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AI for Finance for FP&A (AIFPA®)

Mastering AI: From Fundamentals to Advanced Applications for Finance. Most organizations will implement AI in their finance workflow. Learn the AI tools and techniques for tomorrow’s challenges. and be a future-ready finance professional.

LIVE Online

4 Weeks

Beginner

19th April 2025

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Program Benefits

  • Master AI Tools for Finance:
    Master AI tools like Microsoft Copilot and ChatGPT to automate repetitive tasks in Excel, PowerPoint, and Power BI, enabling faster and more accurate financial analysis.
  • Real-World Applications:
    Case studies and practical examples ensure immediate applicability of AI concepts in your finance career.
  • Data Privacy Best Practices:
    Gain an understanding of critical data privacy considerations when using AI in financial applications.
  • Practical Insights from Industry Leaders and Consultants:
    Engage with trainers GA Management consultants and FP&A Professionals Institute, who bring real-world expertise and actionable insights.
  • Live Online Hybrid Learning:
    Flexible live online classes combined with hybrid elements ensure an engaging and convenient learning experience.
  • Q&A Support:
    Get your questions answered with dedicated support throughout the program

Who is this Program for?

Finance and Accounting Professionals

Financial analysts, FP&A professionals, accountants, and finance managers looking to enhance their skills by integrating AI into their workflows.

CFOs and Finance Leaders

CFOs and senior executives aiming to leverage AI for strategic decision-making and operational efficiency.

Data Enthusiasts and Tech-Savvy Finance Professionals

Individuals in tech-focused finance roles or those with an interest in applying tools like ChatGPT, Microsoft Copilot, and custom AI applications in financial processes

Program Curriculum

  • Understand the foundational concepts of  AI and Generative AI
  • Learn how to integrate AI into decision-making processes for finance
  • Learn data privacy best practices and ethical considerations in AI.
  • Explore practical AI use cases in Finance.
  • Master ChatGPT for automating routine financial tasks.
  • Use ChatGPT for variance analysis, budget preparation, and reporting
  • Leverage ChatGPT for enhanced data interpretation and commentary writing.

  • Learn to use Microsoft Copilot to automate repetitive tasks.
  • Apply Copilot in tools like Excel, PowerPoint, and Power BI for efficiency.
  • Discover time-saving tips to boost productivity using AI-driven automation.

  • Explore other AI Tools like Gemini, Hugging Face and more
  • Learn the step-by-step process of building personalised AI applications.
  • Tailor AI tools to meet specific financial analysis needs.

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Meet Our Trainers

Eshwar Kurella

Data science, Machine Learning
and AI Expert

Abhinav Aggarwal

Chartered Accountant
Finance Transformation Expert

Gaurav Malik

Chartered Accountant
And FP&A Trainer

Asif Masani

FP&A Leader, Author,
Co-founder, FPI

Dhawal Parvatikar

CFO, Finance Career Coach
Co-founder, FPI

Minimum Eligibility

Professional Experience

Some experience in finance or business is beneficial but not mandatory.

Learning Commitment

A readiness to actively participate in a comprehensive learning experience.

Educational Foundation

A bachelor's degree or global equivalent in finance, accounting, business, or a related field. Or Professional qualifications like CA, CPA, CFA, CMA, CIMA, ACCA, or equivalent.

Tech Proficiency

Basic knowledge of MS Office tools like Excel, Word, and PowerPoint with a willingness to learn advanced tools.

Strategic Outlook

An interest in leveraging financial analysis for strategic business decisions.

Program Certification

The certificate is offered by FP&A Professionals Institute, upon completion, you will earn a professional certificate in AI for Finance for FP&A (AIFPA®)​ that will add considerable value and help your career evolve in Finance.

  • Monthly Q&A Calls
  • WhatsApp query support
  • Guest Speaker Sessions
  • Networking with Alumni

Earn your
Certificate

Share your
Achievement

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Success Stories from Our Alumni

Kamalesh Naran,
Kamalesh Naran,
Business Transformation Consultant
The program was highly practical with interactive live sessions, allowing for valuable insights from instructors's experience. I appreciated learning the distinction between financial modeling for FP&A versus private equity, which I hadn't understood before. Overall, I thoroughly enjoyed the course and have no regrets about attending every session
Carlos Tamaklo
Carlos Tamaklo
Finance Professional, Tech Enthusiast
I learned a lot from your presentation and the shared files. I am currently working as a Budget and Forecast Analyst and the experience shared is valuable. The cases discussed were awesome and practical. I can proudly say that I am more capable now of performing my job with ease. I will certainly join some of your future programs soon. I have also recommended your program to some of my colleagues as well.
Aramide Osague
Aramide Osague
Senior Financial Analyst
I really enjoyed the Program. Especially the practical examples and scenarios shared. The hands-on practice in class was particularly helpful for me, as it allowed me to apply what I've learned. Even though I don't often work with cash flows, revisiting them in class brought back memories and enhanced my understanding. Learning new formulas like goal-seeking and scenario manager was also valuable. Overall, I give it a hundred percent—I feel confident and grateful for the wonderful teaching.
Jenny Dai
Jenny Dai
FP&A Manager
I was a participant of Batch 4 of the Financial Modeling for FP&A Program. I found this program incredibly helpful. The models, especially the scenario demonstrations, were immediately applicable to my interviews where I had to build a financial model, helping me advance to the next interview round. Overall, I really liked the program and the curriculum.
Aakash Keswani
Aakash Keswani
Finance Manager
I found the session to be highly practical, especially regarding the cash flow statement and financial models. The formulas learned will save time not just at work but also in other areas. I feel confident in immediately applying these concepts, including goal seek and scenario panning in my role.
Dennis Kasuku
Dennis Kasuku
Investment Analyst
Financial modelling has become crucial for me in my new role, and I'm grateful for the insights gained from the business model canvas, which greatly improved my business analysis skills. The sensitivity analysis and financial modeling techniques have been instrumental in my work, particularly in analyzing portfolio companies. While there's a lot to cover in limited time, the pre-class videos help in preparation, making class time a valuable recap and opportunity for deeper understanding. I highly recommend this program.
Olapeju Sanusi
Olapeju Sanusi
Manager, Finance Advisory
One of my key takeaways from the course was learning best practices for financial modelling, including the importance of differentiating assumptions from formulas. I also appreciated the hands-on practice during class, which allowed me to improve my Excel skills and learn more about complex functions. Overall, I found the program valuable, with major insights gained in these areas.
Swathi Anantharaman
Swathi Anantharaman
Lead Accountant
Entering into financial modelling and FP&A for the first time seemed daunting, but after going through these sessions, I realized it's manageable with the right guidance. Your approach made it easier to understand, especially with the hands-on scenarios presented in real-time during class. Your patience in addressing queries and clarifying doubts has been invaluable, making the learning experience smoother. Thank you for your time and for simplifying the classes for us."
Festus Audu
Festus Audu
Finance & strategy
Joining this program was a midway decision for me, but it turned out to be highly beneficial. I aimed to reinforce my understanding of financial modeling from an investment banking perspective, and these sessions helped me distinguish between valuation and other aspects. Learning about the business model canvas provided a comprehensive overview of businesses, even those I hadn't encountered before, while exploring different revenue models expanded my understanding beyond my current environment. These were key learning points that have greatly impacted my perspective.

Fees

Recorded

$ 97
Single Attendee
  • Access Immediately
  • Lifetime Access
  • Certificate upon completion
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Live + Recordings

$ 247
Single Attendee
  • Attend Live Sessions
  • Permanent Access to Recordings
  • Live Monthly Q&A and Networking
Enrol Now

Live + Recordings + 1:1 Coaching Call

$ 347
Single Attendee
  • Everything in Live + Recordings
  • permanent Access to Recordings
  • Live Monthly Q&A and Networking
  • 60 minute 1:1 Coaching Call
Enrol Now

Frequently Asked
Questions

AI for Finance and FP&A is a 4-week live program that provides Finance and FP&A professionals with a comprehensive understanding of AI and its applications in Finance and FP&A.

 This program is perfect for:

  • Finance Analysts, Sr Finance Analysts, FP&A, and Finance Managers.
  • Finance Professionals looking to integrate AI into their workflows.
  • Finance professionals aiming for mid-senior roles with an AI focus.
  • Finance Professionals looking to be ready for AI-driven finance roles.
  • Finance Directors, VP of Finance, and CFOs looking to implement the use of AI in their teams.

The course is structured into 4 live sessions over the weekend covering foundational AI concepts, the role of AI and Generative AI in Finance and FP&A, along with tools and technologies, implementation strategies, and practical case studies, with hands-on exercises throughout.

Yes, the program covers both theoretical concepts and practical implementations.

Yes, participants will receive a certificate upon successful completion of the course.

There are no specific prerequisites, but a basic understanding of finance concepts and familiarity with Excel will be beneficial.

 Yes, participants will have lifetime/permanent access to course materials after the course duration for review and continued learning.

Absolutely. Participants can ask questions during the course, and there will be opportunities for discussion and clarification.

 Yes, the course includes hands-on exercises. Support will be provided if you encounter any issues or need assistance during the exercises.

No, you don’t need prior experience with AI or related technologies. Everything will be covered from the basics.

We encourage you to attend all the sessions live. However, if you miss a class, you’ll have access to the recordings within 24 hours so you can catch up and join the next live session.

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