using AI tools for research workflows

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FINANCIAL ANALYST 2.0: using AI tools for research workflows

Program Overview

This public session will explore how Artificial Intelligence is reshaping the role of finance analysts and transforming the way financial insights, forecasts, valuations, risk assessments, and business decisions are made. Through practical case studies and industry examples, the session will highlight the new skills, tools, and mindsets finance professionals need to remain relevant, add strategic value, and succeed in an increasingly AI-driven finance landscape.

Program Outline

Introduction: The Future of a Financial Analyst in an AI-Driven World
Advanced AI tools for Analysts
Case Study 1: How AI is being used for client engagements
Case Study 2: Building data scraping and report generation systems
Case Study 3: Automating analyst workflow with Claude Skills
Panel discussion/fireside chat with industry professionals
Q&A session

Key Benefits to
Individuals

Understand how AI is reshaping finance analyst roles and career pathways
Identify key technical, analytical, and soft skills required to remain competitive
Gain exposure to latest AI tools available
Gain practical insights through real-world case studies and industry application

Key Benefits to the Organization

Employees can better interpret economic changes and how they impact the organization
Understand how AI can improve efficiency, accuracy, and decision-making in finance functions
Identify opportunities to upskill finance teams for future business needs
Strengthen organizational readiness for AI-enabled financial analysis and strategy

Target Audience

Finance analysts, investment professionals, CFA candidates & finance students, undergraduate & postgraduate students in finance, accounting, economics, and business, early-career professionals in banking, capital markets, corporate finance, and consulting, Employers and business leaders interested in AI-enabled finance transformation

Facilitators

Date: 26^th November 2026
Time: 8.30 am to 12.30 pm
Venue: Courtyard by Marriot, Colombo City Center

Register before 24th November 2026

Registrations are on a first-come-first-served basis and limited

Participant fee

CFA Charterholders – Rs. 13,000
CFA Society Candidate Council Members – Rs. 13,000
Others – Rs. 16,000

To Join:

If an invoice is not required, follow the process below

Step 1 : Register Here

Step 2:

Make the payment to the following bank account (Direct Deposit / Fund Transfer) :

Bank : HNB
Account Title : CFA SOCIETY SRI LANKA
Account No : 701010017612
Swift Code : HBLILKLX
Bank Code : 7083
Branch Code : 701 ( Nawam Mawatha )

Step 3:

After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org with your name and the company name (Please note that these details mentioned in the email need to match exactly with registration details.)

CFA Charterholders and Candidate Council Members : Rs. 12,000

Non-Members : Rs. 18,000

If an invoice is required, follow the process below

Step 1 : Register Here

(If there are more than 1 participant to register, please register them one by one)

Step 2:

Request an invoice by mentioning details of the participant / participants via minura@srilanka.cfasociety.org (Please note that these details mentioned in the email need to match with registered details.)

Step 3:

Following the invoice shared, Make the payment to the following bank account (Direct Deposit / Fund Transfer):

Bank : HNB
Account Title : CFA SOCIETY SRI LANKA
Account No : 701010017612
Swift Code : HBLILKLX
Bank Code : 7083
Branch Code : 701 ( Nawam Mawatha )

Step 4:

After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org

Missed the program? Click on the button below to download a softcopy of the presentation slides,

Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org

Inquiries