By the end of this training course, participants should be able to:

• Apply AI to financial data analysis and reporting

• Use AI for forecasting, planning, and scenario analysis

• Leverage AI in audit, compliance, and risk assessment

• Automate tax research and compliance workflows

• Build an AI implementation roadmap for your function 

• Accountants and financial controllers

• Audit and compliance professionals

• Tax advisors and specialists

• Financial analysts and FP&A teams

• Client advisory and consulting professionals 

Every programme is designed around three proven instructional frameworks, ensuring knowledge transfers from classroom to workplace.

TEA™ Delivery Framework: Our signature approach structures every module into three phases for maximum retention and practical application:

·         Theory: Core concepts & frameworks

·         Examples: Live demonstrations & case studies

·         Application: Hands-on exercises & practice

ADDIE Instructional Design: Analyse → Design → Develop → Implement → Evaluate

Systematic course design ensures content relevance, logical progression, and alignment with organisational learning objectives

Kirkpatrick Evaluation Model: L1 Reaction · L2 Learning · L3 Behaviour · L4 Results

Four-level evaluation measures participant satisfaction, knowledge gained, on-the-job application, and business outcomes.

Participants leave every session with skills they can apply immediately, not just theory they will forget.

Foundations, Data & Forecasting

1-    Introduction to AI in Accounting

·      What AI is and why it matters for accounting

·      How generative AI and LLMs work in plain language

·      The current AI landscape for finance professionals

·      Key terminology: tokens, prompts, models, hallucinations

·      Hands-on: First AI interactions for accounting tasks

2-    AI & Financial Data Management

·      AI for data extraction, cleansing, and standardisation

·      Automating data entry and reconciliation with AI

·      Natural language querying of financial databases

·      Data governance and quality assurance with AI tools

·      Exercise: AI-Powered Financial Data Cleanup

3-    AI in Financial Forecasting & Planning

·      AI-driven revenue forecasting and trend analysis

·      Cash flow prediction and working capital optimisation

·      Scenario planning and sensitivity analysis with AI

·      Integrating AI insights into FP&A processes

·      Exercise: AI-Assisted Forecast Model

Audit, Taxation & Decision Support

4-    AI in Audit & Compliance

·      AI for continuous auditing and anomaly detection

·      Automated control testing and evidence gathering

·      Risk assessment and fraud detection with AI

·      Regulatory compliance monitoring and reporting

·      Exercise: AI Audit Risk Assessment

5-    AI in Taxation

·      AI-assisted tax research and regulation tracking

·      Automating tax compliance and filing workflows

·      Transfer pricing analysis and documentation with AI

·      Tax planning scenarios and optimisation strategies

·      Exercise: AI-Powered Tax Research Workflow

6-    AI for Decision Support Systems

·      Building AI-powered executive dashboards

·      Predictive analytics for financial decision- making

·      AI-generated narrative reporting and insights

·      KPI monitoring and automated alert systems

·      Exercise: Executive Dashboard Design Sprint

Advisory, Governance & Implementation

7-    AI in Client Advisory Services

·      AI-enhanced client onboarding and due diligence

·      Personalised financial advisory with AI insights

·      Automating client reporting and communication

·      AI for wealth management and portfolio analysis

·      Exercise: AI-Enhanced Client Advisory Simulation

8-    AI Governance, Ethics & Risk in Finance

·      AI governance frameworks for financial services

·      Regulatory landscape: IFRS, Basel, and AI- specific rules

·      Bias detection and ethical AI in financial decisions

·      Model risk management and explainability requirements

·      Exercise: AI Governance Policy Draft

9-    AI Implementation Roadmap & Future

·      Building the business case for AI in your function

·      Stakeholder alignment and change management

·      Pilot design, measurement, and scaling strategies

·      The future of AI in accounting and financial services

·      Capstone: 30-Day AI Pilot Action Plan

BTS attendance certificate will be issued to all attendees completing minimum of 80% of the total course duration.

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