Skills Moonshot
The Career Framework for AI-enabled Financial Professionals
Why Use This Framework?
The Skills Moonshot career framework ensures that technical skills are balanced with professional judgment, governance, and strategic leadership. By using this framework, you can:
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Uncover foundational gaps in data literacy and basic artificial intelligence & automation that hinder growth.
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Align specialized training tracks with personal, career and organizational goals to drive high-ROI career development.
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Ensure that personal development plans are integrated across technical, leadership and governance roles.
Who is This For?
.Finance Professionals: For all levels of seniority, industry and domain. AI is transforming the ways of working, and therefore we need to make the moonshot leap.
Learning & Development Specialists: Building capacity and improving current training offerings to meet the market demands of the future.
Executive Leaders: Ensuring the workforce has the right range of hybrid skills to execute digital strategies effectively.
We have some exciting developments and a growing community of like-minded professionals.
Framework Structure
Our framework is categorized into three levels of professional evolution
01
Skill Debt (Foundational)
The base layer required for all professionals. It addresses the "digital debt" that prevents teams from adopting more advanced tools.
Core Skills: Data Literacy, Manual Task Automation, Basic System Logic.
02
The Transition Layer (Discovery)
A career discovery requiring guided self-leadership to help participants take control of their development in an era of rapid change.
Outcome: Professional development plan that outlines specific milestones, necessary training, and a strategy for achieving a hybrid professional identity.
03
Skill Moonshots (Advanced)
Five specialized tracks designed for deep, job-ready expertise.
Outcome: Professional development plan that outlines specific milestones, necessary training, and a strategy for achieving a hybrid professional identity.
5 Moonshots
Moonshot 01
AI Business Analyst
Learn to apply machine learning principles to forecast business trends, identify anomalies in large datasets, and analyze text-based information for market insights. This is a specialized track for those who want to be the engine of evidence-based strategy within their organization.
Moonshot 02
Workflow & Automation Architect
Designing the infrastructure that allows a business to run smoothly at scale. It focuses on orchestration—moves from simple task automation to complex system integration, teaching professionals how to build reliable, secure, and scalable workflows.
Moonshot 03
AI Product Manager
There is a growing need for professionals who can bridge the gap between business needs and technical delivery. The AI Product Manager track focuses on the conceptualization, scoping, and delivery of technology solutions.
Moonshot 04
Strategic Leader
Designed for the high-level decision-maker who views technology as a primary lever for growth and capital efficiency - drive board-level strategy, mergers and acquisitions, and long-term business planning.
Moonshot 05
AI Governance
Addresses the legal, ethical, and operational requirements of overseeing modern technology. It is split into distinct levels to serve both the management team responsible for implementation and the board members responsible for fiduciary oversight.