Stress-test AI-generated financial analysis by verifying logic, checking for errors, and uncovering hidden assumptions—ensuring outputs are accurate, reliable, and decision-ready.
Automate Financial Analysis & Benchmarking
Overview
As financial analysis becomes faster, deeper, and more complex, finance leaders must evolve their approach to keep pace. This course shows you how to leverage AI—through skilled prompting—to automate and enhance rigorous analysis, benchmarking, and due diligence activities without compromising integrity or judgment. You’ll learn how to craft prompts that guide AI through comparative analyses, historical trend reviews, valuation estimates, and red-flag detection, while building structured, repeatable processes that deliver consistent, actionable insights. By the end, you’ll be equipped to augment your analysis, streamline benchmarking, and provide deeper, faster intelligence to support executive decision-making, investments, and transactions.
Learning Objectives:
After completion of this course, participants will be able to:
- Identify opportunities to automate elements of financial analysis and due diligence with AI.
- Recognize prompt strategies for benchmarking, variance analysis, and historical reviews.
- Apply techniques for crafting AI prompts that surface valuation drivers and risks.
- Select methods for validating AI-driven financial analyses for reliability and accuracy.
- Differentiate between manual and AI-augmented due diligence processes.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Identifying Analysis and Benchmarking Opportunities for AI
Unlock faster, deeper, and more consistent financial analysis by identifying high-value opportunities to automate with prompt-based AI tools like ChatGPT, Copilot, and Gemini.
Lesson 2: Crafting Prompts for Benchmarking and Comparative Analysis
Guide AI to deliver accurate, structured benchmarking and financial insights by crafting effective prompts tailored to comparative analysis tasks.
Lesson 3: Designing Prompts to Surface Valuation Drivers and Risks
Design prompts that go beyond surface metrics to uncover value drivers, flag anomalies, and reveal risks—turning AI-powered analysis into actionable business insight.
Lesson 4: Validating AI-Generated Financial Analysis Outputs
Lesson 5: Differentiating Traditional from AI-Augmented Due Diligence
Enhance due diligence with AI to expand analytical scope and speed—while maintaining rigour, control, and strategic ownership of the narrative.
Additional Information
CPE Credit / CPD Hour: 0.5
Field of Study: Information Technology
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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