Generative AI for Financial Services Training Course

By the end of this training, participants will be able to:

By the end of this training, participants will be able to:

Copilot for Microsoft 365 is an AI-powered assistant that integrates with Microsoft Office applications to help finance and accounting professionals enhance productivity, streamline reporting, and support decision-making.

This instructor-led, live training (online or onsite) is aimed at finance and accounting professionals with limited experience with AI who wish to leverage Microsoft Copilot to improve accuracy, efficiency, and insight in financial tasks.

By the end of this training, participants will be able to:

• Create financial reports quickly and accurately using Copilot.
• Automate repetitive accounting and data-entry tasks.
• Generate financial summaries and forecasts with AI assistance.
• Use natural language prompts to extract insights from large financial datasets.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft 365 Copilot is an AI-powered assistant embedded into familiar Microsoft tools to enhance content creation, automate routine tasks, and provide smart insights.

This instructor-led, live training (online or onsite) is aimed at public sector employees with limited or no prior experience using AI tools who wish to use Microsoft 365 Copilot to enhance communication, streamline document work, and extract insights more efficiently from data and meetings.

By the end of this training, participants will be able to:

• Use Copilot in Word, Excel, and Outlook to draft, analyze, and improve communications.
• Automate repetitive documentation and summarization tasks across Microsoft 365 apps.
• Generate insights from meeting notes, spreadsheets, and written reports.
• Follow responsible use guidelines for Copilot in a public sector context.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Microsoft 365 Copilot in sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Course Customization Options

• To request a customized training for this course based on your department's workflows or internal tools, please contact us to arrange.

Copilot Studio is a platform for creating and integrating AI-driven copilots and assistants into business applications to augment workflows and automate user tasks.

This instructor-led, live training (online or onsite) is aimed at advanced-level technical professionals and automation leads who wish to integrate Copilot Studio into existing applications to execute SQL queries, automate recruitment workflows, and trigger Power Automate flows in real-world production-like scenarios.

By the end of this training, participants will be able to:

• Design and configure Copilot assistants that securely execute SQL queries against HR datasets.
• Implement conversational flows that automate recruitment and hiring tasks.
• Integrate Copilot Studio with Power Automate to trigger and orchestrate automated flows.
• Apply security, data governance, and compliance best practices when exposing data to AI assistants.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with Copilot Studio, SQL and Power Automate integrations.
• Workshops for building, testing, and securing production-ready copilots.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Colombia (online or onsite) is aimed at intermediate-level digital marketers, influencers, and brand strategists who wish to maximize audience engagement through AI-powered video content.

By the end of this training, participants will be able to:

• Understand the capabilities and features of InVideo AI.
• Create compelling video content tailored to their target audience.
• Implement strategies to increase viewer interaction and retention.
• Analyze performance metrics to refine video marketing strategies.

This instructor-led, live training in Colombia (online or onsite) is aimed at beginner-level social media managers, content creators, and marketing professionals who wish to harness the power of InVideo AI for producing compelling video content for social media platforms.

By the end of this training, participants will be able to:

• Utilize InVideo AI to transform text into engaging video content.
• Navigate and make the most of InVideo's AI-driven video creation platform.
• Enhance social media strategies with AI-generated video content.
• Analyze and optimize video engagement using AI insights.

This instructor-led, live training in Colombia (online or onsite) is aimed at advanced-level video producers, editors, and AI enthusiasts who wish to use AI technologies to enhance their video production workflows.

By the end of this training, participants will be able to:

• Utilize InVideo’s AI tools to streamline video editing processes.
• Implement AI-driven techniques for automated video content creation.
• Create professional-quality videos using AI-based templates.
• Optimize AI-powered workflows for increased productivity in video production.

By the end of this training, participants will be able to:

Microsoft 365 Copilot integrates AI into popular Office tools to boost productivity through smart suggestions, content generation, task automation, and advanced data analysis. It enables professionals to work more efficiently without needing advanced technical skills.

This instructor-led, live training (online or onsite) is aimed at beginner-level administrative professionals who wish to learn how to effectively use Microsoft 365 Copilot in their daily workflows.

By the end of this training, participants will be able to:

• Understand what Microsoft 365 Copilot is and how it works across Office apps.
• Use Copilot in Word to draft, summarize, and format documents.
• Apply Copilot in Excel to analyze data, generate formulas, and create reports.
• Use Copilot in Outlook to manage email communication and create meeting summaries.
• Collaborate using Copilot in Teams to streamline meetings and task follow-ups.

Format of the Course

• Interactive lecture and discussion
• Real-world exercises and examples
• Hands-on practice in Microsoft 365 applications

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft 365 Copilot Chat is an AI-powered assistant integrated into Microsoft 365 applications to help users write, summarize, analyze, and automate tasks more effectively.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level business professionals who wish to use Copilot Chat across Word, Excel, PowerPoint, and Outlook to improve daily productivity and communication.

By the end of this training, participants will be able to:

• Use Copilot Chat to generate content and insights in Word, Excel, PowerPoint, and Outlook.
• Create and refine prompts for more accurate and useful AI responses.
• Automate routine tasks using basic scripting and integration techniques.
• Apply best practices for security, ethics, and accuracy in generative AI usage.

Format of the Course

• Interactive lecture and discussion.
• Lots of hands-on practice in Microsoft 365.
• Real-world use cases and guided labs.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft 365 Copilot is an AI-powered assistant integrated into Microsoft Office apps to help users draft, analyze, summarize, visualize, and communicate more efficiently.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to leverage Microsoft 365 Copilot features across core applications to increase productivity and improve workflows.

By the end of this training, participants will be able to:

• Use Copilot in Word to draft, summarize, and rewrite documents.
• Analyze, visualize, and automate data tasks using Copilot in Excel.
• Create AI-assisted PowerPoint presentations from outlines or documents.
• Enhance email management and communication with Copilot in Outlook.
• Streamline collaboration, meeting follow-ups, and task tracking in Teams using Copilot.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Colombia (online or onsite) is aimed at beginner-level IT professionals who wish to understand the basics of AI and learn how to use Perplexity AI effectively.

By the end of this training, participants will be able to:

• Explain the fundamental concepts of artificial intelligence.
• Navigate and utilize the Perplexity AI platform for information discovery.
• Apply Perplexity AI in various real-world scenarios.
• Understand the ethical considerations and societal impacts of AI technologies.

This instructor-led, live training in Colombia (online or onsite) is aimed at intermediate-level educators who wish to integrate Perplexity AI into their teaching methodologies to enhance the educational experience.

By the end of this training, participants will be able to:

• Understand the capabilities of Perplexity AI in an educational context.
• Implement Perplexity AI to create interactive and engaging lesson plans.
• Utilize Perplexity AI for student assessments and feedback.
• Explore the potential of AI in personalized learning.

This instructor-led, live training in Colombia (online or onsite) is aimed at intermediate-level supervisors and programming officers who wish to expand their knowledge in administering SharePoint and effectively utilizing Microsoft 365 Copilot.

By the end of this training, participants will be able to:

• Understand the fundamentals of SharePoint architecture and administration.
• Configure and manage SharePoint sites and user permissions.
• Implement security and compliance measures within SharePoint.
• Integrate and manage Microsoft 365 Copilot features to enhance organizational productivity.
• Apply best practices for data governance and content management.