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Microsoft Learn

Work smarter with Copilot prompts for finance professionals

Work smarter with Copilot prompts for finance professionals is a free beginner course from Microsoft Learn, online. It ends with a free badge. Microsoft Learn doesn't say how long it takes.

Good to know
  • Needs a paid tool licence or subscription to take part. See the prerequisites.
  • Duration not stated by provider.

Before you sign up

For finance staff whose organisation already has Microsoft 365 Copilot and who want ready-made prompt ideas for reports, models and planning. It's free, short and specific to finance, which most Copilot training isn't. The main caveat: the prompts likely assume a paid Microsoft 365 Copilot licence, and the page doesn't give a time estimate. For broader Copilot use cases across functions, see Empower your workforce with Microsoft Copilot from Microsoft Learn.

What you'll learn

Free six-unit Microsoft Learn module showing finance professionals how to use Microsoft 365 Copilot prompts to plan the day, analyse data, build models and reports, and work with stakeholders, with best practice for Copilot in finance workflows.

More courses on prompt engineering.

See also: Microsoft Copilot training.

Who it's for

Finance and accounting, Business professionals.

Level: beginner (as stated by the provider). Delivery: online, self-paced.

Prerequisites

None stated. Module is tagged for Microsoft 365 Copilot and Copilot+ PC.

Is Work smarter with Copilot prompts for finance professionals free?

Free. Free on Microsoft Learn.

Certificate: free badge. Microsoft Learn module badge.

Questions people ask

How much does this course cost?

It's free.

Is there a certificate?

Yes: free badge. The provider calls it "Microsoft Learn module badge".

Do I need experience first?

It's a beginner course. Prerequisites: None stated. Module is tagged for Microsoft 365 Copilot and Copilot+ PC.

When does it start?

Start any time.

Alternatives

  • Prompt Engineering for You

    CeADAR

    Delivery
    Online, self-paced
    Cost
    Free
    Level
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    For
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    Duration
    Not stated
    Certificate
    Yes

    Start any time

    Free certificateIE
    Verified 12 Oct 2026
  • AI Fluency: Framework & Foundations

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    Delivery
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    Cost
    Free
    Level
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    For
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    Duration
    About 4 hours
    Certificate
    Yes

    Start any time

    Free certificateIE
    Verified 12 Oct 2026

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