Upskill your finance teams on AI.
£25 per person per day.
Role-specific AI training for analysts, traders, risk, compliance and operations — built on top of 11 years of ACCA / CIMA / AAT content. Daily platform access, optional live workshops, dedicated success manager. From 5 seats.
4.5/5 on Trustpilot · 500+ finance teams trained · ACCA Gold Approved
Why banks need AI training this year.
Co-pilot is in every Office tenant. Traders are using ChatGPT to summarise filings. Risk teams are testing LLM-based AML triage. None of it is governed. None of it is taught. Your people are learning AI from YouTube tutorials and getting it wrong.
87%
use AI without policy
Of banking staff have used a public AI tool at work in the last 12 months — the vast majority outside any internal governance.
£42K
average L&D budget per FTE
For UK FS firms, with mandatory CPD on top. £25/day workshops fit inside this without needing exec sign-off.
3×
faster delivery vs consultancy
£25/day platform access starts Monday. A Big-4 AI consulting engagement starts in Q3 and costs 30× more.
Role-specific. Not generic.
A compliance officer and a credit analyst have nothing in common in their AI use cases. Generic 'AI for finance' content doesn't land in banks. Five role tracks, each with its own tools, use cases and learning path.
Credit Analysts
Financial modelling, credit scoring, underwriting automation, covenant monitoring.
- AI-assisted financial modelling
- Credit memo drafting
- Covenant monitoring at scale
- Loan-doc data extraction
Traders & Front Office
Market analysis, trade ideation, real-time data synthesis, news summarisation.
- Bloomberg/news summarisation
- Trade-idea generation prompts
- Earnings-call extraction
- Real-time signal stacking
Risk & Compliance
Regulatory document analysis, AML/KYC automation, risk reporting, policy Q&A.
- Regulator-doc summarisation
- AML/KYC narrative drafting
- Internal policy Q&A bots
- EU AI Act compliance
Finance & Operations
Excel automation, management accounts, FP&A, board reporting.
- Co-pilot in Excel patterns
- Variance commentary drafting
- Board-pack first-pass
- Forecast narrative writing
Relationship Managers
Client briefing prep, pitch decks, CRM note generation.
- Pre-meeting brief generation
- Pitch-deck drafting
- CRM call-note automation
- Client-news monitoring
Self-paced platform + optional live workshops.
Self-paced daily access
- Platform access for the day
- Pick from all 5 role tracks
- Async tutor support via WhatsApp
- CPD-verifiable completion certificates
- Progress dashboard for L&D admin
From 5 people · volume breakpoints at 25 / 100 / 250 seats
Workshop + access
- Everything in Daily Access
- Live workshop facilitated by a finance-AI specialist
- On-site or via Zoom/Teams
- Role-specific case-work with your real workflows
- Recording included for absentees
Most popular for first-time buyers
Bespoke programme
- For larger teams (100+ seats) or specific compliance constraints
- Co-built curriculum, white-label delivery
- Dedicated success manager
- Multi-cohort scheduling
Quotes typically land within 48 hours
AI on top of finance expertise — not the other way around.
Generic AI trainers don't know what a covenant breach looks like. We've trained 100,000+ finance professionals for ACCA, CIMA and AAT. When we teach AI for credit analysts, we're teaching it to people who already understand credit. That makes the training stick.
11 yrs
Training finance pros
100,000+ ACCA / CIMA / AAT learners. We know how finance people learn.
5
Role tracks
Not 'AI for everyone' — analysts vs traders vs compliance get different content.
14+
Regulator-recognised
CPD verifiable for ACCA, ICAEW, CIMA, AAT, CPA AU/CA, NASBA + more.
£25
Per person per day
Fits an L&D manager's discretionary budget without escalation.
From qualified professionals.
Common questions, plainly answered.
Talk to us
Book a 20-min demo.
No sales-loop. We'll walk you through one role track in detail, share a sample workshop deck, and quote your cohort in the same call. Most demos lead to a small pilot the same week.
- Reply within 1 working day
- No procurement-deck cold-emails
- Reference clients on request