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The AI Finance Professional

Two days, one journey — from working AI capability to a tested personal workflow you have already rebuilt once

2 Full Days
RMs, Wealth Managers & Advisers
Fluency + Mastery Tiers
Courses A + B
Bespoke to Function
Schedule Consultation

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Program Overview

Two days, one journey — from working AI capability to a tested personal workflow you have already rebuilt once. The complete journey: Course A (AI Practised) and Course B (AI Applied) delivered as one sequenced curriculum, joined by a working bridge rather than a page break. Day one builds genuine working capability and closes with each participant nominating one real task from their own role to attempt with AI before day two.

Program Journey

Day One — AI Practised (Course A)

From awareness to working capability. Builds mindset, technical literacy, and hands-on prompting workshop with compliance boundary exercises.

Fluency Tier

The Bridge — One Real Task

Each participant attempts one nominated task from their own role using what day one taught — in their real environment, against their real constraints.

Design → Test

Day Two Opening — Bridge Review

What happened. Successes are dissected; fumbles are diagnosed live — wrong tool, wrong prompt, wrong task, or wrong side of compliance boundary.

The Fumbles Are the Curriculum

Day Two — AI Applied (Course B)

From capability to working practice. Model selection, research modes, voice as productivity layer, workflow chaining, and agentic frontier (Cowork).

Mastery Tier

Capstones — Rebuild & Team Challenge

Rebuild the bridge task with full stack, attempted twice — before/after proof of progress. Teams tackle a realistic finance brief with compliance boundary as live constraint.

Design → Test → Rebuild → Embed

What Participants Walk Away With

A personal AI workflow — designed, tested, rebuilt with before/after measure
Working capability across leading models & specialist stack
The compliance boundary applied three ways — taught, tested, enforced
A team-tested deliverable under realistic finance conditions
Self-assessed position on the literacy → fluency → mastery → leadership ladder

Who This Is For

RMs
Wealth Managers
Private Bankers & Advisers
Compliance & Financial Crime
Risk, Treasury & ESG
Working AI
Capability
Personal Workflow
Designed & Rebuilt
Compliance Boundary
Applied Three Ways
Design → Test →
Rebuild → Embed

Programme Format

FormatIn-Person Preferred
Pre-RequisitePre-session Brief (No Extra Cost)
Duration2 Full Days
CohortCapped at 12
TiersFluency + Mastery
CalibrationBespoke to Function
Patrick Mahdi O'Neill
Delivered By

Patrick Mahdi O'Neill

International Finance Trainer · Dubai, UAE

940+ Training Days · 200+ Engagements
30 Years in Finance · 19+ Qualifications
Principal of Wealth Focus (FCA-Regulated)
View Trainer Profile

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The AI Finance Professional

Build a Tested Personal AI Workflow in Two Days

Equip your finance teams with a complete journey from working AI capability to a tested personal workflow. Course A (AI Practised) and Course B (AI Applied) — joined by a working bridge where each participant designs, tests in real work, and rebuilds their own AI workflow with a measured before and after.

Schedule Consultation