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Financial Modeling and Forecasting with AI
Course
Financial Modeling and Forecasting with AI
Learn how to use AI to support financial modeling, valuation, forecasting, and scenario planning. Discover how to streamline FP&A and treasury workflows, generate insights, and validate AI-assisted financial outputs. Build practical skills to improve financial decision-making and advance your career.
Flexible Schedule
Advanced Level
Mentor Support
Estimated Time
36 hours
Financial modeling and forecasting are essential to finance teams, but many workflows still involve repetitive analysis, manual preparation, and time-consuming review. AI can help finance professionals work faster, but using it effectively requires more than generating an answer. It requires knowing where AI adds value, where analyst judgment is essential, and how to validate and govern AI-assisted outputs.
In this course, you will learn how to apply AI across financial modeling, valuation, forecasting, scenario planning, FP&A (Financial Planning & Analysis), treasury, and capital markets workflows. You will use AI to extract and analyze financial data, develop and explain assumptions, generate stakeholder-ready insights, support scenario analysis, and streamline recurring modeling tasks.You will also build practical skills in prompt engineering, output validation, auditability, regulatory and governance requirements, multimodal AI, and scalable team workflows. Through a capstone project, you will bring these skills together to build a fully documented AI-powered forecasting workflow with validation checkpoints and audit trails.Develop the skills to use AI as a powerful modeling partner while keeping financial judgment and accountability firmly in your hands.This course comprises 15 purposely designed modules that take you on a carefully defined learning journey.
Our proven learning methodology combines the flexibility of self-paced learning with mentor-supported practice. Over approximately 36 hours, you can progress through the modules at your own pace while building the practical knowledge and skills today's employers are looking for.Additionally, you will enjoy learning through an interactive online learning environment where you can participate in discussions, engage with your peers and mentors, exchange ideas, and receive guidance throughout the course. Plus, you will have the opportunity to earn a recognized Certificate of Completion that will help your resume and LinkedIn profile stand out.The materials for each module are accessible from the start of the course and will remain available for the duration of your enrollment. Methods of learning and assessment include instructional videos, reading materials, activities, hands-on labs, quizzes, final exam, and a capstone project.Once you have successfully completed the course, you will earn your Certificate of Completion.By the end of this course, you will be able to:
- Use AI tools for financial modeling and forecasting workflows.
- Create AI-assisted valuation, FP&A, and scenario-planning reports.
- Apply AI in treasury, liquidity, and macroeconomic forecasting.
- Build no-code financial reporting and automation workflows.
- Design prompt libraries for financial modeling tasks.
- Apply governance, validation, and audit practices for AI-assisted models.
- FP&A professionals looking to streamline financial modeling and forecasting with AI
- Investment analysts and capital markets professionals seeking to enhance valuation and planning workflows
- Treasury staff and financial controllers responsible for forecasting, budgeting, and financial reporting
- Finance professionals who want to build practical AI skills using AI tools without coding
- Completion of the AI-Powered Financial Analysis course is recommended
- Basic understanding of financial statements, corporate valuation concepts, and forecasting fundamentals
- No coding experience is required
Course Outline
Reading: Course Overview
Reading: How to Make the Most of This Course
Video: Role, Task, Context, Format in Action
Practice Lab: Building Your First Structured Prompt
Video: From Structured Data to Narrative
Practice Lab: Drafting a Statement Narrative from Scratch
Activity: Surviving Late Nights, AI Drafts and Spreadsheets
Reading: Turning Model Assumptions into Narrative
Practice Lab: Drafting Assumption and Sensitivity Narratives
Reading: Populating Assumptions from Filed Financials
Practice Lab: Extracting KPIs from Filed Financials
Practice Quiz: AI-Assisted Financial Statement Modeling
Reading: Making Complex Formulas Auditable
Graded Lab: Annotating Formulas for Auditability
Reading: Where AI Helps and Where It Doesn't
Video: AI Speed vs. Analyst Judgment
Graded Quiz: AI-Assisted Financial Statement Modeling
Video: DCF, LBO, and Comps Narratives in Action
Practice Lab: Drafting DCF, LBO, and Comps Narratives
Reading: Making Valuation Methodology Accessible
Activity: Accessibility for Valuation Methodology
Reading: AI-Assisted Precedent and Comps Research
Practice Lab: Researching Precedent Transactions and Comps
Practice Quiz: Valuation Support & Comparables Analysis
Reading: Explaining the Football Field Chart
Practice Lab: Building a Football Field Summary
Reading: Validating Valuation Commentary Before Distribution
Graded Lab: Quality-Checking a Valuation Draft
Graded Quiz: Valuation Support & Comparables Analysis
Video: Deal Overview and Synergy Narratives in Action
Practice Lab: Drafting a Deal Overview Memo
Reading: AI-Assisted Covenant Extraction Workflow
Practice Lab: Extracting Covenants from Purchase Agreements
Reading: Turning Deal Data into Presentation Content
Practice Lab: Drafting a Management Presentation
Practice Quiz: AI-Assisted M&A and Transaction Documentation
Podcast: Spotting Inconsistencies in Deal Documents
Graded Lab: Flagging Red Flags in Deal Documentation
Reading: Designing Legal Sign-Off Checkpoints
Video: A Compliance-Safe Deal Workflow in Action
Graded Quiz: AI-Assisted M&A and Transaction Documentation
Video: Budget Variance Narratives in Action
Practice Lab: Drafting Budget Variance Explanations
Activity: From Export to Board Narrative
Practice Lab: Building a Board Summary from Data Exports
Reading: Explaining the Rolling Forecast Process
Practice Lab: Writing a Rolling Forecast Narrative
Practice Quiz: FP&A & Budget Forecasting Workflows
Reading: Scaling the Monthly Close with AI
Graded Lab: Building a Repeatable Close Checklist
Reading: Matching FP&A Content to Your Audience
Graded Quiz: FP&A & Budget Forecasting Workflows
Video: Macro Data to Scenario Narrative in Action
Practice Lab: Synthesizing Macro Indicators into a Narrative
Video: Base, Bull, and Bear Commentary in Action
Practice Lab: Drafting Base, Bull, and Bear Case Commentary
Reading: From Macro Outlook to Sector Allocation
Practice Lab: Building a Sector Allocation Framework
Activity: Reading the Signal
Practice Quiz: Macroeconomic Forecasting with AI Tools
Reading: Bridging Macro Views and Model Inputs
Graded Lab: Connecting Macro Views to Model Assumptions
Reading: Where AI Forecasts Fall Short
Graded Quiz: Macroeconomic Forecasting with AI Tools
Reading: Part A: What You've Achieved
Video: Base, Bull, and Bear Narratives in Action
Practice Lab: Building Base, Bull, and Bear Case Narratives
Reading: Translating Stress Test Data for Regulators
Practice Lab: Summarizing Stress Test Results
Reading: From Sensitivity Table to Strategic Narrative
Practice Lab: Translating Sensitivity Outputs into Commentary
Practice Quiz: Scenario Planning & Stress Testing with AI
Reading: Framing Scenario Results for the Board
Video: A Board-Ready Scenario Presentation, Live
Reading: Building a Standardized Scenario Library
Graded Lab: Designing a Reusable Prompt Library
Graded Quiz: Scenario Planning & Stress Testing with AI
Video: Prospectus and Term Sheet Drafting in Action
Practice Lab: Drafting a Prospectus and Term Sheet
Video: Investor Roadshow Prep in Action
Practice Lab: Preparing Roadshow Presentation Materials
Reading: Making Structured Product Docs Accessible
Practice Lab: Translating CLO and CDO Terms for Non-Specialists
Practice Quiz: Capital Markets Modeling Support
Reading: Turning Pricing Data into Deal Commentary
Practice Lab: Drafting Deal Pricing Commentary
Reading: Building a Compliance Review Workflow
Graded Lab: Running a Compliance Review Checklist
Graded Quiz: Capital Markets Modeling Support
Video: Cash Position Forecasting in Action
Practice Lab: Building a 13-Week Cash Flow Forecast
Reading: Turning Working Capital Data into Forecast Drivers
Practice Lab: Modeling Working Capital and DSO Trends
Reading: Forecasting Covenant Headroom Before It's Tight
Practice Lab: Forecasting Covenant Headroom
Practice Quiz: AI-Assisted Corporate Treasury Forecasting
Reading: Building an FX and Rate Exposure Forecast
Graded Lab: Forecasting FX and Interest Rate Exposure
Reading: Closing the Loop: Forecast vs. Actual
Graded Quiz: AI-Assisted Corporate Treasury Forecasting
Video: Formula Explanation and Data Summary in Action
Practice Lab: Explaining Formulas with an AI Assistant
Reading: Automating Model Updates Without Code
Activity: Sequence the No-Code Model Update Workflow
Practice Lab: Building a No-Code Model Update Workflow
Reading: Connecting a BI Tool to Generative AI
Practice Lab: Automating a Live Dashboard Narrative
Practice Quiz: No-Code Modeling Automation with AI Tools
Reading: Streamlining Reporting with Workflow Automation
Practice Lab: Scheduling an Automated Reporting Task
Reading: Coordinating Reporting Cycles Across a Team
Graded Lab: Building a Team Reporting Calendar
Graded Quiz: No-Code Modeling Automation with AI Tools
Reading: How Chain-of-Thought Prompting Improves Assumptions
Practice Lab: Applying Chain-of-Thought Prompting to Assumptions
Video: Governing a Shared Prompt Library
Practice Lab: Assembling a Shared Prompt Library
Activity: Clear the Prompt Queue
Practice Quiz: Prompt Engineering for Financial Modelers
Reading: How to A/B Test a Prompt
Practice Lab: Running an A/B Test on Prompt Versions
Reading: Writing Prompts That Hold Up to Audit
Graded Lab: Designing an Audit-Ready Prompt
Graded Quiz: Prompt Engineering for Financial Modelers
Reading: Part B: What You've Achieved
Video: Reconciling AI Outputs in Action
Practice Lab: Reconciling a Forecast to the General Ledger
Reading: How to Back-Test a Forecast
Graded Lab: Back-Testing a Prior Forecast
Reading: Catching Formula Errors AI Introduces
Practice Lab: Auditing Formula Logic in an AI-Assisted Model
Practice Quiz: Validating Financial Model Mechanics with AI
Reading: Why Models Need Version Control
Practice Lab: Rolling Back an AI-Assisted Model Edit
Reading: When a Variance Needs Escalation
Activity: Deciding Whether a Variance Needs Escalation
Graded Quiz: Validating Financial Model Mechanics with AI
Video: Audit Expectations for Forecast Models
Video: Audit Trail Requirements in Action
Practice Lab: Designing an Audit Trail and Evidence File
Reading: Tracking Assumptions Before They Drift
Practice Lab: Building a Forecast Model and Assumption Registry
Practice Quiz: Regulatory & Audit Requirements for AI Models
Reading: Meeting Disclosure Requirements for AI Use
Activity: Clearing the Deck
Reading: Case Study: An Audit Finding on a Revenue Forecast
Graded Lab: Responding to an Audit Finding on a Forecast Model
Graded Quiz: Regulatory & Audit Requirements for AI Models
Video: Multimodal AI in Financial Modeling, Explained
Practice Lab: Extracting Tables and Charts with AI Vision
Reading: Turning Audio Briefings into Financial Narrative
Practice Lab: Summarizing an Earnings Call with AI
Reading: Unifying Multimodal Inputs into One Workflow
Practice Lab: Combining Multimodal Inputs into a Single Workflow
Practice Quiz: Multimodal AI in Financial Modeling Contexts
Reading: How OCR and AI Vision Extract Financial Data
Graded Lab: Extracting Data with OCR and AI Vision
Reading: Where Multimodal AI Still Falls Short
Graded Quiz: Multimodal AI in Financial Modeling Contexts
Video: Workflow Documentation Best Practices, Explained
Practice Lab: Documenting a Workflow for Replication
Reading: Governing a Team-Wide Prompt Library
Practice Lab: Building a Team-Wide Prompt Library
Reading: Why Workflows Need Quality Gates
Activity: Deciding Whether an AI-Drafted Assumption Clears the Gate
Practice Lab: Designing Mandatory Review Checkpoints
Practice Quiz: Building Scalable AI Modeling Workflows for Teams
Reading: Evaluating AI Workflow Effectiveness
Graded Lab: Calculating Time Saved and Accuracy Gains
Reading: From One Analyst to a Full Team
Graded Quiz: Building Scalable AI Modeling Workflows for Teams
Reading: About the Project
Reading: Choosing Your Workflow Track
Reading: Preparing for the Project
Final Project: Building an AI-Powered Modeling and Forecasting Workflow
Final Exam: Financial Modeling and Forecasting with AI
Reading: What You've Achieved
Why Learn with SkillUp Online?
We believe every learner is an individual and every course is an opportunity to build job-ready skills. Through our human-centered approach to learning, we will empower you to fulfil your professional and personal goals and enjoy career success.
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1-on-1 mentoring, live classes, webinars, weekly feedback, peer discussion, and much more.
Practical Experience
Hands-on labs and projects tackling real-world challenges. Great for your resumé and LinkedIn profile.
Best-in-Class Course Content
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FAQs
This course is ideal for finance professionals, FP&A teams, accountants, business analysts, and learners who want to strengthen forecasting, budgeting, and financial decision-making. It is also valuable for anyone looking to apply AI confidently in modern and evolving finance workflows.
You will learn how financial modeling with AI improves financial decision-making by automating data analysis, building dynamic models, and generating accurate forecasts. The course combines practical techniques with real-world business scenarios to help learners make better financial decisions.
Yes. The course starts with essential financial concepts before introducing AI-powered tools and techniques. Whether you are new to AI or already work in finance, the content is designed to help learners build practical skills step by step through guided examples and hands-on exercises.
This financial forecasting course teaches learners how to analyze trends, evaluate historical data, and build reliable forecasting models using AI. You will develop advanced practical skills to improve forecasting accuracy while supporting faster and more confident business decisions.
Absolutely! You will discover how AI for FP&A enhances financial planning and analysis by improving budgeting, variance analysis, reporting, and strategic decision-making. The course focuses on practical applications that finance teams can immediately implement in real business environments.
Yes. The course explores budget forecasting techniques along with the beneficial cash flow forecasting methods. This ensures learners anticipate future financial needs, optimize resources, and improve overall financial stability using AI-driven insights and predictive analysis.
This course equips learners with practical AI and finance skills that are increasingly valued across industries. By combining financial expertise with AI-powered decision-making, you will be better prepared for evolving roles in corporate finance, FP&A, consulting, and business strategy.
Yes. You will learn how AI supports scenario analysis by evaluating multiple financial outcomes based on changing assumptions. This enables learners to assess and understand the evolving business risks, compare strategic options, and make well-informed financial decisions with greater confidence.
Yes. The course introduces the fundamentals of treasury analytics. It mainly focuses on learning and understanding how AI helps monitor liquidity, optimize working capital, improve cash management, and support smarter financial planning across different business functions and organizational needs.
Absolutely! You explore practical case studies based on real business situations. The practical experience allows you to apply forecasting techniques, interpret financial data, and understand how AI supports strategic planning across multiple industries and financial environments.
Type of certificate
Certificate of Completion
About this course
15 Modules
05 Skills
Includes
Discussion Space
21 Videos
56 Readings
14 Practice Quizzes
14 Graded Quizzes
44 Practice Labs
14 Graded Labs
5 Activities
01 Podcast
01 Capstone Project
01 Final exam
Create
AI-assisted financial models
Valuation and financial analysis narratives
FP&A and forecasting workflows
Prompt libraries for financial modeling teams
AI-powered forecasting workflow (Capstone)
This course has been created by
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