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 11 / 12

Automation: Excel, Formula and Macro Generation

Gains:

  • Ability to transform repetitive financial calculations and reporting tasks into Excel formulas and logic with AI
  • Ability to deliver complex formula, pivot and macro/code requests to AI with clear input-output definition
  • Ability to verify the formulas and automation produced by AI with small test data and catch edge cases
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