Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
AI-Enhanced Financial Analysis explores the integration of AI tools into traditional financial practices. It emphasizes the significance of AI in financial analysis, offering insights into creating AI-powered financial ratios, time-series analysis, and practical applications of generative AI in financial planning and analysis (FP&A) and risk assessments. This course guides you through the process of incorporating AI into your workflow, demonstrating how to leverage AI for improved financial forecasting and analysis. By practicing these skills, you’ll strategically position yourself for a future shaped by AI-driven advancements.
Note: To fully utilize the advanced data analysis features in this course, ChatGPT Plus or OpenAI Enterprise/Team is required.
Topics Include:
- What is AI?
- Optional GPT Design
- AI-Powered Financial Ratio Analysis
- Advanced Vertical and Horizontal Analysis
- Time Series Analysis
- Using Generative AI for Finance in the Real World
This course includes a quiz that you can attempt multiple times. To ensure that your understanding of the material is accurately assessed, the correct answers will not be shown after each attempt.
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Key Takeaways
By the end of this course, you will be able to:
- Understand the Role of AI in Financial Analysis.
- Perform AI-Powered Financial Ratios Analysis.
- Conduct Advanced Vertical and Horizontal Analysis.
- Conduct Advanced Vertical and Horizontal Analysis.
- Adapt to Evolving AI Tools in Financial Analysis.
Who Will Benefit
FP&A Professionals, finance and accounting leadership, and anyone with a solid domain understanding of finance and accounting who wants to learn how to increase efficiency with the use of the latest in AI-driven technology.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Glenn Hooper has more than 20 years of experience at the intersection of technology and corporate finance. His experience ranges from being a CFO in private equity-backed firms, finance automation, M&A, operational efficiency, driving innovation and modernization. Additionally, Glenn is an expert in using AI in financial technology implementation, fractional CFO services, and strategic advisory. Glenn is also the author of Deep Finance: Corporate Finance in the Information Age.