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Microsoft Copilot for
Microsoft Copilot for
Financial Professionals
Unlock the full potential of Microsoft Copilot across Copilot Chat, Outlook, Excel, Word, and PowerPoint. Learn how to automate time-consuming tasks, simplify reporting, and increase productivity with workflows built for the financial services environment.
What's included:
- Continuous Learning
- Access to prompts
- Use cases built for financial services teams
- Outlook, Excel, Word, and PowerPoint use cases
- 1-year access to continuous course updates
This course is ideal for:
- Financial advisors, operations teams, analysts, and compliance professionals
- Professionals in firms already using Microsoft 365 or exploring Copilot deployment
- Anyone looking to reduce administrative overhead and free up time for higher-value work
Learn exactly how professionals in banking, wealth management, and planning are using Copilot to summarize meetings, draft client reports, build custom spreadsheets, and streamline presentations.
Coming soon →Ready to Start Learning
Join thousands of financial professionals who are using AI to save time, strengthen client communication, and streamline their workflows. Choose the course that fits your goals, and get started today.
Coming Soon!