AI For Finance | Complete Package | Level 1 & Level 2
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AI for Finance [Advanced] – Level 2 🔥

Learn Advanced Finance Automation AI Tools

Beginners to Advanced
Real Finance Use Cases
100% Practical Learning

View Time | Course Validity

Up to 2X | 1 Year Access

Course Duration

40 hours of lectures

Course Certification

Industry-Recognized

Batch Format

Recorded [Self-Paced]
Enroll Now
Course Outline

Tools You'll Get To Learn Hands-on

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LLM
ChatGPT

General-purpose AI model

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LLM
Claude

Reasoning-focused assistant

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Multimodal AI
Gemini

Text, image, code AI

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Developer Platform
Google AI Studio

Prototype Gemini apps

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AI Search
Perplexity

Cited AI answers

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MLOps
Comet

Model tracking

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AI Research
Google Antigravity

Experimental AI framework

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Automation
Google Apps Script

Workspace automation

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Data Tools
Google Sheets

Cloud spreadsheets

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Data Analysis
Microsoft Excel

Advanced spreadsheets

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AI Research
NotebookLM

Source-grounded research

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Automation
MS Excel VBA Macro

Excel macros

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Presentation AI
Gamma

AI presentations in mins

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Productivity
Nano Banana

Lightweight AI utility

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Productivity
Python

Automation and scripting

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Productivity
LM Studio

Run LLMs locally

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Productivity
Power BI

Business analytics dashboards

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Productivity
MS Power Query

Transform and clean data

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Research Assistant
Napkin

Research summaries

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Audio AI
Eleven Labs

AI voice generation

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Meeting Intelligence
Fireflies

Meeting transcription

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AI Development
Bolt

Instant app builder

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Product Builder
Lovable

Idea to web app

Invest in Your Career Growth

Select the plan that fits your career goals.

RECORDED

PLAN 1

Self-placed learning!

₹3,499 ₹6,499
  • Level 1 [Recorded]
  • Level 2 [Recorded]
  • 4 Months Course Access
  • Certificate + Doubt Support
  • ChatGPT, Claude, Gemini, Grok
BONUS REWARD 15,000 AI Credits
Enroll Plan 1
RECORDED

PLAN 2

Self-placed learning!

₹5,499 ₹8,999
  • Level 1 Recorded
  • Level 2 Recorded
  • 1 Year Course Access
  • Certificate + Doubt Support
  • ChatGPT, Claude, Gemini, Grok
BONUS REWARD 40,000 AI Credits
Enroll Plan 2

Meet Your Trainers

CA Shivam Palan

Career Mentor | Co-founder, CA Monk (6+ years)

Umang Palan

Tech Expert | Co-Founder, CA Monk (6+ years)

CA Pranav Tulshyan

Automation & Python Expert (8+ years)

AI Masterclass [Advanced] – Level 2 Curriculum

Module 1

Level 1 Revision + Level 2 Introduction

  • Recap of Level 1 concepts and key learnings
  • Comprehensive study notes covering Lectures 1–12

Module 2

Advanced Google Apps Script

  • Automating expense approval workflows
  • Building chained automation sequences
  • Creating live dashboards with Apps Script
  • Automating engagement letters and client communication

Module 3

PowerPoint & Excel Email Automation

  • AI-assisted PowerPoint creation and formatting
  • Bulk email automation using Excel

Module 4

AI for Stock Trading

  • Using AI tools for stock research and analysis
  • Integrating the Zerodha account with AI
  • Equity analysis through structured prompting
  • Applying AI in TradingView with Pine Script

Module 5

Offline GPTs (LM Studio + Hugging Face)

  • Getting started with Hugging Face and open-source models
  • Setting up and running models locally via LM Studio
  • Comparing online and offline AI models

Module 6

Power Query & Email Automation

  • Automating email workflows for CA firm operations
  • Data merging and transformation using Power Query
  • Combining data across multiple sources using Append

Module 7

Power BI with AI (Claude MCP)

  • Setting up Claude MCP integration with Power BI Desktop
  • Analysing financial data using Claude and Power BI

Module 8

Finance Engineering – Coding Basics

  • Software development fundamentals for finance professionals
  • Prompt engineering techniques for finance workflows

Module 9

Google AI Studio

  • Getting started with Google AI Studio (Parts 1 & 2)
  • Advanced prompting and real-world finance applications

Module 10

Emergent – Website Development

  • Building functional websites using Emergent

Module 11

Developing Custom Tools from Zero

  • Designing and building custom finance tools (Parts 1 & 2)

Module 12

Power Automate

  • Building and deploying automation flows using Power Automate

Module 13

Tally Automation

  • Automating Tally workflows via API and ODBC
  • Practice-based implementation with real files

Module 14

Python Coding – Basic to Advanced

  • Python fundamentals for finance professionals (Parts 1 & 2)
  • Finance-focused Python session (Day 6)
  • CMD operations and Excel utilities using Python
  • Logic building and scripting exercises

Module 15

n8n Automation

  • Introduction to n8n and workflow automation
  • Building email automation workflows
  • Packaging and sharing n8n workflows

Module 16

Building Financial Models using AI

  • AI-assisted financial model development

Module 17

Other AI Tools

  • Claude designs workflows for finance professionals
Enroll Now
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Level up your career with CA Monk’s Industry- Recognised Certification.

View Certificate

Frequently Asked Questions

  • Finance students, MBA aspirants, analysts, accountants, and working professionals who want to use AI in daily finance work.

  • No. This course starts from scratch and is beginner-friendly.

  • You’ll learn practical skills only.Everything is hands-on and based on real finance tasks.

  • You’ll learn to use AI tools for Excel, Google Sheets, reporting, presentations, and analysis.

  • Yes. The workflows are designed for real corporate and finance roles.

  • Yes. You’ll learn how to use AI for interview preparation, answers, and salary discussions.

  • You can learn at your own pace.Even small daily practice brings results.

  • Absolutely. It helps you save time, work smarter, and stand out at work.

  • Yes. No coding, no complex jargon, and no unnecessary theory.

  • It’s built only for finance professionals, focused on no-code AI, and teaches skills you can use immediately.

Still have any questions?

If you have any doubts or queries, feel free to email us at support@camonk.com or call us at +91-9022720882.

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