AI for Finance

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Overview

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This specialization consists of three progressive courses designed to equip finance professionals with AI literacy, practical training, hands-on skills, and the ability to create AI-powered apps, agentic workflows and agents. The program follows a structured learning journey, moving from foundational AI awareness to finance -specific AI applications, and finally, AI-driven tool creation, automation and innovation. Why This Program? Designed specifically for finance professionals—without technical expertise required Direct relevance for the daily job routines in finance Interactive learning with hands-on exercises with AI tools, sandbox environments, and real-world applications Offers documentary style, high-quality video sessions with real-world examples and engaging storytelling Introduces various practical, finance -specific AI use cases across different AI technologies and modalities Progressive projects focus on job-specific use case idea generation, conceptualization and creation Prepares learners to lead AI-driven transformation in finance You progress from: AI Awareness: Understanding & experimenting with AI. AI Application: Applying AI tools and use cases in daily finance workflows and routines. AI Creation & Innovation: Building custom AI-powered solutions in a playful way.

Syllabus

Course 1: Introduction to AI for finance professionals
Course 2: Practical AI and prompting for finance professionals
Course 3: AI agents and creator tools for finance professionals

Courses

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6 hours 8 minutes
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Welcome to the “Introduction to AI for finance professionals” — a unique, hands-on course designed to help you build foundational AI and Generative AI literacy. In this course, you’ll discover how Generative AI is transforming the finance profession, explore key risks and best practices, while experimenting with powerful AI tools in interactive, finance-focused applications. By the end of this course, you will be able to: - Understand the fundamentals of AI and its potential opportunities in finance - Explore and recognize risks and limitations associated with AI and how to address them - Practice with different AI tools to get hands-on experience - Get started with essential prompting techniques for using different Generative AI models - Discover and try out various finance-specific use cases and AI technologies, explore the ways to integrate them into daily job routines - Participate in a project to generate a finance-specific AI use case idea with an interest in programming. - Prepare for the next phase of your AI journey, progressing from foundational to advanced applications Welcome to the unique “Introduction to AI for finance professionals” course. Just start your AI journey and discover all the fascinating opportunities opened up for you by Artificial Intelligence.
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10 hours 8 minutes
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Welcome to the “Practical AI and prompting for finance professionals” — a unique, hands-on course designed to help you get practically trained on various job-specific AI use cases and technologies across various modalities. You will discover AI-powered tools to enhance your daily tasks, gaining immediate hands-on experience. You will: - Intensively practice and apply AI-driven finance-specific use cases—making AI a daily companion in your workflows and daily job routines. - Start to use AI technologies into your daily sales activities with hands-on exercises in interactive playgrounds and sandbox environments, increasing your confidence to experiment, iterate, and optimize AI-driven tools and technologies right in the course. - Master prompting techniques & discover prompting libraries for different Generative AI models for example to craft high-impact financial forecasts, investor presentations, and risk assessments—unlocking new ways to derive data-driven insights and make informed strategic decisions. - Get inspired by participating in a project to conceptualize a personalized AI use case for your job role. Welcome to the unique “Practical AI and prompting for finance professionals” course. Just start your AI journey and discover all the fascinating opportunities opened up for you by Artificial Intelligence.
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4 hours 14 minutes
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Welcome to the “AI agents and creator tools for finance professionals” — the final step in your AI learning journey. This course is built for finance professionals who are ready to go beyond using AI and start creating with it. You will be able to: - Understand AI-related productivity essentials and the productivity impact of cutting-edge technologies - Differentiate cutting-edge technologies, apps and concepts like Agentic Workflows, autonomous AI Agents, and Agent Swarms - Understand how to create finance-specific AI tools by leveraging modern creator tools - Start creating no-code AI apps, agentic workflows and agents and customize them to your specific job requirements - Develop your skills from AI user to AI innovator and creator, leading AI adoption and transformation within Sales Welcome to the unique “AI agents and creator tools for finance professionals” course. Just start your AI journey and get hands-on experience building custom AI tools, workflows, and agents that directly enhance your job performance and help drive productivity in your team and organization.