AI-Driven Financial Planning, Forecasting, and Automation

Create multi-year financial forecasts, stress-test business plans, and automate analysis using AI-driven workflows. In this course, you’ll learn how modern financial analysts combine budgeting, predictive modeling, and automation to improve decision-making. You’ll apply zero-based budgeting to control costs and analyze budget-to-actual variances to identify root causes. Then, you’ll build integrated financial projections and stress-test them against adverse scenarios. You’ll explore supervised learning techniques to forecast key business metrics and uncover value drivers. Finally, you’ll evaluate AI models for credit-risk classification and design automated pipelines that update forecasts using structured financial data. What makes this course unique is its focus on AI in finance. You won’t just build static spreadsheets—you’ll design scalable, automated workflows that reflect how finance teams operate today. The course concludes with a portfolio-ready project where you prepare a 12-month financial forecast and scenario analysis brief for leadership review

• Build multi-year financial forecasts and stress-test business plans
• Apply supervised learning models to forecast key business metrics
• Design automated AI-driven pipelines for financial reporting
• Evaluate AI models for credit risk classification

• Basic familiarity with finance concepts and terminology
• Readiness to engage in applied exercises or case-based work