Course Introduction
The world is changing rapidly. Technological advances have brought significant changes to the way in which most activities are conducted including financial analysis. Technological advancement has revolutionized the way in which things are conducted within and outside the organisations. It allowed individuals to unlock their potentials, contributed significantly to the developments of rapid modes of transportation for people, goods, and services. It has also accelerated communication speeds locally and internationally.
The rapid development and deployment of the pandemic tests and treatment are evidence on the importance of technology. This AI for Financial Analysis and Planning training course is designed to equip the delegates with knowledge of how Artificial Intelligence could be applied when analysing company’s financial and planning.
This training course will feature:
- Artificial Intelligence and growth models
- The interrelationship between Artificial Intelligence and financial analysis
- Agency theory and its relationships with Artificial Intelligence
- Main types of Artificial Intelligence for financial analysis
- Data requirements for using Artificial Intelligence in finance
Training Objectives
The AI for Financial Analysis and Planning training course will provide delegates with the expertise and understanding of the AI to analyse companies’ financials. The delegates will gain the expertise on effective use of AI in financial analysis and planning.
At the end of this training course, you will learn to:
- Using AI in financial analysis
- The role AI in planning
- Awareness of different AI for financial analysis
- The application of AI for various analysis
- The prevalent of AI technology in finance
Training Methodology
This training course will utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes a combination of interactive activities which enable skills application. Learning is often at its most powerful when applying skills and learning from others.
Who should Attend?
The AI financial analysis and Planning training course would be relevant to all of those involved in financial analysis and planning for the organisation. This training course is suitable to a wide range of professionals but will greatly benefit:
- Financial Accounting Team Members
- Financial Planning and Budgeting Professionals
- Strategic Planning and Head Office Team Members
- Corporate Communication and Investor Relations Professionals
- Investment Analysts and Advisers
- Risk Management Teams
- Traders
- Investors in General
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