Our programs combine Cluster A AI skills — ChatGPT, Copilot, Claude, prompt engineering, AI automation, AI-assisted analysis, generative AI for work, AI productivity, AI in spreadsheets, AI output quality and repeatable AI processes — with Cluster B finance management context: manage finances, financial management, budgeting, cash-flow tracking, expense tracking, personal finance, business finances, SME finance, financial planning skills, forecasting, financial reporting, financial dashboards, money organisation, financial literacy, record-keeping, invoice and receipt tracking, Singapore professionals, Singapore SMEs, Marina Bay academy, vocational training provider, SGD course fees, Singapore market and PDPA-compliant practices.
Module 01
Foundations — Managing Personal & Business Money with AI
This opening module of our finance matrix curriculum establishes the vocabulary and repeatable AI workflows every learner needs before touching a spreadsheet or dashboard. You will explore how generative AI tools such as ChatGPT, Copilot and Claude can support personal finance and SME finance tasks without crossing into regulated financial advice. Through guided prompt engineering exercises, you will draft budgeting templates, summarise bank statements and build AI-assisted analysis checklists that improve AI output quality. Singapore professionals learn to separate education from decision-making, apply AI accuracy checks to every draft, and document clean financial records from day one. The cohort practises AI productivity habits — summarising expenses, categorising transactions and drafting simple cash-flow narratives — in a Marina Bay academy setting designed for considered curriculum pacing. By the end, you will have a personal AI use-case map and a foundation for every subsequent module in the manage-with-AI track.
Indicative fee: S$680 – S$880
Module 02
AI-Assisted Budgeting & Cash-Flow Tracking
Budgeting is where financial management meets daily discipline, and this refined course module shows how AI tools accelerate without replacing human judgment. Learners build AI budgeting workflows that track income, fixed costs and variable spending in SGD, using AI in spreadsheets and standalone AI writing/summarising support to maintain expense tracking logs. You will design cash-flow tracking practice sheets, set up repeatable AI processes for weekly reviews and learn prompt patterns that keep AI automation focused on organisation rather than prediction hype. The module covers household and freelance scenarios common among Singapore professionals, with emphasis on financial literacy and money organisation rather than investment tips. Facilitators demonstrate how Copilot and Claude can flag anomalies in sample datasets while you apply AI accuracy checks before acting on any figure. Expect hands-on labs, peer review in a small course cohort, and a capstone-ready budget framework you can extend in later modules.
Indicative fee: S$720 – S$920
Module 03
Expense, Invoice & Receipt Organisation with AI
Disorganised receipts and invoices drain time from Singapore SMEs and solo operators alike. This module teaches invoice and receipt tracking systems powered by AI tools — scanning, categorising and summarising documents with structured prompts and AI-assisted analysis. You will configure folder conventions, naming rules and spreadsheet links so that business finances stay auditable and PDPA-compliant. ChatGPT and Copilot workflows help extract line items, match expenses to categories and prepare summaries for internal review, always with the understanding that AI output quality requires verification. Learners practise AI spreadsheet craft for reconciling monthly batches, build checklists for AI use cases in record-keeping, and explore how generative AI for work can draft polite follow-up emails without offering tax or accounting advice. The focus remains vocational training in money-management atelier skills — not outsourced bookkeeping services or licensed advisory.
Indicative fee: S$650 – S$850
Module 04
Financial Forecasting & Reporting with AI Tools
Forecasting and financial reporting are planning skills, not promises of returns. In this forecast-and-report studio module, learners use AI tools to model simple scenarios — projecting cash positions, seasonal swings and project milestones for personal finance and business finances alike. You will learn to structure prompts that ask AI for tables, narrative summaries and variance explanations while maintaining scepticism through AI accuracy checks. The curriculum covers basic financial dashboards on paper and in spreadsheets, showing how AI automation can draft monthly reports for internal stakeholders without presenting them as regulated filings. Singapore professionals work through case studies grounded in the local market, using SGD course fees and typical SME cost structures as examples. Emphasis stays on financial planning skills and reporting clarity; we explicitly do not teach stock trading, crypto strategies or any form of investment advice. Your deliverable is a reporting template aligned with the AI Money-Management Matrix.
Indicative fee: S$780 – S$980
Module 05
AI Spreadsheets & Financial Dashboards
Spreadsheets remain the backbone of practical financial management, and modern AI tools make them faster — when used with discipline. This financial-dashboard module dives into AI in spreadsheets: formula suggestions, conditional formatting prompts, pivot-table narratives and chart descriptions generated through ChatGPT, Copilot and Claude. Learners assemble a live dashboard that tracks budgets, expenses and simple forecasts, applying repeatable AI processes at each build stage. You will study AI productivity patterns that reduce manual entry while preserving human oversight, and you will configure AI writing/summarising support for board-ready commentary that stays educational, not advisory. The Singapore finance academy lab includes peer critique of dashboard clarity, accessibility and data hygiene. By completion, you will possess a working financial-dashboard module template suitable for personal or SME contexts, built entirely as vocational training rather than software licensing or wealth-management product design.
Indicative fee: S$820 – S$1,020
Module 06
Capstone — Your AI Money-Management Matrix
The capstone finance system module integrates every prior layer into a cohesive AI Money-Management Matrix tailored to your context — household, freelance practice or small business. Over an evening studio intensive and structured review sessions, you will present your matrix: budgeting rules, expense pipelines, forecast rhythms and reporting cadences, each documented with the AI workflows that support them. Facilitators evaluate AI use cases for completeness, AI output quality safeguards and alignment with PDPA-compliant record-keeping. This is the definitive manage-with-AI track deliverable — a considered curriculum artifact you can maintain after the course cohort ends. Presentations take place in our Marina Bay academy space; feedback focuses on clarity and sustainability, not profit claims. Graduates receive a participation certificate reflecting training completion only. The capstone reinforces that AI Money Matrix is a money-management academy, not an MLM scheme, not a trading platform and not a source of guaranteed financial results.
Indicative fee: S$950 – S$1,250