Role-Based Programme
RB1387

AI for Financial Planning & Analysis

Advanced Forecasting, Scenario Modelling & Strategic Finance Intelligence

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced capability to apply AI across budgeting, forecasting, financial planning, performance analysis, scenario modelling, and management reporting.
  • Use AI-assisted analysis to identify financial trends, performance gaps, revenue and cost drivers, risks, sensitivities, and improvement opportunities.
  • Apply AI to driver-based planning, variance analysis, profitability analysis, cash-flow forecasting, scenario modelling, and executive decision support.
  • Use AI-assisted analytics to improve forecast quality, planning speed, financial visibility, business partnering, and management decision-making.
  • Build responsible AI-enabled FP&A workflows with strong financial controls, data governance, validation, confidentiality, explainability, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchFinancial ModellingBudgeting AnalyticsForecasting ConceptsScenario PlanningVariance AnalysisDriver-Based PlanningProfitability AnalysisCash Flow AnalysisManagement ReportingFinancial DashboardsWorkflow AutomationAI AgentsDecision-Support Tools

Who should attend

  • FP&A Managers
  • Financial Planning Managers
  • Financial Analysts
  • Senior Financial Analysts
  • Finance Business Partners
  • Budgeting & Forecasting Professionals
  • Management Accounting Professionals
  • Commercial Finance Professionals
  • Business Finance Managers
  • Finance Controllers
  • Performance Management Professionals
  • Corporate Planning Professionals
  • Finance Transformation Professionals
  • Finance Analytics Professionals
  • Leaders Responsible for Financial Planning & Performance

Prerequisites & Participant Readiness

  • Experience in finance, financial planning, budgeting, forecasting, management accounting, or business analysis
  • Familiarity with financial statements, budgets, forecasts, variance analysis, KPIs, and management reporting
  • Basic awareness of Generative AI and common business applications
  • Comfort working with spreadsheets, financial models, business assumptions, and financial data
  • No programming knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, reasoning models, analytics, automation, and AI agents
  • Exploring AI applications across budgeting, forecasting, analysis, reporting, and business partnering
  • Distinguishing AI-assisted financial analysis from autonomous financial decision-making
  • Understanding hallucinations, financial-data sensitivity, model risk, and human accountability
Practical activities
  • Mapping AI opportunities across the FP&A lifecycle
  • Identifying activities suitable for augmentation, automation, or continued human ownership
  • Creating an AI opportunity map for FP&A teams

Scenarios

Revenue Miss & Margin Pressure to Financial Recovery Plan

Actual Performance → Variance Analysis → Revenue Drivers → Margin Leakage → Cost Trends → Forecast Revision → Recovery Scenarios → Executive Actions

Participants use AI to diagnose a revenue and margin shortfall, identify the primary business and financial drivers, revise the forecast, model recovery scenarios, and create a management action plan.

Rapid Business Growth to AI-Enabled Financial Planning Model

Growth Assumptions → Revenue Forecast → Headcount & Cost Drivers → Working Capital → Cash Flow → Scenario Analysis → Funding Needs → Executive Dashboard

Participants use AI to build an integrated financial plan for a rapidly growing business, test growth and cost assumptions, assess cash and working-capital requirements, and create a decision-ready financial planning model.

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