Instructor-led workshop for organisations · Business functions

AI in Finance Decisions: forecasts, reports and investment cases

AI produces forecasts, variance explanations and investment cases quickly. This one-day programme teaches finance teams to find the assumption behind a figure, test it, and present a case with its uncertainty stated.

Who should attend

Finance teams, chief financial officer (CFO) offices and finance business partners.

Length

One day.

Delivery

In person, led by a facilitator. Participants practise workplace decisions on StepSim, the AIR APAC decision simulator built by Exeter Labs.

Participants receive

A Record of Completion for each participant who completes the programme. A separate, optional assessment can lead to certification under AIRS-J/1, the AIR APAC Standard for Judgment in AI-Enabled Work. The certification is valid for two years and verified free on a public register.

Run for your group, with case files written for your sector. Dates are agreed in the proposal.

Why this programme

The problem it solves

AI produces forecasts, variance explanations and investment cases quickly, with figures that look exact. A figure that looks exact can still rest on a wrong assumption.

Outcomes

By the end, participants can

  1. Find the assumption a forecast depends on.
  2. Test an AI-written variance explanation against the ledger.
  3. Build a range instead of a single number.
  4. Present a case with its uncertainty stated.
  5. Decide when to stop analysing and recommend.
For the sponsor

What your organisation receives

  • One day: each participant's written change to how they and their team check AI work, with an owner and a date.
Agenda

How it runs

STEP (Structure, Test, Engage, Perform) is the method every AIR Academy programme teaches. It is four questions a manager asks before acting on an AI answer. The four questions come from AIRS-J/1, the AIR APAC Standard for Judgment in AI-Enabled Work.

One day, on fictional company accounts written for the programme. Participants find the assumption behind a forecast and test an AI-written variance explanation against the ledger. They build a range instead of a single number and present a case with its uncertainty stated.

Compare the half day, the one day, the two days and the certification edition on the programme formats page.

Cases

Fictional company accounts written for the programme, with AI-drafted forecasts and variance explanations for participants to test.

Built on

AIRS-J/1, the AIR APAC Standard for Judgment in AI-Enabled Work. The programme focuses on testing the evidence behind a figure (Test) and committing to a recommendation you can defend (Perform).

Instructors

Who leads your programme

Programme lead

Lead facilitator

AIR APAC provides the lead facilitator, who is named in your course proposal. Later deliveries can also be led by your training provider's own facilitator.

Facilitator certification

How facilitators are certified

AIR APAC certifies facilitators under section 20.6 of AIRS-J/1. Training providers can send their trainers to the facilitator programme. If your organisation has its own rules for who may train your staff, tell us in the enquiry.

Credentials

What participants receive

WhatWhat it isIn this programme
Record of CompletionA record, issued by AIR APAC, of what each person attended and practised.Included for everyone who completes.
AIRS-J/1 certification, Professional trackAIR APAC’s own credential for judgment in AI-enabled work, assessed against a public standard with a published rubric. Anyone can verify it free by code on a public register. Valid for two years.Optional. Choose the certification edition, and participants take a separate assessment within 30 days of the programme. The proposal sets out the arrangements.

How AIRS-J/1 certification works.

Questions from buyers

Before you request a proposal

Will our confidential information go into AI tools?

No. The exercises use fictional case files. Where participants work on their own tasks, they use only an AI tool their organisation permits for that information, remove identifying and confidential details first, or use a fictional version instead. Nothing they show in the session is kept or recorded, and it is never used for certification. Your organisation receives these conditions before the programme starts.

Can it be fitted to our sector, our rules and our language?

Cases are set in your sector and under your country’s rules. Tell us which in your request. With your organisation’s written consent, cases can also be based on your own organisation. Programmes run in English. If your group needs another language, name it in your request.

In person or online, and how many people?

The facilitated editions are led in person. Group size, and any live online option, are agreed in the proposal.

How is the price set, and how soon can it run?

Each group receives a quoted price in its proposal. The price depends on the edition, the number of participants, the location, and whether the certification edition is included. No group has completed this programme yet. Case files are written for your sector and your group, and the start date is agreed in the proposal.

How will we know it worked?

Each edition opens with a StepSim Practice mission played the usual way and closes with an unseen mission of the same kind. You see what changed in how your group checks AI work. The written outputs are listed under What your organisation receives. This shows change during the programme, not results at work.

Is AIRS-J/1 certification recognised by a regulator or professional body?

No regulator, university or professional body recognises this credential. ISO/IEC 17024 is a design reference only. AIRS-J/1 certification is issued by AIR APAC under a public standard. See the credentials table.

What is AIRS-J/1?

AIRS-J/1 is the AIR APAC Standard for Judgment in AI-Enabled Work. It is public, with a published rubric and scoring rules, and a named Review Board governs it. It defines the four areas the programme teaches.

For training providers

Bring this programme to your clients

You keep your client. Training providers own the client relationship and invoice the client directly. AIR APAC supplies the programme design, case files written for your client’s sector, StepSim Practice missions and, for your first delivery, the lead facilitator. You agree the fit to your client, the subject expert who co-facilitates, and the commercial terms directly with AIR APAC. Facilitators who want to run StepSim sessions in their own programmes can join the facilitator programme.