- Learn to use Claude AI safely
- Control AI hallucination and get the right answer from Claude most of the time
- Learn how to make Claude the most powerful and intelligent assistant to you
- Build models, forecasts and board packs in a fraction of the time
- Four live sessions, two hours each, in a small group
- Ask your questions live and get answers in the room, not from a recording
- Work on a realistic dataset I provide
- Prompt library and every session recorded
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 using Claude AI on real client work: models, forecasts, board packs, month-ends.
If you think AI will not change finance, you are mistaken. When the colleague beside you does the same work faster and better because they use AI well, you become the more expensive way to do the same work.
So invest the time now, even if you never buy this course. Most finance people are ignoring AI or using it badly, pasting in a prompt and hoping it is right, sometimes risking confidential data without realising.
If you feel overwhelmed, or you want to bring your AI skills up to a professional level, this is for you. I have compressed what I learned the hard way into four sessions: the methods, and the discipline that keeps it safe. Using AI well is fast becoming one of the most valuable skills in finance, at every level.
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.
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
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
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
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
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.
Each intake is a small group working through the same four sessions, live, over four weeks.
Places are limited to keep each group small. Later intakes open as earlier ones fill, and dates may shift slightly.
- ✓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, the top prompts I use for real client finance work
- ✓We provide the session data, so you can build along with me in Claude
- ✓A WhatsApp group for questions throughout, answered by me
- ✓A certificate of completion for 8 CPD hours
Corporate training or Claude implementation for your finance team? Email info@compasspoint-consulting.com.