AI for Financial Analysis and Planning

A Highly Interactive Training Course On

AI for Financial Analysis and Planning

Optimizing Financial Decisions through AI

Upcoming Sessions

Classroom sessions
Register
28 Jul-01 Aug 2025
Dubai
$5,950
Register
20-24 Oct 2025
London
$5,950
Register
12-16 Jan 2026
Dubai
$5,950
Register
04-08 May 2026
London
$5,950
Register
27-31 Jul 2026
Dubai
$5,950
Register
19-23 Oct 2026
London
$5,950

Course Introduction

Technological innovation is rapidly transforming financial practices across all sectors. Artificial Intelligence (AI) is now at the forefront of this revolution, enabling faster, more accurate, and strategic financial decision-making. The AI for Financial Analysis and Planning Training Course is designed to empower professionals with the knowledge and tools to integrate AI into financial workflows.

This course explores how AI enhances financial analysis, forecasting, and planning, offering a competitive edge in a data-driven economy. Participants will gain insight into AI’s role in modern finance, including machine learning applications, predictive analytics, and data modeling. Through real-world scenarios and practical frameworks, attendees will understand how to apply AI tools to financial data to generate deeper insights and improve planning accuracy.

This COPEX AI for Financial Analysis training course will feature:

  • Overview of Artificial Intelligence and its role in economic and financial growth
  • Integration of AI techniques with traditional financial analysis methods
  • Understanding of agency theory and AI’s influence on financial governance
  • Exploration of AI tools and technologies for financial modeling and forecasting
  • Evaluation of data requirements and ethical considerations in AI-driven finance

Training Objectives

By the end of this AI Financial Analysis Training Course, participants will be able to:

  • Apply AI technologies to financial analysis and planning activities
  • Understand different types of AI and their relevance in finance
  • Leverage AI tools to interpret large volumes of financial data
  • Identify areas where AI can enhance strategic financial decision-making
  • Recognize the growing impact and application of AI in corporate finance functions

Training Methodology

This COPEX training course employs a blend of engaging adult learning methodologies designed to maximize knowledge retention and practical application. These include:

  • Interactive instructor-led presentations
  • Hands-on exercises and financial simulations using AI tools
  • Real-world case studies and peer collaboration
  • Group discussions to exchange insights and best practices

Learning is reinforced through guided application, ensuring that participants can effectively translate new concepts into their workplace.

Who should Attend?

This AI Financial Planning Training Course is ideal for professionals involved in financial strategy, analysis, and decision-making. It will greatly benefit:

  • Financial Accounting and Reporting Teams
  • Financial Planning and Budgeting Professionals
  • Strategic Planners and Corporate Finance Teams
  • Investor Relations and Communication Officers
  • Investment Analysts and Advisors
  • Risk Management and Compliance Professionals
  • Traders, Investors, and Portfolio Managers

Course Outline

Day One: Artificial Intelligence (AI)
  • Introduction to AI history
  • Using AI in financial analysis
  • The current development of AI technology
  • The scope of AI in planning
  • The value of investing in AI
  • The power of AI in planning and financial analysis
Day Two: Assessment of Business using AI
  • Ratio analysis and business performance using AI
  • Management’s point of view
  • Owners’ point of view
  • Lenders’ point of view
  • Interrelated ratios
  • Integration of financial performance analysis
  • Economic value added and the application of AI
  • Predicting financial distress using AI
Day Three: Investment Analysis
  • Applying time-adjusted measures
  • Net present value internal rate of return methods
  • Modified internal rate of return (MIRR)
  • Equivalent annual cost (EAC)
  • Sensitivity and scenario analysis
  • Simulation using AI
  • Dealing with risk and changing circumstances
Day Four: Financial Projections
  • Financial projections using AI
  • Operating budgets
  • Costing and variance analysis using AI
  • Cash forecasts and cash budgets
  • Dynamics and growth of the business system
  • Financial growth plans
  • Financial modelling using AI
Day Five: Valuation Methods Using AI Approach
  • Evolution of value-based methodologies
  • Value creation in restructuring
  • Financial strategy and AI technology
  • Business restructuring
  • The role of AI in buyout strategy

Certificates

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course
Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

COPEX stands for “The Centre for Operations & Procurement Excellence”. Our courses are designed to develop and enhance the skills and knowledge of professionals across various sectors.

Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.

Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.

The cost of COPEX training courses varies depending on the course duration, content, and delivery method.

There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to reg@copextraining.com
Telephone – +971 4 368 6886 or +971 50 106 2750

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates

Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

We can customize this training course for you!

We can customize this
training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.
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