Overview

Learn how to automate financial insights end-to-end by building real-time data pipelines, AI-powered dashboards, and interactive financial applications. In this course, you will use APIs, ETL workflows, Power BI, Tableau, Streamlit, ML models, and LLM-based AI tools to deploy production-ready financial analytics systems. In Module 1, you will explore automation foundations for finance by working with financial APIs, ETL pipelines, and workflow orchestration tools while implementing governance, auditability, and error handling. In Module 2, we will cover dashboard design and real-time financial visualization using Power BI and Tableau, including automated refresh, forecasting visuals, and alerting mechanisms. In Module 3, you will see how to build interactive financial applications using Streamlit, integrate ML models and real-time data, and deploy cloud-hosted analyst tools. In Module 4, we will bring everything together in a capstone project by building a fully automated, AI-enabled financial insights platform with APIs, ML forecasting, dashboards, LLM commentary, alerts, and monitoring. By the end, you will be able to: -Build automated financial data pipelines using APIs and ETL workflows -Create real-time dashboards with Power BI, Tableau, and Streamlit -Integrate ML models and LLM-generated insights into analytics systems -Deploy cloud-ready, end-to-end financial automation solutions This course is ideal for: -FP&A, finance, and investment professionals seeking automation skills -Analysts building dashboards and real-time reporting systems -Data professionals working on financial analytics platforms -Learners completing a finance + AI specialization or capstone Transform static financial reports into automated, AI-powered insight systems used by modern finance teams. Disclaimer: This is an independent educational resource created by Board Infinity for informational and educational purposes only. This course is not affiliated with, endorsed by, sponsored by, or officially associated with any company, organization, or certification body unless explicitly stated. The content provided is based on industry knowledge and best practices but does not constitute official training material for any specific employer or certification program. All company names, trademarks, service marks, and logos referenced are the property of their respective owners and are used solely for educational identification and comparison purposes.

Syllabus

Automation Foundations for Financial Analysts

Learn how automation is applied in modern finance roles by working with APIs, ETL pipelines, and workflow orchestration tools. Build reliable, auditable financial automation systems with proper governance and error handling.

Dashboards for Real-Time Financial Insights

Design and build KPI-driven dashboards for FP&A, investors, and risk teams. Connect dashboards to automated data pipelines and implement forecasting visuals and alert mechanisms.

Interactive Applications for Modern Analysts

Build interactive financial applications using Streamlit and integrate ML models with real-time data. Deploy secure, cloud-hosted tools that enable live forecasting and user interaction.

Capstone: AI-Enabled Automated Financial Insights System

Apply everything you’ve learned to build a production-ready, AI-driven financial analytics platform. Integrate APIs, ETL, ML forecasting, dashboards, LLM commentary, and automated alerts.