Is AI pulling its weight in your finance work?Free AI for Finance skill check.
The AI for Finance skill check is five multiple-choice questions, one each on Briefing analysis, Verifying numbers, Task fit, Confidential data and Review discipline. It is free, takes about three minutes, and grades you from Novice to Expert with every answer explained.
- 5 questions
- About 3 minutes
- Free
Choose a course
Every course in the AI Tutor has its own check: five questions, one per topic.
AI at work 10 courses
For the job you already do, with AI in it.
Sign up free to start. Your answers are graded when you finish and saved to your record.
The AI for Finance skill check.Five topics, one question each.
Question 1 is below exactly as the check asks it. The answer, and why it is right, come with your result.
Finance work runs on accuracy and confidentiality — which is exactly why AI assistants like ChatGPT, Claude, Copilot, and Gemini need more careful handling here than almost anywhere else. Used well, they compress commentary drafting, stakeholder explanations, and first-pass analysis. Used carelessly, they put wrong numbers in front of decision-makers or company data in the wrong place.
This 3-minute check tests the five habits that make AI safe and genuinely useful in a finance role: briefing an assistant on analysis for a non-finance audience, verifying any number an assistant produces, knowing which tasks fit AI today and which don't, keeping company financials inside policy, and treating AI output as a draft rather than a deliverable.
Free student account, no jargon — five scenarios, instant results.
- Briefing analysis
Audience and context in the brief are what turn figures into an explanation people follow.
- Verifying numbers
Assistants can misread or miscount: any figure that drives a decision needs your check.
- Task fit
Knowing what to delegate and what to keep is the core AI skill in a controls-driven role.
- Confidential data
Company financials in an unapproved tool is a policy breach, however useful the answer.
- Review discipline
AI output that touches reported numbers is a draft until a human has verified it.
You're asking an AI assistant to help explain a budget variance to non-finance stakeholders. The best brief includes…
- ANothing extra, variance explanations are standard everywhere
- BJust the words “explain this variance simply”
- CA request to frame the variance so it looks smaller than it is
- DThe variance figures, who the audience is, and the level of detail they need
“Learn AI” means three things.This check tests one of them.
It tests using AI in finance work: briefing analysis, verifying numbers, task fit, confidential data and review. No code.
- 01
Machine learning foundations
How models learn from data: the statistics, training and evaluation underneath them.
For you ifyou want to train and judge models, as an ML engineer or data scientist.
Take the Machine Learning check - 02
Applied LLM engineering
Building software on models like Claude and GPT: prompts, retrieval, agents, evals and shipping.
For you ifyou write code and want to build AI features, not train models from scratch.
Take the Generative AI check - 03This check
AI for your job
Using AI tools well in the work you already do: briefing them, checking what comes back, keeping data safe.
For you ifyou do not plan to code and want AI to make the work you do faster and better.
Three steps.About three minutes.
It is free and nothing is booked. Save the report to keep it on your account.
- 01
Pick a course
Any of the 21 courses in the AI Tutor, from Generative AI to AI for Teachers. Each check covers five topics.
- 02
Answer five questions
One question per topic, four options each. Nothing is marked until you finish.
- 03
See your readiness
Your readiness out of 10, a skill map, every answer explained, and the path through the course.
Programmes that build on this check.Your result shows where to start.
Each one teaches AI for Finance by building, and ends in deployed work graded against a rubric you can read.
Before you start.Three quick answers.
Is it safe to use AI assistants in finance at all?
Yes, within limits: drafting, explaining, and summarising with human verification are strong uses. The risk comes from trusting unverified numbers or pasting confidential data into unapproved tools.
Do I need Excel or coding skills for this check?
No — it tests judgment, not formulas. The scenarios are about how you brief, verify, and share, in plain language.
Which tools does it cover?
It's tool-agnostic. The same habits apply to ChatGPT, Claude, Microsoft Copilot, Google Gemini, or an assistant built into your finance software.
Rather talk to a person?
Tell us what you want to do with AI. We’ll suggest a programme on a 15-minute call.