Artificial intelligence is changing how financial teams analyze information, assess risk, and support business strategy. Financial institutions and enterprises are increasingly adopting AI technologies to strengthen forecasting, streamline reporting, and improve operational performance.

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推荐体验
初级
Finance professionals, analysts, consultants, accountants, students, and learners interested in AI-powered finance & intelligent business operations.
推荐体验
推荐体验
初级
Finance professionals, analysts, consultants, accountants, students, and learners interested in AI-powered finance & intelligent business operations.
您将学到什么
Understand AI Applications in Finance: Explore how AI supports financial analysis, reporting activities, and operational planning.
Evaluate AI Finance Tools and Technologies: Assess AI tools that strengthen forecasting accuracy and reporting performance.
Improve Financial Planning and Risk Assessment: Apply AI-supported approaches to enhance financial modeling and risk evaluation processes.
Implement Intelligent Finance Workflows: Identify AI opportunities that improve operational visibility and financial decision-making.
要了解的详细信息

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January 2026
10 项作业
了解顶级公司的员工如何掌握热门技能

该课程共有10个模块
This module introduces the overall certification structure and explains how the learning experience is organized throughout the course. To support different learning preferences, the content is offered in multiple formats, including Videos, eBooks, Audiobooks, and Podcasts. Each format covers the same key concepts, giving you the flexibility to learn in the way that works best for you. You can choose any format based on your preferred learning style and move through the course at your own pace.
涵盖的内容
10个视频1篇阅读材料1个作业2个插件
10个视频•总计124分钟
- Navigation Video•2分钟
- Audiobook: Course Introduction•8分钟
- Course Introduction•9分钟
- Audiobook 1: Introduction to AI Agents in Finance•61分钟
- Podcast 1: Introduction to AI Agents in Finance•14分钟
- 1.1 Understanding AI Agents in Finance vs Traditional Financial Automation•9分钟
- 1.2 The Evolution of AI Agents in Financial Services•4分钟
- 1.3 Overview of Different Types of AI Agents in Finance•6分钟
- 1.4 Importance of Agent Autonomy and Task Delegation in Financial Settings•5分钟
- 1.5 Key Differences Between AI Agents in Finance and Traditional Automation•6分钟
1篇阅读材料•总计10分钟
- Hands On•10分钟
1个作业•总计30分钟
- Quiz 1•30分钟
2个插件•总计30分钟
- Ebook: Module 1: Introduction to AI Agents in Finance •15分钟
- ACTIVITY: Timeline•15分钟
涵盖的内容
6个视频1篇阅读材料1个作业2个插件
6个视频•总计90分钟
- Audiobook 2: Building and Understanding AI Agents in Finance•51分钟
- Podcast 2: Building and Understanding AI Agents in Finance•16分钟
- 2.1 Architecture of AI Agents in Finance•7分钟
- 2.2 Tools and Libraries for Agent Development•4分钟
- 2.3 Lifecycle and Deployment of AI Agents in Finance•6分钟
- 2.4 AI Agents in Financial Services: Customer Support Automation, Virtual Assistants, and Behavioural Analytics•6分钟
1篇阅读材料•总计10分钟
- Hands On•10分钟
1个作业•总计30分钟
- Quiz 2•30分钟
2个插件•总计30分钟
- Ebook: Module 2: Building and Understanding AI Agents in Finance •15分钟
- ACTIVITY: Sequence Arrangement•15分钟
涵盖的内容
6个视频1篇阅读材料1个作业2个插件
6个视频•总计133分钟
- Audiobook 3: Intelligent Agents for Fraud Detection and Anomaly monitoring•86分钟
- Podcast 3: Intelligent Agents for Fraud Detection and Anomaly Monitoring•14分钟
- 3.1 Supervised/Unsupervised ML for Fraud Detection•9分钟
- 3.2 Pattern Analysis & Behavioural Profiling•8分钟
- 3.3 Real-Time Monitoring Agents•10分钟
- 3.4 AI Agents for Real-Time Fraud Detection: Transaction Monitoring and PayPal Case Study•8分钟
1篇阅读材料•总计10分钟
- Hands On•10分钟
1个作业•总计30分钟
- Quiz 3•30分钟
2个插件•总计30分钟
- Ebook: Module 3: Intelligent Agents for Fraud Detection and Anomaly Monitoring •15分钟
- ACTIVITY: Tab•15分钟
涵盖的内容
6个视频1篇阅读材料1个作业2个插件
6个视频•总计111分钟
- Audiobook 4: AI Agents for Credit Scoring and Lending Automation•66分钟
- Podcast 4: AI Agents for Credit Scoring and Lending Automation•12分钟
- 4.1 Feature Generation from Non-Traditional Credit Data•10分钟
- 4.2 Explainability (XAI) in Credit Decisions•10分钟
- 4.3 Bias Mitigation in Lending Agents•6分钟
- 4.4 Real-World Use Case: Agents assessing new-to-credit individuals using transaction and mobile data•8分钟
1篇阅读材料•总计10分钟
- Hands On•10分钟
1个作业•总计30分钟
- Quiz 4•30分钟
2个插件•总计30分钟
- Ebook: Module 4: AI Agents for Credit Scoring and Lending Automation •15分钟
- ACTIVITY: Multiple Choice•15分钟
涵盖的内容
6个视频1篇阅读材料1个作业2个插件
6个视频•总计109分钟
- Audiobook 5: AI Agents for Wealth Management and Robo-Advisory•62分钟
- Podcast 5: AI Agents for Wealth Management and Robo - Advisory•16分钟
- 5.1 Personalization Using Profiling Agents•7分钟
- 5.2 Portfolio Rebalancing Algorithms•8分钟
- 5.3 Sentiment-Aware Investing•9分钟
- 5.4 Real-World Use Case & Case Study: AI in Portfolio Management with Wealthfront's Path•8分钟
1篇阅读材料•总计10分钟
- Hands On•10分钟
1个作业•总计30分钟
- Quiz 5•30分钟
2个插件•总计30分钟
- Ebook: Module 5: AI Agents for Wealth Management and Robo-Advisory •15分钟
- ACTIVITY: Problem Statement•15分钟
涵盖的内容
9个视频1篇阅读材料1个作业2个插件
9个视频•总计123分钟
- Audiobook 6: Trading Bots and Market-Monitoring Agents•68分钟
- Podcast 6: Trading Bots and Market-Monitoring Agents•16分钟
- 6.1 Understanding Reinforcement Learning in Trading Agents: Fundamentals and Key Concepts•5分钟
- 6.2 Reinforcement Learning Algorithms and Training Process in Trading Agents•6分钟
- 6.3 Applying and Evaluating Reinforcement Learning in Trading•8分钟
- 6.4 Foundations of Predictive Modelling Using Historical Data•8分钟
- 6.5 Predictive Modelling Using Historical Data – Advanced Techniques and Applications•4分钟
- 6.6 Risk-Reward Threshold Management in Trading and Investment•5分钟
- 6.7 Case Study: Renaissance Technologies Utilizes AI to Automate Short-Hold Trades, Generating Consistent Alpha via•3分钟
1篇阅读材料•总计10分钟
- Hands On•10分钟
1个作业•总计30分钟
- Quiz 6•30分钟
2个插件•总计30分钟
- Ebook: Module 6: Trading Bots and Market-Monitoring Agents •15分钟
- Activity: Accordion•15分钟
涵盖的内容
17个视频1篇阅读材料1个作业2个插件
17个视频•总计203分钟
- Audiobook 7: NLP Agents for Financial Document Intelligence•103分钟
- Podcast 7: NLP Agents for Financial Document Intelligence•17分钟
- 7.1 Understanding Earnings Calls and Filings•5分钟
- 7.2 Extracting Insights from Financial Texts using LLMs•5分钟
- 7.3 AI-Driven Analysis and Summarization of Earnings Calls and Filings•6分钟
- 7.4 AI Summarization – Concepts, Types, and Hybrid Approaches•7分钟
- 7.5 Voice-to-Text and Key-Point Extraction in Financial Document Intelligence•6分钟
- 7.6 Noise Reduction and Audio Preprocessing in Financial Speech Recognition•5分钟
- 7.7 Financial Vocabulary Adaptation in Speech Recognition•6分钟
- 7.8 Training ASR Models for Finance-Specific Terms•4分钟
- 7.9 Speaker Identification in Financial Document Intelligence•3分钟
- 7.10 Timestamp Alignment – Mapping Transcript Text to Exact Audio Timestamps•4分钟
- 7.11 Mapping Transcript Text to Exact Audio Timestamps•6分钟
- 7.12 Key-Point Extraction Techniques in NLP•7分钟
- 7.13 What is Semantic Role Labelling? Why is it Needed?•5分钟
- 7.14 Sentiment and Emotion in Speech & Integrating Transcripts with Summarization Models•8分钟
- 7.15 Real-World Use Cases and Case Study of NLP Agents in Financial Document Intelligence•6分钟
1篇阅读材料•总计10分钟
- Hands On•10分钟
1个作业•总计30分钟
- Quiz 7•30分钟
2个插件•总计30分钟
- Ebook: Module 7: NLP Agents for Financial Document Intelligence •15分钟
- ACTIVITY: Hotspot•15分钟
涵盖的内容
7个视频1篇阅读材料1个作业2个插件
7个视频•总计97分钟
- Audiobook: Module 8: Compliance and Risk Surveillance Agents•45分钟
- Podcast: Module 8: Compliance and Risk Surveillance Agents•13分钟
- 8.1 AI for Anti-Money Laundering (AML) and Know Your Business (KYB)•8分钟
- 8.2 Regulation-Aware Rule Modelling•10分钟
- 8.3 Transaction Graph Analysis•10分钟
- 8.4 Real-World Use Case: Agent tracking suspicious cross-border money transfers in real-time across multiple accounts•5分钟
- 8.5 Case Study: HSBC uses Quantexa’s AI agents to trace AML networks, increasing suspicious activity detection by 30%•4分钟
1篇阅读材料•总计10分钟
- Hands On•10分钟
1个作业•总计30分钟
- Quiz 8•30分钟
2个插件•总计30分钟
- Ebook: Module 8: Compliance and Risk Surveillance Agents •15分钟
- ACTIVITY: Carousel•15分钟
涵盖的内容
7个视频1篇阅读材料1个作业2个插件
7个视频•总计84分钟
- Audiobook: Module 9: Responsible, Fair & Auditable AI Agents•26分钟
- Podcast: Module 9: Responsible, Fair & Auditable AI Agents•14分钟
- 9.1 Governance Frameworks for AI in Finance (RBI, EU AI Act)•11分钟
- 9.2 Transparency and Auditability in Decision Logic•9分钟
- 9.3 Fairness and Explainability•9分钟
- 9.4 Real-World Use Case: Auditable AI agent logs used during internal policy audits to ensure fair lending practices•6分钟
- 9.5 Case Study: Ensuring Fairness and Compliance in AI Driven Lending and Credit Scoring at Wells Fargo and JPMorgan Chase•8分钟
1篇阅读材料•总计10分钟
- Hands On•10分钟
1个作业•总计30分钟
- Quiz 9•30分钟
2个插件•总计30分钟
- Ebook: Module 9: Responsible, Fair & Auditable AI Agents •15分钟
- ACTIVITY: Drag and Drop•15分钟
涵盖的内容
6个视频1个作业2个插件
6个视频•总计66分钟
- Audiobook: Module 10: World Famous Case Studies•26分钟
- Podcast: Module 10: World Famous Case Studies•14分钟
- 10.1 Case Study 1: JPMorgan’s COiN Platform•8分钟
- 10.2 Case Study 2: AI in Fraud Detection - PayPal’s Decision Intelligence•6分钟
- 10.3 Case Study 3: AI-Driven Credit Scoring - Upstart’s Lending Platform•6分钟
- Course Summary•6分钟
1个作业•总计30分钟
- Quiz 10•30分钟
2个插件•总计30分钟
- Ebook: Module 10: World Famous Case Studies •15分钟
- ACTIVITY: Case Study•15分钟
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常见问题
This course is designed for finance professionals, analysts, consultants, and learners exploring AI in finance environments.
No. The course is beginner-friendly and focuses on practical AI applications in finance.
You’ll learn how AI supports financial analysis, forecasting, reporting activities, and risk assessment.
AI helps improve forecasting accuracy, reporting performance, operational visibility, and financial analysis.
Yes. The course is designed for both technical and non-technical professionals.
Yes. The course explores AI-assisted finance tools and intelligent financial technologies used across industries.
Yes. AI-supported approaches can help strengthen financial planning, forecasting accuracy, and reporting quality.
Banks, financial institutions, consulting firms, enterprises, and accounting organizations benefit from AI-powered finance solutions.
No coding is required. The course focuses on practical AI applications for finance and analysis.
The course helps build practical AI finance and analytical skills relevant to modern finance environments and enterprise operations.
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
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