Financial Modeling with Generative AI
What you'll learn
- Evaluate the effectiveness of generative AI models for financial forecasting and risk assessment.
- Construct financial models incorporating generative AI to enhance predictive capabilities.
- Critique the use of GenAI for mitigating financial risk, emphasizing ethical considerations.
- Design advanced scenario-based financial models using generative AI for strategic decision-making.
Requirements
- A basic knowledge of financial modeling, forecasting, or risk assessment, proficiency in Excel, and interest in adopting AI tools for enhanced financial insights.
Description
Unlock the future of financial modeling with Generative AI!
As financial landscapes evolve, generative AI is transforming the art and science of financial modeling, making predictions and scenario analysis more efficient and insightful.
In this 3–4-hour course, you will explore how GenAI tools revolutionize financial modeling, enabling you to make data-driven predictions, automate workflows, and enhance decision-making with AI-powered insights.
Learn to automate cash flow forecasting, create predictive models for investment analysis, and build AI-driven risk assessments—all through hands-on examples, demonstrations, and real-life case studies.
By the end, you'll be equipped to leverage GenAI for smarter financial decisions, enhanced efficiency, and staying ahead in the dynamic finance industry.
Learning Objectives:
Evaluate the effectiveness of generative AI models for financial forecasting and risk assessment.
Construct financial models incorporating generative AI to enhance predictive capabilities.
Critique the use of GenAI for mitigating financial risk, emphasizing ethical considerations.
Design advanced scenario-based financial models using generative AI for strategic decision-making.
Target Personas:
1. Financial Analysts: Professionals wanting to incorporate AI-driven insights into financial modeling.
2. Risk Managers: Individuals focusing on improving risk assessment techniques using GenAI tools.
3. Investment Advisors: Advisors seeking to leverage GenAI for better portfolio management and scenario analysis.
4. Tech-Savvy Accountants: Accountants eager to use AI to automate financial reporting and analysis processes.
5. Finance Students: Learners seeking hands-on experience with the latest technologies in financial modeling.
Who this course is for:
- This course targets financial analysts, risk managers, investment advisors, tech-savvy accountants, and finance students, offering tools to integrate GenAI into modeling, enhance risk assessment, automate reporting, and explore advanced financial technologies.
Instructors
Starweaver is an education company comprised of hundreds of leading instructors based around the world. Our instructors are seasoned practitioners who have worked in the fields their cover and relate the subjects covered to real work situations you will encounter in your job. Thus, the concepts and worked examples are real, the coverage is at the right level of depth, and the material is straightforward.
We deliver practical and hands-on courses focused in several key domains:
1. Data Science, including big data, machine learning, data visualization, data analytics...
2. Cloud Computing, including Amazon Web Services, Microsoft Azure, Google Cloud Platform / Firebase, IoT, Platform as a Service, Infrastructure as a Services, Software as a Service...
3. Full Stack Software Development, including from front end (customer or user-facing) to the back end (the "behind-the-scenes" technology such as databases and internal architecture) including http, CSS, JavaScript, MongoDB, NodeJS, Angular, React...
4. Agility & Stability, including a broad group of frameworks and techniques involving Agile, Scrum, Kanban, TOGAF, ITIL, cybersecurity...
5. Finance, Banking, Securities & Business, including a strong emphasis on banking, finance, securities, and insurance (e.g., derivatives, credit risk management, corporate finance, financial modelling...)...
Each course is designed to boost your knowledge and skills in the shortest possible time so that you can apply what you gain immediately in your job, or that next great job you are looking to start. We cover the full range of skills from the most introductory for students and new career starters, as well as advanced or complex subjects.
If you want to take a great leap forward in your career, we are here to make that happen. Let's get going!
LEARNING IS ABOUT DETERMINATION
Persistence and determination beat the natural gifts and intelligence that you are born with. If there is only one take-away that you gain from reading about my experience and education over many years it is just that.
Luck is the second most valuable thing to possess. But, you never get lucky if you are not prepared. Your determination will get and keep you prepared, and then "getting lucky" will simply be appearing in the right place at the right time.
You don't need to be persistent or lucky all the time: just at the right time. That is, assuming you are prepared. Think of this like a surfboarder paddling out to the waves. Prepare and train so you are ready. Paddle out and put yourself in what you see at the "right" position. Watch the waves and currents. Use your training to adjust your position. And, when the timing is right, paddle furiously, get on your board, apply what you've been trained to do and give it everything you've got!
MY COMMITMENT TO YOU
I am dedicated to designing, developing and delivering great content for you. I hope I have done that successfully here, and I believe you can see that in the 100s of 1000s of students signed up for my courses.
I have been creating live and recorded courses for many years, and have a great team of instructors who deliver excellent content. All of these instructors are former (or current) practitioners, so what you will learn is designed and created with real world applications in mind.
EDUCATION IS A PARTNERSHIP BETWEEN STUDENT & INSTRUCTOR
i believe education needs to be interactive and engaging. For you to really learn, you need to be involved, to ask questions, and to interact with me, your instructors, and your fellow students. Gone are the days of memorization. By getting involved you will challenge me (and yourself) so that you solidify your understanding and your ability to apply what you learn in your job and life.
Here are some suggestions that will help you out:
1. Commit to start your course on a specific date and time.
2. Commit to dedicate X hours per day to that course (ideally at the same time of day/night)
3. Review what you didn't understand after you have moved forward. That is, 'go back to go forward.'
4. Participate in our community. Ask questions. Push back on what is presented. Make us do more to help you learn. If we (or any other instructor) doesn't do that, then the courses simply become dusty content on your digital shelf. You will actually have learned very little.
My singular goal is to spread useful knowledge and skills to you. That is why I am here. Feel free to reach out to me in our classes and online.
Always be learning.
~ Paul
We are leaders in banking, financial services, and insurance (BFSI) education, delivering cutting-edge training solutions to professionals and enterprises worldwide. At Globecon, we specialize in equipping financial professionals with the technical knowledge, analytical skills, and strategic insights required to excel in today’s rapidly evolving financial landscape. Our expertise spans across investment banking, risk management, compliance, financial modeling, fintech, and emerging market trends, ensuring that our learners stay ahead of the curve. Through a combination of instructor-led training, digital learning platforms, and real-world case studies, we provide actionable, industry-relevant education that drives professional growth and institutional excellence.
We understand that the financial industry operates in an environment of constant regulatory changes, technological disruptions, and shifting market dynamics. That is why our programs are designed in collaboration with industry practitioners, banking executives, and regulatory experts, ensuring that the content is not only academically sound but also practical and immediately applicable. Our courses cover everything from advanced portfolio management and algorithmic trading to Basel III/IV compliance and ESG investing, offering professionals at all levels—from analysts to C-suite executives—the knowledge and tools they need to thrive. By leveraging AI-powered learning platforms, real-time simulations, and interactive case studies, we bridge the gap between theory and application, making complex financial concepts engaging, relevant, and easy to implement.
We don’t just teach finance—we transform the way professionals think, analyze, and apply financial knowledge. Our certification programs, executive education workshops, and customized corporate training solutions empower organizations to build high-performing teams capable of navigating market volatility, regulatory scrutiny, and competitive pressures. Whether it’s training risk analysts on stress testing and liquidity management, equipping investment bankers with M&A structuring expertise, or guiding compliance officers through AML/KYC best practices, our programs ensure that learners gain the critical skills necessary to drive business success. Our global reach and deep domain expertise make us the preferred partner for leading financial institutions, hedge funds, private equity firms, and central banks.
Our mission is simple yet powerful: to revolutionize finance education by combining deep industry knowledge with innovative learning methodologies. We are committed to fostering a culture of continuous learning and professional development, enabling financial professionals to adapt, innovate, and lead in an increasingly digital and data-driven world. Whether through instructor-led masterclasses, immersive e-learning, or AI-driven analytics training, Globecon is at the forefront of financial education—equipping today’s professionals with the skills to solve tomorrow’s financial challenges.