Custom Skills for Finance, Using AI in Excel
Fay Bordbar
Microsoft Excel and Copilot MVP
Mastering Custom AI Skills in Excel for Smarter Data Work
Stop copy-pasting prompts. Start deploying expert skills.
Most Excel users barely scratch the surface of what Copilot can do. This two-part course transforms participants from casual Copilot or Claude users into confident skill architects - people who can consistently produce expert-quality analysis, automate complex workflows, and build reusable AI capabilities that the whole team can benefit from. Whether you are an analyst, finance professional, or operations lead, this course will change how you work in Excel forever.
What you’ll learn
Learn how to confidently use, customise and edit Skills to transform your Excel workflows
E.g. Financial Variance Analysis
Data Quality reports
Reconciliation process
Apply AI Skills with Claude or Copilot in Excel
Learn when and why you'd use Skills over other personalisation or prompting techniques
Customise skills for your own methodology and processes
Maximise quality outputs by refining your AI skills
Ideate about scenarios to use Skills in your Finance workflows
Learn directly from Fay
Fay Bordbar
Microsoft Excel & Copilot MVP, Co-host of Global Excel Summit, Trainer
Who this course is for
Financial analysts and professionals looking to start with a suite of Finance skills they can learn how to adapt and use in Excel
What's included
Live sessions
Learn directly from Fay Bordbar in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
Your purchase is backed by the Maven Guarantee.
Course syllabus
2 live sessions • 2 lessons
Week 1
Week 2
Nov
13
Session 2
Module 4: High value use cases for Skills in Excel in Finance
Module 5: Best Practice use to get consistent outputs and high quality results
Schedule
Live sessions
3 hrs / week
Two 3-hour sessions
Fri, Nov 6
8:00 AM—11:00 AM (UTC)
Fri, Nov 13
8:00 AM—11:00 AM (UTC)
Projects
1 hr / week
Identify scenarios to use Skills in your work and draft and edit your own skills
Frequently asked questions
Maven for Teams
Reimbursement
Get your company to pay
Everything L&D needs: email template, receipts, and certificate of completion.
Get reimbursedTeam discount
Learn with your teammates
Save 20%+ when 2 or more teammates enroll in the same cohort.
Save 20%+ with a teamPrivate cohort
Run a cohort for your org
A dedicated cohort with a custom schedule and curriculum, tailored to your team.
Book a private cohort£795
GBP