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 Outline

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