Supercharge Your Career with Generative AI & ChatGPT!
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.
Microsoft 365 Copilot Course
$0.00 ($1,635.00 bef. Subsidy)
-$1,050.00 (Subsidy)*
-$585.00 (SFC Credits)*
*This is a projected amount, should you qualify for these.
Classroom Learning
2 Days, 9am to 5pm
Looking for 90% Subsidy?
View Employee Training
Why Choose Microsoft 365 Copilot?
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.
2-Day Classroom Learning
Course ID: TGS-2025059725
Why Choose Microsoft 365 Copilot?
Prefer watching instead of reading? Join our Microsoft 365 Copilot Course Preview! In this preview, you’ll get a clear overview of the course, and have all your questions answered before you sign up.
Who is This Course For?
*Learners need to possess basic information and communication technology (ICT) skills. There are no *pre-requisites for professionals who would like to pursue the certification course.
Core Competencies You'll Gain:
AI Productivity with Microsoft Word, Excel, PowerPoint, and Teams
Workflow Automation and Optimization
Risk Management & Ethical AI Practices
Compliance and Governance Framework Integration
Performance Reporting and KPI Analysis
Data Accuracy & Process Efficiency
AI-Driven Decision-Making in Financial Services
Microsoft 365 Copilot Course Details
By the end of the course, participants will be able to strategically oversee Copilot deployment, measure its impact using KPIs, identify and rectify inefficiencies, and scale AI-driven processes across finance, compliance, and client-facing teams. This ensures not only improved productivity but also sustained business value, operational excellence, and enhanced decision-making capability within the financial services sector.
Classroom Learning
@ Holiday Inn (Orchard City Centre)
@ Concorde Hotel
2 Days,
9.00am to 5.00pm
Course Fee & Subsidies
Singaporeans aged
40 and above
Course Fee
$1,635.00
70% Subsidy
-$1,050.00
SFC Credits
-$585.00
Amount to Pay
$0
Singaporeans aged
below 40
Course Fee
$1,635.00
50% Subsidy
-$750.00
SFC Credits
-$885.00
Amount to Pay
$0
Permanent
Residents
Course Fee
$1,635.00
50% Subsidy
-$750.00
Amount to Pay
$885.00
*Please note that a $20 non-refundable registration fee applies for all course registrations
*Prices quoted are inclusive of GST at the prevailing rate
SkillsFuture Credits: All Singaporeans aged 25 years old and above can use their SkillsFuture Credits to fully offset the remaining fees.
Course Dates for Microsoft 365 Copilot course
Meet Your Trainers
Kelvin Wu
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.
Bernard Peh
Bernard is a seasoned data science professional with over 25 years of experience in financial advisory, hedge fund management, and data-driven decision-making. He began his career at the forefront of data science in hedge funds and progressed to senior leadership roles, including Director appointments at major financial advisory firms in Singapore. Bernard has extensive expertise in integrating advanced analytics, Python, Excel, Power BI, and SQL into business workflows to optimize operational efficiency and support strategic decision-making. Among his notable contributions is the independent development of proprietary 6- to 14-dimensional charts, which were recognized as revolutionary by his peers, particularly during the pre-Facebook era.
Alvin Lam
Alvin Lam, Co-Founder of AI Vision Fund. MIT and Oxford Certified Expert in Artificial Business and Blockchain Technology. Alvin has more than 20 years of experience in enabling technology and processes to serve businesses. With an unparalleled unique combination of business and IT Consultancy, Alvin has established himself as one of the most highly regarded thought leaders in Asia, specializing in the areas of Artificial Intelligence, Business Blockchain and digital business strategy. MIT Sloan Executive Education & MIT CSAIL, Professional Certificate in Artificial Intelligence University of Oxford, Certificate in Oxford Blockchain Strategy MBA, Murdoch University BSc (Merit) Computer Engineering, Nanyang Technological University Institute of Adult Learning, Advanced Certificate in Training and Assessment.
microsoft Copilot 365 Course Outline
- Understanding AI Copilot and its core capabilities
- How Copilot integrates seamlessly into business operations
- Identifying departmental pain points and strategic opportunities for Copilot integration
- Developing an AI Copilot Integration Roadmap
- Analyzing and optimizing workflows with M365 Copilot
- Defining functional and non-functional requirements for AI Copilot deployment
- Explore the dual nature of AI in financial services: innovation vs. risk
- Identify potential implementation and compliance risks
- Integrate Copilot within risk management frameworks and governance structures
- Apply mitigation strategies to ensure ethical, compliant, and responsible AI use
- Practical deployment strategies for M365 Copilot
- Customizing AI Copilot for Financial Use
- Change management strategies to drive effective user adoption
- Effective Communication Plans for Rollout Success (Pre-launch, Launch Day, Post Launch)
- Measure Copilot’s effectiveness using KPIs and performance metrics
- Interpret performance data and extract key process insights
- Evaluate overall value of Copilot in Word, Excel, PowerPoint, and Teams
- Identify common faults, errors, and suboptimal outputs
- Establish reporting mechanisms to escalate issues to technical teams
- Apply strategies to ensure policy adherence and optimal performance
- Refine and optimize Copilot workflows using performance data and user feedback
- Identify new opportunities for AI integration and process improvement
- Explore advanced functionalities and emerging trends in AI Copilot technology
- Drive adoption and scalability of AI solutions across the organization
3 Easy Steps to Enroll
1
choose desired
course schedule
Choose convenient classes on evenings or weekends.
2
subsidy
Calculation
Fill out the form to calculate your government subsidies.
3
register
Online
Secure your place with a deposit and start today.
Achieve Mastery in Microsoft 365 Copilot Today
Upon successfully completing the Mastering Microsoft 365 Copilot (Financial Services Edition) - Work Faster, Think Smarter, Stay Compliant course at Aventis Learning Group, you will receive an IBF-accredited certification recognized by employers in Singapore. This certification serves as a testament to your expertise in digital assets, helping you showcase your skills to potential employers and professional networks.
Bonus Tip: Display your certification on LinkedIn to strengthen your professional profile and capture the attention of potential employers.
FAQ
Microsoft Copilot is an AI-powered assistant integrated across Microsoft 365 apps such as Word, Excel, PowerPoint, Outlook, and Teams. It helps users work smarter by generating text, analyzing data, summarizing information, and automating repetitive tasks, all while keeping data secure within your organization’s Microsoft ecosystem.
Microsoft Copilot transforms the way professionals work by boosting productivity, improving accuracy, and saving time. For financial services, it enhances data reporting, ensures compliance with regulations, and supports informed decision-making. By automating routine tasks, employees can focus on strategy, innovation, and value creation.
Yes. For self-sponsored Singaporeans aged 25 years old and above, you can use your SkillsFuture Credit to offset the remaining course fees after WSQ funding.
To check your SkillsFuture credit balance, please follow these steps:
- Go to https://myskillsfuture.gov.sg
- Click on ‘Submit SkillsFuture Credit Claims’
- Login with your SingPass
- Click on the arrow (>) at the top right hand corner. You will be able to see a drop-down list of your Available SkillsFuture Credits.
After you have registered for a course, an Aventis representative will reach out to guide you with the SkillsFuture Credits
*Please note that our courses are not eligible for “Additional SkillsFuture Credit (Mid-Career Support)’. You will only be able to use available credits from ‘SkillsFuture Credit’ and ‘One-off SkillsFuture Credit Top-Up’.The IBF funding support works on a nett fee model. This means that the subsidy is applied upfront, and you will only need to pay the balance course fees after the subsidy. For example, if you are eligible for 70% subsidy, you only need to pay the remaining 30% upfront.
To be eligible, you’ll have to meet the following prerequisites.
For Self-Sponsored:
All Singaporeans or Singapore Permanent Residents (PRs) that are physically based in Singapore and successfully complete the course will be eligible.
- Be a Singaporean Citizen or PR based in Singapore
- Minimum of 75% attendance (this means that you must attend at least 6 out of 7 lessons)
- Pass the final assessment
Any balance course fees can be offset using your SkillsFuture Credits & NTUC UTAP funding.
For Company-Sponsored:
- Be from Financial Institutions that are regulated by the Monetary Authority of Singapore (MAS) (either licensed / exempted from licensing) or Fintech companies that are registered with the Singapore Fintech Association.
- Be a Singaporean Citizen or PR physically based in Singapore
- Minimum of 75% attendance (this means that you must attend at least 6 out of 7 lessons)
- Pass the final assessment
A laptop is required for this course. No special software or other hardware is required for this course participation.
Join our Microsoft Copilot Course Now!
Secure your spot, get certified, and lead the future of productivity, compliance, and AI-driven innovation in financial services.
