Units
1. Introduction to Artificial Intelligence in Finance and the Verification Discipline 2. Reading and Interpreting Financial Statements 3. Ratio Analysis and Performance Evaluation 4. Budgeting and Cash Flow Management 5. Financial Modelling, Scenario and Sensitivity Analysis 6. Valuation Support: DCF and Multiples 7. Investment and Portfolio Analysis 8. Risk Analysis and Early Warning Reporting 9. Financial Forecasting 10. Management Report and Presentation Production 11. Automation: Excel, Formula and Macro Generation 12. Limits of AI in Finance: Hallucination, Privacy and Regulation
Unit 10 / 12

Management Report and Presentation Production

Gains:

  • Ability to transform raw financial data into a clear narrative that appeals to management with AI
  • Ability to adapt executive summary, key messages and action suggestions to the target audience with AI
  • Ability to verify each figure in the report and presentation text produced by AI by matching it with its source
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