Subjects / AI Fundamentals

The complete
AI Fundamentals subject.

A practical, non‑technical subject for finance and consulting professionals making sense of AI at work. Nineteen courses across five tracks, from the principles of AI and the EU AI Act through to ChatGPT, Microsoft Copilot, prompt engineering, agentic AI and Retrieval Augmented Generation. Beginner to Advanced.

Team of professionals smiling and collaborating around a laptop while exploring AI tools and applications in a modern office
Curriculum
19 courses
Total Learning
~22 hours
Level
Beginner to Advanced
Credits
22 CPE/CPD
Try for Free → Explore the curriculum
1M+ learners trained 4.7/5 average G2 rating 80% course completion rate
Trusted by finance and consulting teams at
Why AI Fundamentals?

The skill every finance and
consulting team is now expected to have.

Clients, regulators and partners now expect AI fluency on every engagement. This subject takes a complete beginner from the principles of AI and the EU AI Act through to everyday work with ChatGPT, Microsoft 365 Copilot and Copilot Studio, ending with prompt engineering, agentic AI and RAG. No coding background required to start.

See the learning outcomes →

Non‑technical, by design

Written for analysts, associates and managers, not data scientists. Concepts are explained in plain language, with finance and consulting examples in every lesson.

Ethics and the EU AI Act, in full

A dedicated track on responsible AI use and the regulation that's now reshaping how it's deployed. The risk view boards and clients are starting to ask for.

The tools the team uses every day

ChatGPT, Microsoft 365 Copilot, Copilot Studio and the prompt‑engineering moves that make them productive. Skills used the same week they're learned.

From models to agents to RAG

Stretch beyond the basics with regression, classification and unsupervised learning, then onto LLMs, agentic AI and Retrieval Augmented Generation.

Learning Outcomes

What learners will be able to do
by the end of the program.

Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away with practical AI skills they can apply on the next client engagement, board pack or internal workflow.

Speak about AI with confidence in any room

Build the vocabulary and mental model to contribute meaningfully to AI conversations with clients, partners and the board, with no technical background required.

Principles of AI

Apply AI ethically and within the EU AI Act

Recognise where AI is high‑risk, what the Act actually requires, and the six principles for using AI responsibly inside a regulated business.

AI & Society

Predict values, scenarios and patterns

Understand how regression, classification and unsupervised learning are used to forecast numbers, classify outcomes and surface hidden patterns in business data.

AI Models & Use Cases

Read NLP and LLM outputs with judgment

Know how Natural Language Processing and Large Language Models work, what they can and can't do, and how to interpret and adjust their output.

AI Models & Use Cases

Use ChatGPT and Microsoft 365 Copilot effectively

Master ChatGPT and Copilot inside Word, Excel, Outlook, Teams and PowerPoint. Faster drafting, sharper analysis and safer use across the everyday workflow.

Generative AI

Engineer prompts that consistently land

Foundational and advanced prompting techniques that produce reliable output, plus a practical toolkit of patterns to reuse across the team.

Generative AI

Build copilots, agents and RAG systems

Build a working HR copilot in Microsoft Copilot Studio, scope an agentic AI rollout responsibly, and design a Retrieval Augmented Generation pipeline end to end.

Copilot Studio, Agents & RAG
The Curriculum

Nineteen courses,
across five tracks.

AI Fundamentals is built as five tracks. Start with the principles of AI and a non‑technical view of the EU AI Act and ethics, move through AI models and use cases, then go deep on Generative AI tooling (ChatGPT, Microsoft Copilot, prompt engineering, agentic AI and vibe coding) and finish with Retrieval Augmented Generation. Pick one track or run all five end to end.

Track 01 · 2 items

Principles of Artificial Intelligence

Start here. What AI actually is, where it shows up in business, and the most common applications a finance or consulting professional will see in client work.

+
1 of 2 Beginner

Introduction to Artificial Intelligence

A non‑technical introduction to AI. What it is, where it's used, the ethical and privacy questions it raises, and what the future may look like for jobs and society. No prior knowledge required.

1 hour 1.0 CPE/CPD
2 of 2 Intermediate

Business Applications of AI

Text and image analysis, speech recognition and behavioural and sentiment analysis. The most common business applications, the algorithms behind them and the kind of results to expect, all without writing code.

1 hour 1.0 CPE/CPD
Track 02 · 2 items

AI and Society

The risk view. The EU AI Act and the six ethical principles every team should follow when AI is involved in real decisions.

+
1 of 2 Beginner

Introduction to The EU Artificial Intelligence Act

The EU AI Act is now the global benchmark for responsible AI. Learn how AI systems are classified by risk, what the Act requires for compliance, and how it affects businesses inside and outside the EU.

1.5 hours 1.5 CPE/CPD
2 of 2 Beginner

AI Ethics and the Workplace

How AI shows up at work and why ethical use matters. Six core principles for using AI responsibly, plus how to spot risks, ask the right questions and protect the people the system affects.

1.5 hours 1.5 CPE/CPD
Track 03 · 5 items

Artificial Intelligence Models and Use Cases

The model layer. Predicting numbers, classifying outcomes, surfacing patterns, and understanding how natural language and large language models actually work.

+
1 of 5 Intermediate

Predicting Future Values

Use AI to predict the numeric values behind business decisions. Learn the regression techniques used to forecast continuous outcomes, and how to evaluate the models that produce them.

1 hour 1.0 CPE/CPD
2 of 5 Intermediate

Predicting Scenarios

Not every business question is a number. Learn how classification techniques predict outcomes with a limited set of possible answers, and how to evaluate them.

1 hour 1.0 CPE/CPD
3 of 5 Intermediate

Identifying Patterns

Hidden patterns in data often hold the most value. Learn how unsupervised learning techniques surface clusters and associations that aren't obvious from the surface numbers.

1 hour 1.0 CPE/CPD
4 of 5 Beginner

Understanding Natural Language

Natural Language Processing has long been a hard problem for computers, and AI is making it tractable. Learn what NLP is, where it's used, and how it works at a principled level.

1 hour 1.0 CPE/CPD
5 of 5 Intermediate

Large Language Models

The models behind chatbots and modern generative AI tools. How LLMs work, how to interpret and adjust their output, and where the technology is heading next.

1 hour 1.0 CPE/CPD
Track 04 · 9 items

Generative AI

The applied track. ChatGPT, Microsoft 365 Copilot, Copilot Studio, prompt engineering, agentic AI and inline AI coding. The tools and techniques every team is now expected to use.

+
1 of 9 Beginner

Introduction to Generative AI

How generative AI was built, what it can do, and where it's already adding value at work. A grounded look at the applications, the issues and the opportunities for finance and consulting teams.

1.5 hours 1.5 CPE/CPD
2 of 9 Intermediate

Prompt Engineering

The most effective way to interact with generative AI. Foundational and advanced prompting techniques, the limits of the underlying models, and a practical prompt toolkit to reuse on real tasks.

1 hour 1.0 CPE/CPD
3 of 9 Intermediate

Advanced Prompt Concepts

A step beyond the basics. Look under the hood at how prompts and language models interact, with techniques for generating and optimising the output you actually want.

1 hour 1.0 CPE/CPD
4 of 9 Intermediate

Master ChatGPT

The full ChatGPT toolkit. Interface, model selection and the advanced features that turn it from a productivity boost into a genuine working tool for complex tasks.

1.5 hours 1.5 CPE/CPD
5 of 9 Beginner

Using Microsoft 365 Copilot

Copilot in Chat, Teams, Word, Outlook, PowerPoint and Excel. Safer prompts, sharper output, and how to use it responsibly across the everyday Microsoft 365 workflow.

1 hour 1.0 CPE/CPD
6 of 9 Intermediate

Data Analytics for ChatGPT and Copilot

Generative AI is reshaping the data analytics workflow. Learn how to integrate ChatGPT and Copilot into analysis, from cleaning data through to surfacing the insights leadership actually wants.

1.5 hours 1.5 CPE/CPD
7 of 9 Intermediate

Introduction to Copilot Studio

Build AI‑powered copilots without writing code. The core concepts behind copilot design, then a working HR copilot built from scratch using topics, actions and knowledge sources.

1 hour 1.0 CPE/CPD
8 of 9 Advanced

Agentic AI

AI agents complete complex tasks on their own and shift how teams operate. Explore how agents work, see real applications, and learn how to adopt them responsibly.

1 hour 1.0 CPE/CPD
9 of 9 Advanced

Inline Coding With AI

Generative AI lets non‑developers ship working tools. Learn the inline, “vibe coding” style of building simple applications with AI to streamline real workflows.

2 hours 2.0 CPE/CPD
Track 05 · 1 item

Retrieval Augmented Generation (RAG)

The technique that grounds AI in real, current data. How RAG reduces hallucinations and extends LLMs into private knowledge bases.

+
1 of 1 Intermediate

Introduction to Retrieval Augmented Generation (RAG)

RAG retrieves real‑time, external information so AI systems answer with accuracy and current context. Learn how it compares to fine‑tuning, then build a mental model of the full retrieval, augmentation and generation pipeline.

1.5 hours 1.5 CPE/CPD
19
Courses
~22h
Total Learning
22.0
CPE / CPD Credits
100%
Self‑paced

AI Fundamentals sits inside Kubicle's wider library, alongside subjects on Excel, Power BI, Tableau, SQL, Data Literacy, financial modelling and project management. The most common starting point for finance and consulting teams getting AI‑ready.

Try for Free →
The Kubicle Learning Experience

Why learners actually finish
and apply what they learn.

Kubicle is engineered around a single goal: practical skills that get used. Every design choice, from lesson length to assessment style, is made to keep finance and consulting professionals engaged and to translate watch time into measurable outcomes at their desk.

Bite‑sized lessons

Most lessons run 5–10 minutes. Designed to fit between meetings, not block out a Tuesday afternoon. The result: 80% completion vs. a 7% industry benchmark.

Real workplace scenarios

Every lesson lands in a finance or consulting context, from prompt patterns for client work to building a copilot for an internal HR query.

Independently accredited

CPD, CPE and NASBA accreditation means credits count toward continuing professional development. Certificates are shareable on LinkedIn the moment they're earned.

Modular and stackable

Every course slots into a wider learning path. Pair AI Fundamentals with Excel, Power BI, Data Literacy or financial modelling as the team's needs grow.

Manager‑level visibility

Engagement and skill‑gain dashboards from day one. Leaders see exactly where capability is building and where it isn't, by team and by role.

Always current

Modules are refreshed continuously to reflect new tools, regulation and the rise of generative AI. You never pay for material that's gone stale.

Credibility

Why finance and consulting leaders
choose Kubicle, with confidence.

The numbers, the accreditations and the customer outcomes are all on the table, so L&D, Early Careers and Practice Leads can build the business case fast.

Learners trained
1,000,000+
G2 average rating
4.7/5
Course completion
80% · 11x industry
Years in the market
10+ years
Accreditations
CPD · CPE · NASBA
Security
ISO 27001 · GDPR
Independently Accredited

Credentials that count toward CPD.

Every course awards CPE / CPD credits via NASBA‑recognised accreditation, so time spent here counts on a CV and on the team's compliance log.

CPD, CPE, NASBA accreditation logos
Outcomes, Not Hours Watched

Skills learners apply
the same week they learn them.

These aren't aspirational numbers. They are the measured outcomes Kubicle clients report after a typical rollout, with manager‑level dashboards from day one so practice and L&D leaders can see exactly where capability is building.

The Headline

An hour back, every week.

More than 60% of Kubicle learners report saving between 30 minutes and 2 hours every week thanks to sharper data and AI skills. Time redirected to higher-value work, and a measurable productivity dividend at the team level.

60%+
save 30 mins–2 hours every week
Skills That Stick

Used every single day.

45% of Kubicle learners apply newly‑acquired skills daily, the difference between training that's watched and training that's worked.

45%
apply newly‑learned skills daily in their roles
Sharper Communication

Stronger numbers, stronger narratives.

75%+ of learners report measurable gains in both data analysis and the communication skills needed to make insights land with stakeholders.

75%+
gain stronger analysis and communication skills
What Our Partners Say
TotalEnergies
Kubicle was easy to set up and our learners were quickly engaged. It's effectively closed our skill gap, especially in tools like Excel and data processing, and the real-time progress tracking and certifications are why we'll keep using it.

Validated Reviewer
TotalEnergies

Frequently Asked

Answers for the questions we hear most.

Still have a question? Send an enquiry and one of our learning advisors will walk you through it within a business day.

Try for Free →
Who is this subject designed for? +

Finance and consulting professionals at every level, from analysts and associates through to managers, partners and L&D leads. The nineteen courses are pitched non‑technically. Beginners can start at Track 01, while learners already comfortable with ChatGPT typically jump in at prompt engineering, agentic AI or RAG.

Do I need any technical or coding background? +

No. The Principles, Society and Generative AI tracks are entirely non‑technical. The Models and Use Cases track explains regression, classification and unsupervised learning at a principles level, with no coding required. The most advanced course, Inline Coding With AI (vibe coding), is itself designed for non‑developers using AI to build simple tools.

How much time does it take? +

Roughly 22 hours of content across 19 courses, worth 22.0 CPE/CPD credits. Lessons are bite‑sized, so most learners complete the full subject in four to eight weeks of casual study, fit around real work.

Does this cover ChatGPT and Microsoft 365 Copilot? +

Yes, both. Master ChatGPT covers the full ChatGPT toolkit, model selection and advanced features. Using Microsoft 365 Copilot covers Copilot in Chat, Teams, Word, Outlook, PowerPoint and Excel. Introduction to Copilot Studio walks you through building a working HR copilot from scratch, no coding required.

Does it cover the EU AI Act and ethics? +

Yes. The AI and Society track has dedicated courses on the EU AI Act and on AI Ethics in the Workplace. Both are pitched for non‑legal, non‑technical audiences, covering risk classification, compliance requirements, and the six ethical principles every team should follow when AI is involved in real decisions.

Are the credentials accredited? +

Yes. Kubicle credentials are independently accredited by CPD, CPE and NASBA. Every course awards CPE/CPD credits that learners can apply toward continuing professional development. Certificates are shareable on LinkedIn the moment they're issued.

Will it integrate with our LMS and SSO? +

Yes. Kubicle offers off‑the‑shelf integrations with leading LMS providers and the engineering team will build a custom integration for any other system you run. SSO is supported across the board, and a Reporting API exposes engagement and completion data to your dashboards.

Where does this fit in the wider Kubicle library? +

AI Fundamentals is a single subject inside the wider Kubicle library, which also covers Excel, Power BI, Tableau, SQL, Visualization Fundamentals, Data Literacy, Data Security, financial modelling and project management. Most teams pair AI Fundamentals with Excel or Data Literacy.

How is Kubicle secured? +

Kubicle is ISO 27001 certified, GDPR‑compliant, and undergoes regular third‑party penetration testing. Granular roles, SSO and audit logging are built in.

Can we get a tailored quote and pilot? +

Of course. Send an enquiry and a learning advisor will scope the rollout, recommend the right starting point for your team, and put together a pilot proposal with a tailored quote.

Make an Enquiry

Give your team the AI skills they're now expected to have.

Send a short enquiry and a learning advisor will come back within one business day with a tailored recommendation: a curriculum mapped to your team's roles, a sample pathway through AI Fundamentals (and any related subjects), and a quote you can take to budget. Built for teams of 5 to 100, deployable in days.

Tailored curriculum recommendation for your team Sample learner pathway by role Volume-based quote, no obligation Reply within one business day
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