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AI-Enhanced Financial Analysis

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.

using-generative-ai 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. using-generative-ai-real-world

AI-Enhanced Financial Analysis Learning Objectives

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 Should Take This Course?

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. implementing-ai-tools

Recommended Prerequisites

These prerequisite courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:
  1. Accounting Fundamentals
  2. Reading Financial Statements
  3. Financial Analysis Fundamentals

AI-Enhanced Financial Analysis

Glenn Hopper
Led by Glenn Hopper
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Level 2

Approx 2.5h to complete

100% online and self-paced

Get Recognized With CFI

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This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification
AI-Enhanced Financial Analysis is part of the Financial Modeling & Valuation Analyst (FMVA®) certification, which includes 54 courses.
  • Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career Prep Investment banking and equity research, FP&A, corporate development

Learner Reviews

Amazing Course
The course was amazing. Aside from teaching us how to create our own custom GPTs, Glen Hopper showed how we could use AI to not only improve the efficiency of the analysis we conduct but also the quality of the work. He demonstrated how AI could be used to inform actionable insights for Finance Professionals and Company Management, all driven by in depth analysis of the fundamental financial data. Also embedded in the course, perhaps intentionally was an informal crash course on prompt engineering. I would highly recommend this course, not only for the introduction to AI in Financial Analysis but also for a deeper appreciation of the impact that good financial analysis can have on companies strategic planning.


Excellent demonstration of ChatGPT for Financial Analysis
Enjoyed the course end to end. Very engaging and real world examples are excellent. Thank you CFI and the instructor for making this simple.

Ariful Mondal

Positive contribution to my current role
Provides a view of opportunities for implementation of AI in financial data analysis

Molebogeng Dorothy Botlhale Makgaka

Amazing Information about AI-Enhanced Financial Analysis
Thank you for sending me this Program. I really enjoyed learning about: Chat GPT 3.5 Generative AI Tools and Basics Thank You

Pamela Isidori

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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