IGBS-SBDG · Professional Course
AI-Enhanced Financial Analysis
Advanced · 2h 30min · 9 modules. AI-powered ratio, statement and time-series analysis with a full Egyptian company case study.
12.1 hours
Guided learning
9 modules
Structured curriculum
46 lessons
Online, self-paced
7.500,00 LE
Course fee
About this course
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.
Course curriculum
Module 1
Module 1 — Introduction
- Getting Started: Your Guided and Extended Paths
- Welcome to AI-Enhanced Financial Analysis
- Demonstration and Guidelines for Safe AI Use
- Case Dataset and Copy-Ready Materials
- Production Scripts — Module 1
Module 2
Module 2 — What Is AI? The Basics
- Artificial Intelligence: From Machine Learning to Generative Finance
- Interactive Exercise: Choose the Right Tool and Control
- Production Script — Module 2
Module 3
Module 3 — Optional: Custom GPT Design
- Optional Resources: Assistant Design Pack
- Set Up a Custom GPT or Claude Project for Financial Analysis
- Demonstration: Build and Test the NDCP Analysis Assistant
- Optional Reflection: Would You Release This Assistant?
- Production Scripts — Module 3
Module 4
Module 4 — AI-Powered Financial Ratio Analysis
- Ratio Analysis Resources and Prompt Pack
- Format Financial Data for Reliable AI Analysis
- Comprehend and Validate Data Before Calculation
- Calculate Liquidity and Solvency Ratios
- Continue with Profitability and Efficiency Ratios
- Complete the Analysis with DuPont and Integrated Interpretation
- Create Decision-Useful Ratio Charts
- Prompt Engineering for Ratio Tables and Charts
- Chapter Summary: Ratio Analysis Control Sheet
- Production Scripts — Module 4
Module 5
Module 5 — Advanced Vertical and Horizontal Analysis
- Statement Analysis Downloads and Templates
- Use Generative AI to Analyse Financial Statements
- Horizontal Analysis: Change Across Time
- Human-Readable vs Machine-Readable Financial Data
- Visualise Statement Trends Without Distortion
- Build the Correlation Matrix
- Review Correlations with Professional Scepticism
- Vertical Analysis: Common-Size Statements
- Combine Vertical and Horizontal Analysis
- Production Scripts — Module 5
Module 6
Module 6 — Time Series Analysis
- Time-Series Data and Forecasting Pack
- Time Series: Trend, Seasonality, Cycles, and Noise
- Seasonality in Egyptian FMCG: Ramadan and Summer Effects
- Refresher: Moving Averages, Decomposition, and Stationarity
- 🎬 Augmented Dickey-Fuller (ADF) Test Explained with SAS + Interpretation
- Create a Linear Regression Forecast with AI
- Interact with Forecast Data and Challenge the Model
- Worked Exercise: Forecast with Linear Regression
- Interactive Exercise: Approve, Revise, or Reject the Forecast
- Production Scripts — Module 6
Module 7
Module 7 — Using Generative AI for Finance in the Real World
- AI in FP&A and Budgeting
- AI-Assisted Variance Analysis
- Credit and Risk Assessment with Generative AI
- Governance, Data Privacy, and Sustainable Tool Adoption
- Reflection: Where Will AI Add Value in Your Finance Team?
- Production Scripts — Module 7
Module 8
Module 8 — Conclusion
- Course Summary: The Controlled AI Analysis Workflow
- Conclusion and Next Steps: Keep the Method, Adapt the Tool
- Production Script — Module 8
Module 9
Module 9 — Final Assessment
- Final Exam: Advanced AI-Enhanced Financial Analysis
- Capstone Assignment: AI-Assisted Financial Analysis of NDCP
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