AI for Financial Planning and Analysis (FP&A)
Explore how AI can add value to financial planning and analysis. Get more from your performance data and strengthen decision-making, while keeping ownership of the conclusions you reach.
I want to use AI effectively in my role
Learn how to use AI productively and responsibly in your day-to-day work.
Build the confidence to use AI for research, analysis and communication
Learn how to write effective prompts and review AI-generated outputs
Understand where AI can help and where human judgement is needed
I want to build AI-supported workflows
Move beyond individual tasks and learn how to build and test AI-supported workflows.
Connect tasks into structured, repeatable workflows
Explore process mapping, permissions and governance controls
Build and test AI-supported solutions while maintaining human oversight
Overview
Turn data into decisions you can defend.
FP&A teams are expected to do more than explain what happened. They need to understand why, anticipate what could happen next and help the business make better decisions. Our Foundational and Practitioner AI for FP&A courses show you how to use artificial intelligence across forecasting, budgeting, variance analysis and reporting to uncover insights faster and build stronger financial narratives. You'll learn how to use AI responsibly, challenge assumptions and support decision-making with confidence, while commercial judgement and accountability stay firmly with you.
One professional pathway,
two ways to progress
Whether you’re new to the world of AI or already use it in your work, there’s a route for you. Both courses are delivered through live, instructor-led online sessions with a focus on real-world learning that you can put into practice from day one.
- Duration
10 hours of intensive learning over two days
- Study modes
Online - Live and instructor-led
- Cost
Courses are delivered in groups of minimum 15 learners.
Talk to our team to find the right option for you or your organisation.
Download factsheet
I want to use AI effectively in my role
You want to build the skills and confidence to get the most value from AI in your FP&A work.
Learn how to:
Use AI across budgeting, forecasting and variance analysis with prompts that work
Support everyday planning, research and financial reporting activities
Work confidently with sensitive data, analysis and performance drivers
Use AI responsibly by challenging and validating assumptions, sources and outputs
I want to build AI-supported workflows
You want to move beyond individual tasks and turn them into automated processes or workflows.
Learn how to:
Identify planning and analysis workflows where AI can add value, with appropriate human sign-off
Build and test AI-supported workflows using approved data and KPIs
Design AI assistants and agents with clear controls and human review
Manage multi-agent systems while maintaining oversight of assumptions and outputs
Book your place today
Equip yourself or your team with the skills to use AI safely, confidently and ethically in your role.
FAQs
If you can’t find the answer to a question, our helpful advisers will be happy to help.
Choose based on your experience of using AI and what you want to do with it. Foundational is for professionals who want to use AI more effectively in individual tasks. Practitioner is for those already comfortable using AI who want to connect tasks into workflows and test AI-supported processes.
Before the course, you'll complete an AI skills diagnostic to assess your current level of capability. Based on your answers, you'll receive guidance on the most suitable starting point. At the end of the course, you'll complete a second diagnostic to measure your progress and demonstrate the impact of your learning.