Ai for Strategic Financial Modeling
12th - 14th, May 2026
Dusit Thani Hotel, Dubai - U.A.E.
Meet Our Trainer
David Meow
David Meow holds a Master of Science in Financial Engineering (WorldQuant University), an MBA (Heriot Watt University, UK), and an LLM in Commercial & Corporate Law (University of London), alongside elite certifications including CFA, FRM, and CA(M). A globally recognized expert in AI driven financial modeling, risk management, forensic accounting, and investment analysis, he has advised regulators, central banks, Fortune 500 companies, and leading financial institutions worldwide. With over 30 years of experience, David has trained senior executives from Maybank, CIMB, RHB, OCBC, Khazanah Nasional, and Bank Negara Malaysia, shaping AI driven financial and regulatory strategies. A certified data science professional, former board member of CFA Malaysia, FAA accreditation expert, and published thought leader, he delivers cutting edge AI insights and hands on applications that elevate financial decision making, compliance, and risk management.
Learning Outcomes Key Topic
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
- Apply Supervised & Unsupervised ML Implement regression, classification, clustering, and dimensionality reduction inside Excel
- Enhance Decision Making with Data Build dashboards and visual analytics that support executive decisions with AI driven insights
- Combat Fraud and Detect Anomalies Apply Python based anomaly detection within Excel for fraud prevention and audit preparedness
- Scale AI for the Enterprise Connect Excel to external data sources and implement large scale AI enhanced models with governance and security in mind
- Embed Ethical AI Practices Understand ethical, transparent, and compliant use of AI tools in financial environments
Reason To Attend This Training
- 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. You’ll walk away knowing exactly how to apply it inside Excel, no extra software, no coding chaos.
- Python in Excel is the game changer 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 reporting, data cleaning, portfolio dashboards. Learn how to automate the repetitive junk and free up hours weekly.
- Make better, faster decisions build predictive models, identify patterns, and bring next level intelligence into your numbers. Boss moves only.
- Hands on, not just theory every session is practical. You’ll actually build and test models, not just sit through slides.
- 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.
Course Details
Session 1: Introduction to AI and Machine Learning Concepts in Excel and Python
- - Overview of the types of Artificial Intelligence and contemporary AI tools
- - Overview of AI powered features in Excel
- - Introduction to Python integration in Excel (Python in Excel)
- - Comparison of AI enhanced Excel+Python vs. traditional Excel modeling
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Session 2: Data Management and Preprocessing in Excel with Python Support
- - Importing and cleaning financial data in Excel
- - Using Python in Excel for advanced data manipulation in Excel
- - Feature engineering using Excel functions and Python scripts
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Session 3: Predictive Analytics with Excel and Python
- - Financial forecasting using Gemini 2.5 Flash (free)/Gemini 2.5 (paid)
- - Time series forecasting using Excel's FORECAST functions and Python's statsmodels
- - Regression analysis using Python in Excel functions
- - Hands on session: Building a basic predictive model using Excel and Python integration
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Session 4: Automating Routine Financial Tasks with Python in Excel
- - Files in Folder data extraction using Power Query
- - Using Python to enhance data transformation and automation
- - Case study: Implementing automated reporting systems using Power Query and Python in Excel
Session 1: Supervised Machine Learning with Python in Excel
- - Introduction to supervised learning concepts
- - Building and training regression models (e.g., Linear Regression)
- - Building and training classification models (e.g., Logistic Regression, Decision Trees)
- - Evaluating model performance (metrics, confusion matrix, accuracy)
- - Visualizing results in Excel with Seaborn and matplotlib
- - Exporting predictions and results back to Excel
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Session 2: Unsupervised Machine Learning with Python in Excel
- - Introduction to unsupervised learning (clustering, dimensionality reduction)
- - Data cleaning and preparation in Excel with pandas
- - Implementing clustering algorithms (e.g., K means, hierarchical clustering)
- - Dimensionality reduction (e.g., PCA) and visualization
- - Interpreting clusters and principal components
- - Visualizing clusters and results in Excel
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Session 3: Combined Machine Learning with Python in Excel
- - Ensemble method
- - Machine Learning Model Validation
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Session 4: Natural Language Processing in Excel with Python
- - Text analysis using Python's NLTK library in Excel
- - Sentiment analysis of financial reports using Python in Excel
- - Visualizing NLP results in Excel charts
Session 1: AI in Portfolio Management and Investment Analysis
- - Portfolio optimization using Python's scipy in Excel
- - Creating dynamic dashboards for investment analysis with Python generated data
- - Hands on session: Developing an AI powered investment strategy using Python in Excel
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Session 2: Fraud Detection and Anomaly Analysis in Excel with Python
- - Using Python's isolation forest algorithm for anomaly detection in Excel
- - Advanced filtering techniques using pandas in Excel
- - Case study: Building a fraud detection system with Python integration in Excel
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Session 3: Integrating External Data and AI Models with Excel and Python
- - Connecting Excel to external data sources
- - Large scale data modeling in Excel with Python enabled applications
- - Best practices for model deployment and maintenance in Excel with Python scripts
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Session 4: Ethical Considerations and Data Governance in Excel with Python
- - Discussion on ethical consideration and data security for users
- - Ensuring data privacy and security in Excel models with Python integration
- - Best practices for transparent and fair AI enhanced Excel models using Python
Course Fees
Get in Touch_____________________________
- Main Office: 105 Shannon Rd, St. Augustine, FL 32095, USA
- Branch Office: Office # 209, 2nd floor, Noor Trade Center, Gulshan Iqbal Block 13 - A, Karachi, Pakistan
- +92-301-2938376
- training@corsol.net