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  1. Courses
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  3. GenAI for Financial Forecasting and Planning

GenAI for Financial Forecasting and Planning

Discover how Generative AI can transform financial forecasting and planning. Learn to automate tasks, boost accuracy, and focus on strategic insights with real-world tools designed for finance professionals.

Manish Gupta
Manish Gupta
Data Science | intermediate | 1 hour 15 minutes |   Published: Apr 2025
In partnership with:  Coursera

    Discussions

Overview

1.2kSTUDENTS*
92.1%RECOMMEND*
  • 1 hour 15 minutes of on-demand video  
  • Certificate of completion  
  • Direct access/chat with the instructor 
  • 100% self-paced online 

As a financial professional with years of experience, I’ve seen firsthand how financial planning and forecasting can often take 2-3 months to complete. The process involves extensive research, manual data gathering, and the labor intensive task of forecasting future performance. Now, imagine if you could automate those same tasks, reducing the time and effort needed while significantly improving accuracy. What if the bulk of that work could be done with AI, giving you more time to focus on strategic decision making?


This course introduces you to the power of Generative AI (GEN AI) in financial forecasting and planning. You’ll learn how to use cutting edge AI tools to automate financial predictions, enabling faster, more accurate forecasts. This course is tailored specifically for finance professionals who are ready to integrate AI into their workflows, with a focus on real-world applications, practical demonstrations, and actionable insights. This course is not just about AI theory it’s about practical tools that will immediately impact your ability to forecast and plan with greater precision and speed.

Skills You Will Gain

Generative AI
Data Quality
Ethical AI
Financial Planning
Financial Forecasting

Learning Outcomes (At the end of this program you will be able to)

  • Implement GEN AI models for financial forecasting to improve accuracy and decision-making. 

  • Utilize AI tools for strategic financial planning and scenario analysis. 

  • Navigate challenges in deploying GEN AI, including data quality, model biases, and integration issues. 

  • Apply best practices for using open-source AI models to build customized financial tools. 

 

Prerequisites

Learners should have a basic knowledge of financial forecasting and planning, along with a general familiarity with AI concepts and data analysis techniques.

Who Should Attend

This course is designed for financial analysts, planners, and data scientists who have a basic understanding of financial concepts and AI, and are looking to enhance their skills in using Generative AI for financial forecasting and planning.

Curriculum

Instructors

Frequently Asked Questions

How much do the courses at Starweaver cost?

We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.

Do you offer any certifications upon completion of a course at Starweaver?

Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.

Does Starweaver offer any free courses or trials?

No, we don't offer any free courses, but we do offer 5-day trial only on our subscriptions-based plans.

Are Starweaver's courses designed for beginners or advanced students?

Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.

What payment options are available for Starweaver courses?

We accept various payment methods such as major credit cards, PayPal, wire transfer, and company purchase orders. For more information related to payments contact customer support.

Do you offer refunds?

Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Module 1: Introduction to GEN AI in Financial Forecasting
2Module 2: Practical Application and Demonstration of Tools
3Module 3: Challenges, Best Practices, and Custom AI Tool Development

Segment 08: Limitations of AI tools in financial forecasting

Segment 09: Best Practices for effective forecasting

Segment 10: Building Custom AI Tools with Open-Source Models

Segment 11: Congratulations and Continuous Learning Journey”

Segment 01: Introduction and Welcome

Segment 02: Fundamentals of Forecasting and concepts of GEN AI in Finance

Segment 03: Create your prompts and steps in using AI models at various stage of forecasting and planning

Segment 04: Explore the framework to make your own Toolkit for Financial Forecasting

Manish Gupta

Manish Gupta

Manish is a seasoned finance and business management professional with over 15 years of experience in the hospitality industry. As the Chief Financial Officer at Htoo Hospitality, he oversees operations across six destinations and 15 hotels, managing an inventory of over 800 rooms and a workforce of 1,500+. In addition to his CFO responsibilities, he also serves as the acting CEO and head of business, leading strategic initiatives, financial planning, and the post-COVID reopening of key hotels. His expertise includes implementing ERP systems, financial planning processes, and data visualization tools to optimize hotel performance and efficiency.

A passionate advocate for learning and development, Manish is the founder of eHotel Management School, an online platform offering over 30 courses in hospitality management. With a global student base of over 100,000, his mission is to empower one million professionals in finance, business management, and technology. He has also authored a comprehensive guide on budgeting and forecasting principles for hospitality and collaborates with platforms like Coursera and Alison as an instructor. Through his work, he continues to drive innovation, lean management, and knowledge-sharing in the hospitality sector, equipping professionals with the skills needed to thrive in a dynamic industry.

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Segment 05: Demonstration Market Research and Assumptions validation with perplexity and other research tools

Segment 06: Demonstration Revenue Forecasting with GEN AI

Segment 07: Demonstration analyzing expense trends and predicting future expenses