The Claude Finance Playbook | Live Claude training for finance professionals

The Claude Finance Playbook · live training

Finance is splitting into those who can work with AI, and those who can't.

Four live sessions with a practising CFO who has logged 1,000+ hours with Claude AI on real client work. Learn to use it safely, control hallucination, and build models, forecasts and board packs in a fraction of the time.

1,000+

Hours with Claude

Live sessions

CPD hours

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Live cohort · online

The Claude Finance Playbook

Learn to use Claude AI for the finance work you already do, models, forecasts and board packs, built safely and in a fraction of the time.

Four live sessions, two hours each, in a small group
Build a full model and a board-standard reporting pack, live
Practice dataset and my prompt library included
Every session recorded, taught by a practising CFO

8 CPD hours included

Reserve your place

Trusted by leading organisations

Finance and leadership teams across the UAE, GCC and UK work with CompassPoint.

Why this is different

Not another generic AI course. A practising CFO showing you the real work, with the discipline to trust the output.

Taught by someone who does the work. A practising CFO doing real client work every day, not an influencer marketing AI.

Real deliverables, not toy prompts. Models, forecasts, budgets and board packs, the work you actually do.

Know the risks, and control them. Control hallucination, prove the numbers tie out, and make Claude ask instead of guess.

Practise before real data. Build on a realistic dataset we provide, before you point Claude at client or employer data.

Live, with support throughout. Ask questions in the session and get answers there and then, plus a WhatsApp group.

Why I built this

From a thousand hours of real finance work with Claude AI

I'm Zain ul Abideen, FCCA, a practising fractional CFO and co-founder of CompassPoint Consulting. Over a decade in finance, and more than a thousand hours of the last two years spent using Claude AI on real client work: models, forecasts, board packs, month-ends.

Most finance people are ignoring AI, fearing it, or using it badly: pasting in a prompt and hoping it is right, often risking confidential data without realising. The AI companies say their tools will replace accountants and CFOs. Yet there is still little clear guidance for finance professionals on how to use it safely, and turn it into a real advantage.

That is what this course is for. The actual work you already do, done with Claude, to a standard you would put your name to. What took me a thousand hours to work out, I will give you in four sessions.

If there is one skill worth investing in right now, it is knowing how to use AI properly. It is fast becoming one of the most valuable skills in finance, at every level.

Zain ul Abideen, FCCA

What you will learn

Four live sessions, clear learning outcomes each

Two hours each, one a week, with a short break at the hour. Small groups, so you can ask and get answers. We work on a realistic dataset I provide, so you practise safely before applying any of this to real data.

After you enrol, we will reach out to you with a document setting out exactly what to set up before session one, and the data we will work on together. You arrive ready, with nothing to scramble for.

1Session 1Claude AI foundations: the must-know concepts for finance professionals▾

What Claude actually is, which version and plan are right for you, and the discipline that gets safe, reliable results.

Which product (Chat, Cowork, Code), model tier (Opus, Sonnet, Haiku) and plan to use, and when
Setting Claude up to think like a finance professional with Projects
Data security: what is safe to share and what is not
My SOP: the prompting rules I have sharpened over 1,000+ hours of real client work
Connectors and skills: what they are and why they matter

Outcome: You understand the Claude landscape, the right setup for you, and my SOP for the safest, best results.

2Session 2Becoming a financial modelling expert with Claude AI▾

Hands-on. You build a full set of financials with me, live. The point is the technique, which transfers to anything you build with numbers.

Build a full three-statement model from raw data, not a clean template
Create a budget and a P&L forecast using my prompts
Prove it: make the numbers reconcile and control hallucination

Outcome: You can build even complex models using the techniques I show you.

3Session 3Management reporting with Claude AI▾

Turn the model into the report. You produce a polished, board-standard reporting pack, live, with charts and commentary.

Build a management reporting pack from the model, live
Charts, graphs and branding, assembled in the session
CFO-level commentary, written the way a board expects to read it

Outcome: You can build or update any management pack, with charts and CFO-level commentary.

4Session 4Daily finance workflows: Claude in Excel, skills and connectors▾

The power-user session. How to fold Claude into your day so it makes you faster every week.

Claude in Excel: find mistakes, update a model after month-end, and the essentials of working inside Excel
Build a finance skill with me, and use skills in your own workflow
Connectors: pull data from where it already lives
Live Q&A: take the mic and ask your question directly

Outcome: You can use Claude in Excel, build your own skills, train Claude to write in your voice, and get your questions answered.

View dates and enrol →

Who it is for

Built for finance professionals at every level

For people who already know their craft and want to do it faster and better with AI:

✓
CFOs and fractional CFOs
✓
Finance managers and finance directors
✓
FP&A analysts and managers
✓
Accountants

It assumes you know the finance. It teaches you to do it with Claude, safely, to a standard you would put your name to. Whether you are hands-on in the numbers or reviewing others' work, you will leave able to direct AI across your finance work.

Worth being clear

It is not a beginner's accounting course, and it is not a generic intro to AI. It is for finance professionals who want to produce real work with Claude, properly.

Upcoming intakes

Choose your start date

Each intake is a small group working through the same four sessions, live, over four weeks.

All sessions run at 16:00 GST (UAE) · 13:00 BST (UK) · 17:00 PKT (Pakistan) · 17:30 IST (India)

Starts 21 July

Tuesdays

21 Jul · 28 Jul · 4 Aug · 11 Aug

Open

Starts 7 August

Thursdays

7 Aug · 14 Aug · 21 Aug · 28 Aug

Open

Starts 19 August

Tuesdays

19 Aug · 26 Aug · 2 Sep · 9 Sep

Opening soon

Starts 4 September

Thursdays

4 Sep · 11 Sep · 18 Sep · 25 Sep

Opening soon

Places are limited to keep each group small. Later intakes open as earlier ones fill, and dates may shift slightly.

Reserve your place →

What you get

Everything included

✓
Four live, hands-on sessions with a practising CFO, two hours each
✓
Session recordings to rewatch for 90 days
✓
My Claude Finance Playbook (PDF)
✓
My prompt library, including the 20 prompts I use in real finance work
✓
The practice dataset we build on together
✓
A WhatsApp group for questions throughout, answered by me
✓
A certificate of completion for 8 CPD hours (ACCA, CIMA, CPA, ICAEW and others), on completing all four sessions
✓
AI skills that keep returning on your investment for years

8 CPD hours included

$999

$649 per person

Limited-time discount

Enrol now

Corporate training or Claude implementation for your finance team? Email info@compasspoint-consulting.com.

Reserve your place

Complete this short form and you will be taken straight to secure payment. We confirm your place within 24 hours. Places are limited to keep each group small.

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Questions

Frequently asked questions

I have never used Claude. Can I still join?▾

Absolutely. Session 1 covers the foundations from the ground up, so you need no prior experience with Claude or AI. As long as you know your finance, you are ready.

Do I need to be an Excel expert?▾

No. The course is built so Claude does the heavy lifting. You need to know your finance, not advanced spreadsheet mechanics.

Can I use my personal Claude subscription?▾

Yes. We provide all the data you will work on, so it is completely safe to use a personal Claude subscription.

Which Claude subscription do I need?▾

A paid Claude plan. When we last checked, the entry-level paid plan was around USD 20 per month, but pricing changes, so please check the current pricing on the Claude AI website. The document you receive when you enrol confirms exactly what to set up.

What if I miss a session?▾

Every session is recorded and shared within 24 hours. Where another intake runs in parallel, we will also try to slot you into the same session in that group.

Are the sessions recorded?▾

Yes. You can rewatch every session for 90 days. Recordings are for the registered participant only, not for download or sharing.

Can I get a refund if I cannot attend?▾

If you request a refund at least 24 hours before your intake starts, we refund you less a small bank transfer fee. After that we cannot refund, but we will try to move you to another intake or share the recordings and materials.

Can my company pay for the course?▾

Yes. Most participants claim it back from their employer, or your company can pay directly using the same sign-up form and payment link.

Do you provide corporate training for Claude in finance?▾

Yes. We train finance teams on Claude and help with implementation beyond finance too. Reach out at info@compasspoint-consulting.com.

What happens if Claude goes down during a live session?▾

It has not happened yet. If it ever did, we would simply reschedule the session.

Do I get a CPD certificate?▾

Yes. Once you complete all four sessions, live or by recording, you receive a certificate of completion for 8 CPD hours to record with your professional body.