AI for Finance

What AI helps with, and what it must never do

Your money toolkit, used safely

Ask AI about money the safe way

Try It Now: ask AI to explain one money term and check it

Week 1 – Unit 2: Personal Budgeting and Saving

Build a budget and a saving habit that sticks

3 lessons1 exercisequiz

See where your money goes

A budget that survives Kenya

Try It Now: build a one-month budget and a saving goal

Week 2 – Unit 3: Understanding Money Products

Loans, accounts and mobile money, explained plainly

3 lessons1 exercisequiz

Interest, the thing that helps or hurts

What each product is for

Read the fine print with AI

Try It Now: decode one product's terms, then list what to verify

Week 2 – Unit 4: Debt and Borrowing Wisely

Borrow safely and get out of debt with a clear plan

3 lessons1 exercisequiz

What a loan really costs

Digital loans and the debt trap

CRB, defaults and getting out of a hole

Try It Now: the true cost of a loan and a payoff plan

Week 3 – Unit 5: Spotting Scams and Fraud

Recognise money scams before they cost you

3 lessons1 exercisequiz

The shapes a scam takes

Try It Now: run a real offer through a scam-check

Check before you trust

Week 3 – Unit 6: Business Finance Basics

Track cash, price your work and keep simple books

3 lessons1 exercisequiz

Cash flow, pricing and margin

Records that keep you safe

Try It Now: build a simple cash-flow sheet and sanity-check it

Week 4 – Unit 7: Taxes and Compliance (KRA)

Understand your tax duties and stay compliant

3 lessons1 exercisequiz

iTax and staying compliant

When to get an accountant

Try It Now: use AI to build your own tax-questions checklist for a professional

Week 4 – Unit 8: Investing Basics and Risk

How investing and risk work. Education, not advice

3 lessons1 exercisequiz

Risk and return, honestly

The ideas behind sensible investing

Crypto, forex and hype, with clear eyes

15 min

Try It Now: write yourself a personal investing-safety checklist

Week 4 – Unit 9: Planning Ahead

Plan for goals, emergencies and the long term

3 lessons1 exercisequiz

Goals and a plan you can keep

Protecting what you have

Know when to bring in a professional

Try It Now: draft your money goals and questions for a professional

Week 5 – Capstone: Capstone: Build a Money Plan Safely

Put together a real, safe money plan of your own

1 lessons3 exercises