[01] COURSE INTRODUCTION
This course is designed to equip finance professionals with essential knowledge and practical skills to harness AI tools for streamlining financial processes, automating routine tasks, enhancing data analysis,and optimizing cash flow management.
[02] COURSE OUTCOMES
By the end of this course, participants will be able to:
• Understand the impact of AI on modern financial operations and strategic decision-making
• Apply AI-powered tools for efficient financial data analysis and reporting
• Leverage AI to automate financial statement analysis and derive actionable insights
• Use AI solutions to enhance cash flow forecasting and Management
[03] METHODOLOGY
Interactive Presentation | Hands-on Activities | Group Discussions | Q&A | Knowledge Assessment
[04] COURSE AIDS
Presentation Slides | Demonstration Videos | Real-World Case Studies | Interactive AI Tools
Note: Participants are required to bring a laptop with Microsoft Excel installed and a charger.
[05] WHO SHOULD ATTEND
• Finance executives
• Accountants
• Analysts
• Finance department staff looking to integrate AI tools into
their daily workflows.
[06] DATE, TIME & FEE
Date: 16 May 2025 (Fri)
Time: 9.00am – 5.00pm
Venue: Mercure Kuala Lumpur Trion
FEE: [ HRD Corp Claimable ]
- Early Bird Offer (before 28 Apr 2025) – RM 820
- Special Offer (before 12 May 2025) – RM 860
- Normal Fee – RM 900
>> Fee includes Course Notes, Meals, Certificate of Completion and 8% Service Tax
** OFFER **
- 10% Cashback for SST2u Learner Card+ (SLC+) members. T&Cs applied.
HRDCorp Claimable Course:
Trainer MyCoiD: 429594X
Course Scheme: HRDCorp Claimable Course Course
Type: Public
Course Code:
[07] COURSE OUTLINE
Module 1: Introduction to AI in Finance
• Overview of AI and its applications in finance
• How AI is transforming financial operations
• Real-world examples of AI in financial decision-making
Module 2: Utilizing AI for Financial Data Analysis
• Hands-on demonstration: Using AI tools to automate data analysis
• Tools like ChatGPT or other AI systems for generating financial insights
• Using AI to summarize, clean, and interpret financial data
• Case Study: AI in financial forecasting & budgeting
Module 3: AI-Powered Financial Statement Analysis
• Inputting financial statements into AI tools for faster analysis
• Detecting trends, variances, and improvement areas through AI-generated reports
Module 4: AI for Optimizing Cash Flow Management
• Automating cash flow tracking and reporting using AI
• Tools that forecast cash flow and suggest optimizations
• Group activity: Participants use AI tools to create cash flow reports
Q&A Session
End of Training
[08] TRAINER PROFILE
DR. LEE HUI SHAN
HRD Corp Accredited Trainer, Associate Professor (Finance)
Dr. Lee Hui Shan is an Associate Professor at the Faculty of Accountancy and Management, Universiti Tunku Abdul Rahman (UTAR), Malaysia. A certified HRD Corp accredited trainer and accomplished financial consultant, Dr. Lee is widely recognized for her ability to make complex financial concepts accessible to non-finance professionals.
She is an experienced trainer for Certified Financial Planner (CFP) programs and has successfully guided many candidates toward professional certification. With a PhD in Economics and an MBA in Finance, her academic and industry credentials are complemented by extensive research achievements - having published over 300 journal articles and columns in leading publications such as The Star, Sin Chew Daily, and Nanyang Siang Pau.
Dr. Lee has delivered numerous workshops on financial literacy, publishing in high-impact journals, research grant writing, and applied data analysis. She has also led over 30 research and consultancy projects funded by government, international, and private institutions. Her work has earned her multiple accolades, including Best Researcher, Best Paper, and Teaching Excellence awards.
She brings to this course a rare blend of academic depth, practical industry insight, and engaging delivery - ensuring that finance becomes a tool, not a barrier, for managers and professionals.
[09] ENQUIRY & REGISTRATION
Enquiry: yes@sst2u.com
Contact:
- Whatsapp Only (012 - 824 8874)
- General - (03 - 8604 7270)
- Teo (011 - 3178 9203)
- Logesh (012 - 503 0346)
- Siti (012 - 383 8603)
- Nisa (019 - 851 5134)
Learn more about financing Here