AI Finance Edge
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Use AI to think faster, model smarter, and invest with an edge

Six modules. Real tools. Zero data-science degree required. AI Finance Edge gives finance professionals a hands-on, hype-free system for turning ChatGPT, Copilot, and AI-powered data workflows into a genuine competitive advantage — at your desk, starting this week.

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AI Finance Edge

"I built this school to give finance professionals the one thing most AI courses skip: the critical framework to know when to trust the output — and when to push back."Dotimi

What you'll learn

What you'll be able to do

  • Build and automate financial models using AI-assisted tools like ChatGPT and Copilot, cutting analysis time by half.
  • Interpret AI-generated market signals and sentiment analysis to inform smarter investment decisions.
  • Audit and clean messy financial datasets using AI workflows, eliminating manual errors.
  • Create executive-ready financial reports and forecasts with AI-assisted narrative and visualisation.
  • Evaluate the risks and limitations of AI outputs in financial contexts to make defensible, compliant decisions.
  • Develop a personal AI finance toolkit — curated prompts, automations, and dashboards — ready for immediate use at work.

How it works

A school that adapts to you

This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.

We learn your level

A quick placement check tailors your starting point so you're never bored or lost.

Lessons adapt as you go

Each lesson is written for your pace and your goal, adjusting as your skills grow.

Your AI coach keeps you moving

Checkpoints, feedback, and gentle nudges turn progress into a real result.

The curriculum

What's inside your school

6 modules · 18 lessons

1

AI Finance Foundations & Your First Toolkit

Establishes the conceptual and practical foundation for the entire course. Learners survey the AI finance landscape, get hands-on with the core tools immediately, and develop a healthy critical lens before they rely on AI outputs in later modules. Sequenced first so every subsequent module builds on shared vocabulary and a working personal toolkit.

  • 1.1The AI Finance Landscape in 2024Included
  • 1.2Setting Up Your Personal AI Finance ToolkitIncluded
  • 1.3Trusting — and Questioning — AI OutputsIncluded
2

AI-Powered Financial Modelling & Automation

Translates foundational AI skills into core financial modelling workflows. Learners rebuild — and dramatically accelerate — the models they already use daily, then automate the repetitive surrounding tasks. Sequenced after foundations so learners enter with configured tools and a critical lens already in place.

  • 2.1Supercharging Excel with CopilotIncluded
  • 2.2Building AI-Assisted Financial Models with ChatGPTIncluded
  • 2.3Automating Repetitive Finance WorkflowsIncluded
3

Data Quality & AI-Driven Financial Analysis

Addresses the 'garbage in, garbage out' problem before learners apply AI to market intelligence and forecasting. Learners audit, clean, and analyse real-world messy financial datasets using AI workflows, building the data hygiene habits that make every downstream analysis trustworthy.

  • 3.1Auditing & Cleaning Messy Financial DatasetsIncluded
  • 3.2AI-Assisted Financial Ratio & Trend AnalysisIncluded
  • 3.3Pattern Recognition & Anomaly Detection with AIIncluded
4

AI-Driven Market Intelligence & Investment Signals

Builds on clean, trustworthy data and modelling skills to teach learners how AI interprets markets — sentiment, alternative data, and signal integration. Sequenced after data quality so learners apply the same critical, verification-first mindset to market-facing AI outputs.

  • 4.1Sentiment Analysis for Smarter Investment DecisionsIncluded
  • 4.2Alternative Data & AI-Powered Market ScanningIncluded
  • 4.3Integrating AI Signals with Your Investment ProcessIncluded
5

Executive-Ready Reports, Forecasts & Visualisations

Teaches learners to transform AI-generated analysis into polished, stakeholder-ready deliverables — narratives, forecasts with explicit uncertainty ranges, and compelling dashboards. Sequenced after analysis modules so learners are packaging real insights, not hypothetical ones.

  • 5.1AI-Assisted Financial Narrative WritingIncluded
  • 5.2Forecasting with AI: Scenarios, Assumptions & UncertaintyIncluded
  • 5.3AI-Enhanced Data Visualisation & Dashboard BuildingIncluded
6

AI Risk, Compliance & Your Personal AI Finance Edge

Closes the course by anchoring every skill learned in a rigorous risk and compliance framework, then crystallising the learner's full toolkit into a deployable, personalised asset they take back to work on day one. Sequenced last so learners evaluate real risks in the context of everything they have built, not in the abstract.

  • 6.1Risks, Limitations & Compliance in AI-Driven FinanceIncluded
  • 6.2Evaluating & Selecting AI Finance Tools CriticallyIncluded
  • 6.3Building & Deploying Your Personal AI Finance ToolkitIncluded

Who it's for

Is this you?

FP&A Analysts

You're building models and forecast decks every week — this school shows you how to let AI handle the repetitive heavy lifting so you can focus on the actual insight.

Self-Directed Investors

You manage your own portfolio and want to move beyond gut feel — learn to use sentiment analysis, alternative data, and AI market signals to make better-informed decisions.

Finance Team Leads

Your team is already experimenting with AI tools and you need to understand what they're using, where the risks sit, and how to set standards that hold up under compliance scrutiny.

Investment Analysts

You're covering markets and need a faster, more systematic way to process signals — this school gives you a structured approach to integrating AI into your existing investment process.

Finance Career Switchers

You have solid financial literacy and want AI fluency to sharpen your competitive edge as you move into more analytical or data-driven finance roles.

CFO-Track Professionals

You're thinking at a strategic level and need to understand AI's real capabilities — and its real limits — so you can lead with credibility when your organisation asks what's next.

Questions

Frequently asked

Your teacher

A note from your teacher

Dotimi

Dotimi

If you're reading this, you already know the landscape is shifting. AI tools are moving from novelty to infrastructure inside finance teams — and the pressure to get fluent, fast, is real. But here's the problem most professionals run into: the resources out there are either pitched at data scientists who already know Python, or they're surface-level "AI for productivity" content that couldn't tell a DCF from a dashboard. Neither helps you when you're sitting in front of a messy quarterly dataset or a board deck that needs to be ready by Thursday.

I built AI Finance Edge because I think finance professionals deserve a curriculum that speaks their language — one that starts with financial models, market data, and executive reporting, and works AI into that world, not the other way around. Every module in this school is designed around tasks you already own: building models, cleaning data, writing forecast narratives, scanning for market signals, presenting analysis under pressure. The AI layer doesn't replace that expertise. It sharpens it.

What I care about most — and what I've tried to build into every lesson — is the critical habit. AI outputs in a financial context carry genuine risk. A hallucinated figure in a model, a biassed sentiment signal, a forecast assumption buried in a black box — these aren't hypothetical problems. So alongside every practical workflow, you'll get a rigorous framework for interrogating what the AI gives you before it touches a decision. That combination of capability and critical thinking is, I believe, what actually creates a defensible edge.

By the time you reach the final module, you won't just have watched demonstrations of these tools. You'll have built your own AI finance toolkit — your prompts, your automations, your dashboards — tested against real financial contexts and ready for immediate use. That's the standard I've held this curriculum to, and it's the standard I'll hold you to as you work through it.

I'm genuinely excited to work through this with you. Whether you're an analyst looking to cut your modelling time, an investment professional wanting to integrate smarter signals into your process, or a finance leader who needs to understand what your team is using and why — there's a place for you here. Let's get to work.

Dotimi

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  • 6 modules, 18 lessons
  • AI-adaptive lessons tuned to your level
  • Quizzes & checkpoints to lock in progress
  • Your own AI learning coach
  • Learn on any device, at your pace
  • Full access for as long as you're subscribed