Online AI program for finance
Master the AI tools that are transforming finance
The technological world is advancing towards a new era of AI and only pioneers will lead the business future. In the financial sector, AI will give rise to new professional and business opportunities.
As a financial professional, master the tools that are transforming AI (such as ChatGPT, BingAI or Copilot) and become the profile that finance companies need with a program certified by Founderz, Barcelona Finance School and Microsoft.
The program has a duration of 90 hours. You will have access to the platform for 3 months to adapt your self-study to your own pace.
*Valid as 15h of recertification for EIP, EFA and EFP certifications from EFPA Spain.
What will you achieve?
The teaching team, made up of professionals in the different areas of this Master's, will boost your learning. Through online self-study you will achieve:
AI Tools
You will gain professional knowledge of the tools that are transforming AI as we know it, such as BingAI, ChatGPT, Dall-e/Midjourney and Microsoft Copilot.
Finance and AI
You will acquire a vision of finance to apply the unlimited opportunities of AI in the financial sector to lead the next digital revolution.
Practical experience
You will learn through practical experience to enhance your financial knowledge and skills with no-code tools, without the need to program.
Who is it for?
This program is aimed at any financial professional who wants to delve into the tools and capabilities that generative AI is providing. It is especially designed for financial advisors, although any professional in the financial industry will be able to acquire very useful knowledge and skills to integrate AI tools into their work.
Where will you be able to work?
You will be able to perform the functions of a financial advisor or any position within the financial sector more efficiently and with a higher degree of quality and professionalism.
Over 30 years leading financial education
Learnability
We promote, facilitate, and enhance your ability to learn quickly and effectively. We adapt to new situations and maintain a continuous improvement mindset.
Employability
We develop the skills and competencies to obtain, maintain, and enhance your professional profile in a competitive and ever-changing market
Glocality
We combine global and local perspectives in a more connected environment to foster collaboration and commitment in solving challenges.
A curriculum to deepen your knowledge in finance and AI
Learn through the collective intelligence of the entire community, supported by AI every step of the way
- Learning platform
- Discord Community
- Campus in the Metaverse
- "Z" your virtual companion
The AI Technology Shift in Finance. From one-off prompts to automated workflows working for you.
AI in Finance: Your Learning Path. What you will learn and how the program progresses.
- The New Financial Profile. The skills that will define the future of the profession.
- Tour of the Copilot Ecosystem. Realizing its full potential in daily financial operations.
- AI Tool Mapping. Select the right tool for every task.
- Copilot Environment Setup. Tailor it to your workflow.
- Advanced Financial Prompting with Claude Skills. Automate recurring tasks without repeating instructions.
- Daily Productivity with AI. Reduce operational workload starting in week one.
- Accounting Automation. From PDFs to journal entries, with bank reconciliation and anomaly detection.
- Data Quality. The foundation for reliable automation.
- Automated Reporting. Turn raw data into written reports.
- Group Consolidation & Reporting. Parent company-ready reporting packages across multiple subsidiaries.
- Smart Documentation. A clear, reusable knowledge base for the entire team.
- Smart Documentation in Copilot. Document every step of your financial processes.
- Annual Budgeting with AI. Accelerate calculations and flag inconsistencies.
- 12-Month Rolling Forecasting. A self-updating forecast.
- Variance Analysis. Quickly spot where performance deviates from the plan.
- Building 3-Year Financial Plans. A practical roadmap for strategic decision-making.
- Control Dashboards. Ongoing visibility into business financial health.
- Cash Flow Forecasting I. Project inflows and outflows to anticipate liquidity levels.
- Cash Flow Forecasting II. Baseline, optimistic, and stress-test scenarios paired with liquidity alerts.
- Foreign Exchange Management. Mitigate currency risks in international operations.
- Financing Comparison Tool. Identify the most advantageous financing options for your business.
- Excess Liquidity & Investment Management. Put idle cash to work.
- AI Cost Analysis. Identify areas for margin improvement in minutes.
- Margins by Product & Service. Measure the true contribution of each business line.
- Discount Management. Prevent discount erosion on profitability.
- Smart Pricing & Dynamic Rates. Adjust pricing dynamically based on demand and market competition.
- AI for Strategy: Markets & New Business Lines. Market research, benchmarking, and business cases with projected P&Ls.
- Investment Analysis. Evaluate opportunities thoroughly in less time.
- Presenting Financial Data. At-a-glance visualizations that communicate key metrics clearly.
- Advanced Automation: Copilot Studio Agents & ERP Integration. End-to-end execution of financial processes via AI agents.
- Financial AI Agents. Purpose-built agents for specific financial workflows.
- On-Premise AI. Keep sensitive financial data fully within your infrastructure.
- From Quick Wins to Roadmap. Scale AI capabilities across the entire department.
- Financial Process Mapping. Gain clarity on where to begin.
- Identifying Bottlenecks & Quick Wins. Deliver visible results in the first few weeks.
- The Three Stages of Adoption. Track how AI spreads within finance teams.
- Managing Resistance & Skepticism. Turn team doubts into active change support.
- Security & Governance. Deploy AI safely without exposing company assets.
- Implementation Roadmap. Transition from theory to daily operations.
- AI Builder. Embed AI models directly into your workflows.
- Copilot Studio. Build custom conversational assistants.
- Power Apps. Build custom apps tailored to your needs without relying on IT.
- Power Automate. Streamline repetitive operational workflows.
- Power Platform. Unify all components into a complete end-to-end solution.
Connect all concepts covered across the modules into a comprehensive final project.
Learn from a faculty of active professionals
Eloi Noya has developed his professional career in the financial sector, holding executive positions at Banco Pastor, Caixa Catalunya, and CatalunyaBanc. After 20 years in the industry, in 2013 he co-founded the fintech startup LoanBook Capital, which became a leader in marketplace lending in Spain.
He currently combines his role as Director of Institutional Relations at the financial consultancy Altria Corpo with his position as Director of Innovation at Instituto de Estudios Financieros (IEF).
Eloi has been a professor at IEF since 2017, teaching subjects related to Fintech and Technological Innovation in Finance. He is also an academic collaborator at other business schools such as ESADE, EAE, and GBSB, where he lectures on Capital Markets, Fintech, Digital Banking, Entrepreneurial Finance, and Digital Business Models.
Eloi Noya holds a degree in Business Administration and Management from ESADE, a Law degree from Universitat Oberta de Catalunya, and an Executive Master in Digital Business from ESADE. He earned the EFA and CEFA financial advisor certifications from IEF.
He is a regular speaker at forums on alternative finance, fintech, and blockchain.
100% online program
Learn from anywhere through 15min videos with leading sector professors
Unlimited access to all program content for 12 months from enrollment
- 90 hours
- Spanish
- -
- Founderz, Barcelona Finance School and Microsoft
