AI for Finance and Banking

1

Days

Live or E-learning

Delivery Method

Fundamental

Skill Level

$800 USD

Fee

Overview

This course introduces finance and banking professionals to how Artificial Intelligence (AI) and Generative AI can be applied responsibly across financial services operations. Designed for non-technical and cross-functional learners, the course emphasizes AI awareness, practical business use cases, and hands-on application using conversational AI tools (such as ChatGPT or Gemini) and simple, no-code automation workflows.

The course focuses on improving efficiency, decision support, risk awareness, and customer experience while respecting regulatory, compliance, and data privacy requirements. It is structured into three progressive micro-courses—Fundamental, Intermediate, and Hands-On—allowing learners to understand where AI fits within finance and banking workflows and how it can be used safely and effectively.

Completing this course will help you:

  • Explain core AI and Generative AI concepts in the context of finance and banking.
  • Identify opportunities for AI across the finance and banking value chain.
  • Apply GenAI tools to common finance and banking tasks such as analysis, reporting, and communication.
  • Design simple, no-code AI-assisted workflows to improve productivity and consistency.
  • Recognize financial services–specific risks related to data privacy, bias, model limitations, and regulatory compliance.
  • Propose practical AI use cases aligned with their finance or banking role.

Curriculum

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Why WeCloudData

Built for real enterprise training.
WeCloudData programs are designed to scale with your organization, adapt to your business needs, and deliver practical, role-based skills that teams can apply immediately.

  • Scales from pilot teams to enterprise-wide rollouts
  • Co-designed around your roles, data, and business goals
  • Hands-on learning through real-world projects
  • Led by industry practitioners, not just instructors
  • Focused on measurable skill outcomes, not certificates
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