Executive Program Financial Analytics & AI

Indian Institute of Management Kashipur (IIM Kashipur)

About Programme

The Executive Program in Financial Analytics and AI is a practice-oriented course designed for finance professionals aiming to succeed in a data-driven environment. It combines core financial principles with modern analytics and AI tools, enabling participants to transform complex data into actionable business insights.

Blends financial theory with analytics, machine learning, and AI applications

Focuses on hands-on learning in financial modeling, forecasting, and scenario analysis

Builds capabilities to evaluate firm performance and support decision-making

Explores AI use cases in forecasting, credit risk, and fraud detection, along with NLP-based insights

Introduces prompt engineering and AI-assisted tools to enhance productivity

Builds capabilities in portfolio and risk analytics to support portfolio evaluation, risk assessment, and investment decision-making

Provides exposure to Anti-Money Laundering (AML) frameworks, transaction monitoring, risk indicators, and analytics-driven compliance methodologies

Programme Content

Primers

Foundation of Financial Modelling | FMI

NCFM Pro Data Analytics & BI | NAL

Credit Risk Management | Deloitte

Certificate in Advanced Excel | NAL

Module 1: Foundations of Financial Analytics

Financial data ecosystems

KPIs across industries

Analytical thinking in finance

Data-driven decision frameworks

Module 2: Fundamentals of Statistics

Descriptive Analysis

Inferential Analysis

Application of Linear & Logistic Regression in Finance

Automation with Python for Reports

Module 3: Data Analytics & Visualization

Data cleaning & transformation

EDA for financial datasets

Dashboarding using Power BI

Visualization

Hands-on: Build a Power BI dashboard

Module 4: Financial Modeling

3-statement integrated modeling

Forecasting technique

Scenario & sensitivity analysis

Hands-on: Analysing the firm's performance from financial statement analysis

Module 5: Advanced Financial & Portfolio Analytics

Introduction to fixed Income Analytics

Estimation of Duration, Convexity

Valuation of Forward, Futures, Swaps

Black-Scholes Option Pricing Model

Time series forecasting

ARIMA, ARCH, GARCH, LSTM, Exponential smoothing for stock price forecasting

Monte Carlo simulations

Portfolio Optimization

Portfolio Rebalancing

Portfolio risk-return analytics

Valuation analytics

News Analytics – Text Mining, Word Cloud, Sentiment Analysis

Module 6: Risk Analytics

Market risk Analytics

Credit Risk (PD, LGD, EAD Models)

Liquidity Risk

Operational Risk

Risk governance frameworks

Regulatory capital (Based overview)

Risk reporting & supervision

Introduction to Enterprise Risk Management (ERM)

Hands-on: Credit risk scoring model, VaR simulation, stress testing dashboard

Module 7: AI Applications & Tools for Financial Analysts

AI tools used in Forecasting, Credit Modelling, Fraud detection

NPL for financial Reports

Additional Tools: Python basics, Power BI AI Visuals, Excel AI

Prompt engineering

Hands-on: Predictive financial models AI-Driven insights generation

Module 8: AML for finance

Core AML Frameworks

Fraud detection patterns

Intermediary risks

Analytics in AML

Rule-based vs AI-based monitoring

Red flag indicators

Case management systems

Case Study: Real-world AML failure and penalties

Programme Audience

Banking & Financial Services Executives aiming to leverage AI and analytics to enhance customer insight, risk management, and operational efficiency

Risk & Compliance Professionals looking to use AI-driven analytics to strengthen fraud detection, regulatory monitoring, and risk assessment

Data & Business Analysts in Finance keen in developing analytical and AI skills to generate actionable financial insights and business intelligence

Professionals Transitioning to Analytics Roles and bridge finance knowledge with AI and analytics skills to move into high-growth analytics careers

Finance Academicians aiming to stay aligned with evolving financial technologies and deliver industry-focused learning experiences

For Indian Participants – Graduates from a recognized University (UGC/AICTE/DEC/AIU /State Government) in any discipline with Mathematics/Statistics up to 10+2 level

For International Participants – Graduation or equivalent degree from any recognized University or Institution in their respective country

Programme Benefits

Future- Ready Skillset

Gain in-demand expertise in financial Analytics, AI, and data-driven decision making.

Career Acceleration

Enhance your profile for high-growth roles in finance, consulting, fintech and analytics.

Industry - Relevant Curriculum

Learn through practical applications, real world case studies, and hands-on tools.

Prestige of IIM Learning Experience

Earn credentials from a primer management institute and strengthen your professional credibility.

Exposure to Emerging Technologies

Stay updated with AI, machine learning, and advanced financial modeling techniques.

Executive Alumni Status

Join the prestigious alumni community and expand your professional horizons.

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Contact us for the further details

Speak with an Advisor

Pedagogy (case method, experiential learning, coaching, simulations)
Programme Objective
Testimonials
Brochure

Prashansa Uttam

Programme Advisor

+91 9403890085contact@echomind.oneMon – Fri, 9am – 5pm IST

Indian Institute of Management Kashipur (IIM Kashipur)

Executive Education Office

https://www.iimkashipur.ac.in/

Kashipur, India

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