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3-hour e-learning course = 3 PDCs.
Overview
"Financial Modeling with Gen AI Capabilities" is a cutting-edge course designed to equip finance professionals with the skills to incorporate General AI (Gen AI) into financial modeling. Over a comprehensive 90-minute session, the course delves into the transformative impact of Gen AI on financial analysis and decision-making processes.
The course begins by introducing the fundamentals of Gen AI in financial modeling. It addresses how Gen AI can be used to generate assumptions, leading to more accurate and reliable financial models. This is crucial in a world where financial forecasts and analyses must be both robust and adaptable.
One of the key focuses is on financial statements forecasting using Gen AI. Participants will learn how AI can enhance the forecasting of balance sheets, income statements, and cash flow statements. This section is particularly vital for understanding how AI can automate and refine the predictive aspects of financial modeling, allowing for more nuanced and comprehensive financial projections.
A significant portion of the course is dedicated to the practical application of Gen AI in creating financial models using Excel. This includes gathering and cleaning data, defining inputs and outputs, and structuring models effectively. The course demonstrates how Gen AI can streamline these processes, enhancing efficiency and accuracy.
Why you should Attend
The integration of General AI (Gen AI) into financial modeling can evoke Fear, Uncertainty, and Doubt (FUD) for several reasons:
- Fear of Inaccuracy and Overreliance: There's a concern that Gen AI might produce inaccurate financial models due to data biases or errors in algorithmic processing. Professionals fear over-relying on AI, potentially leading to flawed financial decisions based on incorrect models.
- Uncertainty About Job Security: The advancement of Gen AI in financial modeling raises concerns about job displacement. Finance professionals worry that AI's ability to automate complex tasks might make their roles redundant or require them to acquire new, challenging skills.
- Doubt About Ethical Implications: There's a doubt regarding the ethical use of AI in financial modeling. Concerns include the potential for AI to inadvertently perpetuate financial biases or be used in manipulative ways that could impact markets or individual investments.
Each of these aspects contributes to a hesitancy among professionals to fully embrace Gen AI in financial modeling, necessitating education and transparent dialogue about the technology's capabilities and limitations.
Areas Covered in the Session
- Introduction to Gen AI in Financial Modeling
- Assumption Generation with AI
- Forecasting Financial Statements using AI
- Analyzing Results of Financial Models with AI
- Practical Application of Gen AI in Excel for Financial Modeling
Who Will Benefit
- Financial Analysts
- Finance Managers
- Accountants
- Investment Bankers
- Business Analysts
Speaker Profile
Manish Gupta is not only a passionate educator but also a seasoned professional in the fields of finance, business, and hospitality. His career includes substantial roles in various organizations, providing him with a rich blend of real-world experience and theoretical knowledge.
As a Visiting Lecturer at Geneva Business School, Manish excels in teaching MBA subjects, skillfully bridging the gap between academic theories and their practical applications in business and finance. His expertise in Financial Management, Accounting, and Corporate Finance is particularly noteworthy.
At eHotel Management School, where he is the Founder and Lead Instructor, Manish imparts wisdom in Digital Marketing and Hotel Management. His unique approach combines his extensive industry experience with his educational background, offering students practical insights into the hospitality sector.
Manish's teaching philosophy centers around making complex subjects accessible and engaging. His dedication to student success is evident in the way he tailors his courses, ensuring they are relevant, insightful, and inspiring for aspiring professionals.
Instructor
Manish Gupta