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Corporate training · for finance teams

Put Claude to work across your finance team.

Two workshop options or one longer engagement. All led by a practising CFO, in your business context.

Two routes in
01 · Claude Workshops for Finance

Two workshops. Choose the one your team needs.

Option 1

The CFO Briefing

Half day · In house or online · Up to 5
For the senior team who want to see Claude in action and know what is actually possible, without the hype.
Price *
£1,499 + VAT
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What it is

Half a day with your senior finance team, led by a practising CFO. Not a vendor, not an AI consultant. Someone who has used Claude on real finance work and signed the output. We show you what Claude does well, what must stay with your finance team, and where to draw the line between the two, from ledger through to board paper.

What we cover
  • What is working today, shown end to end rather than described
  • Which part of the work stays with Finance, and why it has to
  • How you get an output you can put your name on
  • What starting actually costs, in licences, hours and people
You leave with
A senior team that has watched Claude do the work, from accounting to board pack, on the use cases we run every day, and knows what is true, what is not, and whether to start.
Best when
Best when your board is asking about AI and you need an answer you can defend, or when your team already uses Claude and you do not know what it could be doing.
Included
Up to 5 seatsAdditional seats £1203 hours verifiable CPDNo Claude subscription needed
* Price excludes out-of-pocket and travel-related expenses outside London.
Option 2

The CFO Build Day

One day · In house · Up to 8
For the team that has to produce the work.
Price *
£4,299 + VAT
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What it is

A day building with Claude, led by a practising CFO. Your team builds two working agents on real finance use cases, then takes the work from accounting through to financial model and board pack, in the room.

What we cover
  • Two working Claude agents for finance, built by your team
  • From accounting to financial model to board pack, all of it built by your team with Claude, alongside the CFO
  • The method for improving an agent once it exists, so the next one is better
  • Prompting, checking, and the finance ground rules taught throughout, using methods proven on real work
  • Data built to mirror your business, so you learn on realistic data before touching the real thing
  • A written brief for everyone, covering what was built and how, plus a 60-minute call with your team at 30 days
You leave with
A team able to build agents, improve them, and use Claude safely on work that carries their name. The mechanical hours come back, and they keep the method for taking back more.
Best when
Best when the team is past the demo stage and needs to produce work they can sign.
Included
Up to 8 seatsAdditional seats £199 to a maximum of 126 hours verifiable CPDDiscovery call includedPaid Claude subscription required for every participantSupport material on Claude set-up for the team, at no extra charge, ahead of the workshop if you need it
* Price excludes out-of-pocket and travel-related expenses outside London.
We also run bespoke workshops. Tell us what your team needs and we will scope it.
[email protected]
02 · Claude AI Enablement

More than a workshop, a bespoke engagement to build the capability within your team.

The engagement

Claude Enablement

A few hours a week · Your processes · Your team
FeeScoped after discovery
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What it is

Hands-on Claude training for your finance team with a CFO, on the work that is eating the week. Not a course run alongside the day job, but the day job as the material. We set Claude up, write down the rules your team carries in their heads, and supervise them building the agents that apply those rules.

What happens
  • A 90-minute discovery with you and your team, at no charge, to find where the time is going and what Claude could realistically take on
  • A written bespoke project plan before the first session: which sessions, which people, which processes, in what order
  • The right subscription and the right settings. A Claude workspace you own, with the right governance for your business, approved by you
  • Foundations first: prompting, checking, projects, skills and connectors, and which model to use for which task so you are not paying more than you need
  • The knowledge written down, so it belongs to the business and not to one person
  • Agents built and run by your people, on your own work, in the session
  • The mechanical work gets faster. The deciding, checking and signing stay where they are
What you are left with
A finance team that produces more, to the same standard, without more people.
The mechanical hours come back, and they go into analysis and decisions instead
Your team applies the method to their whole day, not only the processes we worked on
More volume no longer means more headcount, because the same team can carry it
The knowledge that sits in a few people’s heads goes into an agent, where the whole team can use it
The capability sits with your people and your business, not with us
Your team runs it after we leave.
Best when
Best when you need tangible results from Claude inside Finance, you want to fast-track your return on AI, and you want your team to learn the method from a CFO who has already done it.
Commitment
A few hours a week from the people involvedSessions spread across a few months, worked around your reporting calendarScope and fee agreed after discovery
The Method

You cannot install intelligence. You onboard it like a colleague.

Four things, in this order. This is what we teach, whichever route you take.
01

Decide what moves

The mechanical work goes to AI. The judgement stays with you.

02

Brief it properly

What it is for, who reads it, what decision hangs on it.

03

Review it like a junior

The capability of someone senior with the accountability of the most junior.

04

Capture every correction

Keep training it. That is the investment you will see a return on.

The standard

Everyone who teaches here signs the work.

Every AIFC trainer is a practising CFO or fractional CFO. They build models, forecasts, consolidations and board packs with Claude every week, and that work goes to clients and boards under their own name. Nobody teaches a workflow here they do not run themselves.

The method was worked out where being wrong had consequences.

Zain ul Abideen, FCCA · Founder & CEO Meet Our Trainers →
Watch real finance tasks worked through with Claude. Claude for Finance tutorials →
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What people say
He explained the concepts clearly and demonstrated how Claude can be effectively used in professional work.
BA Bisma AamerFinance Manager, Rellius Insurance Brokers
An excellent presenter and great material. Perfect if you have not used Claude before, and I still learned new things to try out. Definitely worth attending, and great to meet more peers.
CH Charlotte Hartley SmithCFO, Smart Salem
In one week: 13+ entities, thousands of trial balance rows, almost 20 reconciliation cycles, and zero imbalances. Training with Zain has become an ongoing way of working.
AE Ashhad EmaduddinKORE Consulting
Methodical and well-structured, with deep expertise in applying Claude to real-world financial scenarios.
MM Muhammad Majid Mahmood, ACCAFinance Specialist, multinational manufacturing group
A really useful session. I had been using Claude for a while, but the workshop showed me better ways to use it in my daily finance work, and features I had not properly explored.
AM Abdul MujeebFinancial Controller, UAE
Practical, on how Claude actually fits into finance workflows. Prompts, projects and skills, in a way that made sense. Tangible rather than theoretical, and I came away with ideas I want to try this week.
AS Ahsan SharifLead Financial Analyst, UK public sector
I have used ChatGPT for a long time, but seeing Claude on finance and data genuinely impressed me. Repetitive, time-consuming tasks done far more efficiently, with much less manual effort.
UI Umar IrfanAssistant Manager, Accounting Bookkeepers
Honestly, it made me wonder what we have been doing all these years. Work we did manually can now be done in minutes. This changed how I approach my work.
IB Ibrahim Bin SalamFinance Manager, Geocon Constructions
It is surprising we are not taught this in our finance education. The fundamentals will always matter, but learning to use AI effectively should be part of the curriculum.
RT Raamis TahirVAT Associate, Silverstone Accountants
Next step

Start with a conversation.

Tell us which route you are looking at and where your team's hours go. We reply with dates, or with the questions we need answered first.

Email us today[email protected]
AIFC
CFO-taught Claude AI Training and Enablement
In partnership with CompassPoint Consulting
Services
The CFO Briefing The CFO Build Day Claude Enablement Trainers Course
Elsewhere
LinkedIn YouTube
Contact
[email protected] 020 8895 6100
Monday to Friday, 9am to 5pm UK time
128 City Road
London EC1V 2NX
United Kingdom
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