AI meets finance
MASTERCLASS DATEFriday, 23 October 2026
START TIME Β· IST7:00 PM IST

Turn AI Into a Practical Finance Skillset.

Join a hands-on masterclass to see how AI can help you research large reports, prepare structured Excel data, build job-ready resumes, practice interviews and create portfolio management reports.

  • βœ“ Real finance use cases
  • βœ“ Live demonstrations
  • βœ“ Career-focused workflows

Free to register Β· Choose this session if you're ready to learn and apply the workflows.

Masterclass outcomesPractical learning
βŒ•
Research & prepare data with AIWork with large reports and organize useful information in Excel.
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Build a stronger job applicationUse job descriptions to guide resume and interview preparation.
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Create portfolio management reportsStructure portfolio information into a clear report workflow.
Masterclass registration fee
No payment required to register
β‚Ή0
Inside the masterclass

Three practical AI use cases. One career-focused session.

See how AI can support common finance tasks, from gathering information to presenting findings and preparing for job opportunities.

Use case 01
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AI Research, Analysis & Excel Data Preparation

Learn a workflow for researching information inside lengthy reports and turning useful findings into structured datasets.

  • Find relevant information in large reports
  • Use AI to organize and prepare data for Excel
  • Review outputs and check data accuracy
Use case 02
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Resume & Interview Preparation with AI

Use a job description as a guide to make applications more relevant and practice interview responses.

  • Identify relevant skills from a job description
  • Improve resume structure and role relevance
  • Generate practice questions and rehearse answers
Use case 03
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Portfolio Management Report Generation

Explore how AI can help organize portfolio information into an understandable report for review.

  • Structure portfolio data and key observations
  • Prepare a readable report outline
  • Review figures, assumptions and output quality
Build your finance career with AI

Don't just learn tools. Learn where they fit into finance work.

Understand how to apply AI responsibly to research, spreadsheets, job preparation and reportingβ€”while checking outputs instead of trusting them blindly.

01Research and analysis workflows
02Excel and data preparation
03Resume and interview workflows
04Portfolio report preparation
Is this for you?

Made for learners who want to put AI into practice.

The masterclass is most relevant if you are serious about developing finance skills and are willing to practice after the session.

πŸŽ“Finance studentsB.Com, BBA, M.Com and related fields
πŸ“˜MBA & finance aspirantsBuild practical workflows alongside your studies
πŸ’ΌFreshers & job seekersImprove research and job preparation routines
πŸ“ŠWorking professionalsExplore AI-assisted analysis and reporting
A note on expectations: This is an educational masterclass, not a job placement service. Outcomes depend on your practice, skills and individual circumstances. AI outputs must be independently checked, especially when working with financial data.
Meet your trainer

Learn with Equigenius Services

A practical, finance-focused session built around workflows you can understand, test and adapt.

Karan Wadhwani, Finance Educator at Equigenius Services

Karan Wadhwani

Finance Educator Β· Equigenius Services

This session connects finance concepts with AI-supported tasks: researching reports, preparing data, improving job applications and producing structured portfolio reports.

Finance education focused on practical AI workflows for research, analysis, job preparation and reporting.

Session details

Plan your masterclass session.

πŸ“…
DateFriday, 23 October 2026

Live online session.

⏰
Time7:00 PM IST

India Standard Time (IST).

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FormatLive online masterclass

Joining instructions are sent after registration.

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Register for the Masterclass

Registration is β‚Ή0. Please submit the form below to receive session details.

Reserve your place in the AI in Finance Masterclass.

Get the session details and joining instructions by completing the registration form. No payment is required for this masterclass.

Registration fee
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The optional AI Finance Accelerator is a separate paid program. Its current fee and cohort details should be presented separately and only when enrollment is open.

Questions before registering

Masterclass FAQs

Clear answers so you can decide whether this session fits your goals.

Is the masterclass really free to attend?

Yes. Registration for this masterclass is β‚Ή0. Any separate paid workshop or course will be described as a separate offer, with its own fee and terms.

What will I learn during the session?

The session covers three practical use cases: researching large reports and preparing Excel data with AI, resume and interview preparation using AI, and creating portfolio management reports with AI. It also discusses how these workflows relate to a finance career.

Do I need to be an AI expert?

No specialist AI background is required to follow the demonstrations, but basic computer familiarity and an interest in finance will help. You should verify AI-generated information rather than rely on it without checking.

Who should register?

Finance students, graduates, MBA and finance aspirants, freshers, job seekers and working professionals who want to explore practical AI workflows in finance are welcome.

Will this masterclass guarantee a job or placement?

No. It is an educational session and does not guarantee employment, placement, income or interview success. Results depend on your background, skills, practice and the opportunities available to you.

How will I receive the joining link?

After you submit the registration form, follow the confirmation instructions shown there. Make sure your email address and WhatsApp number are correct so the organizer can share session information as stated in the registration process.

AI meets finance

Ready to explore practical AI workflows?

Register for the masterclass, see the demonstrations and decide which skills you want to practice next.

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