IBM

AI for FP&A Automation & Modeling

IBM

AI for FP&A Automation & Modeling

LearnQuest Network

Instructor: LearnQuest Network

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Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

3 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

3 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Write structured AI prompts that standardize messy financial data and validate cleaned outputs.

  • Generate financial model logic with AI and audit it for errors and bias before it goes live.

  • Apply AI to anomaly detection and reconciliation with review trails that keep models trustworthy.

  • Build governance habits — prompt guardrails, output logging, audit evidence — that meet finance standards.

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Recently updated!

July 2026

Assessments

4 assignments¹

AI Graded see disclaimer
Taught in English

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Build your Finance expertise

This course is part of the IBM Financial Planning and Analysis (FP&A) with AI Skills Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from IBM

There are 4 modules in this course

Manual data cleanup quietly consumes much of every finance team's time. This module teaches financial planning and analysis (FP&A) analysts how to automate data preparation with generative AI while keeping human judgment and governance firmly in control. Learners identify which data-cleaning tasks are worth automating, write structured AI prompts that standardize messy, multi-source financial data, and design validation checks that confirm cleaned outputs are accurate, complete, and audit-ready. The module covers data quality, data profiling, error and anomaly detection, account-code mapping, reconciliation, duplicate removal, and exception handling, and it shows how rules-based automation and AI-assisted cleaning work together in a single workflow. It is built for analysts, accountants, and finance professionals who want practical, no-code AI skills for faster, more reliable financial reporting, data analysis, and month-end close.

What's included

6 videos2 readings1 assignment

Use generative AI to build and extend financial models faster, without giving up accuracy or control. This module shows finance professionals how to write effective AI prompts that generate spreadsheet formulas and model structures, how to translate AI suggestions into clean, auditable models with a clear input-calculation-output architecture, and how to review AI-generated logic for errors, hard-coded values, and bias before it reaches a live model. Topics include AI-assisted financial modeling, prompt engineering for finance, driver-based modeling, spreadsheet model design and structure, formula auditing, model validation, error and bias detection, and responsible AI use with human oversight. Designed for FP&A analysts, financial analysts, and accounting and finance teams adopting AI across budgeting, forecasting, and planning workflows, it builds practical, governance-ready model-building skills.

What's included

5 videos1 reading1 assignment

Learn to validate AI-assisted financial models so their numbers can be trusted and defended. This module on model validation, anomaly detection, and financial reconciliation shows FP&A analysts and finance teams how to catch errors before they reach decisions. Explore how AI flags unusual transactions and balances, how to reconcile model outputs against control totals and the general ledger, and how to design review trails and approval workflows that keep AI-assisted forecasting, budgeting, and reporting auditable. Build practical skills in exception management, financial controls, risk-based escalation, and AI governance for finance — no coding required. Ideal for financial planning and analysis, accounting, internal audit, and corporate finance professionals who want to adopt AI responsibly and produce decision-ready numbers.

What's included

5 videos1 reading1 assignment

Use generative AI across FP&A, budgeting, and financial reporting with confidence — and keep every output defensible. This module teaches responsible AI practices for finance: how to recognize where AI fails, including hallucination, model drift, and bias, and how to tell low-risk uses from high-risk ones. You'll learn to tier AI use cases by risk, design prompt and output guardrails, log AI interactions for audit, and build approval workflows with defined roles, thresholds, and escalation. Topics include AI governance, AI risk management, model risk, AI auditability, data lineage, prompt guardrails, output logging, audit evidence, and human-in-the-loop oversight. Designed for FP&A analysts, financial analysts, accountants, controllers, and finance, risk, and compliance teams adopting AI in budgeting, forecasting, and reporting, it builds practical, audit-ready governance skills.

What's included

5 videos1 reading1 assignment

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LearnQuest Network
217 Courses1,006,330 learners

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.