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.
| Responsible | Rehaf Foula |
|---|---|
| Last Update | 10/24/2026 |
| Completion Time | 12 hours 5 minutes |
| Members | 1 |
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Module 1 — Introduction4Lessons · 32 min
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Getting Started: Your Guided and Extended PathsNew 10 xp
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Free Preview New 10 xp
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Demonstration and Guidelines for Safe AI UseNew 10 xp
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Case Dataset and Copy-Ready MaterialsNew
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Module 2 — What Is AI? The Basics2Lessons · 17 min
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Artificial Intelligence: From Machine Learning to Generative FinanceNew 10 xp
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Interactive Exercise: Choose the Right Tool and ControlNew 10 xp
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Module 3 — Optional: Custom GPT Design4Lessons · 41 min
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Optional Resources: Assistant Design PackNew
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Set Up a Custom GPT or Claude Project for Financial AnalysisNew 10 xp
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Demonstration: Build and Test the NDCP Analysis AssistantNew 10 xp
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Optional Reflection: Would You Release This Assistant?New 10 xp
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Module 4 — AI-Powered Financial Ratio Analysis9Lessons · 1 hr 24 min
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Ratio Analysis Resources and Prompt PackNew
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Format Financial Data for Reliable AI AnalysisNew 10 xp
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Comprehend and Validate Data Before CalculationNew 10 xp
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Calculate Liquidity and Solvency RatiosNew 10 xp
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Continue with Profitability and Efficiency RatiosNew 10 xp
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Complete the Analysis with DuPont and Integrated InterpretationNew 10 xp
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Create Decision-Useful Ratio ChartsNew 10 xp
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Prompt Engineering for Ratio Tables and ChartsNew 10 xp
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Chapter Summary: Ratio Analysis Control SheetNew 10 xp
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Module 5 — Advanced Vertical and Horizontal Analysis9Lessons · 1 hr 23 min
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Statement Analysis Downloads and TemplatesNew
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Use Generative AI to Analyse Financial StatementsNew 10 xp
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Horizontal Analysis: Change Across TimeNew 10 xp
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Human-Readable vs Machine-Readable Financial DataNew 10 xp
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Visualise Statement Trends Without DistortionNew 10 xp
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Build the Correlation MatrixNew 10 xp
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Review Correlations with Professional ScepticismNew 10 xp
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Vertical Analysis: Common-Size StatementsNew 10 xp
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Combine Vertical and Horizontal AnalysisNew 10 xp
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Module 6 — Time Series Analysis9Lessons · 1 hr 22 min
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Time-Series Data and Forecasting PackNew
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Time Series: Trend, Seasonality, Cycles, and NoiseNew 10 xp
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Seasonality in Egyptian FMCG: Ramadan and Summer EffectsNew 10 xp
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Refresher: Moving Averages, Decomposition, and StationarityNew 10 xp
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🎬 Augmented Dickey-Fuller (ADF) Test Explained with SAS + InterpretationNew
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Create a Linear Regression Forecast with AINew 10 xp
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Interact with Forecast Data and Challenge the ModelNew 10 xp
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Worked Exercise: Forecast with Linear RegressionNew 10 xp
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Interactive Exercise: Approve, Revise, or Reject the ForecastNew 10 xp
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Module 7 — Using Generative AI for Finance in the Real World5Lessons · 45 min
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AI in FP&A and BudgetingNew 10 xp
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AI-Assisted Variance AnalysisNew 10 xp
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Credit and Risk Assessment with Generative AINew 10 xp
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Governance, Data Privacy, and Sustainable Tool AdoptionNew 10 xp
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Reflection: Where Will AI Add Value in Your Finance Team?New 10 xp
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Module 8 — Conclusion2Lessons · 14 min
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Course Summary: The Controlled AI Analysis WorkflowNew 10 xp
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Conclusion and Next Steps: Keep the Method, Adapt the ToolNew 10 xp
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Module 9 — Final Assessment2Lessons · 5 hr 27 min
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Final Exam: Advanced AI-Enhanced Financial AnalysisNew 10 xp
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Capstone Assignment: AI-Assisted Financial Analysis of NDCPNew
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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