AI for FP&A & Financial Planning

FP&A and finance analysts learn to use AI for modeling, forecasting, and board-ready analysis. The course covers modeling assistance, forecasting, variance analysis, narrative and decks, and controls. Learners finish able to produce trusted analysis and clear stories faster.

What this course covers

The course runs across 10 topics, each one a short adaptive session rather than a recorded lecture. The tutor explains the idea, works an example, checks understanding, and adjusts the next step to the answer given.

AI-Assisted Financial Modeling & Formula Generation — Learn to write complex Excel/Google Sheets formulas, build dynamic financial models, and debug calculation errors using AI prompts.
Scenario-Based Decision Exercise: Model Architecture — Evaluate AI-generated model structures for a new business line, choosing the optimal variables, assumptions, and constraints to ensure model integrity.
Predictive Forecasting & Trend Analysis with AI — Apply AI forecasting models to historical financial data to project future revenues, expenses, and cash flows while accounting for seasonality.
Automating Variance Analysis & Anomaly Detection — Use AI to instantly compare actuals against budgets, identify key drivers of variance, and flag unusual transactions or data anomalies.
Scenario-Based Decision Exercise: Navigating Forecast Anomalies — Navigate a sudden market shift by using AI to rapidly re-forecast and deciding which strategic recommendations to present to leadership.
Drafting Executive Narratives and Commentary — Translate complex spreadsheet data into concise, high-impact written commentary and executive summaries tailored for the C-suite.
Building Board-Ready Decks with AI Support — Structure and refine financial presentation slides, using AI to generate compelling data visualizations, charts, and key talking points.
Scenario-Based Decision Exercise: The Boardroom Pitch — Deliver a high-stakes financial review to a simulated board of directors, dynamically using AI to answer tough, ad-hoc financial questions in real time.
AI Governance, Data Privacy, and Error Prevention in FP&A — Establish strict controls, verify AI-generated outputs for 'hallucinations', and ensure sensitive financial data remains secure and compliant.
Hands-On Capstone: The Integrated FP&A Cycle — Execute a complete end-to-end FP&A task—from raw data ingestion and AI modeling to generating a final board-ready report and presentation.

Skills you build

Results are measured against named skills in the OneRange taxonomy of more than 10,000 skills, so a manager sees proficiency per skill rather than a completion tick. This course maps to Budgeting & Financial Planning, AI Tool Usage, Financial Forecasting, Fp&a Financial Modeling, Budgeting, Forecasting, and Planning, What-If & Scenario Analysis, Variance Analysis.

Budgeting & Financial Planning
AI Tool Usage
Financial Forecasting
Fp&a Financial Modeling
Budgeting, Forecasting, and Planning
What-If & Scenario Analysis
Variance Analysis

Who it is for

FP&A, finance analysts. The material is pitched at advanced level, and takes roughly 150 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

It sits in the Function: FP&A track of the Vero AI Catalog, and can be assigned to one person, a team, or the whole company.

How it is delivered and assessed

Delivery is conversational and interactive, including guided lab, branching scenario exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a lab assessment of 5 items, with a pass mark of 70%.

Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Also in this track

All Finance AI training courses →
AI for Accounting & Bookkeeping: Advanced — An advanced course for controllers, senior accountants who already use AI in daily work. It moves beyond the essentials into close automation, anomaly detection, reconciliation at scale, and audit-ready controls, with an emphasis on quality control, automation, and judgment at scale.
AI for Treasury, AP & AR — A cash-operations course: AI for cash forecasting, invoice processing, and collections prioritization. Learners automate a working-capital workflow while keeping financial controls intact.
AI for Finance & Accounting: Core — This course helps finance teams use AI for analysis, forecasting, and document work with rigorous accuracy checks. Learners apply AI to reporting, forecasting, and document processing, and build the controls that keep output trustworthy. They leave faster and still audit-ready.
AI for Accounting & Bookkeeping: Core — Accountants and bookkeepers learn to apply AI to transaction processing, reconciliation, and reporting. The course covers categorization, reconciliation aids, document extraction, reporting, and accuracy controls. Participants finish able to close faster while keeping the books clean.
AI for Finance & Accounting: Essentials — Learners will be able to use AI for everyday finance work while keeping every number checked. The course covers explaining unfamiliar spreadsheet formulas, drafting polite payment reminders, and turning a month of expenses into tidy categories. They leave with a firm habit: AI drafts, a person verifies, the source decides.
Finance AI Readiness — Finance AI Readiness: where each person stands today.
AI for Finance Teams — Analysis, forecasting, and documents with accuracy controls

Frequently asked questions

How long does this course take?

It runs roughly 150 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

How is it assigned to a team?

An administrator assigns it from the Vero dashboard to one person, a team, a department or the whole company, and sees progress and results per person and per skill.

Can we customise it with our own documents and terminology?

Yes. Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Course code FUN-FPA.