AI Literacy & Readiness Checklist

for Finance Teams

Answer a few quick questions and we'll recommend

the right training pathway for you.

Where is your organisation primarily based?

AI Region *

UK + EU customers / operations

Other / not sure

Is AI used in forecasting, reporting or fraud detection?

AI controls in Finance functions *

Yes, approved and controlled

Yes, but controls are limited

Likely in use without oversight

Are AI-generated financial insights explainable to non-technical stakeholders?

AI explainability in Finance functions *

Yes, clear and simple explanations

Partially, but not straightforward

No / Not sure

How confident are you in the validation of AI-supported financial outputs?

AI validation in Finance functions *

Robust validation and challenge

Some validation

Reliance without validation

Is there clear accountability for financial decisions informed by AI?

AI accountability in Finance functions *

Yes, defined, documented and role-specific

Shared or unclear

No defined accountability

Do you have any AI policy in place?

AI Policy Status *

Yes, documented and communicated

Partial, draft and informal

Not sure

What's currently the biggest blocker to adopting AI effectively?

What outcome would help the most in the next 90 days?

AI 90-day priority *

Train staff to use AI safely and productively

Build an executive governance model

Create an AI policy + departmental playbooks (HR / legal / IT)

Identify priority use cases and implement safely

Partner with a training platform / referral programme

Share your details and we will email you the results and details of how we can support you with your AI Literacy needs.

First Name *

Last Name *

Email *

Phone

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