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
- Lab practice in your browser

₹0Free for good
Worth ₹2,999 by length and depth against classroom training. It has always been free; that is not a former price.
No card. Checkout takes a minute and gives you a receipt.
Certificate ₹499, optional. The course is free either way.
Overview
About Excel with Copilot and AI for Finance and FP&A
Use Copilot, Power Query and Python in Excel for finance work, building forecasts and board commentary with the numbers under control.
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, with written notes, a practice task per module, a practical project and a final assessment of 15 questions (pass mark 60%). Learning costs nothing and needs only a free account. The optional EDWartens Certificate of Completion, verifiable by code, is a one-off ₹499 inclusive of GST for learners in India; it is not a vendor credential. Updated 1 November 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
- 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.
- Step 2 of 3
Pass the final assessment
15 questions drawn from every module, pass mark 60%, 3 attempts.
- 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



From the lessons

How to start with AI in finance
by Christian Martinez: AI for Finance

Copilot in Excel: the tour
by David Fortin

Copilot in the grid: from =COPILOT to the side pane
by David Fortin

Cleaning data fast with AI and Power Query
by Mike Dion | AI For Finance

Python in Excel for FP&A
by Christian Martinez: AI for Finance

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
By the end you will be able to:
- Decide where Copilot helps and where ordinary formulas must stay
- Clean messy exports with Power Query and AI
- Compare Copilot, Claude and ChatGPT on your own data
- Build a driver-based forecast and dashboard
- Keep every reported number reproducible and reviewed
How it works
How this course works
Watch the lessons
Short video lessons, one module at a time, at your own pace.
Read the notes
Open the Reading tab for the written notes and diagrams of the module.
Practise in the 3D labOptional
Try the module in the free 3D lab, in your browser.
Check yourself
Answer the questions to see what stuck before you move on.
Final assessment
Pass the final once you have been through the modules.
Certificate, if you want oneOptional
Optional, with a page anyone can use to verify it.
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
- 01
How to start with AI in finance
1 lesson · 14m - 02
Copilot in Excel: the tour, with lab practice:
2 lessons · 30m - 03
Copilot in the grid: from =COPILOT to the side pane
3 lessons · 32m - 04
Cleaning data fast with AI and Power Query, with lab practice:
2 lessons · 35m - 05
Python in Excel for FP&A
2 lessons · 43m - 06
Copilot, Claude and ChatGPT on the same spreadsheet, with lab practice:
3 lessons · 51m - 07
Forecasts, dashboards and month-end reporting, with lab practice:
4 lessons · 43m - 08
Presenting finance with AI, and saving the hours
2 lessons · 39m Final assessment · 15 questions, pass mark 60%
3D lab
Practise in the 3D lab
Practise the rule this course keeps: check an AI-written finance summary against the table, clean a messy export, and strip personal data before you share a file.
- Check the AI's work: financeAI Workbench, about 20 minOpen in the lab (opens in a new tab): Check the AI's work: finance
- Data health checkAI Workbench, about 20 minOpen in the lab (opens in a new tab): Data health check
- Privacy firstAI Workbench, about 25 minOpen in the lab (opens in a new tab): Privacy first
Optional. Skip it whenever you like: it never blocks your progress or your certificate.
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 an invented ERP export with Power Query, build a six-month driver forecast, write the controls procedure, tie out the board commentary and measure the hours saved. The sample pack shows each document for the same company.
- 4documents in the pack
- 6steps to follow
- Laboptional: in the 3D lab
- 5things to hand in
- 8 hof work, at your pace
Do it in the lab: 4 steps.
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
- 01Free web version with limits
Microsoft Excel
Microsoft
- 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.
Steps
- 1.Open the Excel page on microsoft.com and select Sign up for free, or Sign in.
- 2.Create or sign in to your Microsoft account.
- 3.Select Open Excel to start Excel for the web.
- 4.Upload the course workbook to OneDrive and open it.
- 5.If a lesson needs a desktop-only feature, consider the Microsoft 365 free trial.
- Most formulas, tables and charts work in Excel for the web; some advanced tools, such as Power Pivot and many add-ins, need the desktop app.
- Check the Python in Excel availability page before a Python lesson.
Official download pagemicrosoft.comAlternatives
- LibreOffice Calc: Free desktop spreadsheet for Windows, macOS and Linux.
- Google Sheets: Free browser spreadsheet with a Google Account.
One AI assistant
Any one is enough.
- 02Free plan with limits
ChatGPT
OpenAI, in the browser
- 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.
Steps
- 1.Open chatgpt.com.
- 2.Click Sign up and create an account with your email, or a Google, Microsoft or Apple account.
- 3.Verify your email and confirm your details.
- 4.Type your question in the message box.
- Do not paste personal data, passwords or confidential work files.
- ChatGPT tells you when you reach a limit. Wait for it to reset or switch to a lighter task.
Open ChatGPTchatgpt.com - 03Free plan with limits
Claude
Anthropic, in the browser
- 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.
Steps
- 1.Open claude.ai (or see the plans at claude.com/pricing).
- 2.Sign up with your email or Google account and confirm your email.
- 3.Confirm you are 18 or over and accept the terms.
- 4.Type your question in the message box.
- Long conversations and large files use up your limit faster. Start a new chat for a new topic.
- Do not paste personal data or confidential work files.
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.

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.
Practise what you learn in the free 3D lab
Technical work is judged on what you can do: wiring, commissioning, finding a fault. Doing a task yourself teaches more than watching it a second time, and a lab lets you try it safely before you meet real equipment. It does not replace working on real hardware.
- Practise safely, so a mistake costs nothing.
- The lab checks your work like a site test, so you know when it is right.
- Free, in your browser, with nothing to install.
Why learn with EDWartens
What you get with this course.
- Free from the first lesson to the final assessment.
- Practice in a free 3D lab in your browser, with nothing to install.
- Video lessons with written notes and a project.
- An optional certificate that anyone can verify online.
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. 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's notice set the function's retirement for 14 September 2026 (check the notice and your own copy of Excel). The module shows what the lessons teach with it. It shows how to do the same text jobs in the Copilot pane or another assistant. It also shows 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.
Do I have to use the lab?
No. The lab is optional practice. You can skip it whenever you like, and it never blocks your progress, the final assessment or your certificate.
Is the lab free?
Yes. Every lab level for this course opens in your browser, free, with nothing to install.
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.
What topics does the Excel with Copilot and AI for Finance and FP&A course cover, module by module?
The Excel with Copilot and AI for Finance and FP&A course has 9 modules. It opens with "How to start with AI in finance", goes through "Copilot in Excel: the tour", "Cleaning data fast with AI and Power Query", "Copilot, Claude and ChatGPT on the same spreadsheet" and "Presenting finance with AI, and saving the hours" and ends with "Final Assessment". The full list with minutes is under "What you learn" on this page.
What can I do after the Excel with Copilot and AI for Finance and FP&A course?
After the Excel with Copilot and AI for Finance and FP&A course: Use Copilot in Excel on a clean table and check every formula it writes; Classify and summarise text with Copilot, and know why to keep AI away from reported figures; Clean messy exports with Power Query so next month is one refresh. These are the practical outcomes the course is written around, and the final assessment of 15 questions checks them.
What software and hardware do I need for the Excel with Copilot and AI for Finance and FP&A course, and does it cost anything?
For the Excel with Copilot and AI for Finance and FP&A course, 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. The course itself is free.
Is the Excel with Copilot and AI for Finance and FP&A course suitable for me, and what level is it?
Excel with Copilot and AI for Finance and FP&A is rated beginner. Beginner in AI. You should be comfortable with Excel formulas, tables and pivot tables. No coding needed to start. It is written for finance professionals, analysts and accountants who work in Excel, and has 4h 50m of video lessons at your own pace.
Which jobs use the skills from the Excel with Copilot and AI for Finance and FP&A course?
Skills from the Excel with Copilot and AI for Finance and FP&A course (for example: use Copilot in Excel on a clean table and check every formula it writes) are used in financial analyst work. The course gives you practical evidence of the skill; it does not promise a job, and employers decide on experience and interview.
All course factsHide 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
- 1 November 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@edwartens.co.in.
