AI for CFOs: Strategic & Operational Mastery

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LIFETIME ACCESS

ZERO-CODE IMPLEMENTATION

The only AI program built specifically for the CFO office combining SMU-grade academic rigor with 47+ ready-to-use toolkits, 170+ production-ready Claude prompts, and 9 practitioner-led modules. Taught by Alankar Joshi, Affiliate Faculty at the Singapore Management University (SMU) CFO Programme.

SGD 999 (~USD 740)

SGD 1,299

INTRODUCTORY OFFER — SAVE SGD 300

Enroll Now & Get Instant Access →Download the Full Course Brochure (PDF)

✳ 30-Day Money-Back Guarantee · 🔒 256-Bit Secure Checkout · ♾ Lifetime Access & Free Updates

IS THIS PROGRAM RIGHT FOR YOU?

Built for Senior Finance Leaders. No Technical Background Required.

This program is designed for finance professionals who are responsible for strategic and operational decisions not for data scientists or software engineers. If you lead a finance function and need to understand, evaluate, and deploy AI across your team's workflows, this course was built for you.

Chief Financial Officer

You are responsible for the AI agenda across the finance function. This program gives you the governance frameworks, strategic vocabulary, and practical toolkits to lead confidently from board-level AI strategy to day-to-day implementation.

Finance Director & VP Finance

You are translating corporate AI strategy into operational reality. This course equips you with the use-case frameworks, vendor evaluation tools, and team capability-building playbooks to execute that transformation.

FP&A Leader & Controller

You are the primary beneficiary of AI-powered forecasting, variance analysis, and close automation. This program covers 8 high-impact use cases directly applicable to your workflows from predictive AR analytics to IFRS journal entry automation.

Group Financial Controller

You are managing compliance, audit readiness, and governance across a complex entity structure. This course covers AI governance frameworks, COSO-aligned risk control matrices, and the regulatory landscape for AI in finance.

Finance Manager (Aspiring to Leadership)

You are building the skills that will define the next generation of finance leadership. This program accelerates your transition from technical execution to strategic AI leadership the capability gap that separates good finance managers from future CFOs.

The course is equally relevant for finance leaders in banking, manufacturing, technology, healthcare, professional services, and asset management. The frameworks and 47+ toolkits are industry-agnostic and globally applicable.

WHAT YOU WILL BE ABLE TO DO

8 Measurable Outcomes You Will Leave With

01

Select the Right AI Tools With a Defensible Framework

Apply the structured CFO AI Tool Selection Framework to assess foundation models, assistant interfaces, and workflow automation platforms and build a defensible, fit-for-purpose AI toolkit for your team.

02

Design and Deploy AI-Powered Finance Workflows Without Writing Code

Implement 8 high-impact AI use cases across FP&A, controllership, treasury, and investor relations using zero-code tools including CustomGPTs, Claude Skills, and Excel-based AI workbooks.

03

Build a 90-Day AI Adoption Roadmap for Your Finance Function

Use the AI Scaling Advisor CustomGPT and the MIT CISR AI Maturity Model to generate a board-ready, prioritized roadmap for scaling AI across your finance team with quick wins identified for the first 30 days.

04

Govern AI Responsibly Across the CFO Office

Apply the AIforCFO Governance Toolkit including the GenAI Governance Policy, AI Data Classification Policy, HITL Oversight Checklist, and Model Risk Management Standards to manage AI risk, bias, and compliance at scale.

05

Communicate Financial Insights More Powerfully Using AI

Deploy 6 specialized communication CustomGPTs including PitchPerfect CFO, CallPrep GPT, Earnings Narrator GPT, and Market Wire GPT to transform raw financial data into board-ready narratives, investor communications, and earnings commentary.

06

Assess Your Organisation's AI Maturity and Close the Gap

Complete the MIT CISR-based AI Maturity Compass assessment across 7 capability areas, identify your current maturity stage (Stage 1–4), and generate a capability-gap action plan grounded in research from 721 global companies.

07

Lead AI Transformation Across the Enterprise Not Just Finance

Apply the organizational readiness frameworks from real-world case studies (BBVA, CEMEX, Novartis) to design a people-centric, governance-aligned AI scaling strategy that extends beyond the finance function.

08

Define Your Personal CFO AI Operating Position

Complete the CFO AI Operating Manifesto a practical blueprint that clarifies your decision rights, operating cadence, and personal accountability for leading with AI in the year ahead.

THE COMPLETE CURRICULUM

9 Modules. 8 Use Cases. 47+ Toolkits Included.

The program is structured as a deliberate journey from foundational understanding through practical mastery to confident leadership. Each module builds on the last, and every concept is anchored in a real finance workflow.

This module sets the context for everything that follows. We explore why this program exists, how it was designed, and what makes it different from high-level AI strategy courses or technical boot camps. The focus is on the how step-by-step processes and hands-on tools, not passive case studies. You will leave with a clear map of the 9-module journey ahead and what you will be able to do by the end.

Toolkit Included: Course orientation guide and learning pathway map.
A jargon-free primer on AI, machine learning, and generative AI built specifically for finance leaders. We examine how Mastercard, HSBC, Alliance Bernstein, and Open AI's CFO Sarah Friar are using AI to transform forecasting, compliance, and investor relations. We also explore the new finance roles emerging in the AI age and the macro trends every CFO needs to understand before building their AI strategy.

Case Studies Covered: Mastercard, Siemens Healthineers, HSBC, AllianceBernstein, OpenAI (Sarah Friar, CFO).
We organize the AI tool landscape into six clear categories that matter for finance from foundation models to agentic AI and show how tools like ChatGPT, Claude, Perplexity, Anaplan, and HighRadius fit into specific CFO workflows. You will master the RTCFO prompting framework and learn to build CustomGPTs tailored to your finance processes. By the end, you will be able to evaluate any AI tool strategically and avoid costly hype.

Tools Covered:ChatGPT, Claude, Perplexity, Anaplan, HighRadius.

Toolkit Included: Foundation Models Selection Guide for CFO (Cheat Sheet), AI Assistant Selection Guide for Finance Leaders (Cheat Sheet).
The operational core of the program. Eight fully worked, step-by-step AI implementations across the CFO office each with the prompts, tools, and outputs you can replicate immediately: audit-ready sales data cleansing, IFRS journal entries, T&E policy redesign, predictive AR analytics, COSO risk control matrices, AI-powered company valuation, M&A target screening, and investor-grade pitch decks. Every use case is built for zero-code execution.

Tools Covered: ChatGPT (including Agent Mode), Claude, Manus AI, Shortcut AI, Julius AI.

Toolkit Included: T&E Policy Review Prompt Template, Pharma Risk Control Matrix Prompt, M&A Targeting Prompts (ChatGPT & Manus AI editions), Sales Data Audit Prompt Book, Predictive Analytics for AR Prompt Book, AR Collections Execution Playbook, AR Risk Scoring Playbook (Gradient Boosting Edition), IFRS Journal Entry Pro CustomGPT.
Six specialized CustomGPTs that transform raw financial data into board-ready narratives, investor communications, and earnings commentary. We cover PitchPerfect CFO, CallPrep GPT, Slide Architect, Investor Voice GPT, Earnings Narrator GPT, and Market Wire GPT applying all six in sequence to a single company's quarterly results. You will leave with a complete AI-powered communication toolkit and the judgment to use it responsibly.

Tools Covered: ChatGPT (CustomGPT platform).

Toolkit Included: PitchPerfect CFO GPT Blueprint, CallPrep GPT Blueprint, Slide Architect Blueprint, Investor Voice GPT Blueprint, Earnings Narrator GPT Blueprint, Market Wire GPT Blueprint.
How do leading enterprises scale AI from isolated pilots to enterprise-wide transformation? We examine BBVA (11,000 ChatGPT licenses, €1.65M in weekly productivity gains) and CEMEX ($30M in annual efficiencies) to identify what works. You will then assess your own organization's AI readiness using the MIT CISR AI Maturity Compass and use the AI Scaling Advisor CustomGPT to generate a board-ready roadmap for your finance function.

Case Studies Covered: BBVA, CEMEX.

Toolkit Included: AI Maturity Compass (Excel Workbook MIT CISR Research), AI Scaling Advisor CustomGPT Blueprint, Finance Workflow Automation Selection Guide (Cheat Sheet).
AI governance is a CFO-level responsibility and this module shows you exactly how to own it. Through the governance failures of Apple Card, IBM Watson, and the governance success of Novartis, we identify what separates organizations that build trust from those that destroy it. You will apply the complete AIforCFO Governance Toolkit covering policies, checklists, risk scoring, and the global regulatory landscape to real AI use cases.

Case Studies Covered: Apple Card, IBM Watson, Novartis.

Toolkit Included: GenAI Governance Policy, AI Data Classification Policy (GenAI Focus), HITL Oversight Checklist, Model Risk Management Standards GenAI, AI Third Party Due Diligence Checklist, GenAI Risk Scorecard Assistant CustomGPT Blueprint.
Everything from Modules 1–7 consolidates into a single CFO operating position on AI. The focus shifts from learning to accountability clarifying which decisions can no longer be delegated and what ultimately sits with you as CFO. You will build a defensible AI ROI framework, design a 90-day execution initiative, and complete the CFO AI Operating Manifesto: a practical blueprint defining your decision rights and personal accountability for the year ahead.

Toolkit Included: CFO AI Operating Manifesto template, AI ROI Measurement Framework.
Mastery is the starting point, not the destination. This final module shifts from capability to conviction exploring how AI will amplify your leadership style in practice. We examine the evolving CFO mandate, the power of visible decisions over grand declarations, and the signals you send through what you prioritize and stop. The module closes with a personal challenge: choose how you will lead with AI beyond the course.

The curriculum is continuously updated. All enrolled learners receive free access to new modules, use cases, and toolkits as they are added at no additional cost.

Want the full module-by-module breakdown, all toolkit details, and case study summaries in one document? Download the Complete Course Brochure (PDF) →

EVERYTHING INCLUDED IN YOUR ENROLMENT

One Enrolment. A Complete AI Transformation Toolkit.

EVERYTHING INCLUDED IN YOUR ENROLMENT

9 Video Modules

Screen-recorded, use-case-driven lessons with real finance workflows

8 Fully Worked Use Cases

Step-by-step AI implementations you can replicate immediately

9 Real-World Case Studies

Mastercard, BBVA, CEMEX, Novartis, Apple Card, IBM Watson, and more

Claude Prompt Book for CFOs

170+ production-ready prompts across 13 CFO office domains

Certificate of Completion

Verified digital certificate upon completing all 9 modules

Lifetime Access & Free Updates

All future modules, toolkits, and content updates included

TOOLKIT LIBRARY 47+ RESOURCES

Claude Skills

FP&A, Controllership, Treasury, Governance

10 resources

CustomGPT Blueprints

Communication, Governance, Strategy

10 resources

Prompt Books

Sales Data Audit, Predictive AR Analytics

2 resources

Prompt Templates

T&E Policy, RCM, M&A Targeting ×2

4 resources

Cheat Sheets

Foundation Models, AI Assistants, Workflow Automation

3 resources

Playbook Guides

AR Collections, AR Risk Scoring

2 resources

AI Governance Policies

GenAI Governance, AI Data Classification

2 resources

AI Governance Checklists

HITL Oversight, Model Risk, Third-Party Due Diligence

3 resources

AI Maturity Assessment

MIT CISR-based, 7 Capability Areas

1 Excel workbook

Complete package one price, lifetime access

SGD 999 (~USD 740)

Introductory offer · Save SGD 300

Enroll Now & Get Instant Access →

YOUR INSTRUCTOR

Alankar Joshi Finance Leader, Entrepreneur & Executive Educator

Alankar Joshi is a finance leader, serial entrepreneur, and executive educator who bridges the gap between emerging artificial intelligence and practical corporate finance. He serves as Affiliate Faculty for the Financial Planning & Analysis and Long-Term Financial Planning modules within the Chief Financial Officer Programme at Singapore Management University (SMU).

Over a 25-year career spanning consulting, investing, and corporate leadership, Alankar has served as a corporate CFO, co-founded a Singapore-based HR technology startup, and established Palimala Ventures Pte. Ltd. He holds an MBA from IESE Business School and has completed all three levels of the CFA Programme.

As an executive educator, Alankar has taught and coached C-level executives in executive education programmes at the National University of Singapore (NUS), Singapore Management University (SMU), and the Asian Institute of Management. He has developed AI-powered tools across FP&A, risk management, and reporting making him uniquely qualified to help finance leaders navigate their AI transformation journey with both strategic clarity and operational precision.

His mission is direct: help finance leaders take tangible, immediate steps in integrating AI into their work cutting through technical complexity to deliver frameworks and tools that work in the real world.

Affiliate Faculty SMU CFO Programme

MBA IESE Business School

CFA Programme All 3 Levels Completed

25+ Years in Finance Leadership

Executive Educator NUS, SMU & AIM

WHAT FINANCE LEADERS ARE SAYING

Trusted by CFOs, Finance Directors, and Executive Educators

"Time-strapped finance leaders need AI training that works in the real world. This course delivers clear, practical ways to use AI across strategy, finance operations and communication."

NZ

Nilesh Zaveri

CFO & COO APAC, Warner Bros

"My experience leading AI pilots made it clear that finance teams need guidance, not just tools. This course provides the structure teams need and equips them to start getting results with AI."

BH

Balakumar H

Director & Head of Finance Operations, BP

"CFOs everywhere are grappling with AI's real impact and lack a structured way to learn it. This course cuts through the noise with a clear, practical path to understanding and applying AI to real business decisions."

AS

Abhishek Shah

Founding Partner & COO, Menyala (ex-CFO, IBM Indonesia)

"In a complex, regulated industry like mine, AI can feel overwhelming without structure. This practitioner-led program stands out for helping large finance teams build real AI readiness across the organisation."

SM

Sachin Mahajan

Business Head, Aditya Birla Sun Life Asset Management

"As someone who teaches in academia and trains executives, I was struck by how execution focused AI for CFOs: Strategic & Operational Mastery is. It moves past theory and focuses on what finance leaders can act on immediately."

SR

Shirish Rangnekar

Visiting Professor, Singapore Management University & SP Jain School of Global Management, Ex-Citi

AS

Abhishek Shah

Founding Partner & COO, Menyala (ex-CFO, IBM Indonesia)

"As someone who teaches in academia and trains executives, I was struck by how execution-focused AI for CFOs: Strategic & Operational Mastery is. It moves past theory and focuses on what finance leaders can act on immediately."

Shirish Rangnekar — Visiting Professor, Singapore Management University & SP Jain School of Global Management · ex-Citi

Frequently Asked Questions

No. The entire program is built for zero-code implementation. You will not write a single line of code. The course is designed for finance leaders who work in Excel, PowerPoint, and web browsers not for software developers. Every tool, framework, and use case is delivered in a format that a busy CFO or Finance Director can implement immediately, without any technical prerequisites.
The course is fully self-paced with lifetime access. Delivered through screen-recorded video lessons built around real use cases, the program is designed to be completed at a pace that allows you to apply each concept as you go building your own portfolio of AI projects and capabilities, rather than rushing through content. There are no deadlines, no cohort schedules, and no expiry dates. You can move through the material at the pace that fits your schedule, and return to any module or toolkit at any time.
Every enrolment is covered by the 30-Day Confidence Guarantee: request a refund within 30 days of purchase for any reason, provided you've completed less than 25% of the course and downloaded no more than 3 toolkits. That's fair to you and protects the toolkit library. Email connect@aiforcfo.com and we'll process it promptly.
Yes. All enrolled learners receive free lifetime updates to the course content, toolkits, and the Claude Prompt Book as AI tools and best practices evolve. New use cases are added approximately every two months, driven by learner community feedback. Given the pace of change in generative AI, this commitment ensures your investment today remains relevant and actionable as the landscape shifts.
Yes. All toolkits are designed to integrate with the tools finance teams already use. The Claude Skills and CustomGPTs work within Claude and ChatGPT no new enterprise software required. The Excel-based workbooks use standard formulas compatible with Microsoft 365 and Google Sheets. No ERP integration, API configuration, or IT department involvement is needed to get started.
Yes. Organizations enrolling five or more team members qualify for preferred group pricing and dedicated onboarding support. We can also design customized cohort programs with private workshops, tailored use-case development, and direct advisory sessions with Alankar Joshi. To discuss corporate licensing or receive an enterprise proposal, contact us at connect@aiforcfo.com.

ENROLMENT NOW OPEN

Get Instant, Lifetime Access to the Complete Program

9 practitioner-led video modules with real finance use cases
47+ ready-to-use AI toolkits (Claude Skills, CustomGPTs, Excel workbooks, governance policies)
170+ production-ready Claude prompts across 13 CFO domains
All future updates, new modules, and new toolkits free, forever
Verified digital certificate of completion

SGD 999 (~USD 740)

SGD 1,299

INTRODUCTORY OFFER — SAVE SGD 300

Enroll Now & Get Instant Access →

✳ 30-Day Money-Back Guarantee · 🔒 256-Bit Secure Checkout · ♾ Lifetime Access & Free Updates · 📜 Certificate of Completion

Have a question before enrolling? Contact us at connect@aiforcfo.com