A Highly Interactive Training Course On

AI for Financial Analysis and Planning

Optimizing Financial Decisions through AI

Classroom Sessions
05-09 May 2025
London
$5,950
28 Jul-01 Aug 2025
Dubai
$5,950
20-24 Oct 2025
London
$5,950
12-16 Jan 2026
Dubai
$5,950

Course Introduction

The world is changing rapidly. Technological advances have brought significant changes to the way in which most activities are conducted including financial analysis. Technological advancement has revolutionized the way in which things are conducted within and outside the organisations. It allowed individuals to unlock their potentials, contributed significantly to the developments of rapid modes of transportation for people, goods, and services. It has also accelerated communication speeds locally and internationally.

The rapid development and deployment of the pandemic tests and treatment are evidence on the importance of technology. This AI for Financial Analysis and Planning training course is designed to equip the delegates with knowledge of how Artificial Intelligence could be applied when analysing company’s financial and planning.

This COPEX training course will feature:

  • Artificial Intelligence and growth models
  • The interrelationship between Artificial Intelligence and financial analysis
  • Agency theory and its relationships with Artificial Intelligence
  • Main types of Artificial Intelligence for financial analysis
  • Data requirements for using Artificial Intelligence in finance

Training Objectives

The AI for Financial Analysis and Planning training course will provide delegates with the expertise and understanding of the AI to analyse companies’ financials. The delegates will gain the expertise on effective use of AI in financial analysis and planning.

At the end of this training course, you will learn to:

  • Using AI in financial analysis
  • The role AI in planning
  • Awareness of different AI for financial analysis
  • The application of AI for various analysis
  • The prevalent of AI technology in finance

Training Methodology

This COPEX training course will utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes a combination of interactive activities which enable skills application. Learning is often at its most powerful when applying skills and learning from others. 

Who should Attend?

The AI financial analysis and Planning training course would be relevant to all of those involved in financial analysis and planning for the organisation. This training course is suitable to a wide range of professionals but will greatly benefit:

  • Financial Accounting Team Members
  • Financial Planning and Budgeting Professionals
  • Strategic Planning and Head Office Team Members
  • Corporate Communication and Investor Relations Professionals
  • Investment Analysts and Advisers
  • Risk Management Teams
  • Traders
  • Investors in General

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.

What is COPEX?

COPEX stands for “Competency Enhancement Programs” These courses are designed to develop and enhance the skills and knowledge of professionals across various sectors.

What are the benefits of attending COPEX training courses?

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.

What makes COPEX training courses unique?

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.

What is the cost of COPEX training courses?

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

How can I register?

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 [email protected]
Telephone – +971 4 368 6886 or +971 50 106 2750

When will I receive the confirmation for my registration/s?

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.

What is included in the training fee?

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.

What are the available payment methods?

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

How many hours per day, and what are the timings of your training courses?

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.

Where do you usually hold your training courses?

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.

Do you provide hotel booking assistance to your delegates?

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

In case of failure to attend, what is your cancellation policy?

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.

What will I receive after the training course?

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!

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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