Executive Certificate in Strategic Finance with AI
- Live interactive sessions with AIM faculty
- Modules on AI, ML, and other emerging technologies
- Alumni status and benefits, campus immersion and networking at the AIM campus
- 5-unit credit towards an AIM Postgraduate Diploma in Management
Lunar New Year Enrollment Benefit
As we usher in the Lunar New Year, invest in your growth and gain a competitive edge. We’re delighted to offer an enrollment benefit of USD 145 for learners enrolling before Invalid liquid dataWith limited seats available, we encourage you to book your spot soon.
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Program Overview
The finance function across the Philippines and APAC is undergoing rapid transformation driven by digital banking, fintech, and mobile-first platforms. Traditional practices like forecasting, capital allocation, and risk reporting are being reshaped by real-time data, evolving business models, and regulatory shifts. As AI and data-driven tools gain traction in forecasting, reporting, and scenario analysis, there is growing demand for finance leaders who can bridge core financial expertise with AI-enabled workflows — ensuring insights are strategic, compliant, and responsive to today’s dynamic environment.
The Executive Certificate in Strategic Finance with AI is built to respond to these changes. Through a mix of real-world case studies, hands-on digital tools and simulations, and a capstone project, the program aims to help professionals strengthen their strategic finance skills — while also becoming fluent in contemporary digital and AI-augmented approaches. The goal is to prepare participants to contribute not only to financial reporting and control, but also to strategic capital decisions, risk anticipation, and adaptive planning in a fast-changing market environment.
59%
1–3 years
USD 985mn
The Asian Institute of Management Advantage
#7
1st
Key Takeaways
By the end of this program, learners will be able to:
Understand how finance drives business strategy, value, and decision-making.
Build and apply models for budgeting, forecasting, and scenario analysis.
Use AI to automate reporting, forecasting, and variance analysis.
Leverage AI for risk detection, stress testing, and performance tracking.
Apply no-code and digital tools for modern financial planning.
Present data clearly through storytelling and visualisation.
Recognise bias, transparency, and governance considerations.
Program Highlights
Rising demand in the Philippines driven by economic growth, fintech expansion, and digital transformation.
Interactive live sessions led by experienced AIM faculty.
One-week capstone to apply learning to real-world business challenges.
One-day on-campus experience with graduation and peer networking.
Access to alumni platform, email ID, library resources, and exclusive events.
Explore AI in predictive analytics, legal risk, and banking risk evaluation.
Use AI to generate financial insights, automate Excel tasks, and streamline analysis.
Understand AI-driven risk assessment, fraud detection, investments, and personalization.
Earn a certificate from the Asian Institute of Management.
*Note - The foundation of budgeting, P&L, balance sheet, excel will help
Who is this program for?
Designed for finance and business professionals looking to strengthen strategic decision-making and integrate AI into financial workflows.
Finance professionals transitioning into strategic planning and decision-support roles
FP&A and business finance professionals enhancing forecasting and capital allocation with AI
Senior finance managers preparing for enterprise leadership and digital transformation
Controllers, accountants, and auditors moving toward strategy and value creation
Non-finance leaders who rely on financial insights for decision-making
Product, operations, or business-unit leaders who rely on financial data to support decisions and want to strengthen their financial judgement and AI awareness.
*Note - The foundation of budgeting, P&L, balance sheet, excel will help
Faculty
Clinical Professor, Head of the School of Executive Education and Lifelong Learning, Asian Institute of Management
Mr. Alberto G. Mateo, Jr., is the head of the School of Executive Education and Lifelong Learning at the Asian Institute of Management. His expertise lies in general managemen...
Faculty, Human Resources Management and Organization Development, Asian Institute of Management
Ms. Samson is a human resources executive with experience in the facets of human resource management; and specialization in organizational development, change management, huma...
Professor, Academic Program Director Master of Science in Financial Technology
Professor Daniel Broby is the Chair of Financial Technology and Director of the Centre of Financial and Regulatory Technology at Ulster University Business School. He previous...
Faculty, Data Science and AI Strategies, Asian Institute of Management
Mr. Dalangin is a data science and AI leader with over 20 years of experience. His expertise in R&D, data science, AI, and digital technologies, including machine learning, de...
Faculty, Financial Accounting and Finance Management, Asian Institute of Management
Ms. Candice Ann P. Lapan, CPA, is a faculty member at the Asian Institute of Management. Her expertise lies in strategic and general management, customer relationship manageme...
Law and Innovation Strategy, Asian Institute of Management
Atty. Jocel Isidro S. Dilag is a lawyer-innovator who acts as a strategic advisor and enabler for startups, progressive businesses, and especially manufacturer-exporters from ...
Strategic Foresight, Innovation Strategy and Management, Asian Institute of Management
He graduated from the Asian Institute of Management with the degree Master of Science in Innovation and Business where he was the sole-recipient of the TEKTONIK Scholarship Aw...
Strategic Management and Strategic Negotiation, Asian Institute of Management
Mr. Jose Adolfo M. Mariquit is a Faculty member at the Asian Institute of Management. His expertise lies in Competitive Intelligence and Strategy. He has held positions such a...
Risk Management and Business Finance Turnaround, Asian Institute of Management
Joel Santillan has been working in finance for around 30 years. Over the years, he has been a financial analyst, an investment banker, a financial advisor, and a finance execu...
Associate Professor, Academic Program Director, International Master in Business Administration
John holds a PhD in Finance and Investment from Chung Yuan Christian University, an MBA in Strategic Management, and a BA in Development Studies from the University of the Phi...
Risk Advisory & Assurance Partner at Deloitte Philippines
Mr. Enrique Victor "Jet" D. Pampolina’s expertise lies in the areas of Enterprise Risk Management, Crisis Resilience and Business Continuity Management, Internal Audit and Cor...
Clinical Professor
Jose Vicente L. Camus brings decades of experience in corporate finance, banking, and investment management to his role as Clinical Professor. He holds a Master of Science in ...
Key Skills
Strategic Finance & Capital Decisions
Capital allocation, scenario planning, investment evaluation.
AI-Enabled Forecasting & Analysis
AI-assisted budgeting, forecasting, and insight validation.
Data Analytics for Finance
Variance analysis, benchmarking, and performance dashboards.
Applied AI & No-Code Tools
Excel Copilot, no-code AI tools, and digital finance workflows.
Financial Communication & Responsible AI
Data storytelling, clear decision communication, and ethical AI use.
Modules
Module 1: Finance as a Driver of Business Strategy
Understanding strategic finance and the role of finance in shaping business direction
Linking financial metrics to value creation and competitive advantage
Strategy Maps and Financial Performance Trees
Case study: San Miguel Corporation – Strategic finance in a diversified conglomerate
Module 2: Financial Planning, Budgeting & Scenario Thinking
Traditional vs modern approaches: Zero-based, rolling, and driver-based budgeting
Scenario planning techniques and AI-enhanced “what-if” models
Building flexibility into financial plans with uncertainty in mind
Module 3: Business & Financial Modeling for Decision-Making
Best practices for structuring robust financial models
Embedding assumptions, drivers, and outputs for clarity
Using AI tools to speed up model building and stress testing
Hands-on: Create a 3-statement model with sensitivity analysis
Module 4: Capital Allocation & Investment Decision-Making
Understanding and applying NPV, IRR, payback period, and real options
Prioritizing capital investments under budget constraints
AI in project evaluation and sensitivity testing
Module 5: Digital Transformation & AI in Finance
Evolution of finance: From automation to intelligent systems
Core AI concepts: NLP, ML, predictive analytics – in plain terms
Use cases of AI in finance (planning, fraud detection, auditing, procurement)
Module 6: Automating Forecasting, Variance Analysis & Reporting
Automating data collection, transformation, and dashboarding
GPT-based assistance in variance analysis and commentary generation
Integrating Excel with AI tools (e.g., Python, ChatGPT plugins)
Module 7: AI-Driven Financial Modeling
Predictive modeling using historical trends and AI-driven assumptions
Using GPT to generate and validate assumptions and formulas
Real-time model updates based on AI forecasts
Module 8: Cash flow and Forecasting with AI
Evolving Approaches to Cash Flow Forecasting – Importance of accurate forecasting, limitations of traditional spreadsheet-based methods, and the shift toward dynamic AI-driven models.
AI in Cash Flow Prediction
AI-Enabled Financial Planning
Practical Applications and Case Insights
Module 9: Working Capital and Inventory Optimization using AI
Strategic Importance of Working Capital Management
AI-Driven Working Capital Optimization
AI in Inventory and Supply Chain Management
Practical Applications and Case Insights
Module 10: Data Visualization and Storytelling for Financial Insights
From reports to stories: Communicating financial insights effectively
Data-to-deck flow: Automating board presentation creation
AI prompts to summarize and visualize financial data
Practice: Build a compelling 2-slide narrative from P&L + KPI data
Module 11: Digital Finance Tools & Workflow Automation
Overview of tools: ChatGPT, MonkeyLearn, Excel Copilot, Power Automate
Automating repetitive financial analysis and document generation
Classifier building (e.g., expense categorization using AI)
Module 12: Integrated Business Planning (IBP) Using AI
Aligning strategy, operations, and finance using digital planning tools
Cross-functional drivers and assumptions in IBP models
Demo: Using Anaplan or Workday Adaptive Insights (simulated environment)
AI-enhanced scenario building in complex planning environments
Module 13: Cost Intelligence and Margin Analysis with AI
Analyzing cost structure dynamically using AI trend recognition
Detecting cost anomalies and predicting cost overruns
Margin variance by product, customer, or region using automated tools
Module 14: Performance Management in Digital Finance
Setting meaningful KPIs aligned to strategy
AI in real-time performance tracking and alerts
Building a performance cockpit for cross-functional teams
Module 15: Credit and Accounts Receivable Management Fintech Solutions
Fundamentals of Credit and AR Management
Digital Credit Risk Assessment & Scoring Models
AR Automation & Invoice Financing Platforms
Fintech in Collections and Credit Monitoring
Module 16: Capital Structure and Sourcing
Foundations of Capital Structure
Financing Options Across the Capital Spectrum
Strategic Financing Decisions
Technology and Data-Driven Capital Raising
Module 17: Strategic Mergers and Acquisitions
Global M&A Landscape
Fundamentals and Strategies of M&A
M&A Process and Execution
Leveraging AI in M&A
Module 18: Financial Benchmarking and Competitor Intelligence
Using AI to crawl and compare competitor KPIs and performance
Benchmarking cost structures, profitability, and capital structure
Tools to convert unstructured financial text into competitor dashboards
Activity: Build a competitive landscape heatmap with AI input
Module 19: Business Model Innovation in Financial Services
Mapping new digital business models in fintech and embedded finance
Exploring AI-driven offerings: robo-advisory, credit scoring, BNPL
Using BMC and value proposition canvas with AI tools
Module 20: Advanced Risk Analysis and Mitigation Using AI
Using AI for risk scoring and fraud signal detection
Building stress-test simulations for adverse economic scenarios
Mapping qualitative and unstructured risk data with NLP
Module 21: Responsible AI, Bias & Ethics in Financial Decisions
Finance-specific ethical challenges in AI deployment
Identifying and correcting algorithmic bias in forecasts
Establishing guardrails: Internal controls and governance for AI tools
Module 22: AI for Regulatory Reporting, Tax and Compliance
NLP for reading and summarizing regulations or financial disclosures
Automating tax computations and compliance checks
Building audit-ready documentation using AI-assisted tools
Hands-on: Use AI to extract key data points from regulatory filings
Module 23 - 24: Strategic Finance Simulation Lab
Simulated 3-year planning cycle: Budgeting, investing, course-correction
Apply forecasting, investment, risk and performance models built so far
Tool: AI-augmented planning simulator (Excel + GPT macros)
Module 25: Capstone Project
*Note - The foundation of budgeting, P&L, balance sheet, excel will help
Tools
Note: Some tools are subject to change
Case Studies
Throughout the program, participants will engage with real-world case studies and hands-on activities that demonstrate how AI and advanced analytics are reshaping strategic finance across industries.
San Miguel Corporation: Strategic Finance in a Diversified Conglomerate:
Examine how one of the Philippines’ largest conglomerates leverages strategic finance to drive growth across diverse business units.
Predictive Analytics in Finance (Broby, 2022)
Explore data-driven techniques for forecasting financial challenges, assessing credit risk, and achieving optimal outcomes, highlighting the growing role of predictive analytics in financial strategy.
AI and Contingent Legal Liabilities (Broby, Coulson & Dörfler, 2021):
Learn how AI can support the evaluation of contingent liabilities for financial reporting within IAS 37 and IFRS frameworks.
AI in Banking Risk Management (Swankie & Broby):
Assess how AI enhances risk management across credit, operational, liquidity, and reputational dimensions, and its potential to strengthen resilience and economic value in banking.
Variance Analysis and Disclosures:
A PSE-Listed Company Analyze how a publicly listed company uses variance analysis and dashboards in financial disclosures, and discuss how AI can enhance accuracy, transparency, and stakeholder value.
Hands-On Activity: Training a No-Code AI Classifier:
Build and train a no-code classifier to categorize T&E, CAPEX, and OPEX using historical GL data, then evaluate model performance and reflect on its practical application.
Case Situation: Scenario Planning in Action:
Showcases how two fictional companies used scenario planning to navigate uncertainty, cut costs strategically, and protect cash flow during disruptive events.
AI-powered scenario planning:
Explores how a major automotive manufacturer uses AI-powered scenario planning to anticipate supply chain disruptions, evaluate trends, and build multiple future scenarios.
Simulations and other Activities
Dividend Decision Simulation
Apply financial analysis and qualitative reasoning to decide whether to issue dividends, and study real-world market reactions to dividend changes.
Model-Building Workshop
Hands-on Excel session to construct sales-driven pro-forma statements and map revenue-dependent drivers across financials.
Mini-Project: AI-Powered Risk Management Dashboard
Design a dashboard to identify, assess, and monitor organizational risks using AI tools; evaluate its accuracy, compliance, and effectiveness.
Risk Event Simulation
Practice scenario planning with AI to respond to risk events and recommend corrective strategies.
Financial Modelling and Capital Planning Exercise
Demonstrates using AI in financial modelling and capital planning using data in Excel
Financial Modelling using GenAI
Providing GenAI prompts to guide participants to model a worst-case growth scenario for the U.S. sensor market by estimating the contribution of external and internal growth drivers.
Program Certificate
Upon successful completion of the program, participants will receive a verified digital certificate from the Asian Institute of Management.
Alumni Benefits
AIM alumni can be found at the highest levels of responsibility in private, public, and nonprofit sectors throughout the Asia-Pacific and in other parts of the world.
Join the vast network of AIM alumni and collaborate with an exclusive league of industry experts as you gain access to special resources, benefits, perks, and offers.
Networking Opportunities
47,000+ alumni in over 79 countries
•Use of the Knowledge Resource Center
20% off on AIM SEELL programs
Exclusive invites to events
Alumni engagement platform www.myaimconnect.com
Use of the Knowledge Resource Center
18,000 Printed Materials
Half a million electronic files
Management research reports
International databases such as Euromonitor, EBSCO
Special Savings and Pricing
Programs, seminars, and conferences
Partner establishments
Exclusive Invites to Events
Brewing@AIM
Class reunions
Annual homecoming events
President’s cup
Beer pubs
Mentoring programs
Masterclasses
*All benefits are subject to change at the direction of the Asian Institute of Management.
Emeritus Career Services
Stepping into a business leadership career requires a variety of job-ready skills. Below are services provided by Emeritus, our learning collaborator for this program. The primary goal is to give you the skills needed to succeed in your career; however, job placement is not guaranteed.
Emeritus provides the following career preparation services:
Resume building videos
Interview preparation videos
LinkedIn profile building videos
Glossary of resume templates
The Learning Experience
What is it like to learn with the learning collaborator, Emeritus?
More than 300,000 professionals across 200 countries have chosen to advance their skills with Emeritus and its educational learning partners. In fact, 90 percent of the respondents of a recent survey across all our programs said that their learning outcomes were met or exceeded.
All the contents of the course would be made available to students at the commencement of the course. However, to ensure the program delivers the desired learning outcomes, the students may appoint Emeritus to manage the delivery of the program in a cohort-based manner during the course period, the cost of which is already included in the overall Course fee of the course.
A dedicated program support team is available 7 days a week to answer questions about the learning platform, technical issues, or anything else that may affect your learning experience.
Postgraduate Stackable Certificate Courses
Advance Your Career, One Credential at a Time
Earn a Postgraduate Diploma in Management from AIM. Participants may pursue the following courses, each contributing to the fulfillment of the requirements for the AIM Postgraduate Diploma in Management:
Postgraduate Certificate in Digital Marketing
Postgraduate Certificate in Project Management
Executive Certificate in Supply Chain & Operations with AI
Postgraduate Certificate in Business and Management Consulting
Postgraduate Certificate in Women Executive Leadership
Chief Executive Officer (CEO) Program
Chief Financial Officer (CFO) Program
Chief AI and Digital Officer (CAIDO) Program
Successful completion of the above programs grants participants five (5) unit credits toward the Postgraduate Diploma in Management.
Early registrations are encouraged. Seats fill up quickly!
Flexible payment options available.
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