Numexia
Intelligent financial analysis and accounting automation for accountants and CFOs
Training
AI Training for Wealth Managers and Accountants
Training in artificial intelligence applied to wealth management and accounting, from a one-day introduction to a custom programme.
One training path per profession
Each path covers the solution built for that profession
Patrimind
Enhanced wealth management and tax optimisation for wealth management advisors
Our Training Paths
From beginner to expert, choose the path suited to your profile
Discovery
Get started with financial AI
€490/person
This path includes:
- Introduction to AI concepts in finance
- Demonstration of our live solutions
- Practical sector use cases
- Access to educational resources
- Certificate of participation
- Duration
- 1 day (7h)
- Audience
- Beginners, curious minds
Fundamentals
Master the operational basics
€1,290/person
This path includes:
- Full hands-on training on one solution of your choice
- Practical workshops on real cases
- Methods for building it into your processes
- 3 months of support
- Level 2 skills certificate
- Duration
- 3 days (21h)
- Audience
- Working professionals
Professional
Become autonomous and efficient
€2,490/person
This path includes:
- In-depth mastery of 2 solutions
- Advanced use cases and optimisation
- Business automation strategies
- 6 months of personalised support
- Access to the expert community
- Professional certification
- Duration
- 5 days (35h)
- Audience
- Regular users
Expert
Optimise and share your expertise
€4,290/person
This path includes:
- Complete expertise across our solutions
- AI project management in finance
- Train-the-trainer programme
- Regulatory watch and innovation
- Unlimited priority support
- Intellectuality Expert Badge
- Privileged access to our expert network
- Duration
- 8 days (56h)
- Audience
- Leaders, internal trainers
Master
Become an ambassador and innovator
Custom quote
This path includes:
- Custom strategic support
- AI solution co-development
- Partner firm certification
- Conferences and speaking engagements
- Early access to new features
- Ambassador programme
- Unlimited consulting
- Privileged partnership
- Duration
- Personalised programme
- Audience
- Consulting firms, large companies
What the EU AI Act says
Since 2 February 2025, Article 4 of the EU Artificial Intelligence Act requires companies that use AI systems to take measures to ensure, to the extent possible, a sufficient level of AI literacy among their staff. It does not require a certificate: the measures depend on the staff's knowledge and on the context in which the systems are used.
Our training paths end with a certificate, a certification or a badge, which let a firm document the training its staff have followed.
Read Regulation (EU) 2024/1689Custom Training
Do you have specific needs? We create personalised training programmes tailored to your company and objectives.