AI-Enhanced Financial Analysis

Module 1 — Introduction
- Getting Started: Your Guided and Extended Paths
  - Cuestionario
- Welcome to AI-Enhanced Financial Analysis
  - Cuestionario
- Demonstration and Guidelines for Safe AI Use
  - Cuestionario
- Case Dataset and Copy-Ready Materials
Module 2 — What Is AI? The Basics
- Artificial Intelligence: From Machine Learning to Generative Finance
  - Cuestionario
- Interactive Exercise: Choose the Right Tool and Control
  - Cuestionario
Module 3 — Optional: Custom GPT Design
- Optional Resources: Assistant Design Pack
- Set Up a Custom GPT or Claude Project for Financial Analysis
  - Cuestionario
- Demonstration: Build and Test the NDCP Analysis Assistant
  - Cuestionario
- Optional Reflection: Would You Release This Assistant?
  - Cuestionario
Module 4 — AI-Powered Financial Ratio Analysis
- Ratio Analysis Resources and Prompt Pack
- Format Financial Data for Reliable AI Analysis
  - Cuestionario
- Comprehend and Validate Data Before Calculation
  - Cuestionario
- Calculate Liquidity and Solvency Ratios
  - Cuestionario
- Continue with Profitability and Efficiency Ratios
  - Cuestionario
- Complete the Analysis with DuPont and Integrated Interpretation
  - Cuestionario
- Create Decision-Useful Ratio Charts
  - Cuestionario
- Prompt Engineering for Ratio Tables and Charts
  - Cuestionario
- Chapter Summary: Ratio Analysis Control Sheet
  - Cuestionario
Module 5 — Advanced Vertical and Horizontal Analysis
- Statement Analysis Downloads and Templates
- Use Generative AI to Analyse Financial Statements
  - Cuestionario
- Horizontal Analysis: Change Across Time
  - Cuestionario
- Human-Readable vs Machine-Readable Financial Data
  - Cuestionario
- Visualise Statement Trends Without Distortion
  - Cuestionario
- Build the Correlation Matrix
  - Cuestionario
- Review Correlations with Professional Scepticism
  - Cuestionario
- Vertical Analysis: Common-Size Statements
  - Cuestionario
- Combine Vertical and Horizontal Analysis
  - Cuestionario
Module 6 — Time Series Analysis
- Time-Series Data and Forecasting Pack
- Time Series: Trend, Seasonality, Cycles, and Noise
  - Cuestionario
- Seasonality in Egyptian FMCG: Ramadan and Summer Effects
  - Cuestionario
- Refresher: Moving Averages, Decomposition, and Stationarity
  - Cuestionario
- 🎬 Augmented Dickey-Fuller (ADF) Test Explained with SAS + Interpretation
- Create a Linear Regression Forecast with AI
  - Cuestionario
- Interact with Forecast Data and Challenge the Model
  - Cuestionario
- Worked Exercise: Forecast with Linear Regression
  - Cuestionario
- Interactive Exercise: Approve, Revise, or Reject the Forecast
  - Cuestionario
Module 7 — Using Generative AI for Finance in the Real World
- AI in FP&A and Budgeting
  - Cuestionario
- AI-Assisted Variance Analysis
  - Cuestionario
- Credit and Risk Assessment with Generative AI
  - Cuestionario
- Governance, Data Privacy, and Sustainable Tool Adoption
  - Cuestionario
- Reflection: Where Will AI Add Value in Your Finance Team?
  - Cuestionario
Module 8 — Conclusion
- Course Summary: The Controlled AI Analysis Workflow
  - Cuestionario
- Conclusion and Next Steps: Keep the Method, Adapt the Tool
  - Cuestionario
Module 9 — Final Assessment
- Final Exam: Advanced AI-Enhanced Financial Analysis
- Capstone Assignment: AI-Assisted Financial Analysis of NDCP