Programmes — AI Finance Pilot | Calgary AI money-management courses

Whiteboard session mapping AI expense categorisation for a household budget

Programme 01 · C$495–C$695

AI Finance Pilot Foundations — Tools & Money Workflows

Start your money flight plan with core AI tools literacy. This foundations track introduces ChatGPT, Copilot and Claude in a personal-finance context — covering prompt engineering basics, safe data handling and repeatable AI processes for everyday money tasks. You will configure an ivory dashboard course template, practise AI expense categorisation on sample household data and document your first AI automation checklist. Designed for Canadians new to generative AI who want financial organisation skills without advisory overlap. Includes four studio hours and self-paced AI spreadsheet exercises.

Programme 02 · C$595–C$795

AI-Assisted Budgeting & Cash-Flow Control

Deepen your budgeting cockpit skills with structured AI-assisted budgeting modules. Learn to build monthly household budget reviews using AI cash-flow analysis prompts, spending tracking routines and variance flags that highlight unusual expenses. This programme covers AI scenario modelling for irregular income — ideal for freelancers and side-project earners — while reinforcing debt awareness and savings altitude checkpoints. You will leave with documented AI workflows you can rerun each month, plus facilitator feedback on your templates. Financial literacy and money confidence are central; guaranteed savings are not promised.

Programme 03 · C$695–C$895

Personal Financial Planning with AI Tools

Move from reactive tracking to forward-looking financial planning with AI tools. Map financial goals — emergency fund targets, major purchases, education savings — into AI scenario modelling sheets that stress-test timelines without pretending to forecast markets. Sessions cover generative AI for money tasks such as plan summaries, milestone calendars and decision memos you write yourself. We emphasise financial decision-making frameworks and money management habits, not portfolio construction or tax strategy. Includes guided exercises with Claude and Copilot for drafting personal plan narratives you refine independently.

Programme 04 · C$745–C$945

AI Dashboards for Household & Side-Project Money

Build AI financial dashboards that consolidate household and side-project cash flows in one view. Using AI spreadsheets and lightweight automation, you will design expense control panels, category roll-ups and monthly snapshot reports suitable for family budget meetings or sole-proprietor reviews. The course teaches AI expense workflow design — from receipt notes to tagged exports — without connecting to brokerage or crypto accounts. Financial organisation and spending tracking skills take priority over flashy visuals.

Programme 05 · C$795–C$995

Smart Saving, Debt Awareness & Goal Tracking with AI

Apply AI automation to savings habits and debt awareness exercises — never debt-elimination guarantees. Configure goal-tracking prompts, progress dashboards and reminder workflows that keep financial goals visible across months. Learn to use AI tools for amortisation understanding and priority ranking while maintaining human judgment on every commitment. This programme suits households balancing multiple obligations who want structured money-confidence training rather than advisory prescriptions.

Small group reviewing AI-assisted budgeting templates in Calgary

Evening classroom cohort practising AI cash-flow analysis workflows

Programme 06 · C$1,290–C$1,890

Capstone — Your Personal AI Finance Flight Plan

Integrate every skill into a capstone money flight plan you present to peers and facilitators. This final track combines AI-assisted budgeting, cash-flow analysis, AI financial dashboards and savings systems into one documented playbook tailored to your household context. You will demonstrate prompt engineering choices, AI workflow diagrams and monthly review rituals — evidence of vocational training completion, not a financial plan certified by advisers. Includes one-to-one skills review sessions and alumni Q&A access. Ideal for learners ready to pilot their own money management independently with AI tools as co-pilots, not autopilots.

Education disclaimer: AI Finance Pilot delivers vocational training in AI-assisted money-management skills — including budgeting, cash-flow tracking, expense control, personal financial planning and household money organisation with tools such as ChatGPT, Copilot and Claude. Certificates confirm course participation only. We are not investment advisers, tax preparers or licensed financial planners, and we make no guarantee of returns, savings or debt outcomes.