Course Schedules

Classroom 6 Sessions
Online / Live
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Training Course Overview

AI for Financial Analysis and Planning Training Course is designed to help finance professionals harness Artificial Intelligence to improve financial analysis, forecasting, and strategic planning. As technological innovation reshapes modern finance, AI in Financial Analysis is enabling faster insights, improved accuracy, and data-driven decision-making across organizations.

This training course explores how AI technologies, including machine learning, predictive analytics, and financial modeling tools, can be integrated into traditional financial workflows. Participants gain a structured understanding of how AI enhances ratio analysis, investment appraisal, financial projections, and valuation methods.

Through practical frameworks and real-world scenarios, the AI for Financial Analysis and Planning Training Course demonstrates how to apply AI tools to large financial datasets to generate deeper insights. The course also addresses governance considerations, agency theory implications, and ethical requirements in AI-driven finance, ensuring responsible and effective implementation in corporate environments.

Training Course Objectives

AI for Financial Analysis and Planning Training Course aims to strengthen participants’ ability to integrate Artificial Intelligence into financial decision-making and planning processes. The course develops practical skills in applying AI tools to enhance financial modeling, forecasting accuracy, and performance evaluation.

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

  • Apply AI technologies to financial analysis, planning, and forecasting activities
  • Differentiate between various types of AI and understand their relevance in finance
  • Use AI tools to interpret and analyze large volumes of financial data
  • Enhance ratio analysis, investment appraisal, and financial projections using AI
  • Identify opportunities where AI improves strategic financial decision-making
  • Recognize governance, ethical, and data considerations in AI-driven finance

Designed for

AI for Financial Analysis and Planning Training Course is ideal for professionals engaged in financial strategy, corporate finance, and performance management. It supports individuals responsible for analyzing financial data, preparing projections, and advising on investment and valuation decisions.

This training course will greatly benefit:

  • Financial accounting and reporting teams
  • Financial planning and budgeting professionals
  • Strategic planners and corporate finance teams
  • Investor relations and financial communication officers
  • Investment analysts and financial advisors
  • Risk management and compliance professionals
  • Traders, investors, and portfolio managers

Learning Methods

AI for Financial Analysis and Planning Training Course uses interactive and practice-focused learning methodologies to ensure knowledge retention and workplace application. The training course combines instructor-led presentations with hands-on financial simulations using AI tools and analytical models.

Participants engage in real-world case studies covering business performance analysis, financial distress prediction, investment evaluation, and valuation using AI-based approaches. Group discussions and peer collaboration encourage the exchange of insights and practical experiences in AI implementation.

Workshops focus on applying AI to ratio analysis, sensitivity testing, scenario modeling, financial projections, and valuation techniques such as NPV and IRR. Guided application sessions ensure participants can confidently translate AI concepts into practical financial analysis and planning activities within their organizations.

Course Content

Day 1

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 2

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 3

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 4

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 5

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

Recognition
  • Anderson Certificate of Completion for delegates who attend and complete the training course
FREQUENTLY ASKED QUESTIONS

Learn more about this course

Yes. The AI for Financial Analysis and Planning training course can be customised and delivered exclusively for organisations seeking a tailored learning solution. Course content can be adapted to address specific business objectives, operational challenges, industry requirements, and organisational priorities. Customised training allows teams to focus on the topics most relevant to their roles while supporting wider organisational development goals.

No. The AI for Financial Analysis and Planning training course is open to professionals from a wide range of backgrounds and experience levels. The course content is structured to provide value to both those who are new to the subject and experienced practitioners seeking to deepen their expertise. While some prior knowledge may enhance understanding of certain concepts, it is not a requirement for participation

The AI for Financial Analysis and Planning training course uses a variety of learning approaches to maximise participant engagement and knowledge retention. These may include expert-led presentations, practical exercises, case studies, group discussions, scenario-based activities, and collaborative learning opportunities. This approach encourages active participation and helps participants translate learning into practical workplace results.

The AI for Financial Analysis and Planning training course is suitable for professionals who want to expand their knowledge, strengthen their practical skills, and improve their effectiveness within their current or future roles. It is valuable for managers, team leaders, supervisors, specialists, consultants, and professionals seeking to stay current with industry developments and best practices. Whether your goal is career advancement, improved decision-making, or enhanced workplace performance, this course provides relevant knowledge and practical insights to support your professional ambitions.

If you would like additional information about the AI for Financial Analysis and Planning training course, our professional support team is available to assist with course enquiries, registration guidance, group bookings, and customised training requirements. We are committed to helping you identify the most suitable learning solution for your professional development goals.

 

Participants attending the AI for Financial Analysis and Planning training course gain access to valuable industry insights, practical techniques, and internationally recognised best practices. The course helps professionals improve performance, strengthen confidence, broaden their perspective, and develop skills that contribute to both personal and organisational success. It also provides an excellent opportunity to exchange ideas and experiences with professionals from diverse sectors and backgrounds.

The AI for Financial Analysis and Planning training course combines practical knowledge, current industry practices, and expert guidance to create a highly relevant learning experience. Rather than focusing solely on theory, the course emphasises practical application, enabling participants to develop skills and approaches that can be implemented directly within their organisations. This balance of knowledge and practical relevance helps participants achieve meaningful and lasting professional impact.

Yes. Participants who successfully complete the AI for Financial Analysis and Planning training course will receive a Anderson Certificate of Completion, demonstrating their commitment to professional development and continuous learning. This certificate provides formal recognition of the knowledge and skills gained during the course and can support professional growth and career progression.

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