AI for Finance & Investment Professionals (CISI Standards)

This advanced workshop is designed for finance, accounting, and investment professionals who want to integrate AI into their workflow.

Using a CISI-aligned competency framework, you will learn practical applications of AI in analysis, forecasting, reporting, valuation, and risk management.

(This program is not an official CISI certification but aligned with CISI competency standards.)

• Automating financial statements
• AI-based variance analysis
• Cash flow modelling
• Excel AI smart formulas

• Discounted cash flow modelling with AI
• GPT-driven projections
• Scenario planning
• Sensitivity analysis

• Portfolio optimisation
• Risk scoring
• Macroeconomic analysis with AI
• Asset allocation using AI

• ChatGPT
• Excel AI
• Power BI
• Financial modelling templates
• AI dashboards

• Financial analysts
• Accountants
• Investment professionals
• Bankers
• CFOs / finance managers
• Business owners
• Students preparing for CISI exams

✔ Live masterclass
✔ AI-modelling templates
✔ Financial dashboards
✔ Recording access
✔ Certificate of Completion (Guru Academy)
✔ WhatsApp finance community

59 USD (Early Bird)
Full access to all materials + templates.

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Host or Publisher Guru Academy