The Standard · Function

Finance and Analysis

The Standard names 8 skills in Finance and Analysis. You can be examined on one of them, or on the function as a whole.

A badge names one skill: “Applied AI Badge: Data Analysis”. The two titles name the function: “Applied AI Specialist (Finance and Analysis)”. Learn either any way you like; no book or course is required.

The skills in Finance and Analysis

None of these can be examined today. A skill opens once its questions are approved and tested, and you can practise the ones that have exercises now.

  • Data Analysis

    Analyses data with AI and verifies every result before it drives a decision.

    Practice only

  • Survey Design & Analysis

    Designs surveys and interprets responses with AI, checking bias and sample before reporting.

  • Data Visualisation

    Builds charts with AI that show the data faithfully, labelled and sourced.

  • Budget Management

    Manages a budget with AI-assisted analysis and checks the arithmetic and the assumptions.

  • Financial Literacy

    Reads financial statements and terms with AI's help and knows when the explanation is wrong.

  • Spreadsheets & No-Code Data

    Builds spreadsheets and no-code data flows with AI and tests them before trusting them.

    Practice only

  • Financial Analysis

    Runs financial analysis with AI and reconciles every number to its source.

  • Data Storytelling

    Turns numbers into a narrative with AI that stays true to what the data shows.

A credential for the whole function

Applied AI Specialist and Applied AI Strategist draw their tasks from the skills of one function. The briefs read like your own week, and the credential names Finance and Analysis on the public register. You hold both for life.

Where to start today

Applied AI Foundations
Free, 5 minutes, and it covers any job. Take it now.
Applied AI Certified
US$49, the general credential for anyone whose job involves AI. What it asks.
Practice
Free, up to 50 sessions a day. 2 of the 8 skills in Finance and Analysis have exercises today.
Any job
12 skills apply to every function, whatever you do. Read the Standard.
Learn first
Every skill in Finance and Analysis has a book in the AI+ Library. No book is required to pass.

Nothing in Finance and Analysis can be examined today. The free Applied AI Foundations exam and Applied AI Certified are open to everyone, and both cover any job.

See where you stand in 5 minutes.

No card, and no account to start. It covers any job, so it works whatever you do in Finance and Analysis.

Take the free AI skills exam →