AI for CFOs: Strategic & Operational Mastery

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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

Group Financial Controller

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

mplement 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, AllianceBernstein, and OpenAI'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

“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.”

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

"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

BH

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

FAQ

Common questions about the challenge.

Everything you need to know before you register.

A free 10-day programme where one production-grade Claude prompt is shared publicly on LinkedIn each day. Each prompt covers a different domain of the CFO office — from FP&A and Controllership to M&A and CFO Leadership. Finance executives are invited to test the prompt with their own data and share their results.
A CFO-grade prompt is a structured AI instruction built with five components: a precise Task, a list of Context Files, a Success Brief (what good output looks like), Finance Rules (binding governance instructions), and an optional Execution Gate (a structured pause before analysis begins). These components eliminate the failure modes of informal AI requests in a finance context.
No. All 10 prompts are shared free on LinkedIn. The 10-prompt bundle PDF is also free — download it by registering your email above. The full 170-prompt book (257 pages, 13 CFO domains) is available as part of the AIforCFO course.
You need access to Claude (claude.ai). A free Claude account is sufficient to test most prompts. For prompts involving large context files (e.g. the Annual Budget or 13-Week Cash Flow prompts), a Claude Pro subscription is recommended for the extended context window.
Course members already have access to the full 170-prompt book — all 257 pages across 13 CFO domains — as part of their enrolment. Log in to your course dashboard to access it. The 10-day challenge is a public preview of the book's content.
Generic prompts ask Claude to 'analyse my financials.' CFO-grade prompts specify the exact output format, name the intended reader, define what good looks like, embed binding Finance Rules that prevent fabrication and hedge language, and include an Execution Gate that catches data gaps before the analysis begins. The difference in output quality is significant.
The prompts are designed and tested for Claude. The Finance Rules and Execution Gate architecture leverages Claude's instruction-following capabilities. Most prompts will work with GPT-4 or Gemini, but the governance architecture is optimised for Claude.
The Claude Prompts for CFOs book launches on 22 June 2026. Register your email to receive a launch-day notification and early access details.

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