Winning with AI for Financial Insights

Finance is a conversation, not just a spreadsheet. This course helps you translate numbers into owner‑ready stories: what changed, why it matters, and what to do next. You’ll practice CFO‑style summaries, quick forecasts, and decision notes that guide smarter actions.

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What This Course Covers

Build one‑page financial summaries (plain language + a few key numbers).

Create simple forecasts from available data and assumptions.

Explain margin, cash, and trend shifts without jargon.

Draft decision notes with trade‑offs and next steps.

Set a monthly review rhythm with a one‑slide update.

Tie insights to actions across teams (ops, sales, marketing).

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Our Pricing Options

When you enroll in Winning with AI for Financial Insights — whether through a one-time payment or a flexible payment plan — you’re unlocking access to a comprehensive, expertly designed training system built for any business.

One-Time Payment Plan

$197

/One Time

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Monthly Payment Plan

$89

/Three Payments

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What’s Included

CFO‑Style Summary Template (one page).

Quick Forecast Starter (assumptions + ranges).

AI Prompt Vault for Financial Insights.

Decision Note Template (actions + owners + dates).

Monthly One‑Slide Update Template.

Bonus: Cost‑cutting & waste‑reduction prompt set.

$89