In-Person & Live Online

Ai for Strategic Financial Modeling

Integrating Artificial Intelligence and Machine Learning into Excel

8th – 10th September 2026 Riyadh, Saudi Arabia & Live Online

Riyadh (GMT +3)08:30 AM – 05:00 PM
London (GMT +1)06:30 AM – 03:00 PM
Dubai (GMT +4)09:30 AM – 06:00 PM
Malaysia (GMT +8)01:30 PM – 11:00 PM
Secure Your Seat View Agenda
At A Glance

Course Overview

This cutting-edge program equips finance professionals with the strategic advantage of integrating Artificial Intelligence and Machine Learning into Excel driven financial modeling.

Over three immersive days, participants explore how Python powered Excel tools revolutionize forecasting, risk analysis, portfolio management, and anomaly detection shifting finance functions from reactive to predictive.

From AI fundamentals to advanced supervised and unsupervised learning models, the course enables attendees to automate routine tasks, perform robust predictive analytics, and construct scalable, ethical, and intelligent financial systems.

Spaces are limited — secure your seat today
Course Duration
3 Days
Format
In-Person & Live Virtual Training
Event Code
CSM-AIFM-110
Certification
Certificate of Attendance
Core Focus
AI, Machine Learning & Python in Excel
FINANCE

Key Learning Outcomes

By the end of this 3-day intensive training, participants will be able to:

✓
Demystify AI in Finance

Understand core AI and machine learning principles tailored to financial modeling, with practical applications inside Excel.

✓
Unlock Excel’s AI Power

Leverage AI-powered Excel functions and integrate Python directly into Excel workflows for real-time financial analysis.

✓
Automate with Precision

Build automation pipelines for repetitive financial tasks using Power Query and Python scripts, minimizing errors and saving hours.

✓
Master Predictive Modeling

Design and deploy forecasting models using Excel and Python to anticipate trends, assess risks, and drive smarter strategy.

AGENDA

Training Agenda

3-Day Immersive Programme

Day 1
Foundations of AI-Enhanced Financial Modeling
🧠
Session 1: AI & Machine Learning Concepts
  • Overview of AI-powered features in Excel.
  • Introduction to Python integration in Excel.
  • AI-enhanced Excel+Python vs. traditional modeling.
Session 2: Data Management in Excel
  • Importing and cleaning financial data in Excel.
  • Using Python in Excel for advanced data manipulation.
  • Feature engineering using Python scripts.
Session 3: Predictive Analytics
  • Financial forecasting using Gemini 2.5 Flash.
  • Time series forecasting using Excel's FORECAST.
  • Hands-on: Building a basic predictive model.
Session 4: Automating Routine Tasks
  • Files in Folder data extraction using Power Query.
  • Using Python to enhance data automation.
  • Case study: Implementing automated reporting systems.
Day 2
Advanced AI Techniques in Excel with Python
🚀
Session 1: Supervised Machine Learning
  • Building and training regression models.
  • Evaluating model performance (confusion matrix).
  • Visualizing results with Seaborn and matplotlib.
Session 2: Unsupervised Machine Learning
  • Data cleaning and preparation with pandas.
  • Implementing clustering algorithms (K-means).
  • Dimensionality reduction (PCA) and visualization.
Session 3: Combined Machine Learning
  • Ensemble method.
  • Machine Learning Model Validation.
Session 4: Natural Language Processing
  • Text analysis using Python's NLTK library in Excel.
  • Sentiment analysis of financial reports.
  • Visualizing NLP results in Excel charts.
Day 3
Implementing and Scaling AI in Excel
📈
Session 1: AI in Portfolio Management
  • Portfolio optimization using Python's scipy in Excel.
  • Creating dynamic dashboards for investment analysis.
  • Hands-on: Developing an AI-powered strategy.
Session 2: Fraud Detection & Anomaly Analysis
  • Python's isolation forest algorithm for anomaly detection.
  • Advanced filtering techniques using pandas.
  • Case study: Building a fraud detection system.
Session 3: Integrating External Data & Models
  • Connecting Excel to external data sources.
  • Large-scale data modeling in Excel with Python.
  • Best practices for model deployment and maintenance.
Session 4: Ethical Considerations & Governance
  • Discussion on ethical consideration and data security.
  • Ensuring data privacy and security in Excel models.
  • Best practices for transparent and fair AI models.
08:30 am – 09:00 amRegistration & Coffee Break
09:00 am – 11:00 amCourse Session
11:00 am – 11:30 amNetworking & Coffee Break
11:30 am – 01:00 pmCourse Session
01:00 pm – 02:00 pmNetworking & Luncheon
02:00 pm – 03:00 pmCourse Session
03:00 pm – 03:30 pmNetworking Break
03:30 pm – 05:00 pmCourse Session

Who Should Attend?

This program is built for forward-thinking professionals ready to lead the AI shift in finance. Ideal for:

  • 👔
    C-level Executives & CFOs driving AI-powered finance transformation.
  • 📊
    Financial Analysts & Managers enhancing forecasting & automation.
  • 💼
    Investors & Portfolio Managers applying AI to strategy & dashboards.
  • 🛡️
    Risk & Compliance Officers using Python in Excel for fraud & anomaly detection.
  • 💻
    BI & Data Analysts, Excel Power Users embedding Python/AI into daily workflows.

Course Deliverables

Acquire implementable tools & frameworks

  • 🎓
    Certificate of Attendance

    Recognized documentation of your AI Financial Modeling training.

  • 🗺️
    Python in Excel Scripts

    Ready-to-use Python codes for automation, forecasting, and data cleaning.

  • 📋
    Predictive Modeling Templates

    Templates for implementation of regression and classification models.

  • 📊
    AI Governance Checklists

    Tools to ensure data privacy, security, and ethical use of AI models.

Why You Should Attend?

If you're tired of being stuck in legacy mode spreadsheets and ready to slay with AI-powered strategy, this training is your green light.

🚀

Future-Proof Skills

Traditional spreadsheets just won’t cut it anymore. This course isn’t just about upgrading your Excel game; it’s about future-proofing your entire finance skillset.

🤖

AI is Reshaping Finance

From forecasting to fraud detection, AI is transforming how financial decisions are made. Walk away knowing exactly how to apply it inside Excel.

🐍

Python in Excel

Microsoft’s integration of Python into Excel is revolutionizing financial modeling. Be among the first wave of professionals to use it with confidence.

⚡

Automate the Boring Stuff

Automate reporting, data cleaning, and portfolio dashboards. Learn how to eliminate repetitive tasks and free up hours weekly.

FAQ

Frequently Asked Questions

This intensive 3-day masterclass equips finance professionals with the strategic advantage of integrating Artificial Intelligence and Machine Learning into Excel driven financial modeling.

C-level Executives & CFOs, Financial Analysts & Managers, Investors & Portfolio Managers, Risk & Compliance Officers, BI & Data Analysts, and Excel Power Users.

The course covers Python in Excel, Automating Financial Tasks, Predictive Modeling, Supervised & Unsupervised ML, Fraud Detection, and Data Governance.

David Meow, a globally recognized expert in AI driven financial modeling, risk management, and investment analysis with over 30 years of experience consulting for top financial institutions.

The course is delivered as an In-Person (Riyadh, Saudi Arabia) and Live Virtual Training spanning 3 days (8th - 10th September 2026).

For online delegates: Individual delegates are USD 1,395, groups (2-4) are USD 1,195/delegate, and corporate groups (5+) are USD 1,095/delegate. On-site pricing varies, please refer to the brochure for Riyadh venue pricing.

Yes, all participants will receive a Certificate of Attendance from Corsol Corporate Solution upon successfully completing the training.

Investment & Registration

Event Code: CSM-AIFM-110  |  8th – 10th September 2026  |  Riyadh, Saudi Arabia & Live Online

Delegate 1

USD 1,395

Book 1 delegate

Online Attendance

Group

USD 1,195

Book 2 to 4 delegates

Online Attendance · Best Value

Corporate

USD 1,095

Book 5 or more

Online Attendance · Excl. taxes

Delegate 1

USD 2,295

Book 1 delegate

Early-Bird - Book by 24th August 2026

Group

USD 2,045

Book 2 to 4 delegates

Early-Bird - Book by 24th August 2026 · Best Value

Corporate

USD 1,795

Book 5 or more

Early-Bird - Book by 24th August 2026 · Excl. taxes

Enrollment Request

Payment is required within 5 working days of receiving the invoice.

★★★★★

Verified Attendee
Secure your seat →