Generative AI for Financial Professionals Program

This Certificate Program comprises three courses that take you from an intermediate to an advanced level of using generative AI for financial tasks.

The program combines high-quality self-paced learning with practical, mentor-supported activities to help you build skills you can apply immediately in the workplace. Through instructional videos, readings, activities, hands-on labs, quizzes, and a capstone project, you will learn how to use AI responsibly to support financial analysis, research, reporting, and decision-making.

Throughout the program, you will have access to mentors who can answer questions, provide guidance, and help you overcome challenges as you progress. You will also be part of an online learning community where you can participate in discussions, exchange ideas, and learn from fellow professionals working through similar scenarios.

The learning materials for each course are available from the beginning of the course and remain accessible throughout your enrollment, allowing you to learn at your own pace. Assessments include hands-on labs, quizzes, and a final project designed to reinforce real-world application.

Upon successful completion of the program, you will earn recognized certificates that demonstrate your skills and can strengthen your professional profile and career opportunities.

By the end of this program, you will be able to:

• Use AI-powered tools to analyze financial statements, extract KPIs, and generate business insights.
• Summarize earnings calls, research reports, and market intelligence using generative AI.
• Build AI-assisted workflows for equity research, credit analysis, and portfolio reporting.
• Apply prompt engineering techniques for financial analysis, modeling, and reporting tasks.
• Interpret risk models and generate AI-assisted risk monitoring and operational risk narratives.
• Support fraud detection, AML surveillance, KYC reviews, and compliance workflows using AI tools.
• Create AI-assisted financial models, valuation commentary, and forecasting workflows.
• Automate FP&A reporting, scenario planning, and treasury forecasting processes using no-code AI platforms.
• Validate AI-generated outputs using governance, audit, and compliance best practices.
• Design scalable, repeatable, human-in-the-loop AI workflows for finance and risk teams.
• Use tools such as Microsoft Copilot, ChatGPT, and Claude effectively in financial services.
• Improve productivity, reporting quality, and decision-making while maintaining regulatory and governance standards.
• Collaborate with teams using shared prompt libraries, workflow documentation, and AI-assisted communication practices.
• Apply responsible and compliant AI practices within regulated financial environments.

• This program is designed for financial professionals looking to integrate AI into analytical, reporting, modeling, governance, and operational workflows.
• The curriculum is suitable for intermediate to advanced finance professionals who want practical AI adoption without programming knowledge.

• Basic understanding of financial analysis, reporting, or risk management concepts.
• Familiarity with common financial workflows and business documents.
• Prior exposure to generative AI fundamentals is recommended.

Our mentors are specialists in their technical fields. They have the experience and expertise required to understand the challenges you face as you tackle complex technical subject matter.

To support you as you learn, you have 1-to-1 mentoring assistance that enhances your understanding. Our mentors help you build your practical experience in the hands-on labs. They’ll also be contactable through our discussion spaces. Plus, they’ll monitor your progress and provide constructive and timely feedback to ensure you complete the program.

You'll benefit from:

• 1-to-1 mentoring to support you and answer your questions as you learn.
• Interactive discussion space support from your mentors and peers.
• Regular progress monitoring to keep you on track.
• Regular formative and summative assessments.