AI for professionals · Free online course

Excel with Copilot and AI for Finance and FP&A

Put AI to work in Excel for finance: Copilot in Excel and its agent mode, what the retired =COPILOT function taught, cleaning data with Power Query, Python in Excel, testing Copilot against Claude and ChatGPT on the same spreadsheet, and building forecasts, dashboards and board commentary without losing control of the numbers.

  • 9 modules
  • 4h 50m of video
  • Beginner
  • English
  • ₹0, free
Excel with Copilot and AI for Finance and FP&A course cover

₹0Free for good

Worth ₹2,999 by length and depth against classroom training. It has always been free; that is not a former price.

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Overview

About Excel with Copilot and AI for Finance and FP&A

Put AI to work in Excel for finance: Copilot in Excel and its agent mode, what the retired =COPILOT function taught, cleaning data with Power Query, Python in Excel, testing Copilot against Claude and ChatGPT on the same spreadsheet, and building forecasts, dashboards and board commentary without losing control of the numbers.

Excel with Copilot and AI for Finance and FP&A is a free, self-paced online course from EDWartens for finance professionals, analysts and accountants who work in Excel. It has 9 modules and 4h 50m of video lessons by Christian Martinez, David Fortin, Mike Dion, with written notes and worked problems, a practical project with a document pack and a 15-question final assessment (pass mark 60%). Learning is free with an account; an optional certificate with a public verification code is issued when you pass. Last updated 27 September 2026.

Who it is for: Finance professionals, analysts and accountants who work in Excel

This course includes

  • 4h 50m of video lessons
  • 9 modules with written notes and diagrams
  • One final assessment: 15 questions, pass mark 60%
  • Ask-an-engineer support from practising engineers
  • Lifetime access, the course does not expire
  • Optional verifiable certificate when you finish
  1. Step 1 of 3

    Learn the 9 modules

    4h 50m of video lessons, written notes and a practice task per module, at your own pace.

  2. Step 2 of 3

    Pass the final assessment

    15 questions drawn from every module, pass mark 60%, 3 attempts.

  3. Step 3 of 3

    Take the certificate, if you want it

    Optional, paid once, only if you choose it. The course stays free either way.

    See the certificate and its price

A look inside

Excel with Copilot and AI for Finance and FP&A: Syllabus at a glance
Syllabus at a glance
Excel with Copilot and AI for Finance and FP&A: What you will be able to do
What you will be able to do
Excel with Copilot and AI for Finance and FP&A: Tools and credits
Tools and credits

From the lessons

  • How to start learning AI for Finance and FP&A in 2026

    How to start with AI in finance

    by Christian Martinez: AI for Finance

  • Copilot in Excel - The ULTIMATE 2026 Tutorial for Busy Professionals

    Copilot in Excel: the tour

    by David Fortin

  • =COPILOT Will Be Your Most Used Excel Function in 2026 (7 examples)

    Copilot in the grid: from =COPILOT to the side pane

    by David Fortin

  • How I Clean Data SUPER Fast With ChatGPT and Power Query

    Cleaning data fast with AI and Power Query

    by Mike Dion | AI For Finance

  • Excel Now has Python. This is how Finance and FP&A teams can use it

    Python in Excel for FP&A

    by Christian Martinez: AI for Finance

  • How to use Claude in Excel for FP&A

    Copilot, Claude and ChatGPT on the same spreadsheet

    by Christian Martinez: AI for Finance

Lesson frames belong to the creators named in the Credits and are shown from YouTube.

What you learn

What you will be able to do

Decide where Copilot and other assistants help and where ordinary formulas must stay; clean messy exports with Power Query and AI; use Python in Excel for analysis a formula cannot do easily; compare Copilot, Claude and ChatGPT on your own data; build a driver-based forecast and dashboard; write board commentary with AI; and keep every reported number reproducible, tied out and reviewed.

  • Use Copilot in Excel on a clean table and check every formula it writes
  • Classify and summarise text with Copilot, and know why Microsoft kept AI away from calculations
  • Clean messy exports with Power Query so next month is one refresh
  • Analyse and chart with Python in Excel
  • Compare Copilot, Claude and ChatGPT on your own spreadsheet
  • Build a driver-based forecast and board commentary
  • Keep every reported number reproducible, tied out and reviewed
  • Measure the hours AI saves honestly, including checking time

Syllabus

Course content, module by module

In order, at whatever pace suits you. Each module ends with a practice task that builds on the last.

Modules
9
Video lessons
21
Of video
4h 50m
Final questions
15
  1. 01

    How to start with AI in finance

    1 lesson · 14m
  2. 02

    Copilot in Excel: the tour

    2 lessons · 30m
  3. 03

    Copilot in the grid: from =COPILOT to the side pane

    3 lessons · 32m
  4. 04

    Cleaning data fast with AI and Power Query

    2 lessons · 35m
  5. 05

    Python in Excel for FP&A

    2 lessons · 43m
  6. 06

    Copilot, Claude and ChatGPT on the same spreadsheet

    3 lessons · 51m
  7. 07

    Forecasts, dashboards and month-end reporting

    4 lessons · 43m
  8. 08

    Presenting finance with AI, and saving the hours

    2 lessons · 39m
  9. Final assessment · 15 questions, pass mark 60%

Project

The course project

Optional practice that ends in the kind of job the course prepares you for, with the documents that go with it.

About 8 hours

An AI-assisted monthly FP&A pack for an auto-components maker: cleaning log, driver forecast, controls procedure and board commentary

Build the monthly FP&A pack for a mid-size manufacturer using AI where it helps and formulas where they must stay: clean the ERP export with Power Query and log every step, build a six-month driver-based forecast, write the controls procedure that keeps AI away from reported figures, and deliver board commentary tied to the workbook. Invented data throughout; the sample pack shows each document for an auto-components maker in Bursa, Turkey.

Sample document pack, 4 documents, filled in for the scenario

  • RegisterPower Query cleaning log: September ERP export
  • PlanDriver-based forecast: design and ownership
  • ProcedureUsing AI in the monthly FP&A pack
  • ReportBoard commentary: September, with tie-out record

Read inside the course and download as a workbook. The project is optional practice, marked when you submit it; the certificate needs only the modules and the final assessment.

Tools

Software, hardware and lessons

Software

Microsoft Excel from Microsoft 365 (Copilot and Python in Excel need a Microsoft 365 plan that includes them), and a free account on ChatGPT or Claude. Every exercise has a route for people without Copilot.

Hardware

A laptop or desktop.

Who it is for

Beginner in AI. You should be comfortable with Excel formulas, tables and pivot tables. No coding needed to start.

Video lessons by

  • Christian Martinez
  • David Fortin
  • Mike Dion

Independent creators, credited in full under Credits.

Software you need

What to download, where from, what it costs and how to install it. Every link goes to the maker's own site, never a mirror.

Copilot and Python in Excel need a Microsoft 365 plan that includes them. Every exercise has a route for people without Copilot.

Required

  1. 01

    Microsoft Excel

    Microsoft

    Free web version with limits
    Runs on
    Excel for the web in any modern browser; desktop apps for Windows and macOS with a Microsoft 365 subscription
    Account
    A free Microsoft account

    Excel for the web is free with a Microsoft account and 5 GB of cloud storage. The desktop app comes with a paid Microsoft 365 subscription, which offers a free trial. Python in Excel is not available on free licences, and fuller Copilot features need an eligible paid plan.

    Alternatives

One AI assistant

Any one is enough.

  1. 02

    ChatGPT

    OpenAI, in the browser

    Free plan with limits
    Runs on
    Any modern web browser, plus mobile and desktop apps
    Account
    A free OpenAI account

    The Free plan allows everyday text chats. File uploads, image creation, voice and data analysis have tighter limits than paid plans, and ads may appear in some countries. Paid plans raise the limits.

    Open ChatGPTchatgpt.com
  2. 03

    Claude

    Anthropic, in the browser

    Free plan with limits
    Runs on
    Any modern web browser, plus desktop and mobile apps
    Account
    A free Claude account (you must be 18 or over)

    The Free plan covers chat on web, desktop and mobile, web search, file creation and Artifacts. Usage limits reset on a rolling five-hour window and depend on message length and features used. Paid plans give more usage.

    Open Claudeclaude.com

Checked against each maker's own page on 27 September 2026. Trial lengths and editions change; the maker's page is the final word.

What you walk away with

Your certificate for Excel with Copilot and AI for Finance and FP&A

Finish the course, pass the final, and this is the document with your name on it.

Sample Wartens Certificate of Completion for Excel with Copilot and AI for Finance and FP&A, issued through the EDWartens training portal
Sample. The issued certificate carries your name, your final score, a unique certificate ID and its own QR code.
  • Verifiable by anyone

  • Adds to LinkedIn in one click

  • QR code on the certificate

  • Names what you can do

  • A permanent link

  • Earned, not attended

Learning is free. The certificate is optional.

Add it now and pay only when you have finished the course, or come back for it later. One-off, US$23.99, with a receipt.

Issued by Wartens Ltd (England and Wales, company no. 15262249) through the EDWartens training portal, as a Certificate of Completion for this self-paced course. Sold in India by Wartens Automation Private Limited. It is not a vendor certification, a university award or a CPD-accredited activity, and it does not certify competence on live equipment. Delivered electronically; see the refund policy.

FAQ

Common questions

Do I need Copilot to take this course?

No. Copilot and Python in Excel need a Microsoft 365 plan that includes them, and every exercise has a route using a free assistant and ordinary Excel. You will still understand what Copilot does and how to control it.

Is this a Microsoft course?

No. The lessons are from independent finance and Excel educators, credited on each module, and Microsoft is not affiliated with EDWartens.

Will AI do my month-end for me?

No, and the course is clear about why. AI takes the cleaning, the first drafts and the layout. Every reported number still comes from a formula and is tied out and reviewed.

Do I need to code?

No. Python in Excel is introduced with short examples an assistant can write for you, and the course shows how to check the result with an ordinary formula.

How long does the Excel with Copilot and AI for Finance and FP&A course take?

About 8 hours of video lessons and study across nine modules, plus about 8 hours if you do the optional FP&A pack project. The course plan spreads it over about four weeks, at your own pace.

Does the course still cover the =COPILOT function?

Yes, with an update. Microsoft retired the function on 14 September 2026, so the module shows what the lessons teach with it, how to do the same text jobs in the Copilot pane or another assistant, and how to clear =COPILOT out of old workbooks before they break.

Is the Excel with Copilot and AI for Finance and FP&A course really free?

Yes. Every module, the notes, the project and the final assessment. The only paid item is the certificate, if you want it.

What certificate does the Excel with Copilot and AI for Finance and FP&A course give?

An EDWartens Certificate of Completion, issued when you pass the final assessment, with a number anyone can verify on our site. It is not a Microsoft certification.

Is the Excel with Copilot and AI for Finance and FP&A course free in India, and what does the certificate cost?

Yes. Learning costs ₹0 in India: every module, the written notes, the practice tasks and the final assessment, with no card and no trial period. The only paid item is the optional EDWartens Certificate of Completion, ₹499 including GST for this beginner course, paid in rupees through Razorpay, and only if you want it after passing the final assessment.

All course facts
Price
₹0, free for good. No trial, no card. Comparable classroom training of this length costs about ₹2,999.
Who it is for
Finance professionals, analysts and accountants who work in Excel
Format
9 self-paced modules, 4h 50m of video, written notes, a practice task per module and one final assessment.
Level
Beginner. Beginner in AI. You should be comfortable with Excel formulas, tables and pivot tables. No coding needed to start.
Brand
Vendor-neutral
Software
Microsoft Excel from Microsoft 365 (Copilot and Python in Excel need a Microsoft 365 plan that includes them), and a free account on ChatGPT or Claude. Every exercise has a route for people without Copilot.
Hardware
A laptop or desktop.
Certificate
Optional EDWartens Certificate of Completion, ₹499 inclusive of GST for learners in India, verifiable by code. Not a vendor credential.
Video lessons by
Christian Martinez, David Fortin, Mike Dion (independent creators, credited below)
Language
English
Last updated
27 September 2026

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Credits

Who made the video lessons

The video lessons in this course were created by the people below, not by EDWartens. Every lesson streams from its creator's own YouTube channel; EDWartens neither hosts nor sells that footage, and the creators are not affiliated with EDWartens and do not endorse this course. What EDWartens wrote is the study plan, the notes, the practice tasks and the assessments.

  • Christian Martinez: AI for Financelessons on starting with AI in finance, =COPILOT, Claude in Excel, Python in Excel, dashboards, forecasts and presentations
  • David Fortinthe Copilot in Excel tutorials and the =COPILOT function examples
  • Mike Dion | AI For Financelessons on data cleaning with ChatGPT, Python and Power Query, comparing assistants on one spreadsheet, and month-end reporting

If you are one of these creators and would like a lesson removed or credited differently, write to info@wartens.com.