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
7500.0
EGP
7.500,00 LE
| Responsable | Rehaf Foula |
|---|---|
| Última actualización | 24/10/2026 |
| Tiempo de finalización | 12 horas 5 minutos |
| Miembros | 1 |
Avanzado
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Module 1 — Introduction4Lecciones · 32 min
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Getting Started: Your Guided and Extended PathsNuevo 10 xp
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Vista previa gratis Nuevo 10 xp
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Demonstration and Guidelines for Safe AI UseNuevo 10 xp
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Case Dataset and Copy-Ready MaterialsNuevo
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Module 2 — What Is AI? The Basics2Lecciones · 17 min
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Artificial Intelligence: From Machine Learning to Generative FinanceNuevo 10 xp
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Interactive Exercise: Choose the Right Tool and ControlNuevo 10 xp
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Module 3 — Optional: Custom GPT Design4Lecciones · 41 min
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Optional Resources: Assistant Design PackNuevo
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Set Up a Custom GPT or Claude Project for Financial AnalysisNuevo 10 xp
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Demonstration: Build and Test the NDCP Analysis AssistantNuevo 10 xp
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Optional Reflection: Would You Release This Assistant?Nuevo 10 xp
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Module 4 — AI-Powered Financial Ratio Analysis9Lecciones · 1 h 24 min
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Ratio Analysis Resources and Prompt PackNuevo
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Format Financial Data for Reliable AI AnalysisNuevo 10 xp
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Comprehend and Validate Data Before CalculationNuevo 10 xp
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Calculate Liquidity and Solvency RatiosNuevo 10 xp
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Continue with Profitability and Efficiency RatiosNuevo 10 xp
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Complete the Analysis with DuPont and Integrated InterpretationNuevo 10 xp
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Create Decision-Useful Ratio ChartsNuevo 10 xp
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Prompt Engineering for Ratio Tables and ChartsNuevo 10 xp
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Chapter Summary: Ratio Analysis Control SheetNuevo 10 xp
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Module 5 — Advanced Vertical and Horizontal Analysis9Lecciones · 1 h 23 min
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Statement Analysis Downloads and TemplatesNuevo
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Use Generative AI to Analyse Financial StatementsNuevo 10 xp
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Horizontal Analysis: Change Across TimeNuevo 10 xp
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Human-Readable vs Machine-Readable Financial DataNuevo 10 xp
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Visualise Statement Trends Without DistortionNuevo 10 xp
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Build the Correlation MatrixNuevo 10 xp
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Review Correlations with Professional ScepticismNuevo 10 xp
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Vertical Analysis: Common-Size StatementsNuevo 10 xp
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Combine Vertical and Horizontal AnalysisNuevo 10 xp
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Module 6 — Time Series Analysis9Lecciones · 1 h 22 min
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Time-Series Data and Forecasting PackNuevo
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Time Series: Trend, Seasonality, Cycles, and NoiseNuevo 10 xp
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Seasonality in Egyptian FMCG: Ramadan and Summer EffectsNuevo 10 xp
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Refresher: Moving Averages, Decomposition, and StationarityNuevo 10 xp
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🎬 Augmented Dickey-Fuller (ADF) Test Explained with SAS + InterpretationNuevo
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Create a Linear Regression Forecast with AINuevo 10 xp
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Interact with Forecast Data and Challenge the ModelNuevo 10 xp
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Worked Exercise: Forecast with Linear RegressionNuevo 10 xp
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Interactive Exercise: Approve, Revise, or Reject the ForecastNuevo 10 xp
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Module 7 — Using Generative AI for Finance in the Real World5Lecciones · 45 min
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AI in FP&A and BudgetingNuevo 10 xp
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AI-Assisted Variance AnalysisNuevo 10 xp
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Credit and Risk Assessment with Generative AINuevo 10 xp
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Governance, Data Privacy, and Sustainable Tool AdoptionNuevo 10 xp
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Reflection: Where Will AI Add Value in Your Finance Team?Nuevo 10 xp
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Module 8 — Conclusion2Lecciones · 14 min
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Course Summary: The Controlled AI Analysis WorkflowNuevo 10 xp
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Conclusion and Next Steps: Keep the Method, Adapt the ToolNuevo 10 xp
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Module 9 — Final Assessment2Lecciones · 5 h 27 min
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Final Exam: Advanced AI-Enhanced Financial AnalysisNuevo 10 xp
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Capstone Assignment: AI-Assisted Financial Analysis of NDCPNuevo
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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