| Date | Venue | Fees | |
|---|---|---|---|
| 21 - 25 Dec 2026 | London - UK | $ 5,950 | |
| 18 - 22 Jan 2027 | Doha - Qatar | $ 5,950 | |
| 22 - 26 Mar 2027 | Online | $ 4,950 | |
| 07 - 11 Jun 2027 | Istanbul - Turkey | $ 5,950 | |
| 09 - 13 Aug 2027 | Online | $ 4,950 | |
| 13 - 17 Sep 2027 | London - UK | $ 5,950 | |
| 01 - 05 Nov 2027 | Istanbul - Turkey | $ 5,950 | |
| 20 - 24 Dec 2027 | Cairo - Egypt | $ 5,950 |
Introduction
This AI for Financial Planning and Analysis training course equips finance professionals with the knowledge and practical capabilities required to apply artificial intelligence to financial forecasting, budgeting, performance analysis and management reporting. AI technologies are creating opportunities for Financial Planning and Analysis (FP&A) teams to improve forecasting efficiency, analyse financial information and generate insights that support better business decisions. Participants will examine how generative AI, machine learning and predictive analytics can strengthen traditional FP&A processes, reduce repetitive analytical activities and improve the interpretation of financial performance. The course emphasises combining AI-generated insights with financial expertise, sound judgement and reliable data to support informed planning and resource allocation.
The AI for Financial Planning and Analysis training course explores AI applications across the FP&A cycle, from financial data preparation and budget development to variance analysis, scenario modelling and executive reporting. Participants will learn how AI tools can assist with revenue and cost forecasting, identify financial trends, analyse performance drivers and support rolling forecasts. Particular attention is given to AI-assisted financial modelling, automated reporting, cash flow forecasting and the development of meaningful management dashboards. The course also addresses financial data governance, model accuracy, confidentiality and human oversight. Through practical financial scenarios and analytical exercises, participants will develop approaches to integrating AI into FP&A workflows, improving financial decision support and strengthening the contribution of finance to organisational performance.
This GLOMACS AI for Financial Planning and Analysis training course will highlight:
- Applying AI and predictive analytics to financial planning
- Improving budgeting, forecasting and rolling forecast processes
- Using AI for financial variance and performance analysis
- Developing AI-assisted financial models and business scenarios
- Automating management reporting and financial insights
- Integrating responsible AI practices into FP&A workflows
Objectives
By the end of this AI for Financial Planning and Analysis training course, participants will be able to:
- Evaluate AI applications across financial planning and analysis activities.
- Apply AI tools to budgeting, forecasting and financial data analysis.
- Use predictive analytics to identify financial trends and performance drivers.
- Develop AI-supported financial scenarios and management reports.
- Assess the accuracy, reliability and limitations of AI-generated financial insights.
- Develop practical approaches to implementing AI within FP&A processes.
Training Methodology
This AI for Financial Planning and Analysis training course combines expert-led presentations, financial planning examples, AI tool demonstrations and guided analytical exercises. Participants will examine financial datasets, budgeting scenarios, revenue and cost forecasts, variance reports and management dashboards. Practical activities will demonstrate how generative AI and analytical tools can support financial interpretation, forecasting and business decision-making. The methodology emphasises realistic FP&A applications, verification of AI-generated results and effective financial judgement without requiring advanced programming skills.
Organisational Impact
Organisations will benefit from:
- Improved efficiency in budgeting and financial forecasting
- More timely identification of financial trends and variances
- Stronger financial performance analysis and management insights
- Reduced repetitive work in financial reporting processes
- Better integration of financial planning with operational information
- Greater readiness for AI-enabled FP&A transformation
Personal Impact
Participants will develop:
- Stronger understanding of AI applications in FP&A
- Improved ability to analyse financial data using AI tools
- Greater knowledge of predictive forecasting and scenario analysis
- Better capability in interpreting financial performance drivers
- Improved confidence in developing AI-assisted management reports
- Greater ability to integrate AI into everyday FP&A responsibilities
Who should Attend?
This GLOMACS AI for Financial Planning and Analysis training course is specifically designed for finance professionals directly responsible for financial planning, budgeting, forecasting, performance analysis and management reporting, including:
- Financial Planning and Analysis (FP&A) Managers
- FP&A Analysts and Senior Financial Analysts
- Financial Planning Managers
- Budgeting and Forecasting Managers
- Finance Business Partners
- Management Accountants
- Financial Controllers involved in FP&A
- Financial Performance and Reporting Managers
- Corporate Financial Planning Analysts
AI Fundamentals and the Future of FP&A
- Understanding AI applications in financial planning and analysis
- Generative AI, machine learning and predictive analytics
- Exploring AI tools for financial analysis and reporting
- Identifying AI opportunities across the FP&A cycle
- Preparing financial data for AI-assisted analysis
- Applying effective prompts to financial planning tasks
AI-Driven Budgeting and Financial Forecasting
- Using AI to support budget preparation and consolidation
- Applying predictive analytics to revenue forecasting
- Analysing cost drivers and expenditure patterns
- Developing rolling forecasts and financial projections
- Using AI for cash flow and working capital forecasting
- Evaluating forecast accuracy and financial assumptions
AI for Financial Performance and Variance Analysis
- AI-assisted income statement and financial performance analysis
- Identifying budget variances and underlying performance drivers
- Analysing profitability, margins and cost efficiency
- Using AI to detect financial anomalies and emerging trends
- Developing financial KPIs and performance indicators
- Translating financial analysis into management insights
AI-Enhanced Financial Modelling and Scenario Planning
- Integrating AI into financial modelling workflows
- Developing AI-supported financial scenarios
- Applying sensitivity analysis to financial assumptions
- Evaluating best-case, base-case and downside forecasts
- Using AI to assess financial risks and uncertainties
- Supporting resource allocation through financial analysis
AI-Powered FP&A Reporting and Implementation
- Automating recurring FP&A reports and financial summaries
- Developing intelligent financial dashboards and visualisations
- Using generative AI for management commentary and insights
- Managing financial data confidentiality and AI accuracy
- Integrating AI tools into existing FP&A systems and workflows
- Developing an AI-enabled FP&A implementation roadmap
- Upon successful completion of the classroom-based training course, GLOMACS Certificate will be awarded to the delegates. Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance
- Upon successful completion of the online training course, a GLOMACS Certificate will be awarded to all delegates. Guided Learning Hours – In accordance with ISO 9001:2015–certified quality management standards, one Guided Learning Hour is awarded for every 60 minutes of attendance.
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