Format
7.5 Hours (Live-Online across 3 deep-dive courses)
Credential Earned
Certificate of Applied AI Proficiency
Learn the rules and safeguards required to use AI safely in a regulated financial environment.
Enterprise Copilot keeps all data inside your organisation's secure tenant — unlike public AI tools.
Remove PII, use anonymised client labels, and apply the Principle of Least Privilege to prevent internal data leakage.
All AI-generated figures must be manually verified against primary financial sources ("Trust but Verify").
AI usage is mapped to POPIA, FICA, FAIS, including record-keeping, fair disclosure, and duty of care.
Learn clarity, context, sequencing, constraints, roles, and iterative refinement to produce accurate, compliant outputs.
Transform documents and emails into clear, professional, audit-ready communication.
Never draft from scratch; reference existing documents to maintain accuracy and compliance.
Use Rewrite/Tone tools to simplify regulatory language without changing the facts.
Extract action items, deadlines, and client concerns from long email threads.
Pull insights from email threads directly into formal reports.
Use Citation Check to prevent hallucinated figures and tag all AI-assisted drafts for compliance.
Shift from manual data work to automated analysis, forecasting, and collaborative intelligence.
Identify trends, patterns, sectors, and outliers without formulas.
Describe logic in plain English; Copilot builds complex calculations for you.
Auto-capture decisions, action items, conflicting viewpoints, and discussion summaries.
Validate formulas with "Explain Formula" and use the Transcript Rule for compliant meeting capture.
Analyse data → debate insights → generate an Investment Committee Memo using Teams + Excel + Word.
Join the next cohort and earn your Certificate of Applied AI Proficiency.
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