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AI-Enhanced Financial Analysis

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.

7500,00 LE
7500.0 EGP 7500,00 LE
7500,00 LE
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Responsável Rehaf Foula
Última Atualização 24/10/2026
Tempo de conclusão 12 horas 5 minutos
Membros 1
Avançado
  • Module 1 — Introduction
    4Aulas · 32 min
    • Getting Started: Your Guided and Extended Paths
      Novo 10 xp
    • Welcome to AI-Enhanced Financial Analysis
      Prévia gratuita Novo 10 xp
    • Demonstration and Guidelines for Safe AI Use
      Novo 10 xp
    • Case Dataset and Copy-Ready Materials
      Novo
  • Module 2 — What Is AI? The Basics
    2Aulas · 17 min
    • Artificial Intelligence: From Machine Learning to Generative Finance
      Novo 10 xp
    • Interactive Exercise: Choose the Right Tool and Control
      Novo 10 xp
  • Module 3 — Optional: Custom GPT Design
    4Aulas · 41 min
    • Optional Resources: Assistant Design Pack
      Novo
    • Set Up a Custom GPT or Claude Project for Financial Analysis
      Novo 10 xp
    • Demonstration: Build and Test the NDCP Analysis Assistant
      Novo 10 xp
    • Optional Reflection: Would You Release This Assistant?
      Novo 10 xp
  • Module 4 — AI-Powered Financial Ratio Analysis
    9Aulas · 1 h 24 min
    • Ratio Analysis Resources and Prompt Pack
      Novo
    • Format Financial Data for Reliable AI Analysis
      Novo 10 xp
    • Comprehend and Validate Data Before Calculation
      Novo 10 xp
    • Calculate Liquidity and Solvency Ratios
      Novo 10 xp
    • Continue with Profitability and Efficiency Ratios
      Novo 10 xp
    • Complete the Analysis with DuPont and Integrated Interpretation
      Novo 10 xp
    • Create Decision-Useful Ratio Charts
      Novo 10 xp
    • Prompt Engineering for Ratio Tables and Charts
      Novo 10 xp
    • Chapter Summary: Ratio Analysis Control Sheet
      Novo 10 xp
  • Module 5 — Advanced Vertical and Horizontal Analysis
    9Aulas · 1 h 23 min
    • Statement Analysis Downloads and Templates
      Novo
    • Use Generative AI to Analyse Financial Statements
      Novo 10 xp
    • Horizontal Analysis: Change Across Time
      Novo 10 xp
    • Human-Readable vs Machine-Readable Financial Data
      Novo 10 xp
    • Visualise Statement Trends Without Distortion
      Novo 10 xp
    • Build the Correlation Matrix
      Novo 10 xp
    • Review Correlations with Professional Scepticism
      Novo 10 xp
    • Vertical Analysis: Common-Size Statements
      Novo 10 xp
    • Combine Vertical and Horizontal Analysis
      Novo 10 xp
  • Module 6 — Time Series Analysis
    9Aulas · 1 h 22 min
    • Time-Series Data and Forecasting Pack
      Novo
    • Time Series: Trend, Seasonality, Cycles, and Noise
      Novo 10 xp
    • Seasonality in Egyptian FMCG: Ramadan and Summer Effects
      Novo 10 xp
    • Refresher: Moving Averages, Decomposition, and Stationarity
      Novo 10 xp
    • 🎬 Augmented Dickey-Fuller (ADF) Test Explained with SAS + Interpretation
      Novo
    • Create a Linear Regression Forecast with AI
      Novo 10 xp
    • Interact with Forecast Data and Challenge the Model
      Novo 10 xp
    • Worked Exercise: Forecast with Linear Regression
      Novo 10 xp
    • Interactive Exercise: Approve, Revise, or Reject the Forecast
      Novo 10 xp
  • Module 7 — Using Generative AI for Finance in the Real World
    5Aulas · 45 min
    • AI in FP&A and Budgeting
      Novo 10 xp
    • AI-Assisted Variance Analysis
      Novo 10 xp
    • Credit and Risk Assessment with Generative AI
      Novo 10 xp
    • Governance, Data Privacy, and Sustainable Tool Adoption
      Novo 10 xp
    • Reflection: Where Will AI Add Value in Your Finance Team?
      Novo 10 xp
  • Module 8 — Conclusion
    2Aulas · 14 min
    • Course Summary: The Controlled AI Analysis Workflow
      Novo 10 xp
    • Conclusion and Next Steps: Keep the Method, Adapt the Tool
      Novo 10 xp
  • Module 9 — Final Assessment
    2Aulas · 5 h 27 min
    • Final Exam: Advanced AI-Enhanced Financial Analysis
      Novo 10 xp
    • Capstone Assignment: AI-Assisted Financial Analysis of NDCP
      Novo

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