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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