finance skills through Pillars Online, explore scheduled Publics, or contact us about personalized live instruction.
Pillars has delivered AI instruction for investment bankers, private equity professionals, corporate finance teams, equity research, administrative roles, consultants, and restructuring professionals. Our approach connects financial theory to practical work through live, webinar-based, and on-demand learning.
Questions about AI training for finance
Choose a starting point that fits your experience, your team, and the work you need to do.
What is AI training for finance professionals?
AI training for finance professionals focuses on applying AI to tasks such as financial analysis, modeling, research, and communication. A useful program also develops the finance knowledge and review habits needed to check the output and recognize its limitations.
Can Pillars combine AI instruction with traditional finance training?
Yes. Talk to us about combining practical AI instruction with accounting, Excel, financial modeling, and valuation topics. We will help define the objectives and delivery format for your learners.
Which AI tools should our team use in training?
Tell us which tools your organization permits and what your team needs to accomplish. If you use ChatGPT, Microsoft Copilot, Claude, or an internal platform, include that in your inquiry so we can discuss the appropriate program scope and setup.
Do I need finance or AI experience before starting?
The right starting point depends on your role and current skills. Beginners can build core finance knowledge through Pillars Online or Publics. For a custom live program, tell us about your learners' experience so we can agree suitable prerequisites and exercises.
How do I buy an on-demand course or book a public course?
Visit Pillars Online to compare current on-demand courses and bundles, or Publics to see scheduled live training. Each listing provides its available enrollment or purchase options. These catalogs include finance fundamentals; check the individual syllabus for any AI content.
How do I arrange live AI instruction?
Use our business training inquiry form to tell us your audience, approximate group size, goals, preferred format, and approved tools. We can then discuss a suitable program. For an individual inquiry, use Get in touch.
How is responsible AI use addressed?
Discuss your firm's policies with us when planning the program. Relevant topics include verifying sources and figures, recognizing fabricated or incomplete answers, protecting confidential information, and retaining human responsibility for decisions. Use public or approved sample data for exercises.
Build the right AI training plan
Not sure which path fits? Tell us who you are training, the finance work they do, the tools and policies they use, and the outcome you want.
In a short conversation, we can recommend the right mix of private live instruction, Pillars Online, and Publics courses—and give you a clear next step.