Fin Maverick · Course

AI FOR
FINANCE

Put AI to work on real finance tasks, and catch it when it is wrong. Thirty two blocks show each task being done, including the part where it fails, and every block ends with a two stage simulation. There is no quiz.

32 Blocks
160 Videos
15.4 Hours
AI For Finance course illustration

Syllabus

Thirty two blocks in three parts, each one sitting of twenty four to twenty eight minutes, plus two projects run on your own material.

The programme
32
Blocks, three parts
Six blocks of judgment open it: how these systems work, which kind fits which decision, turning a vague request into a testable problem, how far a system may act on its own, point-in-time data, and what may not be processed. Twenty three blocks are then one real finance task each. Three blocks close it: measuring your own output, evaluating a model somebody else built, and approval and governance.
Projects
P1 · Frame It and Build It Week 3 · 60 min
P2 · Measure It, Govern It, Hand It Over Week 6 · 60 min
Time
160 Videos, 3 to 7 min
64 Simulation stages
15.4 Required hours

803 minutes of blocks plus 120 minutes of projects.

What you'll learn

What you will be able to do by the end, in the order the course builds it.

Know what it is doing

How these systems produce text, why fluency is not accuracy, and which kind of AI fits which decision.

What did revenue grow by this year?
AI

Revenue grew 18% this year.

Sounds sure
Annual report says 12%

Turn a vague request into a testable problem

Fix five things before anything is built, choose how far the system may act on its own, and test the data for look-ahead and survivorship.

The request

Use AI for investing.

Nobody could build against this
The testable problem
  • User✓
  • Data✓
  • Decision✓
  • Metric✓
  • Guardrail✓

Do twenty three real finance tasks

Each one shown failing before it is fixed.

  1. 07One filing
  2. 08Forty filings
  3. 09Peer multiples
  4. 10Document sets
  5. 11Contracts
  6. 12Scans and charts
  7. 13Earnings calls
  8. 17Messy spreadsheets
  9. 19Formulas
  10. 21Screens
  11. 24Summaries
  12. 27Briefing packs

and eleven more, from translation to transactions

Catch it when it is wrong

Ask for the source with every answer, check the citations, and know where an agent breaks.

Sentence 1 source holds ✓
Sentence 2 source holds ✓
Sentence 3 source does not say this ✕

Measure it, approve it, hand it over

The half that decides whether anybody at your firm may actually use what you built.

  1. 01Build a truth set
  2. 02Cost both errors
  3. 03Evaluate the model
  4. 04Size the review
  5. 05Approve and disclose
  6. 06Set the stop condition

How each block works

One sitting, one finance task, and the failure shown before the fix.

Inside one block Block 1 · 25 min, one sitting
4 4 5 4 4 2 2
Video Simulation minutes
  1. Watch the task One real finance task, done start to finish
  2. See where it fails Short videos take the failure apart
  3. Fix it yourself Two simulation stages: diagnose, then repair
Every block

Watch it fail first.

A block opens with one real finance task done start to finish, including the part where it goes wrong. Short videos take the failure apart, then a two stage simulation hands you the same problem to diagnose and repair.

Every workflow ends with a check, and the check cannot be your impression of how the answer sounds.