Corporate training · Malaysia
Applied AI for Financial Services
Day 1 gets everyone working with AI on their daily tasks. Day 2 puts it on finance work: financial reports into clean spreadsheets, recurring files cleaned by a script, many accounts on one view, and committee papers in your company's own style. Built for banks, insurers, takaful operators, fund managers and corporate finance teams.
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Who this is for
Day 1 is for anyone starting out with AI, in any department. Day 2 is for finance-facing teams: finance and accounts, investment, risk, actuarial, credit, product, operations and internal audit. Conventional or Islamic. Every exercise runs on public documents and sample data, so nothing confidential needs to leave the building.
What your team will build
- A prompt method that works the same every time, practised on their own emails, memos and documents
- A one-page data rule for the team: what can go into an AI tool, what stays out, and why
- A financial report turned into a clean spreadsheet, with a check that every total ties back to the source
- One recurring file cleaned by a script: describe it in plain English, AI writes it, you test and rerun it
- One view of many accounts: holdings, products, branches or counterparties on a single dashboard
- A committee paper in your company template and house tone, every number traceable
- A checking habit: the numbers AI makes up, the figures it mixes up, and a checklist to catch both
The curriculum
- 01Day 1: How AI works and where it goes wrong, responsible use, the prompt method3 hrs
- 02Day 1: Everyday work lab, saved instructions and a team prompt library4 hrs
- 03Day 2: Financial report to spreadsheet, analysis you can defend, recurring-file scripts3 hrs
- 04Day 2: One view of many accounts, committee-ready output, agent demo, showcase4 hrs
See the PDF for the full schedule, learning objectives, methodology and trainer profile.
Before you book
How much does this programme cost?
We quote this programme based on group size, delivery and customisation. Your quotation confirms the fee and whether software licences, travel and any applicable taxes are included. The separate RM 10,500/day AI Transformation Programme is a different offer.
Is this programme HRD Corp claimable?
This programme is offered as HRD Corp claimable for eligible Malaysian employers. Confirm the exact registered programme and applicable conditions with us before submitting an application. We provide the course outline, trainer profile and quotation documents.
What should participants prepare?
A laptop, an approved AI tool (Copilot Chat, ChatGPT or Claude) and desktop Excel, and a non-sensitive example of the work they want to improve. We confirm account access and IT requirements before delivery.
Can you tailor the exercises?
Yes. Tell us about the team's roles, tools, experience and desired output. We agree the exercises and scope before confirming the programme.
Plan the next step for your team.
Get the outline, share it with your team, then ask us for a tailored quotation.