Learn AI for Finance
Top AI certifications and programs from Columbia, Nicolas Boucher, David Fortin, Carolina Lago, FPI and more with exclusive discounts.
The AI Revolution in Finance
AI is transforming finance at unprecedented pace. These programs represent an opportunity to master critical AI skills for FP&A & Finance Professionals.
Why AI Skills Matter: According to PwC's 2025 Global AI Jobs Barometer, AI-skilled workers earn a 56% wage premium. Bain Capital Ventures reports 79% of CFOs plan to increase their AI budgets, and Gartner's 2025 survey found 59% of finance functions are already using AI.
Program Comparison
| Program | Price | Duration | Format | Best For |
|---|---|---|---|---|
| Columbia AI Certificate | $4,700 | 8 weeks | Live cohort | Comprehensive education & credential |
| AI Finance Club | $900/year | Ongoing | Community | Continuous learning & networking |
| AIFP&A | $77.60 - $277.60 | 4 weeks | Online | Budget-friendly certification |
| Microsoft Copilot Masterclass | $177 | Self-paced | On-demand video | Dedicated Copilot training for M365 users |
| AI FP&A Accelerator | Set at enrollment | 4 weeks · 8 sessions | Live cohort | Building a real FP&A workflow in Claude |
| AI-Powered Accountant (AIPA) | $900 ($765 w/ code) | 7 weeks | Live + modules | Accountants building AI workflows in Excel |
The table covers programs you take yourself. If you are a finance leader who needs AI built and governed across your team, see Glenn Hopper's consulting below.
Explore Each Program
Ivy League and industry-leading AI certifications for finance professionals
AI in Business & Finance Certificate
Columbia University & Wall Street Prep
Use code: THEFPAGUY300
- 8-week intensive cohort program
- Columbia Executive Education certificate
- 10 hours per week commitment
- Live instruction from industry experts
- Real-world AI implementation projects
- Elite peer network included
AI Finance Club
Nicolas Boucher
Use code: YNVTUWKG
- Weekly AI workshops and masterclasses
- Access to 3,000+ member community
- Exclusive AI tools and templates
- Direct access to Nicolas Boucher
- Monthly events
- Early access to new AI features
AI for FP&A Professional
FP&A Professionals Institute
Use code: FPAGUY
- AI fundamentals to advanced applications
- Finance-specific AI use cases
- Practical tools and techniques
- Self-paced learning options
- Multiple package tiers available
- Future-ready skill development
Microsoft Copilot Masterclass
David Fortin, CPA & Microsoft MVP
Use code: THEFPAGUY10
- Only dedicated Copilot training I offer my audience
- Hands-on Excel, Outlook, Word, Teams & PowerPoint
- Taught by a CPA and Microsoft MVP
- Self-paced with lifetime access
- Prompting framework and ready-to-use templates
- Finance and business lens throughout
AI FP&A Accelerator
Carolina Lago, AFM · Tactic Financial
Waitlist members get first access to seats, dates & pricing.
- 4-week live cohort: 8 working sessions (~2.5 hrs) plus orientation
- Build a real FP&A workflow in Claude on your own data
- Tactic OS skill library, yours to keep and extend
- Companion course and masterclasses (roadmap, security, mini apps, storytelling)
- All session recordings, yours to keep
- Accelerator Lab: lifetime community access
AI-Powered Accountant (AIPA)
Lance Rubin, Andrew Siah & Iris Meng
Use code: 15OFF3
- 7-week live cohort: 6 live sessions plus 3 self-paced modules
- Build real AI workflows in Excel and Power BI
- Taught by three practitioners: modeling trainer, AI researcher, finance AI lead
- Pick-the-right-tool framework across Claude, TabAI, Power BI & Xero
- Prompt library and change-management templates to keep
- Direct access to the instructors
For Finance Leaders and Teams
The programs above are for upskilling yourself. If you lead finance and need AI implemented and governed across your team, that is a different job, and a different person.
AI Finance Consulting
Glenn Hopper, RoboCFO.ai
No standard price list. Glenn scopes each engagement to what you actually need, from an advisory sprint to a full production build.
- Strategy through production: scope, build, govern, and support AI in finance
- Four stages, enter or stop anywhere: Discover, Diagnose, Build, Operate
- Governance built for SOX, GAAP, and IFRS
- Work directly with Glenn, a multi-time CFO, not junior consultants
- Best for CFOs, VPs, and heads of FP&A rolling out AI at the org level
When you reach out, mention that Paul Barnhurst, The FP&A Guy sent you.
Frequently Asked Questions
Which AI program should I start with?
It depends on your goal. For community and steady, practical upskilling, start with Nicolas Boucher's AI Finance Club. For a prestigious, comprehensive credential, choose the Columbia certificate. To build a real FP&A workflow hands-on, Carolina Lago's AI FP&A Accelerator is a live cohort built around Claude. For dedicated Microsoft Copilot skills, go with David Fortin's Masterclass. And if you lead finance and need AI implemented across your team, that's Glenn Hopper's consulting, not a course.
Is the Columbia AI certificate worth $4,700?
For professionals seeking training from an elite university and comprehensive AI education, absolutely. The Columbia name carries significant weight.
What's included in the AI Finance Club?
Weekly workshops, a 3,000+ member community, exclusive tools and templates, and regular learning events with Nicolas Boucher.
Do I need programming experience?
No! These programs are designed for finance professionals without coding backgrounds. They focus on practical application of AI tools.
What if I specifically want to learn Microsoft Copilot?
David Fortin's Microsoft Copilot Masterclass is the only dedicated Copilot training I offer my audience. Taught by a CPA and Microsoft MVP, it's built around Excel, Outlook, Word, Teams, and PowerPoint: the M365 tools finance and business professionals use every day. Use code THEFPAGUY10 for 10% off.
What's the best program for actually building AI workflows in FP&A?
If you want to build, not just watch demos, Carolina Lago's AI FP&A Accelerator is the most hands-on option here. It's a 4-week live cohort where you build a real FP&A workflow in Claude on your own data, with direct access to Carolina. It's best for practicing FP&A professionals ready to do the work between sessions.
How do these programs differ at a glance?
They solve different problems. Columbia is the premium, cohort-based credential for those who want an Ivy League mark on their resume. AI Finance Club is an ongoing community for continuous learning and networking with Nicolas Boucher. AIFP&A is a budget-friendly certification focused on finance use cases. Microsoft Copilot Masterclass is tool-specific training for professionals who live in Microsoft 365 and want practical Copilot skills. Carolina Lago's AI FP&A Accelerator is a hands-on live cohort where you build a real FP&A workflow in Claude on your own data. Most professionals benefit from pairing one credential-focused program with one hands-on or tool-focused program. Separately, if you are a finance leader who needs AI implemented across your team rather than training for yourself, Glenn Hopper's consulting is the org-level option.
What if I need AI implemented across my finance team, not just training for myself?
Then you want implementation, not a course. Glenn Hopper's consulting (RoboCFO.ai) helps finance leaders scope, build, and govern AI across the team, from an advisory sprint to a full production build, with governance for SOX, GAAP, and IFRS. It's built for CFOs and heads of FP&A, not individual upskilling.
Can I expense these programs through my employer?
Many finance professionals successfully expense these through professional development or training budgets. The Columbia certificate, in particular, fits well within executive education budgets given its university credential. For smaller programs, framing them as tool-specific productivity training (Copilot, ChatGPT) often aligns with existing software training budgets. I'd recommend asking your manager before enrolling; a short ROI case focused on time savings usually does the trick.
How long before I see real results from these programs?
It depends on the program and how quickly you apply what you learn. Tool-focused training like the Copilot Masterclass can save you hours in your first week if you apply the lessons immediately. Certification programs like Columbia and AIFP&A deliver broader value over a longer time frame as you implement AI workflows. The common thread: value compounds with application, not completion.
Do the discount codes stack with other offers?
The discount codes on this page are for my audience, and I have worked with each program to obtain these exclusive discounts. They typically can't be combined with other promotional offers, but they represent the best available pricing I could secure. Final pricing and any stacking rules are confirmed at each provider's checkout.
Are these programs only for FP&A professionals?
No. While I cover them through an FP&A lens, the skills transfer across finance and business. Accountants, controllers, corporate strategy, operations, and consulting professionals all get strong value. The Copilot Masterclass in particular applies to anyone working in Microsoft 365, and Columbia's program is designed for business and finance leaders broadly.