The Claude Finance Playbook

Learn to work with AI today, or be replaced by someone who has.

A Claude AI course for finance professionals, built on real finance work.

1,000+

Hours with Claude

Live sessions

CPD hours, all four

Choose your sessions and enrol → Watch the Tutorials Join The Circle

Live cohort · online

The Claude Finance Playbook

A faster way to do the work you do every day: models, forecasts, board packs, month-end.

Learn to use Claude AI safely
Control AI hallucination and get the right answer from Claude most of the time
Make Claude the most powerful and intelligent assistant to you
Build models, forecasts and board packs in a fraction of the time
Four live sessions, two hours each, in a small group
Ask your questions live and get answers in the room, not from a recording
Work on a realistic dataset we provide
Prompt library and every session recorded

8 CPD hours included Reserve Your Place

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

Finance and leadership teams across the UK, Europe, UAE and wider GCC have trained with us.

Why this is different

Not another generic AI course. A practising CFO training you on the real work.

Taught by someone who does the work.

A practising CFO doing real client work every day, not an AI influencer.

Real deliverables, not toy prompts.

Models, forecasts, budgets and board packs, the work you actually do.

Know the risks, and control them.

Control hallucination, prove the numbers tie out, make Claude ask instead of guess.

Practise before real data.

Build on a realistic dataset we provide, before you point Claude at real data.

Small groups, live answers.

Take the mic and ask your own question, in every session.

You do not just learn to build one model. You learn the skill, and apply it to everything you do.

Why I built this

If you think AI will not change finance, you are mistaken. When the colleague beside you does the same work faster and better because they use AI well, you become the more expensive way to do the same work.

Zain ul Abideen, FCCA

What you will learn

Four live sessions, each with a clear outcome.

Take all four, or only the session you need. Two hours each, one a week. Small groups, so you can ask and get answers. We work on a realistic dataset we provide, so you practise safely before touching real data.

After you enrol we send you a setup document: what to install before session one, and the data we will work on. You arrive ready.

1Session 1Claude AI foundations: the must-know concepts for finance professionals▾

What Claude actually is, which version and plan are right for you, and the discipline that gets safe, reliable results.

Which product (Chat, Cowork, Code), model tier (Opus, Sonnet, Haiku) and plan to use, and when
Setting Claude up to think like a finance professional with Projects
Data security: what is safe to share and what is not
Our SOP: the prompting rules sharpened over 1,000+ hours of real client work
Connectors and skills: what they are and why they matter
Live Q&A: take the mic and ask your question directly

Outcome: You understand the Claude landscape, the right setup for you, and our SOP for the safest, best results.

Available on its own for £150 + VAT. Choose this session →

2Session 2Becoming a financial modelling expert with Claude AI▾

Hands-on. You build a full set of financials with a practising CFO, live. The point is the technique, which transfers to anything you build with numbers.

Build a full three-statement model from raw data, not a clean template
Create a budget and a P&L forecast using our prompts
Prove it: make the numbers reconcile and control hallucination
Live Q&A: take the mic and ask your question directly

Outcome: You can build even complex models using the techniques we show you.

Available on its own for £150 + VAT. Choose this session →

3Session 3Management reporting with Claude AI▾

Turn the model into the report. You produce a polished, board-standard reporting pack, live, with charts and commentary.

Build a management reporting pack from the model, live
Charts, graphs and branding, assembled in the session
CFO-level commentary, written the way a board expects to read it
Live Q&A: take the mic and ask your question directly

Outcome: You can build or update any management pack, with charts and CFO-level commentary.

Available on its own for £150 + VAT. Choose this session →

4Session 4Daily finance workflows: AI agents, Claude in Excel, skills and connectors▾

The power-user session. Build agents that carry your recurring work, and fold Claude into your week.

Claude in Excel: find mistakes, update a model after month-end, and the essentials of working inside Excel
Build an AI agent for a job you repeat every month, then improve it
Build a finance skill with us, and use skills in your own workflow
Connectors: pull data from where it already lives
Live Q&A: take the mic and ask your question directly

Outcome: You can build agents for recurring work, use Claude in Excel, build your own skills, and train Claude to write in your voice.

Available on its own for £150 + VAT. Choose this session →

View dates and enrol →

Who it is for

Built for finance professionals at every level.

For people who already know their craft and want to do it faster and better with AI:

CFOs and fractional CFOs
Finance managers and finance directors
FP&A analysts and managers
Accountants

It assumes you know the finance. It teaches you to do it with Claude, safely, to a standard you would put your name to. Whether you are hands-on in the numbers or reviewing others' work, you will leave able to direct AI across your finance work.

Worth being clear

It is not a beginner's accounting course, and it is not a generic intro to AI. It is for finance professionals who want to produce real work with Claude, properly.

How It Works

Four sessions, on a schedule that suits you.

Take all four for the full programme, or pick only the sessions you need. You choose a date for each session when you enrol.

Four sessions, one a week

Each group works through the four sessions live, one week apart, two hours each. Small enough that you can ask your own questions.

A new group every two weeks

Thursday and Friday groups run alternately, so there is always a start date coming up rather than a long wait.

All four, or just the ones you need

Single sessions are £150 each, and you pick a date for each one. All four costs £480, saves you £120, and adds the Playbook and a monthly Q&A call with the trainer.

Cannot make a date?

Tell us and we will move you into the same session in a later group, at no extra cost.

All sessions run at 16:00 GST (UAE) · 12:00 UK time (13:00 in British Summer Time) · 17:00 PKT (Pakistan) · 17:30 IST (India)

Places are limited to keep each group small. If you are new to Claude, we recommend starting with Session 1, which sets up the way of working the other sessions build on.

See dates and enrol →

Pricing

What you get, and what it costs.

Every session is two hours, live and hands on. You keep the working files, and can rewatch for 90 days.

With every session you buy

Two hours live and hands on with a practising CFO, in a small group
The recording of that session, to rewatch for 90 days
A handout for that session, with the prompts and everything covered
The practice dataset, so you build along with the trainer
The participant WhatsApp group, questions answered by the trainer
2 CPD hours per session, with a certificate for the hours you attend

Take all four sessions and you also get

A monthly one-hour Q&A call with the trainer, last Wednesday of the month, to bring your own problems and work through them together
The Claude Finance Playbook (PDF), issued after your final session
A certificate of completion for the full 8 CPD hours
All four handouts, so you hold the complete prompt set
£120 saved versus buying the four sessions singly

All four sessions

£480 + VAT

all four sessions, per person

Or single sessions from £150 + VAT each

Save £120 versus buying singly

Choose your sessions →

Pick your sessions and dates on the next page. Payment is processed securely by Stripe.

Questions

Frequently asked questions.

I have never used Claude. Can I still join?▾

Absolutely. Session 1 covers the foundations from the ground up, so you need no prior experience with Claude or AI. As long as you know your finance, you are ready.

Do I need to be an Excel expert?▾

No. The course is built so Claude does the heavy lifting. You need to know your finance, not advanced spreadsheet mechanics.

Can I use my personal Claude subscription?▾

Yes. We provide all the data you will work on, so it is completely safe to use a personal Claude subscription.

Which Claude subscription do I need?▾

A paid Claude plan. When we last checked, the entry-level paid plan was around USD 20 per month, but pricing changes, so please check the current pricing on the Claude AI website. The document you receive when you enrol confirms exactly what to set up.

What if I miss a session?▾

Every session is recorded and shared within 24 hours. Because a new group starts every two weeks, we can also move you into the same session in a later group at no extra cost. Just tell us.

Are the sessions recorded?▾

Yes. You can rewatch for 90 days the sessions you have bought. Recordings are for the registered participant only, not for download or sharing.

Can I get a refund if I cannot attend?▾

If you request a refund at least 24 hours before your first booked session, we refund you less a small bank transfer fee. This applies to single sessions on the same basis as all four. After that we cannot refund, but we will move you into the same session in a later group, or share the recordings and materials.

Can my company pay for the course?▾

Yes. Most participants claim it back from their employer, or your company can pay directly using the same sign-up form and payment link.

Do you provide corporate training for Claude in finance?▾

Yes. We train finance teams on Claude and help with implementation beyond finance too. Reach out at [email protected].

What happens if Claude goes down during a live session?▾

It has not happened yet. If it ever did, we would simply reschedule the session.

What if I take all four sessions?▾

Taking all four sessions costs £480 rather than £600 bought singly. Alongside the sessions themselves you get a certificate of completion for the full 8 CPD hours, the Claude Finance Playbook compiled from all four handouts, and a standing invitation to a monthly one-hour group Q&A call with the trainer, ordinarily the last Wednesday of the month. That call is for people who have taken all four sessions, and it stays open to you after the course finishes.

Can I buy just one or two sessions?▾

Yes. Each session is £150 on its own, or take all four for £480 and save £120. You choose a date for each session you buy, and you can spread them across different groups if that suits you. If you skip an earlier session, we send you the completed working files from it, so you start from exactly the same point as everyone else in the room. If you have never used Claude, we recommend starting with Session 1, which sets up the way of working the other sessions build on.

Do I get a CPD certificate?▾

Yes, for whatever you attend. Each session is two hours, so a single session earns 2 CPD hours and all four earn 8. Complete all four, live or by recording, and you receive a certificate of completion for 8 CPD hours, issued together with the Claude Finance Playbook (PDF). Take fewer and you receive a certificate of attendance for the hours you did. Either way it is yours to record with your professional body.

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Video tutorials, live masterclasses and events, walkthroughs with handouts, our newsletter, and a direct line to practising CFOs.

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The Claude Finance Playbook is a course by AI for Finance Circle Ltd · Registered in England and Wales, company number 17423995 · 128 City Road, London EC1V 2NX · Taught by Zain ul Abideen, FCCA · © 2026 AI for Finance Circle Ltd
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