Applied AI for Financial Statement Analysis & Reporting Training Course
Applied AI brings new levels of efficiency and intelligence to the methods finance professionals use for analyzing and reporting on business performance.
This instructor-led, live training (available online or onsite) is designed for intermediate-level finance professionals who aim to integrate AI tools into their financial statement workflows. The goal is to enhance accuracy, automate repetitive tasks, and gain forward-looking insights.
By the end of this training, participants will be able to:
- Automate data extraction from financial documents using AI tools.
- Apply machine learning models to identify trends and anomalies in financial statements.
- Use generative AI to assist with variance commentary, narrative reports, and scenario simulations.
- Interpret AI-generated outputs responsibly within the context of finance reporting and planning.
Format of the Course
- Interactive lecture and discussion.
- Numerous exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
AI Foundations for Financial Professionals
- What is AI and machine learning in the context of finance
- Types of AI models: classification, regression, generative models
- Responsible AI: accuracy, transparency, and ethical use in reporting
Automating Financial Data Processing
- Using AI tools for data ingestion and extraction from PDFs and spreadsheets
- Cleaning and transforming data for analysis
- Leveraging OCR, NLP, and LLMs to interpret unstructured financial text
AI-Driven Financial Statement Analysis
- Automated ratio analysis and benchmarking
- Trend detection and variance analysis using machine learning
- Visualizing insights using AI-powered dashboards
Generative AI for Narrative Reporting
- Using LLMs to draft executive summaries and variance commentary
- Creating management discussion & analysis (MD&A) with AI support
- Prompt engineering for financial storytelling and accuracy control
Scenario Planning and Forecasting with AI
- Introduction to scenario modeling and simulation with ML
- Building dynamic models for revenue, expense, and cash flow forecasting
- Stress testing financials under macroeconomic assumptions
Integrating AI into Existing FP&A Workflows
- Augmenting spreadsheet workflows with Python or AI plugins
- Collaborative tools and automation for monthly/quarterly closes
- Embedding AI into Excel, Power BI, or cloud FP&A platforms
Audit, Governance, and Internal Controls
- AI explainability and internal audit readiness
- Documenting assumptions and AI outputs for compliance
- Setting controls for AI-assisted processes in financial reporting
Summary and Next Steps
Requirements
- Familiarity with key financial statements and metrics
- Experience using spreadsheets or basic data tools
- Some exposure to Python or willingness to use AI-enhanced interfaces
Audience
- Corporate finance analysts
- FP&A teams
- Controllers
Open Training Courses require 5+ participants.
Applied AI for Financial Statement Analysis & Reporting Training Course - Booking
Applied AI for Financial Statement Analysis & Reporting Training Course - Enquiry
Applied AI for Financial Statement Analysis & Reporting - Consultancy Enquiry
Testimonials (1)
The background / theory of LLMs, the exercise
Joanne Wong - IPG HK Limited
Course - Applied AI for Financial Statement Analysis & Reporting
Upcoming Courses
Related Courses
AI Agents for Financial Services and Fraud Detection
14 HoursThis instructor-led, live training in Serbia (online or onsite) is aimed at intermediate-level financial professionals, risk analysts, and AI engineers who wish to develop and deploy AI-driven solutions for financial automation and fraud detection.
By the end of this training, participants will be able to:
- Understand the role of AI in financial automation and fraud detection.
- Build AI models for detecting fraudulent transactions.
- Leverage machine learning for real-time risk assessment.
- Deploy AI-powered financial monitoring systems.
AI for Credit Risk, Scoring & Lending Optimization
14 HoursAI is revolutionizing the way financial institutions evaluate creditworthiness, assess risk, and optimize lending decisions.
This instructor-led, live training (online or onsite) is designed for intermediate-level finance professionals who aim to leverage artificial intelligence to enhance credit scoring models, manage risk more effectively, and improve lending operations.
By the end of this training, participants will be able to:
- Grasp key AI methodologies used in credit scoring and risk prediction.
- Develop and assess credit scoring models using machine learning algorithms.
- Interpret model outputs for regulatory compliance and transparency.
- Apply AI techniques to enhance underwriting, loan approval processes, and portfolio management.
Format of the Course
- Interactive lecture and discussion.
- Extensive exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
AI for Digital Products in Banking
40 HoursArtificial Intelligence is a technology that enables the development of digital products with advanced data-driven capabilities and personalized customer experiences.
This instructor-led, live training (online or onsite) combined with asynchronous activities and in-person workshops is designed for intermediate-level banking professionals who aim to effectively design, develop, and deliver AI-powered digital products.
By the end of this training, participants will be able to:
- Identify customer needs and define a clear product vision.
- Leverage AI technologies to enhance digital banking products.
- Utilize agile and design thinking methods to create user-centered solutions.
- Measure, iterate, and optimize product performance for sustained value.
Format of the Course
- 50% synchronous classes (virtual or in-person).
- 25% asynchronous activities (videos, readings, forums).
- 25% in-person practical workshop with case studies.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
AI for Fraud Detection & Anti‑Money Laundering
14 HoursAI is revolutionizing the way financial institutions detect fraud and combat money laundering through intelligent, real-time analysis of extensive transaction datasets.
This instructor-led, live training (available online or onsite) is designed for intermediate-level professionals who wish to leverage machine learning and AI tools to automate and enhance financial crime detection, compliance monitoring, and operational governance.
By the end of this training, participants will be able to:
- Understand the use cases of AI in fraud detection and AML monitoring.
- Design and implement models for anomaly detection and transaction scoring.
- Utilize graph-based AI for network risk detection.
- Ensure ethical, explainable, and regulatory-compliant deployment of models.
Format of the Course
- Interactive lectures and discussions.
- Numerous exercises and practical activities.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
AI in Financial Services: Strategy, Ethics & Regulation
7 HoursAI in Financial Services is a strategic tool that enhances risk management, improves customer experience, and boosts operational efficiency.
This instructor-led, live training (available online or on-site) is designed for financial services executives, fintech managers, and compliance officers who have limited prior exposure to artificial intelligence. The goal is to help them understand how to implement AI solutions responsibly and effectively within their organizations.
By the end of this training, participants will be able to:
- Comprehend the strategic importance of AI in financial services.
- Identify and manage ethical risks associated with AI models.
- Navigate the regulatory environment for AI in finance.
- Develop responsible AI governance and implementation frameworks.
Format of the Course
- Interactive lectures and discussions.
- Case study analysis and group exercises.
- Application of ethical frameworks to real-world financial scenarios.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
AI in FinTech & Open Banking Innovation
14 HoursAI is revolutionizing FinTech by enabling intelligent automation, hyper-personalization, and secure real-time financial services.
This instructor-led, live training (online or on-site) is designed for beginner to intermediate-level FinTech professionals who want to explore the integration of AI, APIs, and Open Banking innovations to create next-generation financial products.
By the end of this training, participants will be able to:
- Understand how AI and machine learning are utilized in various FinTech scenarios.
- Utilize Open Banking APIs and data aggregation for product development.
- Design AI-driven features for digital wallets, neobanks, and financial assistants.
- Align innovation with regulatory, ethical, and security standards.
Format of the Course
- Interactive lecture and discussion.
- Numerous exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
AI Governance and Strategic Risk Management in Financial Services
7 HoursAI in Financial Services is revolutionizing the way institutions handle risk management, strategic planning, regulatory compliance, and customer engagement.
This instructor-led, live training (available online or on-site) is designed for intermediate-level financial and technology professionals who want to grasp how AI influences strategy, ethics, and regulation within the financial sector.
By the end of this training, participants will be able to:
- Comprehend the strategic applications of AI in financial services.
- Assess the ethical and regulatory implications of adopting AI.
- Create frameworks for responsible AI governance and oversight.
- Align AI strategies with organizational objectives and compliance standards.
Format of the Course
- Interactive lectures and discussions.
- Case studies and group activities.
- Practical analysis of real-world AI regulatory frameworks.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
AI for Trading and Asset Management
21 HoursArtificial Intelligence is a powerful set of techniques used to create intelligent trading systems that analyze market data, make predictions, and execute strategies autonomously.
This instructor-led, live training (online or on-site) is designed for intermediate-level finance professionals who want to apply AI techniques in trading and asset management. The focus will be on signal generation, portfolio optimization, and algorithmic strategies.
By the end of this training, participants will be able to:
- Understand the role of AI in contemporary financial markets.
- Use Python to develop and backtest algorithmic trading strategies.
- Apply both supervised and unsupervised learning models to financial data.
- Optimize portfolios using techniques driven by AI.
Format of the Course
- Interactive lectures and discussions.
- Numerous exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
AI and WealthTech: Intelligent Advisory & Personalization
14 HoursAI is revolutionizing WealthTech by facilitating highly personalized financial services, intelligent advisory platforms, and improved user experiences.
This instructor-led, live training (online or onsite) is designed for intermediate-level finance and technology professionals who aim to design, evaluate, or implement AI-driven solutions for personalized wealth management and robo-advisory services.
By the end of this training, participants will be able to:
- Understand how AI is utilized in wealth management and digital advisory platforms.
- Design intelligent systems for personalized portfolio recommendations.
- Integrate behavioral finance data and preferences into advisory algorithms.
- Assess ethical and regulatory concerns in automated investment advice.
Format of the Course
- Interactive lecture and discussion.
- Numerous exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
ChatGPT for Finance
14 HoursThis instructor-led, live training in Serbia (online or onsite) is aimed at finance professionals who wish to use ChatGPT to streamline their workflows and improve their data analysis and reporting capabilities.
By the end of this training, participants will be able to:
- Understand the basics of ChatGPT and how it works.
- Use ChatGPT to automate financial tasks such as data entry and report generation.
- Analyze financial data with ChatGPT to gain insights and make informed decisions.
- Develop custom ChatGPT models for specific financial use cases.
Copilot for Finance and Accounting Professionals
7 HoursCopilot for Microsoft 365 is an AI-powered assistant that integrates seamlessly with Microsoft Office applications, designed to boost productivity, streamline reporting processes, and support informed decision-making for finance and accounting professionals.
This instructor-led, live training (available online or on-site) is tailored for finance and accounting professionals who have limited experience with artificial intelligence and are looking to harness the capabilities of Microsoft Copilot to enhance accuracy, efficiency, and insight in their financial tasks.
By the end of this training, participants will be able to:
- Generate financial reports quickly and accurately using Copilot.
- Automate repetitive accounting and data-entry tasks with ease.
- Produce financial summaries and forecasts with the assistance of AI.
- Utilize natural language prompts to derive insights from extensive financial datasets.
Format of the Course
- Interactive lectures and discussions.
- A wide range of exercises and practical activities.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- For customized training tailored to your specific needs, please contact us to arrange.
Generative AI in Finance: Forecasting, Fraud & Regulation
14 HoursGenerative AI refers to a category of artificial intelligence methods designed to produce new content or predictions based on existing data. This includes techniques like Large Language Models (LLMs) and Generative Adversarial Networks (GANs).
This training, led by an instructor, can be conducted online or in person and is tailored for finance professionals at beginner to intermediate levels who are interested in leveraging generative AI for tasks such as forecasting, anomaly detection, and regulatory compliance in the financial sector.
By the end of this training, participants will have achieved the following:
- A solid understanding of the fundamental principles underlying generative AI models.
- The ability to apply LLMs and GANs to practical scenarios, such as detecting fraud and generating synthetic data.
- Skills in crafting effective prompts for financial forecasting and reporting support.
- An understanding of the ethical and regulatory considerations involved in using generative AI.
Format of the Course
- Engaging lectures and interactive discussions.
- Numerous exercises and hands-on practice sessions.
- Practical implementation in a live-lab environment.
Course Customization Options
- For customized training tailored to specific needs, please contact us to arrange the details.
LangGraph Applications in Finance
35 HoursLangGraph is a framework designed for creating stateful, multi-actor LLM applications through composable graphs that maintain persistent state and provide control over execution.
This instructor-led, live training (available online or onsite) is targeted at intermediate to advanced professionals who aim to design, implement, and operate LangGraph-based finance solutions with proper governance, observability, and compliance.
By the end of this training, participants will be able to:
- Create finance-specific LangGraph workflows that align with regulatory and audit requirements.
- Incorporate financial data standards and ontologies into graph state and tooling.
- Implement reliability, safety, and human-in-the-loop controls for critical processes.
- Deploy, monitor, and optimize LangGraph systems to ensure performance, cost efficiency, and SLA compliance.
Format of the Course
- Interactive lectures and discussions.
- Plenty of exercises and practical activities.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Machine Learning & AI for Finance Professionals
21 HoursMachine Learning is a branch of Artificial Intelligence that focuses on developing systems capable of learning from data and making predictions or decisions without explicit programming.
This instructor-led, live training (available online or on-site) is designed for intermediate-level finance professionals who want to apply machine learning and AI techniques to real-world challenges such as fraud detection, credit scoring, and risk modeling.
By the end of this training, participants will be able to:
- Grasp the fundamental machine learning concepts pertinent to finance.
- Implement supervised and unsupervised learning algorithms on financial datasets.
- Construct and assess predictive models for credit risk, fraud detection, and market analysis.
- Utilize Python and scikit-learn to develop machine learning pipelines.
Format of the Course
- Interactive lectures and discussions.
- Numerous exercises and hands-on practice.
- Practical implementation in a live-lab environment.
Course Customization Options
- For a customized training session tailored to your specific needs, please contact us to arrange.
Multimodal AI for Finance
14 HoursThis instructor-led, live training in Serbia (online or onsite) is aimed at intermediate-level finance professionals, data analysts, risk managers, and AI engineers who wish to leverage multimodal AI for risk analysis and fraud detection.
By the end of this training, participants will be able to:
- Understand how multimodal AI is applied in financial risk management.
- Analyze structured and unstructured financial data for fraud detection.
- Implement AI models to identify anomalies and suspicious activities.
- Leverage NLP and computer vision for financial document analysis.
- Deploy AI-driven fraud detection models in real-world financial systems.