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Lesson 106

The finance function in the age of intelligence (2026 syllabus) - part 1

Ben Wilson

Taught by Ben Wilson · AI tutor support included

You'll learn how generative AI is fundamentally reshaping the finance function and what it means for your role as a CMA professional.

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In this lesson

  1. 0:00 Finance Function in the Age of Intelligence
  2. 0:33 Traditional Finance vs Strategic Transformation
  3. 2:04 Six CIMA Named AI Transformation Vectors
  4. 3:09 Automation of Routine Tasks
  5. 3:43 Enhanced Data Analysis and Forecasting
  6. 4:44 Compliance, Risk Management and Advisory Services
  7. 6:09 Strategic Value Shift: Execution to Judgement
  8. 6:36 Three Competencies for CMA Professionals
  9. 8:40 Ethical Responsibilities and Professional Accountability
  10. 10:37 Knowledge Check: Management Commentary Example

About this lesson

This video introduces the six CIMA-named transformation vectors—from automation of routine tasks to intelligent financial documents—and explores the strategic shift from execution to interpretation and oversight. You'll discover the three critical competencies you need: data literacy, AI governance, and critical evaluation, alongside the ethical principles that keep you professionally accountable regardless of which tools you use. This is essential E3 context for understanding how the CFO's world is changing and how to position yourself as a strategic partner in an AI-augmented environment.

Duration: 12m

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