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Microsoft Copilot for Finance

Course Information

  • Sessions 2 days
  • Duration 15 hrs
  • Level Beginner
  • Assessment NA

Venue

Kuala Lumpur: G-3A-02, Suite Pejabat Korporat, KL Gateway, No 2, Jalan kerinchi, Gerbang kernichi Lestari, 59200 Kuala Lumpur, Malaysia
Penang: Jalan Sungai Dua, 11700 Penang, Malaysia.

Course Brochure

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Certification

  • Certificate of Completion from Tertiary Courses - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Courses.

Microsoft Copilot for Finance

Course Code: C057

9 Review(s) | Add Your Review

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What's This Course About

Microsoft Copilot for Finance steps you into the future of finance with comprehensive coverage of Microsoft Copilot, Generative AI (GenAI) and Agentic AI tailored specifically for financial professionals. The course begins by establishing a strong foundation in AI, Machine Learning and Generative AI, emphasizing their transformative role in the finance and fintech sectors. Participants will learn how to design and deploy both single and multi-agent systems to automate and enhance financial operations, planning and decision-making.

In the next module, learners will explore the practical power of Excel Copilot for Finance, mastering how to summarize, process and analyze financial data through AI-driven tools that streamline Financial Planning and Analysis (FP&A) tasks. Through hands-on exercises, participants will experience how AI can boost productivity and insight generation in financial modeling.

The course then transitions to the application of Agentic AI for financial process automation, examining real-world case studies and guiding participants to build and deploy autonomous agents that handle complex financial workflows and reporting. Learners will gain firsthand experience in implementing multi-agent automation systems for finance operations.

A dedicated section on AI Risk Management and Fraud Detection enables participants to understand how AI models can predict, detect and mitigate financial risks. Learners will also build a fraud detection system using Generative AI, applying advanced AI tools to real-world data.

Finally, the course concludes by exploring future trends and innovations in Generative AI for Finance, helping participants anticipate emerging technologies and adopt AI-driven innovations within their organizations. By the end of the program, learners will be equipped with both strategic and technical expertise to lead the AI transformation in financial services.

Course Fee

MYR2,200.00

Course Date

Course Time

Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

Disclaimer: The course dates displayed on our website are tentative and subject to trainer availability. We will confirm the final date after checking with the trainer. You are also welcome to email us your preferred date at sales@tertiarycourses.com.my, and we will do our best to coordinate with the trainer's schedule.

Post-Course Support

  • We may provide consultation related to the subject matter after the course.
  • Please email your queries to sales@tertiarycourses.com.my and we will forward your queries to the subject matter experts and get back to you as soon as possible.

Cancellation & Reschedule Policy

  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
  • Note: the venue of the training is subject to changes due to class size and availability of the classroom. The minimum class size to start a class is 3 Pax.

Course Details

Course Details

What You'll Learn

Topic 1: Microsoft Copilot and Generative AI for Finance

Topic 2: Microsoft Copilot in Excel for Financial Analysis and Visualisation

Topic 3: Microsoft Copilot Studio for Finance Workflow and AI Agents

Topic 4: Microsoft Copilot for AI Security, Governance and Risk Management

Topic 5: Microsoft Copilot for Finance Transformation and Multi-Agent Workflows

Course Info

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

TBD

Hardware: Window or Mac Laptops

Job Roles

Job Roles

  • AI Financial Analyst
  • Generative AI Fintech Developer
  • AI-Driven Risk Management Specialist
  • GAI-Enhanced Fraud Detection Analyst
  • Financial Data Scientist using AI
  • AI-Integrated Wealth Management Advisor
  • AI-Powered Regulatory Compliance Officer
  • Fintech Innovation Strategist with AI
  • AI-Driven Investment Portfolio Manager
  • GAI Solutions Architect for Finance
  • AI-Enhanced Credit Analyst
  • Financial Technology Product Manager with AI
  • AI-Driven Financial Planning Consultant
  • GAI-Based Financial Market Researcher
  • AI-Enhanced Banking Operations Manager
  • Fintech Customer Experience Designer with AI
  • AI-Driven Financial Reporting Specialist
  • GAI Implementation Consultant in Finance
  • AI-Enhanced Insurance Underwriter
  • GAI-Powered Blockchain Specialist

Trainers

Trainers

Saeid is co-founder of Skymics Sdn Bhd. He has 8 years of experience in the field of IoT (Internet of Things) and Information Technology. He is a certified IBM IoT Practitioner and instructor, and a Certified Citizen Data Scientist Train-The-Trainer. He has been co-inventor of 3 inventions during the last 4 years.

Review

Customer Reviews (9)

Engaging trainer Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Excellent delivery and good balance between theory and practice. Learned a lot in a short time. (Posted on 21/01/2026)
Exceeded my expectations Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Excellent delivery and good balance between theory and practice. Learned a lot in a short time. (Posted on 14/11/2024)
Hands-on and practical Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
The course materials were detailed and easy to reference afterwards. Great value for money. (Posted on 24/09/2024)
Learned a lot Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Very informative and interactive. The small class size meant we got a lot of personal attention. (Posted on 20/03/2024)

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