Skip to Content
Home └AI-Enhanced Financial Analysis
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.

7,500.00 LE
7500.0 EGP 7,500.00 LE
7,500.00 LE
Add to Cart
Responsible Rehaf Foula
Last Update 10/24/2026
Completion Time 12 hours 5 minutes
Members 1
Advanced
  • Module 1 — Introduction
    4Lessons · 32 min
    • Getting Started: Your Guided and Extended Paths
      New 10 xp
    • Welcome to AI-Enhanced Financial Analysis
      Free Preview New 10 xp
    • Demonstration and Guidelines for Safe AI Use
      New 10 xp
    • Case Dataset and Copy-Ready Materials
      New
  • Module 2 — What Is AI? The Basics
    2Lessons · 17 min
    • Artificial Intelligence: From Machine Learning to Generative Finance
      New 10 xp
    • Interactive Exercise: Choose the Right Tool and Control
      New 10 xp
  • Module 3 — Optional: Custom GPT Design
    4Lessons · 41 min
    • Optional Resources: Assistant Design Pack
      New
    • Set Up a Custom GPT or Claude Project for Financial Analysis
      New 10 xp
    • Demonstration: Build and Test the NDCP Analysis Assistant
      New 10 xp
    • Optional Reflection: Would You Release This Assistant?
      New 10 xp
  • Module 4 — AI-Powered Financial Ratio Analysis
    9Lessons · 1 hr 24 min
    • Ratio Analysis Resources and Prompt Pack
      New
    • Format Financial Data for Reliable AI Analysis
      New 10 xp
    • Comprehend and Validate Data Before Calculation
      New 10 xp
    • Calculate Liquidity and Solvency Ratios
      New 10 xp
    • Continue with Profitability and Efficiency Ratios
      New 10 xp
    • Complete the Analysis with DuPont and Integrated Interpretation
      New 10 xp
    • Create Decision-Useful Ratio Charts
      New 10 xp
    • Prompt Engineering for Ratio Tables and Charts
      New 10 xp
    • Chapter Summary: Ratio Analysis Control Sheet
      New 10 xp
  • Module 5 — Advanced Vertical and Horizontal Analysis
    9Lessons · 1 hr 23 min
    • Statement Analysis Downloads and Templates
      New
    • Use Generative AI to Analyse Financial Statements
      New 10 xp
    • Horizontal Analysis: Change Across Time
      New 10 xp
    • Human-Readable vs Machine-Readable Financial Data
      New 10 xp
    • Visualise Statement Trends Without Distortion
      New 10 xp
    • Build the Correlation Matrix
      New 10 xp
    • Review Correlations with Professional Scepticism
      New 10 xp
    • Vertical Analysis: Common-Size Statements
      New 10 xp
    • Combine Vertical and Horizontal Analysis
      New 10 xp
  • Module 6 — Time Series Analysis
    9Lessons · 1 hr 22 min
    • Time-Series Data and Forecasting Pack
      New
    • Time Series: Trend, Seasonality, Cycles, and Noise
      New 10 xp
    • Seasonality in Egyptian FMCG: Ramadan and Summer Effects
      New 10 xp
    • Refresher: Moving Averages, Decomposition, and Stationarity
      New 10 xp
    • 🎬 Augmented Dickey-Fuller (ADF) Test Explained with SAS + Interpretation
      New
    • Create a Linear Regression Forecast with AI
      New 10 xp
    • Interact with Forecast Data and Challenge the Model
      New 10 xp
    • Worked Exercise: Forecast with Linear Regression
      New 10 xp
    • Interactive Exercise: Approve, Revise, or Reject the Forecast
      New 10 xp
  • Module 7 — Using Generative AI for Finance in the Real World
    5Lessons · 45 min
    • AI in FP&A and Budgeting
      New 10 xp
    • AI-Assisted Variance Analysis
      New 10 xp
    • Credit and Risk Assessment with Generative AI
      New 10 xp
    • Governance, Data Privacy, and Sustainable Tool Adoption
      New 10 xp
    • Reflection: Where Will AI Add Value in Your Finance Team?
      New 10 xp
  • Module 8 — Conclusion
    2Lessons · 14 min
    • Course Summary: The Controlled AI Analysis Workflow
      New 10 xp
    • Conclusion and Next Steps: Keep the Method, Adapt the Tool
      New 10 xp
  • Module 9 — Final Assessment
    2Lessons · 5 hr 27 min
    • Final Exam: Advanced AI-Enhanced Financial Analysis
      New 10 xp
    • Capstone Assignment: AI-Assisted Financial Analysis of NDCP
      New

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