Investment Academy20 Years
AI-DATA115 students

AI for Financial Planning & Analysis (FP&A)

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Course Overview

A concise overview of the program.

The AI for FP&A course is a specialized professional program designed to help finance professionals leverage artificial intelligence to build smarter financial models and make more accurate, data-driven decisions. The program focuses on strengthening capabilities in financial planning, forecasting, variance analysis, and executive reporting through the practical use of Excel and Power BI. Participants learn how to transform unstructured financial data into actionable strategic insights, while also exploring the application of artificial intelligence and prompt engineering in producing high-quality financial analysis and management commentary. The course has been specifically designed for professionals working in FP&A and corporate finance who seek to enhance performance, modernize their analytical capabilities, and stay aligned with the future of financial planning and analysis.

Course Content

What you will cover during this program.

🔹Managing and cleansing financial data using advanced ETL tools

🔹Building driver-based financial forecasting models

🔹Preparing professional multi-scenario financial forecasts

🔹Conducting variance analysis and translating numbers into executive insights

🔹Using artificial intelligence to generate management commentary and financial analysis

🔹Mastering prompt engineering for advanced financial applications

Course Objectives

What you will achieve by the end of this program.

  • 🔹Enables participants to move beyond traditional reporting toward AI-powered financial analysis.
  • 🔹Improves planning and forecasting quality through driver-based and scenario-driven models rather than manual estimates.
  • 🔹Reduces the time and effort required to prepare reports and management commentary while enhancing output quality and decision accuracy.
  • 🔹Provides practical, immediately applicable skills using Excel, Power BI, and artificial intelligence tools.
  • 🔹Strengthens readiness for high-value roles in FP&A, financial analysis, and strategic finance in a rapidly evolving market.

Required Skills & Competencies

Synchronous E-Learning: Communication Policy

Trainee Inquiry & Support Response Policy

Payment Terms, Cancellation & Refund Policy