AI-Driven Financial Modeling

About this course

AI-Driven Financial Modeling is our flagship finance programme for CFOs, FP&A leads, analysts, consultants and founders in Nairobi and across East Africa. Over three intensive days you build a complete, investor-grade financial model from a blank workbook: revenue drivers, operating costs, working capital, debt schedules, a fully linked three-statement model, DCF and comparables valuation, and a scenario and sensitivity engine. What makes this course different is the AI layer — you learn exactly where Claude and Microsoft Copilot accelerate modelling (assumption research, formula drafting, error hunting, documentation, board commentary) and, just as importantly, where they must never be trusted without review. You leave with your own working model template, an AI prompt library for finance, and a repeatable review checklist.

Class goals

• Structure models to institutional best practice: clean inputs, calculations and outputs
• Build a fully integrated three-statement model that balances every period
• Value a business with DCF, trading comparables and precedent transactions
• Run scenarios, sensitivities and Monte Carlo-style stress tests with confidence
• Use Claude and Copilot to draft formulas, audit errors and write board-ready commentary
• Apply an AI governance and review checklist so every output is verified before it ships

Course outline

• 1Modelling foundations, architecture and error-proofing
• 2Driver-based revenue, cost and working capital build
• 3Integrated three-statement model with debt schedules
• 4DCF valuation, WACC and comparables analysis
• 5Scenario, sensitivity and risk engine
• 6Claude & Copilot for modelling, auditing and board commentary
• 7Capstone: present your model and valuation to the room

Programme modules

Who should attend

• CFOs, finance managers and FP&A professionals
• Investment, credit and equity research analysts
• Corporate finance, transaction advisory and consulting teams
• Founders and CEOs raising capital or building forecasts
• Accountants ready to move from reporting into forward-looking finance

What you'll walk away with

• A fully linked three-statement operating model (P&L, balance sheet, cash flow)
• A DCF valuation with WACC build-up, terminal value and football-field output
• A scenario and sensitivity engine with base, upside and downside cases
• An automated management dashboard with KPI and variance reporting
• A personal AI prompt library and model-review checklist for finance work

Delivery

• 3 consecutive days, 8 hours per day, hands-on in Excel throughout
• Live online or in person in Westlands, Nairobi
• Maximum 12 participants per public cohort for individual attention
• Includes model templates, AI prompt library and certificate of completion
• 30 days of post-course email support on your own models

Frequently asked questions