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Executive Certificate in Strategic Finance with AI

  • Live interactive sessions with AIM faculty
  • Modules on AI, ML, and other emerging technologies
  • Learn through real-world case studies, practical examples, and hands-on tools
  • On-campus immersion and networking opportunities
  • AIM Alumni status and benefits
  • 5-unit credit towards an AIM Postgraduate Diploma in Management
Work Experience

Future-Proof Your Career: Invest in Your Success

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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%

of finance leaders actively use AI in their finance functions (2025).
Source: Gartner, 2025

1–3 years

About half of APAC CFOs expect generative AI to materially impact their industries and finance functions within 1–3 years (2025).
Source: Deloitte, 2025

USD 985mn

the estimated size of the Philippines’ fintech market in 2024, projected to grow at a double-digit CAGR into the 2030s.
Source: Imarc, 2025

The Asian Institute of Management Advantage

#7

in Asia in the Financial Times Executive Education Rankings 2025

1st

in Southeast Asia to be accredited by the US-based AACSB

Key Takeaways

By the end of this program, learners will be able to:

  • Understand Strategic Finance in a Digital Context: Gain a clear understanding of how finance supports business strategy, value creation, and long-term decision-making in dynamic market environments.

  • Develop and Apply Financial Models: Learn to structure effective financial models and apply AI-supported techniques for budgeting, forecasting, and scenario analysis.

  • Use AI to Improve Finance Operations: Explore how AI tools can support automation in forecasting, reporting, and variance analysis to improve accuracy and reduce manual effort.

  • Enhance Risk and Performance Insights: Apply AI-driven approaches for identifying risks, running stress tests, and tracking financial and operational performance in near real-time.

  • Adopt Digital Tools for Financial Planning: Work with no-code platforms and digital tools to modernize planning processes, cost analysis, and capital allocation frameworks.

  • Communicate Financial Information Effectively: Translate complex financial data into clear, actionable insights using data storytelling, visualization, and presentation techniques.

  • Recognize Ethical Considerations in AI Use: Understand the importance of responsible AI use, including addressing bias, ensuring transparency, and setting appropriate governance mechanisms.

Program Highlights

Program Highlights Growing domain

Growing Domain

The demand for this domain in the Philippines has been on the rise, driven by several factors such as rapid economic growth, fintech expansion, and enterprise-wide digital transformation.

Program Highlights Live faculty sessions

Live Faculty Sessions

Participants will get an opportunity to learn via live sessions from esteemed faculty.

Program Highlights Capstone Project

Capstone Project

Capstone project with 1 week in the end, helping participants to apply the concepts learned in a real-world scenario​. 

Program Highlights Campus Immersion

Campus Immersion and Networking Event

1-day immersion at the AIM campus post-program completion. This will include networking events like the graduation ceremony and the peer-interaction.

Program Highlights Alumni Status and Benefit

Alumni Status and Benefits

Alumni status and benefits include the Alumni Engagement Platform, Alumni email ID, Library access, Events invitation, and more.

Program Highlights Hands-on case studies

Hands-on Case Studies

These case studies will navigate AI at the intersection of predictive analystics, determining legal liability and evaluating bank risks.

Program Highlights AI-powered finance tools

AI-Powered Finance Tools

Learn AI tools to generate financial insights, categorize expenses, automate tasks in Excel, and explore many more such applications.

Program Highlights AI applications in finance

AI Applications in Finance

Learn how AI is transforming financial services through automated risk assessment, fraud detection, investment strategies, and customer personalization.

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Earn a Certificate of Completion

Gain recognition with 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?

This program is designed for finance and business professionals who want to strengthen their strategic decision-making, adopt AI-enabled workflows, and contribute more effectively to organizational growth.

  • Finance Professionals moving into strategic roles

Those transitioning from operational finance to planning, analysis, investment evaluation, or business partnering — and seeking strategic tools plus exposure to AI-backed decision support.

  • FP&A and Business Finance professionals

Individuals who want to refine forecasting, scenario planning, capital allocation and financial analysis using modern digital and AI-enabled methods.

  • Senior Finance Managers preparing for broader leadership

Professionals ready to expand their influence, participate in enterprise-level decisions, and lead or support digital transformation initiatives within the finance function.

  • Controllers, Accountants & Audit professionals diversifying into strategic finance

Those who already manage reporting and compliance but want to move closer to strategy, planning, and value creation using latest technology.

  • Professionals in fintech, banks, and fast-growing digital businesses

Individuals in environments where real-time finance data, digital payments, and algorithmic models are creating new expectations from finance teams.

  • Non-finance leaders who regularly work with financial insights

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

AIM-SFAI Canvas Faculty Alberto G. Mateo, Jr. 250x250
Alberto G. Mateo, Jr.

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...

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Ivy Rose D. Samson

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...

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Daniel Broby, PhD

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...

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Marwell D. Dalangin

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...

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Candice Ann P. Lapan, CPA

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...

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Atty. Jocel Isidro S. Dilag

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 ...

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Masaki V. Mitsuhashi

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...

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Jose Adolfo M. Mariquit

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...

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Jose Luis G. Santillan

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...

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John Francis T. Diaz, CMA, PhD

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...

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Jet Pampolina

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...

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Jose Vicente L. Camus

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

Key Skills Finance

Strategic Finance & Capital Decisions

Capital allocation, scenario planning, investment evaluation.

Key Skills AI & Tech

AI-Enabled Forecasting & Analysis

AI-assisted budgeting, forecasting, and insight validation.

Key Skills Analytics

Data Analytics for Finance

Variance analysis, benchmarking, and performance dashboards.

Key Skills Tools

Applied AI & No-Code Tools

Excel Copilot, no-code AI tools, and digital finance workflows.

Key Skills Soft Skills

Financial Communication & Responsible AI

Data storytelling, clear decision communication, and ethical AI use.

Modules

*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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

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Dividend Decision Simulation

Apply financial analysis and qualitative reasoning to decide whether to issue dividends, and study real-world market reactions to dividend changes.

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Model-Building Workshop

Hands-on Excel session to construct sales-driven pro-forma statements and map revenue-dependent drivers across financials.

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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.

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Risk Event Simulation

Practice scenario planning with AI to respond to risk events and recommend corrective strategies.

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Financial Modelling and Capital Planning Exercise

Demonstrates using AI in financial modelling and capital planning using data in Excel

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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

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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