AI for Finance: Financial Modeling with Generative AI 2026

Covers the basics of financial modeling, including components like inputs, calculations, and outputs.

Explains critical steps in financial modeling and how AI enhances each stage.

How AI gathers, processes, and analyzes financial data with practical examples.

In this Hands-On Learning activity, you will apply foundational financial modeling concepts, understand the role of AI in streamlining model creation, and explore how AI can help in data analysis. This activity draws solely from this section’s lessons and is designed to be completed in exactly 60 minutes.

What are different types of tools available for financial modelling 

Explores Limitations in these tools and strengths

How to you select the best tool for your customized needs in financial Modelling

Recap of key concepts covered, including Generative AI fundamentals, tools, and applications in financial modeling.

In this Hands-On Learning activity, you will explore how to select and evaluate Generative AI tools for financial modeling. You’ll analyze features, limitations, and fit for specific modeling needs using content from this section. The total duration of the activity is 60 minutes.

Dive into how predictive financial models, enhanced with GenAI, provide deeper insights for better financial planning and risk assessment.

Introduction to predictive modeling for financial forecasting and its importance.

Overview of different Generative AI models for prediction and selecting the right model for your needs.

Practical demonstration of using AI tools to predict revenue and expenses.

In this Hands-On Learning activity, you will apply the fundamentals of predictive modeling and explore how Generative AI assists in forecasting key financial metrics. This activity uses content from this section only and will take exactly 60 minutes to complete.

Overview of advanced tools like DataRobot and H2O.ai for predictive modeling.

Step-by-step demonstration of using DataRobot for building and validating financial models.

Explains metrics like Mean Absolute Error and Mean Squared Error to evaluate the accuracy of AI predictions.

This 60-minute Hands-On Learning activity will help you apply concepts from Module 5: Advanced Tools and Techniques. You’ll explore how to build a simple AutoML-powered forecast using a simulated process similar to platforms like DataRobot, and evaluate model accuracy.

Demonstrates how predictive models are applied to a Stock prices and return

Covers strategies for applying AI-driven predictions for revenue and expense projections.

Guides learners on creating decision tables and dashboard for decision making.

Summary of how predictive models enhanced with AI can lead to superior financial decision-making and planning.

This 60-minute Hands-On Learning activity helps you apply financial modeling skills in realistic business scenarios. You’ll use provided case data to simulate investment forecasting, budget planning, and dashboard creation — based entirely on concepts from Module 6.

Learn how GenAI enhances risk assessment, improves mitigation strategies, and assists in proactive risk management.

Using AI tools to conduct market research and develop assumptions for financial models.

Explores creating detailed expense models tied to revenue strategies using AI insights.

Demonstrates creating input templates for updating assumptions dynamically and monitoring performance.

This 60-minute Hands-On Learning activity guides you through the process of identifying, researching, and validating assumptions for financial modeling using Generative AI tools. You’ll focus on creating realistic revenue and expense assumptions for a hotel business.

Revenue forecasting with AI, focusing on granular segmentation and data integration.

Explains identifying expense drivers and linking them dynamically to financial models.

Integrating revenue and expense models for cohesive forecasting.

This 60-minute Hands-On Learning activity helps you apply detailed forecasting techniques by modeling revenue segments, analyzing expense patterns, and projecting cash flows using IRR. You’ll simulate a quarterly forecast for a retail chain.

Learns will understand to build scenario tests and sensitivity analysis

Explore other Financial Models that can enable decision making

Wraps up entire section, talk about next steps

Summary and practical insights on applying generative AI for effective risk management.

This 60-minute Hands-On Learning activity will walk you through scenario and sensitivity analysis using a simplified hotel budget case. You’ll simulate risks, compare assumptions, and explore different model types to understand financial outcomes.

Introduction to advanced GenAI techniques for optimizing financial models and enhancing analytical capabilities.

Introduces optimization techniques like linear programming and genetic algorithms for financial decisions.

Covers reinforcement learning to optimize real-time financial decisions like pricing and investment strategies.

Combines predictive modeling, reinforcement learning, and optimization for comprehensive strategies.

This 60-minute Hands-On Learning activity focuses on using AI-based optimization to improve financial performance. You will simulate dynamic decision-making with constraints and compare optimization strategies using reinforcement learning concepts.