Loading

Leveraging AI for Financial Planning and Analysis

Exam Questions: 40
Course Level: Basic
Pages: 248 | Content: 230, Supplemental: 18
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 8620

This course will serve as a strategy guide for building new and exciting financial planning and analysis capabilities. You’ll learn how to deliver faster insights, tighter forecasts, and more focused recommendations. It will demonstrate how AI platforms can revolutionize every aspect of financial planning and analysis – from monthly closes to strategic decision-making. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

Choose Your Format to ADD TO CART:

Go to CART

Course Information

Table of Contents
  • The AI Revolution in Finance
  • Prompt Engineering for Finance Professionals
  • Teaching AI to Code—Without Being a Programmer
  • Descriptive Analytics—Let AI Do the Reporting
  • From “What Happened?” to “Why Did It Happen?”
  • Predictive Analytics
  • Prescriptive Analytics—From Insight to Action
  • Automation in FP&A—Doing More with Less
  • Building Your AI Finance Stack
  • Becoming an AI-Enabled Finance Leader
Objectives
  • To recall the four levels of analytics that are powered by AI
  • To recall the characteristics of a parallel prompting strategy
  • To identify the characteristics of various Python libraries
  • To recognize why descriptive analytics work is currently so time-consuming for FP&A teams
  • To recall the five-part framework for prompting AI to generate diagnostic Python code
  • To identify the minimum recommended number of time points needed for a model to work well for forecasting
  • To recall the three essential ingredients for creating a prescriptive model
  • To recognize the three characteristics that make a finance task a good candidate for automation
  • To identify the role of a self-healing automation agent
  • To recognize the characteristics of the D-I-A structure for financial communication

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.