Financial Modeling with Generative AI
Unlock the future of finance with Financial Modeling using Generative AI. Combine Excel's powerful modeling tools with AI platforms like ChatGPT, Copilot, and Gemini to streamline forecasts, automate analysis, and enhance decision-making. This integration empowers finance professionals to build smarter, faster, and more dynamic financial models with real-time AI insights.
Outline
Module 1: Introduction to Financial Modeling & AI Tools for Excel
• What is financial modeling? Key outputs and uses.
• Introduction to Generative AI for Excel: ChatGPT, Copilot, Gemini.
• How to write effective prompts for Excel tasks.
• Excel formulas refresher (SUM, IF, LOOKUPs, etc.)
• Explaining and generating formulas with AI.
• Hands-on: Using AI to create a revenue forecast table.
Module 2: Cash Flow Statement & 3-Statement Integration
• Cash Flow Statement structure (Indirect Method)
• Linking Net Income to Cash Flow from Operating Activities
• CapEx, working capital changes, financing activities
• AI-generated cash flow logic and formulas
• Connecting IS, BS, and CFS into one dynamic model
• Using AI to find and fix link or circularity issues
Module 3: AI-Driven Scenario & Sensitivity Analysis
• Creating dynamic assumption inputs (growth, margin, cost rates)
• Using AI to build scenario switches (Base, Bear, Bull)
• Automating sensitivity analysis using Excel Data Tables
• Generating formulas and visual dashboards with AI help
Module 4: Valuation Models & AI-Powered Automation in Excel
• Introduction to valuation: DCF model basics
• Using AI to build DCF components: Free Cash Flow, WACC, Terminal Value
• Linking valuation to 3-statement model
• Using AI to generate summary outputs, charts, and dashboards
• AI-assisted error checking and documentation
• Bonus: Using AI to write Excel macros for basic automation (optional)
Course Fee
● Online
Rs. 2,800/- Total
- Once paid, the fee is non-refundable and non-transferable
Account Details
Bank: Habib Bank Limited
Account Title: AIN GenX
Account No: 5910-70000512-03
IBAN No: PK08 HABB 0059 1070 0005 1203
Faciliators
Irfan Bakaly
Data Analyst
25+ years of experience in Data Analysis
Noor Surani
Tech Entrepreneur
25+ years of experience in Data Analysis
Waqas Younas
ACMA, CAF
12+ years of experience in Financial Analysis
Who this course is for:
Finance Professionals, Excel Users, Data Analysts, Business Managers, Students & Educators
Duration
● 5 Weeks (10 Hours)
Classes
● Online via Zoom
Schedule
- Day: Sunday's Only
- Timing: 07:30 - 09:30 pm (PST)
Starting From
● Sunday, 10 August, 2025
Participants from Top Organizations
Certificates
