Curriculum

Six programmes for managing finances with AI

AI Finance Circuit offers a structured vocational track for Singapore professionals, freelancers and SME operators who want practical skills in AI-assisted finance management. Each module combines prompt engineering, AI workflows and hands-on exercises using ChatGPT, Microsoft Copilot, Claude and AI features in spreadsheets — applied to budgeting, cash-flow tracking, expense organisation and financial reporting in SGD contexts.

Indicative fees are listed per module. Enrol in the full twelve-week track or select individual programmes. This is vocational training at our Tanjong Pagar academy — not licensed financial advice, not investment coaching, and not a guarantee of savings or returns.

Whiteboard module session on AI finance foundations

1. Foundations — Managing Personal & Business Finances with AI

2 weeks · Live cohort or self-paced · Tanjong Pagar studio

S$680 – S$980

Establish the core framework for AI-assisted money management across personal finance and business finances. You will compare ChatGPT, Copilot and Claude for everyday financial tasks, learn responsible prompt engineering for finance contexts, and set up PDPA-aware record-keeping habits suitable for Singapore professionals. Sessions cover tool selection, AI accuracy checks, and building repeatable AI processes for categorising transactions, summarising statements and drafting financial notes. By the end you will have a documented workflow map connecting your accounts, spreadsheets and AI assistants — a foundation for every subsequent module in the Singapore finance academy track.

Small group session on AI budgeting and cash-flow tracking

2. AI-Assisted Budgeting & Cash-Flow Tracking

2 weeks · Includes spreadsheet templates · SGD-focused

S$720 – S$1,050

Transform raw transaction data into clear budgets and cash-flow views with AI productivity techniques. Learn AI-assisted budgeting workflows that reconcile inflows and outflows across personal and SME accounts denominated in SGD. Practice cash-flow tracking with AI in spreadsheets — using generative AI for work to flag anomalies, suggest category adjustments and produce plain-language summaries for household or board review. Exercises include monthly budget cycles, variance commentary and scenario prompts that model spending changes without crossing into investment advice. You will leave with a maintained budget workbook and documented AI prompts your team can reuse.

3. Expense, Invoice & Receipt Organisation with AI

2 weeks · Document handling · PDPA compliance focus

S$680 – S$950

Build clean financial records using AI writing and summarising support for invoices, receipts and expense claims. This module teaches AI automation for extracting line items, matching payments to purchase orders and maintaining audit-ready folders — skills essential for freelancers near Anson Road and SME finance teams across Singapore. You will design AI workflows that standardise naming conventions, apply GST-aware categorisation where relevant, and produce expense reports suitable for internal review. Emphasis stays on organisation and documentation quality, not tax filing or accounting sign-off. Includes practice with redacted sample documents and AI output quality checks before any data enters your live systems.

4. Financial Forecasting & Reporting with AI Tools

2 weeks · Forecast-and-report studio · Scenario modelling

S$780 – S$1,120

Develop financial planning skills through structured forecasting exercises powered by generative AI. Learn to build rolling three-month and annual outlooks for operating expenses, project cash needs and revenue assumptions — always labelled as internal planning drafts, never as investment recommendations. ChatGPT, Copilot and Claude assist with scenario narration, assumption tables and executive summaries while you retain human judgment over every figure. The module covers financial reporting formats for personal reviews and SME management packs, including AI use cases for trend commentary and risk flags. Participants practice AI-assisted analysis on anonymised datasets reflecting Singapore market conditions and SGD denomination.

Evening studio session on AI spreadsheets and financial dashboards

5. AI Spreadsheets & Financial Dashboards

2 weeks · Dashboard construction · Evening studio option

S$820 – S$1,180

Master AI spreadsheet craft for financial-dashboard module construction. Combine formula discipline with AI features to build live views of balances, burn rates and category trends — visual tools that support decision-making without replacing professional advisers. Sessions at our Tanjong Pagar evening studio walk through layout design, conditional formatting, chart selection and AI-generated insight panels with mandatory verification steps. You will integrate data from prior modules into a cohesive dashboard template adaptable for household money management or SME finance contexts. Skills include connecting AI productivity tools to spreadsheet refresh routines and documenting data sources for PDPA-compliant internal use.

6. Capstone — Your AI Finance-Management System

2 weeks · Integration project · Facilitator review

S$980 – S$1,480

Assemble your personal capstone finance system integrating budgeting, cash-flow tracking, expense organisation, forecasting and dashboard modules from the full curriculum. Under facilitator guidance you will wire together AI workflows, spreadsheet structures and documentation standards into one maintainable system you can operate after graduation. The capstone includes a presentation to your cohort — demonstrating prompts, checks and outputs rather than claiming financial results. Full-track enrolment from S$3,480 covers all six modules with priority cohort placement. Completion certificates confirm vocational training participation only; they do not confer financial adviser licensure or guarantee any savings, returns or profit outcomes.

AI Finance Circuit is a vocational education provider teaching practical AI finance-management skills — not a licensed financial adviser, not regulated by MAS, and not a life-coaching or wellness programme despite our .life domain. Programme fees cover training, materials and studio access only. We do not provide financial, investment, tax or accounting advice, we do not manage client funds, and we do not promise savings, returns or profit. AI tool outputs may contain errors; all financial decisions require independent human judgment and, where appropriate, consultation with a licensed professional.
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