AI for Finance

AI is changing the world of finance – are you changing the way you train your teams?

From using Copilot in Excel to firm-specific AI tools, we train all levels of professionals to utilize large language models (LLMs) to drive results in diligence, modeling, and value creation.

Train your team to apply AI where it matters most in finance.

Finance professionals are increasingly expected to understand and use AI-enabled tools – but most training stops at theory. TTS delivers hands-on, desk-ready training to help analysts, associates, and senior professionals alike apply LLMs in diligence, value creation, financial analysis, and modeling workflows.

Our instructors don’t just teach tools – we help your team execute on proven models like Copilot and ChatGPT, while also adapting to your firm’s proprietary AI platforms with training that meets privacy and compliance standards.

A Training Partner That Knows Finance First -
and AI Where It Matters

Training built for finance. Adapted for how AI is actually used.

AI-Enhanced Learning In Action

Mastering Copilot for Financial Workflows
Use Copilot in Excel, Word, Outlook, and PowerPoint to automate tasks and enhance productivity.
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Custom GPTs for Reusable Workflows
Create agents that streamline recurring research, reporting, and analysis tasks using ChatGPT & Copilot.
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AI for Research, Modeling & Automation
Apply LLMs to speed up diligence, and generate insights using real-world finance cases.
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AI-Powered Communication & Presentation
Use Copilot and ChatGPT to draft emails, create decks, summarize meetings, and tailor messaging fast.
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Prompt Engineering for Finance
Learn how to write effective prompts that improve accuracy and reduce LLM errors in finance tasks.
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SELF-STUDY COURSE

Turbocharge Your Productivity With Copilot

Learn how Copilot elevates productivity and decision-making for finance professionals across Microsoft applications, mastering features, practical applications, and best practices while addressing limitations such as prompt engineering.

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Unlock the Power of AI in Finance

Transform Finance Workflows with Hands-On AI Training

Our latest instructor-led training is designed for finance professionals ready to embrace AI. Learn how to apply AI tools to automate tasks, gain insights, and drive better decision-making across your finance team.

Ready to Bring AI into Your Finance Training?

Let’s explore how we can customize AI training for your analysts, associates, and professionals.

Public Courses

Courses taught in-person in over 20 cities around world and virtual options available. Click below to browse all upcoming Public Courses.

Corporate SOlutions

Training The Street creates customized training programs that deliver the right content at the right time to maximize talent development.