GenAI Application for Financial Planning and Analysis – Workshop 2026

HRD Corp Claimable Course (T&C applies*)
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This workshop will equip learners with the skills to apply Claude Pro’s advanced reasoning capabilities to financial analysis, forecasting, and reporting. It will guide participants through structured prompt engineering, data preparation techniques, and validation methods to ensure accurate, audit‑ready outputs. Learners will also gain practical governance, risk‑control and implementation strategies for integrating Claude Pro into financial workflows.

Key topics covered:

Session 1: Claude Pro Architecture and Financial Application Fundamentals

• Introduction to Claude Pro's extended thinking and reasoning capabilities compared to standard generative AI models
• How Claude Pro processes complex financial data and maintains logical coherence across long documents and datasets
• Key features relevant to financial professionals: structured analysis, multi-step reasoning, table interpretation and financial narrative generation
• Distinguishing Claude Pro from other AI tools available to finance teams and when Claude Pro is the optimal choice
• Real-world examples of Claude Pro adoption in Malaysian accounting practices and multinational finance teams
• Strengths of Claude Pro for financial analysis: logical consistency, handling ambiguous data and maintaining professional tone and more

Session 2: Advanced Prompt Engineering and Financial Data Analysis with Claude Pro

• Prompt engineering fundamentals specific to Claude Pro: crafting clear, structured requests for financial analysis
• Structuring financial datasets in text, CSV, or tabular format to maximize Claude Pro's analytical effectiveness
• Applying Claude Pro to variance analysis: automating comparisons between budgeted and actual results with causal analysis
• Using Claude Pro's reasoning capabilities for root cause analysis and scenario interpretation in financial performance
• AI-assisted exploration of multi-dimensional financial data using Claude Pro's ability to cross-reference multiple data points and more

Session 3: Financial Forecasting, Planning and Automated Report Generation with Claude Pro

• Predictive analytics using Claude Pro: analysing historical financial trends and generating forecast narratives
• Building financial projection assumptions with Claude Pro: revenue forecasting, expense trending, and cash flow prediction logic
• Budget variance explanation using Claude Pro: automating detailed commentary on financial performance drivers
• Advanced prompt techniques for generating financial narratives aligned with organisational standards and professional tone and more

**Participants must have access to Claude Pro either via personal accounts or their organisation’s subscription.

Presenter:

David Meow Li Hwa

David Meow has extensive experience in training and consultancy in areas related to financial reporting, finance, and financial risk management. He has conducted training and provided consultancy in seven countries across the region. He has delivered advisory services and training programmes for government-related regulatory bodies, including Bank Negara Malaysia (BNM), Permodalan Nasional Berhad (PNB), Securities Commission, Jabatan Perdana Menteri (ILKAP), Khazanah Berhad, Employees Provident Fund (EPF), and the Central Provident Fund (CPF) of Singapore, as well as for financial institutions and corporations. In addition, he has trained financial institutions and corporations in Malaysia, Singapore, Brunei, Cambodia, Vietnam and Hong Kong.