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AI for Financial Analysis and Planning

An Intensive 5-day Training Course

AI for Financial Analysis and Planning

Optimizing Financial Decisions through AI

UPCOMING SESSIONS

Classroom sessions
DateVenueFee
28 Jul-01 Aug 2025Dubai - UAE$5,950RESERVE A SEAT

Training Course Overview

Technological innovation is rapidly transforming financial practices across all sectors. Artificial Intelligence (AI) is now at the forefront of this revolution, enabling faster, more accurate, and strategic financial decision-making. The AI for Financial Analysis and Planning Training Course is designed to empower professionals with the knowledge and tools to integrate AI into financial workflows.

This course explores how AI enhances financial analysis, forecasting, and planning, offering a competitive edge in a data-driven economy. Participants will gain insight into AI’s role in modern finance, including machine learning applications, predictive analytics, and data modeling. Through real-world scenarios and practical frameworks, attendees will understand how to apply AI tools to financial data to generate deeper insights and improve planning accuracy.

This training course will feature:

  • Overview of Artificial Intelligence and its role in economic and financial growth
  • Integration of AI techniques with traditional financial analysis methods
  • Understanding of agency theory and AI’s influence on financial governance
  • Exploration of AI tools and technologies for financial modeling and forecasting
  • Evaluation of data requirements and ethical considerations in AI-driven finance

Training Course Objectives

By the end of this training course, participants will be able to:

  • Apply AI technologies to financial analysis and planning activities
  • Understand different types of AI and their relevance in finance
  • Leverage AI tools to interpret large volumes of financial data
  • Identify areas where AI can enhance strategic financial decision-making
  • Recognize the growing impact and application of AI in corporate finance functions

Designed for

This training course is ideal for professionals involved in financial strategy, analysis, and decision-making. It will greatly benefit:

  • Financial Accounting and Reporting Teams
  • Financial Planning and Budgeting Professionals
  • Strategic Planners and Corporate Finance Teams
  • Investor Relations and Communication Officers
  • Investment Analysts and Advisors
  • Risk Management and Compliance Professionals
  • Traders, Investors, and Portfolio Managers

Learning Methods

This training course employs a blend of engaging adult learning methodologies designed to maximize knowledge retention and practical application. These include:

  • Interactive instructor-led presentations
  • Hands-on exercises and financial simulations using AI tools
  • Real-world case studies and peer collaboration
  • Group discussions to exchange insights and best practices

Learning is reinforced through guided application, ensuring that participants can effectively translate new concepts into their workplace.

The Course Outline

Day One: Artificial Intelligence (AI)
  • Introduction to AI history
  • Using AI in financial analysis
  • The current development of AI technology
  • The scope of AI in planning
  • The value of investing in AI
  • The power of AI in planning and financial analysis
Day Two: Assessment of Business using AI
  • Ratio analysis and business performance using AI
  • Management’s point of view
  • Owners’ point of view
  • Lenders’ point of view
  • Interrelated ratios
  • Integration of financial performance analysis
  • Economic value added and the application of AI
  • Predicting financial distress using AI
Day Three: Investment Analysis
  • Applying time-adjusted measures
  • Net present value internal rate of return methods
  • Modified internal rate of return (MIRR)
  • Equivalent annual cost (EAC)
  • Sensitivity and scenario analysis
  • Simulation using AI
  • Dealing with risk and changing circumstances
Day Four: Financial Projections
  • Financial projections using AI
  • Operating budgets
  • Costing and variance analysis using AI
  • Cash forecasts and cash budgets
  • Dynamics and growth of the business system
  • Financial growth plans
  • Financial modelling using AI
Day Five: Valuation Methods Using AI Approach
  • Evolution of value-based methodologies
  • Value creation in restructuring
  • Financial strategy and AI technology
  • Business restructuring
  • The role of AI in buyout strategy

The Certificate

  • Anderson Certificate of Completion will be provided to delegates who attend and complete the course

In Association With

Copex
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    How can I register for a training course?

    There are several convenient ways to register for our training programs:

    • Online: Explore our training calendar, choose the course that suits your needs, and click the “Register Now” button on the course details page.
    • Email: Share your details, including your name, organization, email address, and selected course, by sending an email to  [email protected]
    • Phone: Reach out to us directly at +971 4 273 3503, and our team will guide you through the registration process.

    When will I receive confirmation of my registration?

    Once your registration is successfully completed, you will receive a confirmation email within 24 hours. This email will contain your registration details, invoice, and the necessary joining instructions for the course.

    What does the training fee cover?

    The training fees include full access to the training venue, along with comprehensive training materials to enhance your learning experience. Additionally, participants will be provided with writing supplies and stationery. To ensure comfort and convenience, the fee also covers lunch and refreshing coffee breaks throughout the duration of the course.

    Where are your training courses held?

    Our training programs are hosted at luxurious five-star hotels in prestigious destinations across the globe. Some of our popular locations include Dubai, London, Kuala Lumpur, Amsterdam, New York, Paris, Vienna, and many other iconic cities.

    Can I request customized corporate training?

    Yes, we offer tailored corporate training solutions to meet your organization’s specific needs. Please contact us at [email protected] or call +971 4 273 3503 for more information.

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