2-hour live sessions | Online, at your premises or at Sci-Tech Daresbury
Focused 2-hour sessions and bespoke programmes for your team.
Practical training for finance teams, business leaders and professionals who want to use AI more effectively in real business workflows.
Choose your training topics
- Writing effective prompts using a simple, repeatable R-T-C-F-C framework
- Working with Claude alongside Excel spreadsheets
- Using Claude Projects to create reusable finance workspaces
- Working with large datasets and an introduction to RAG (Retrieval Augmented Generation)
- Working with local LLMs and confidential datasets
- Exploring Claude Code, Cowork and Artifacts
- Understanding Connectors and how Claude can securely access business information
- Introduction to Model Context Protocol (MCP) and Excel integrations
- Using Claude Code to build data-centric dashboards
- Creating custom agents and agentic workflows
- Getting more from Microsoft Copilot for Excel
Three ways to take this course
CHOOSE ONE
SCHEDULED DATE
Scheduled Sessions
Join a planned 2-hour session online or in person.
From £495 + VAT per session
IN-HOUSE
Custom Team Training
Choose the topics most relevant to your organisation and we will tailor the session around your team, systems and objectives.
NOT SURE YET
Not sure what you need?
Book a 20-minute call and we will help you identify the most useful topics.
20 min no charge
Built around real business use cases
Our training focuses on practical application rather than theory. Sessions use examples drawn from finance, reporting, data analysis, operational processes and business automation.
Depending on the topics selected, your team can learn how to work more effectively with AI, automate repetitive tasks, analyse data, build workflows and use AI securely within existing business processes.
Flexible delivery
Training can be delivered:
- Online
- At your premises
- At Sci-Tech Daresbury
- As an individual session or combined programme
Typical session length:
2 hours
Experience level:
No previous experience required
Group size:
Individual or team delivery
What will I learn
- Practical, hands-on training
- Real business and finance examples
- No technical background required for most sessions
- Content tailored to your level of AI experience
- Online or in-person delivery Individual topics or combined programmes
- Training adapted around your systems and processes
Ready to choose your training?
Choose a scheduled session or tell us what your team needs and we will build a programme around you.
Tell us what your team needs
Select the areas you are interested in and we will recommend the most suitable training format.