Role-Based Programme
RB1386

AI for Financial Planning & Analysis

Forecasting, Scenario Modelling & Decision Intelligence

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop practical AI capabilities for budgeting, forecasting, variance analysis, management reporting, and financial decision support.
  • Apply AI to analyse revenue, cost, margin, cash flow, operating performance, and business-driver data.
  • Use AI to strengthen rolling forecasts, scenario modelling, planning assumptions, performance commentary, and management reviews.
  • Improve FP&A decision-making through structured variance analysis, driver-based planning, profitability insights, and executive reporting.
  • Apply responsible AI practices related to financial data, confidentiality, model assumptions, accuracy, traceability, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchFinancial Data AnalysisBudget AnalysisForecasting SupportVariance AnalysisScenario ModellingManagement ReportingCost & Profitability AnalysisKPI AnalysisDecision SupportExecutive Summarisation

Who should attend

  • FP&A Managers
  • Financial Planning Analysts
  • Finance Business Partners
  • Financial Analysts
  • Management Accountants
  • Budgeting & Forecasting Professionals
  • Commercial Finance Professionals
  • Business Finance Analysts
  • Corporate Finance Professionals
  • Finance Managers
  • MIS & Financial Reporting Professionals
  • Cost & Profitability Analysts
  • Business Planning Professionals
  • Finance Controllers
  • Finance & Accounting Leaders

Prerequisites & Participant Readiness

  • Experience in FP&A, budgeting, financial analysis, management accounting, or business finance
  • Familiarity with financial statements, budgets, forecasts, KPIs, and variance analysis
  • Basic familiarity with Generative AI tools is recommended
  • Ability to interpret financial and operational data
  • No programming knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, reasoning models, multimodal AI, and AI assistants
  • Exploring AI applications across planning, forecasting, reporting, and business decision support
  • Understanding how AI complements ERP, EPM, BI, spreadsheet, and finance systems
  • Recognising hallucinations, calculation errors, unsupported conclusions, and financial risks
Practical activities
  • Mapping the FP&A lifecycle to practical AI applications
  • Identifying high-value versus high-risk finance use cases
  • Comparing traditional and AI-assisted FP&A workflows

Scenarios

Budget Miss to Financial Recovery Plan

Actuals → Budget Variance → Driver Analysis → Cost & Revenue Review → Forecast Update → Scenario Modelling → Corrective Actions → Management Plan

Participants use AI to analyse a simulated budget miss, identify the strongest revenue and cost drivers, update the forecast, and create a structured financial recovery plan.

Business Growth Plan to Executive Financial Decision

Growth Assumptions → Revenue Forecast → Cost Model → Margin Analysis → Cash Impact → Scenario Comparison → Risk Review → Executive Recommendation

Participants use AI to evaluate a simulated growth initiative, compare alternative financial scenarios, assess profitability and cash implications, and prepare an executive-ready decision-support recommendation.

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