Microsoft 365 Copilot for Finance Professionals is a practical, instructor-led training course designed to help finance professionals integrate Microsoft 365 Copilot and Copilot Chat into their everyday financial workflows.

During this one-day course, participants explore how to use Copilot for essential finance activities, including budget variance analysis, month-end financial commentary, management reporting, presentation development, and finance-related communications.

The training also focuses on writing effective prompts for financial tasks, carefully validating AI-generated figures, and applying responsible AI practices when working with confidential financial information.

For corporate groups, we can organize this training as an on-site private group.

Prerequisites

Participants should meet the following requirements:

Access to Microsoft 365 Copilot Chat
A Microsoft 365 Copilot licence is recommended for scenarios involving Copilot within Microsoft 365 applications. The training can be adapted to the licences available to participants.
Working knowledge of Excel, Outlook, Word, and PowerPoint

No previous experience with artificial intelligence or coding is required.

Who Should Attend

This course is intended for finance professionals who want to improve productivity and incorporate Microsoft 365 Copilot into their daily responsibilities.

Financial Controllers and Financial Planning & Analysis (FP&A) Analysts
Accountants and Accounts Payable / Accounts Receivable Teams
Treasury and Finance Operations Professionals
Finance Managers and Finance Business Partners
Anyone working in finance who wants to integrate Copilot into everyday financial activities

What You Will Learn

By the end of this training, participants will be able to:

Identify opportunities to use Copilot throughout the financial closing, reporting, budgeting, and analysis cycle.
Develop structured, reusable prompts tailored to common finance activities.
Use Copilot in Excel to explore, interpret, and analyse financial information.
Transform financial figures into clear management commentary, executive summaries, and presentations.
Improve efficiency in finance emails, meetings, and follow-up activities using Outlook and Teams.
Apply methods for verifying AI-generated outputs and protecting confidential financial data.
Create a simple Copilot agent capable of answering questions about internal finance procedures.

Training Outline

1. Introduction and Learning Objectives

Overview of the course structure and learning activities
Introduction to practical Copilot use cases in finance
Review of the expected learning outcomes

2. Responsible AI in Finance

Principles of data confidentiality and enterprise data protection
Understanding AI accuracy limitations and hallucinations involving numerical information
The importance of the Human in the Loop approach
Essential considerations related to the EU AI Act

3. Effective Prompting for Finance

Applying the Role, Context, Task, and Format method to prompt creation
Refining prompts through iteration to improve the quality of responses
Developing a personal library of reusable finance prompts

4. Use Case 1: Financial Data Analysis with Excel

Performing budget versus actual variance analysis
Using Copilot to explain complex Excel formulas
Identifying anomalies, patterns, and trends in financial data
Presenting results through tables and charts

5. Use Case 2: Month-End Activities with Copilot Chat and Excel

Preparing a month-end closing checklist
Drafting explanations and commentary for financial reconciliations
Summarising internal financial policies and procedures

6. Use Case 3: Financial Reporting with Word and PowerPoint

Preparing monthly management commentary using financial information
Creating concise executive summaries
Turning financial results into structured management presentations

7. Use Case 4: Finance Communication with Outlook and Teams

Drafting professional emails for suppliers and stakeholders
Summarising lengthy email conversations and threads
Preparing recaps of financial closing and budgeting meetings
Identifying action items and follow-up tasks from meeting discussions

8. Use Case 5: Copilot Agents

Exploring the basic applications of Copilot agents
Building a simple Copilot agent that can respond to questions about internal finance procedures

9. Applying Copilot to Your Finance Role

Identifying practical ways to incorporate Copilot into individual finance responsibilities
Developing a personal action plan for applying Copilot after the course
Creating a personal prompt library for regular use in daily financial workflows

Hands-On Learning Approach

The course combines instructor demonstrations with practical activities to help participants apply their knowledge to realistic financial situations.

Training activities include:

Live demonstrations using a realistic fictional company, including its profit and loss statement (P&L), budget, invoices, and financial policies.
Scenario-based exercises covering each of the main use cases.
Peer review sessions to evaluate prompts and AI-generated results.
Group discussions focused on output verification and financial data protection.

Programme Design

The training programme was designed by Samuel BEN SALEM, who holds a PhD in Computer Science and works as an independent trainer specialising in Microsoft 365, Copilot, and generative artificial intelligence.

Why Choose Us

Leading UK-based global training provider since 1995.

Experience Microsoft 365 Copilot for Finance Professionals in Kazakhstan through Bilginç IT Academy's live and interactive virtual classroom environment. Join a Public course as an individual delegate or arrange a dedicated Private / In-house online training program exclusively for your organization.

Delivery Method: Online Instructor-Led
Participation Model: Public / Private (In-house)
Live and Interactive Training: Connect with your instructor in real time and actively participate through discussions, Q&A sessions, practical exercises, and group activities.
Flexible Participation: Join the training from your home, office, or any location with a suitable internet connection.
Expert Trainer Network: Learn from experienced trainers with strong industry backgrounds and practical field expertise.
Over 30 Years of Training Expertise: Benefit from Bilginç IT Academy's professional training experience since 1995.
Worldwide Access: Join our live virtual classrooms from Kazakhstan or anywhere else in the world, or arrange a dedicated online training program for your organization.

Experience Microsoft 365 Copilot for Finance Professionals through face-to-face Classroom Based training in Kazakhstan. Training can be delivered as a Public course open to individual delegates or as a dedicated Private / In-house class for your organization.

Delivery Method: Classroom Based
Participation Model: Public / Private (In-house)
Face-to-Face Learning: Interact directly with your instructor and fellow delegates in an engaging classroom environment.
Experienced Trainers: Learn from specialists with extensive industry experience and practical real-world knowledge.
Professional Training Environment: Attend training in comfortable, well-equipped classrooms designed to support effective learning.
Practical Learning: Depending on the course, reinforce your knowledge through hands-on exercises, scenarios, case studies, and instructor-led activities.

Arrange Microsoft 365 Copilot for Finance Professionals in Kazakhstan as a dedicated Onsite training program for your organization. Bilginç IT Academy trainers can deliver the training at your office or another location of your choice, with the program planned around your team's requirements and business objectives.

Delivery Method: Onsite
Participation Model: Private (In-house)
Training at Your Preferred Location: Organize the training at your company's office or another location selected by your organization.
Tailored Course Content: Adapt the training program to your projects, team structure, existing skill levels, and specific business requirements.
Team-Focused Learning: Develop your team around a shared knowledge base while strengthening internal collaboration and knowledge transfer.
Flexible Scheduling: Plan the training dates, location, and program according to your organization's operational requirements.
Worldwide Onsite Delivery: Arrange the training in Kazakhstan or at another preferred location worldwide. Bilginç IT Academy trainers can travel to your selected location to deliver the dedicated training program.

Microsoft 365 Copilot for Finance Professionals Training in Kazakhstan