AI-Enhanced Financial Analysis

Advanced · 2h 30min · 9 modules. Use generative AI, Excel and Python to run ratio, horizontal/vertical, correlation and time-series analysis on a 5-year Egyptian company case — with validation, governance and a capstone.

7,500.00 LE

المسؤول	Rehaf Foula
آخر تحديث	24/10/2026
وقت الإكمال	12 ساعة 5 دقائق
الأعضاء	1

الدورة
التقييمات

متقدم

Module 1 — Introduction

4الدروس · 32 د
- Getting Started: Your Guided and Extended Paths
  
  جديد 10 xp
- Welcome to AI-Enhanced Financial Analysis
  
  معاينة مجانية جديد 10 xp
- Demonstration and Guidelines for Safe AI Use
  
  جديد 10 xp
- Case Dataset and Copy-Ready Materials
  
  جديد
Module 2 — What Is AI? The Basics

2الدروس · 17 د
- Artificial Intelligence: From Machine Learning to Generative Finance
  
  جديد 10 xp
- Interactive Exercise: Choose the Right Tool and Control
  
  جديد 10 xp
Module 3 — Optional: Custom GPT Design

4الدروس · 41 د
- Optional Resources: Assistant Design Pack
  
  جديد
- Set Up a Custom GPT or Claude Project for Financial Analysis
  
  جديد 10 xp
- Demonstration: Build and Test the NDCP Analysis Assistant
  
  جديد 10 xp
- Optional Reflection: Would You Release This Assistant?
  
  جديد 10 xp
Module 4 — AI-Powered Financial Ratio Analysis

9الدروس · 1 س 24 د
- Ratio Analysis Resources and Prompt Pack
  
  جديد
- Format Financial Data for Reliable AI Analysis
  
  جديد 10 xp
- Comprehend and Validate Data Before Calculation
  
  جديد 10 xp
- Calculate Liquidity and Solvency Ratios
  
  جديد 10 xp
- Continue with Profitability and Efficiency Ratios
  
  جديد 10 xp
- Complete the Analysis with DuPont and Integrated Interpretation
  
  جديد 10 xp
- Create Decision-Useful Ratio Charts
  
  جديد 10 xp
- Prompt Engineering for Ratio Tables and Charts
  
  جديد 10 xp
- Chapter Summary: Ratio Analysis Control Sheet
  
  جديد 10 xp
Module 5 — Advanced Vertical and Horizontal Analysis

9الدروس · 1 س 23 د
- Statement Analysis Downloads and Templates
  
  جديد
- Use Generative AI to Analyse Financial Statements
  
  جديد 10 xp
- Horizontal Analysis: Change Across Time
  
  جديد 10 xp
- Human-Readable vs Machine-Readable Financial Data
  
  جديد 10 xp
- Visualise Statement Trends Without Distortion
  
  جديد 10 xp
- Build the Correlation Matrix
  
  جديد 10 xp
- Review Correlations with Professional Scepticism
  
  جديد 10 xp
- Vertical Analysis: Common-Size Statements
  
  جديد 10 xp
- Combine Vertical and Horizontal Analysis
  
  جديد 10 xp
Module 6 — Time Series Analysis

9الدروس · 1 س 22 د
- Time-Series Data and Forecasting Pack
  
  جديد
- Time Series: Trend, Seasonality, Cycles, and Noise
  
  جديد 10 xp
- Seasonality in Egyptian FMCG: Ramadan and Summer Effects
  
  جديد 10 xp
- Refresher: Moving Averages, Decomposition, and Stationarity
  
  جديد 10 xp
- 🎬 Augmented Dickey-Fuller (ADF) Test Explained with SAS + Interpretation
  
  جديد
- Create a Linear Regression Forecast with AI
  
  جديد 10 xp
- Interact with Forecast Data and Challenge the Model
  
  جديد 10 xp
- Worked Exercise: Forecast with Linear Regression
  
  جديد 10 xp
- Interactive Exercise: Approve, Revise, or Reject the Forecast
  
  جديد 10 xp
Module 7 — Using Generative AI for Finance in the Real World

5الدروس · 45 د
- AI in FP&A and Budgeting
  
  جديد 10 xp
- AI-Assisted Variance Analysis
  
  جديد 10 xp
- Credit and Risk Assessment with Generative AI
  
  جديد 10 xp
- Governance, Data Privacy, and Sustainable Tool Adoption
  
  جديد 10 xp
- Reflection: Where Will AI Add Value in Your Finance Team?
  
  جديد 10 xp
Module 8 — Conclusion

2الدروس · 14 د
- Course Summary: The Controlled AI Analysis Workflow
  
  جديد 10 xp
- Conclusion and Next Steps: Keep the Method, Adapt the Tool
  
  جديد 10 xp
Module 9 — Final Assessment

2الدروس · 5 س 27 د
- Final Exam: Advanced AI-Enhanced Financial Analysis
  
  جديد 10 xp
- Capstone Assignment: AI-Assisted Financial Analysis of NDCP
  
  جديد

Course overview

An advanced professional course for FP&A professionals, finance and accounting leaders and analysts in Egypt and the Middle East. Using a fictional listed Egyptian FMCG company with five years of EGP financial statements, you will apply generative AI (ChatGPT and Claude), Excel and Python to ratio analysis, horizontal and vertical analysis, correlation analysis, time-series forecasting, FP&A and risk assessment, while keeping human validation and governance at the centre.

Learning objectives

Understand the role of AI in financial analysis, and where human judgement remains essential
Perform and validate AI-powered ratio analysis: liquidity, solvency, profitability, efficiency and DuPont
Conduct advanced vertical and horizontal analysis, visualisation and correlation analysis
Build, test and challenge time-series and linear-regression forecasts with AI, Excel and Python
Apply generative AI safely to budgeting, variance analysis, credit and risk assessment
Adapt your workflow as AI tools evolve

Who should take this course

FP&A professionals, finance and accounting leaders, and anyone with solid finance and accounting knowledge who wants to work faster and better with AI.

Prerequisites

Accounting fundamentals, reading financial statements, financial analysis fundamentals, critical thinking, basic maths and statistics.

Course details

Level: Advanced
Guided learning time: 2h 30min core path (plus optional deep dives, downloads and capstone)
9 modules · 44 lessons, exercises and resources · final exam · capstone assignment
Tools: ChatGPT or Claude (with data analysis), Excel, optional Python