Course Description
Introduction
AI is transforming financial analysis by enabling predictive forecasting, real-time insights, and smarter decision-making. This course teaches finance professionals how to leverage AI tools for improved financial performance.
Course Objectives
By the end of this course, participants will be able to:
· Understand AI applications in financial planning & analysis.
· Use AI for forecasting revenue, expenses, and cash flow.
· Learn predictive modeling and scenario planning with AI.
· Apply AI dashboards for real-time decision-making.
Target Audience
This course is designed for:
· Financial analysts
· Accountants
· Business finance managers
· CFOs and finance executives
Course Outlines
Day 1: AI in Financial Analysis
· Overview of AI in finance & accounting
· AI vs. traditional financial modeling methods
· Tools: Adaptive Insights, Anaplan, IBM Planning Analytics
· Benefits and challenges of AI-driven finance
· Discussion: Where AI fits in financial decision-making
Day 2: AI Forecasting Techniques
· Predictive analytics in finance
· Time-series forecasting with AI tools
· Scenario planning with machine learning
· Case study: AI in financial forecasting
· Workshop: Create an AI-based revenue forecast
Day 3: AI in Cash Flow & Expense Forecasting
· AI in cash flow prediction models
· Automating expense tracking with AI
· Forecasting capital requirements
· Practical demo: AI-driven cash flow dashboard
· Exercise: Build an expense forecast model with AI
Day 4: Risk & Sensitivity Analysis with AI
· Using AI for stress testing financial models
· Sensitivity analysis with predictive algorithms
· Identifying financial risks with AI insights
· Case study: AI for risk management in finance
· Workshop: Simulate financial risks with AI
Day 5: Future of AI in Financial Planning
· Role of AI in FP&A departments
· Ethical implications of AI in finance
· Skills finance leaders need in AI-driven environments
· Group project: Build an AI-enhanced financial forecast
· Wrap-up & certification
