AI Proficiency Assessment

12-question assessment evaluates your current AI Finance proficiency across four key categories.

Problem Decomposition and AI Knowledge

How you break down problems for AI and what you understand about model capabilities and limitations.

Prompt Engineering and Communication

Your ability to instruct AI systems and structure workflows that produce reliable outputs.

Risk, Governance and Strategy

How you handle AI controls, regulatory requirements, and strategic implementation decisions.

Technical Skills and Tool Selection

Your judgment on when to use agents, skills, integrations, and how to evaluate AI tools for production.

The assessment takes approximately 3-5 minutes to complete. Your results will show a proficiency score and breakdown across all categories.

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Help us personalize your results

What best describes your role?
CFO
FP&A
Investment Professional
CPA / Accountant
Consultant
Other
What best describes your organization?
In-house Finance
PE / VC
Accounting firm
Consulting firm
Family Office
Fund Administrator
Other
What industry or sector do you operate in?
Financial Services
Healthcare
Technology
Manufacturing
Energy
Retail
Real Estate
Professional Services
Other
How is your finance team using AI today?
Not using AI
ChatGPT or similar
AI in Excel, ERP, or existing tools
Dedicated AI tools or automations
AI embedded across workflows
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