M365 Copilot for Finance

What is this course about?

M365 Copilot for Finance is a half-day, scenario-based workshop that teaches finance professionals how to prompt Microsoft Copilot effectively, prepare and analyse data inside Excel, and apply disciplined judgement to financial outputs before using the Researcher agent to scale research once the fundamentals are in place. It focuses on data validation, financial insight, and responsible AI use across finance work.

Who should attend this course?

This course is suited to finance managers and finance business partners, financial analysts and accountants, FP&A and commercial finance teams, and anyone responsible for financial analysis, reporting, or recommendations. No prior AI or prompting experience is required.

What will I be able to do after completing this course?

You will be able to write clear, effective prompts using a repeatable structure, prepare Excel data so Copilot can work reliably, validate Copilot-generated formulas, calculations, and insights, separate assumptions from evidence in financial analysis, apply prompting discipline across finance workflows, recognise when deeper research is required, and use the Researcher agent to scale finance research responsibly.

What is the Researcher agent and when is it introduced?

The Researcher agent is a Microsoft 365 Copilot capability that can accelerate finance research tasks such as market condition reviews, benchmarking, and regulatory scanning. It is introduced only after participants have demonstrated that they can prepare data, validate outputs, and analyse results themselves, ensuring it is used to support financial judgement, not replace it.

Do I need any prior AI or Copilot experience?

No prior AI, prompting, or Researcher experience is required. Working knowledge of Excel and basic finance concepts is expected. Access to Microsoft 365 Copilot is recommended to get the most from the hands-on exercises.

How long is the course and how is it delivered?

The course runs for half a day (3.5 hours). It is delivered instructor-led, either in-person or live online, and is scenario-based and hands-on throughout.

What scenarios are covered in the course?

The course includes realistic finance scenarios covering data preparation and initial analysis, financial commentary, financial recommendations and options, and executive decision support. Each scenario produces a practical output that participants can immediately apply in their role.

Will there be practical exercises?

Yes. The entire course is scenario-based and hands-on. Participants work through realistic finance situations and leave with practical outputs including a prepared Excel dataset with documented assumptions, validated analysis with draft financial commentary, a financial recommendation outline, an executive finance options summary, and a repeatable prompting framework they can apply immediately.

Is there a certificate upon completion?

Yes. You will receive a Nexacu Certificate of Completion to verify your skills with Microsoft 365 Copilot for Finance. It is ideal for sharing on LinkedIn or adding to your professional development record.

Can this course be delivered for my team or organisation?

Yes. This course is available as a private, customised session for teams and organisations. Contact Nexacu to discuss group bookings, tailored scenarios, or workplace training options.