Mastering Microsoft 365 Copilot (Financial Services Edition) - Work Faster, Think Smarter, Stay Compliant

Unlock the AI edge. Learn how to use Copilot inside Word, Excel, PowerPoint, Outlook and Teams to crush busywork, produce audit-ready outputs, and keep sensitive data with lightning-speed. Master Copilot with Microsoft 365 controls so that productivity and compliance move together. Walk out with templates, guardrails and a rollout plan your team can use immediately. Produce more. Protect more. Deploy faster. Reserve your seat today.
Format

Classroom facilitated training 

Level

Beginners

Duration

2 Days
13 hours

Price

$1,500

Why should I take this course?

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This course offers a practical guide tailored for financial professionals to enhance productivity, accuracy, and compliance using Microsoft 365 Copilot. Through real-world case studies and interactive sessions, participants will learn how to automate repetitive financial tasks, ensure data integrity, and drive strategic decision-making. The course also covers responsible AI use, risk management, and performance monitoring to help organizations work faster, think smarter, and stay compliant.

Meet the instructors

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Kelvin Wu

Master of Science in Cybersecurity
Kelvin Wu is a globally recognized Generative AI consultant and Cybersecurity trainer with over 20 years of experience. As a dynamic educator and award-winning instructor, Kelvin excels at merging cutting edge technologies with robust frameworks, empowering organizations to adopt and implement AI responsibly and securely.