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Artificial intelligence (AI) is permeating all areas of financial services, from risk reduction to marketing and compliance. Recent advances in AI technology, particularly the fast evolution of generative AI, are requiring that financial professionals understand what AI can and cannot do, the advantages and challenges of working with the technology and the technology itself. The 10 courses below are designed to help financial professionals learn how AI impacts their industry and how to use AI for their benefit:
1. AI Applications in Marketing and Finance
Organization Offering the Course: University of Pennsylvania Wharton School
Skills Learned: The course by Penn teaches AI-powered applications that can enhance the customer journey and extend the customer life cycle. Students learn how AI-powered data can enable them to analyze consumer habits and maximize their potential to target marketing to the right people. The course also covers fraud, credit risks and how AI applications can also help protect consumer data.
Location: Online
Duration: 6 hours
Certificate Awarded: Coursera certificate
Cost: Part of Coursera Plus ($59 a month)
2. AI in Finance Specialisation
Organization Offering the Course: Centre for Finance, Technology and Entrepreneurship (CFTE)
Skills Learned: The course covers several topics: the differences between artificial intelligence, machine learning and deep learning; key players in the AI ecosystem, from fintechs to ML as a service (MLaaS), providers and regulators; and the use of AI in different industries, from non-financial applications to finance and banking applications. The importance of regulation in AI as applied to finance is covered as well as the forces shaping AI globally and emerging trends, including political forces and digitization. Students also learn the enterprise-level prerequisites for applying AI, from technological to ethical considerations, and explore different use case applications of AI in finance and banking.
Location: Online
Duration: 6 weeks (2-3 hours a week)
Certificate Awarded: CFTE certificate
Cost: 600 euros
3. AI for Finance
Organization Offering the Course: Udemy
Skills Learned: The course is geared toward professionals and students who have a basic understanding of finance and want to get hands-on experience in predicting future values based on single and multiple variables using machine learning methods.
Requirements: Basic understanding of finance
Location: Online
Duration: 2.5 hours
Certificate Awarded: Udemy certificate
Cost: $47.99
4. Machine Learning for Finance
Organization Offering the Course: The University of Chicago
Skills Learned: The course focuses on collecting, organizing and using data to perform advanced financial analysis with algorithms and statistical techniques and tools. During the course, students work through real-life case studies and examples, giving them the opportunity to apply the theory they learn to financial models. The course also covers several other topics: knowledge-based AI technologies; machine learning and data-based approaches to AI; strategic implementation of AI systems; and societal impacts of AI.
Location: Online
Duration: 8 weeks
Cost: $2,800
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5. Innovations in Investment Technology: Artificial Intelligence
Organization Offering the Course: University of Michigan
Skills Learned: The course teaches students how to use AI for business needs and solve business problems, covering goal setting, identifying problems AI can solve, implementation challenges and assessing and addressing risk. Students also learn the requirements of implementing an AI strategy, how to set KPIs to measure performance and how to select metrics to gauge and tweak performance.
Location: Online
Duration: 10 hours
Certificate Awarded: Coursera certificate
Cost: Part of Coursera Plus ($59 a month)
See more: 5 Ways AI is Changing Jobs
6. Machine Learning and AI for Financial Professionals
Organization Offering the Course: QuantUniversity
Skills Learned: The course teaches the role of machine learning and AI in financial services, when to use machine learning and AI techniques, the key machine learning methodologies and how to choose an algorithm for a specific goal. QuantUniversity’s course also includes practical case studies with fully functional code.
Requirements: Working knowledge of Python
Location: Online
Duration: 13.5 hours
Certificate Awarded: Part of the QuantUniversity Machine Learning and AI Risk Certificate Program
Cost: $699
7. Berkeley Fintech: Frameworks, Applications and Strategies
Organization Offering the Course: University of California, Berkeley
Skills Learned: The course by Berkeley covers several topics: the trends, insights, tools and technologies driving the fintech; the current fintech ecosystem, including notable fintech companies and the fintech investing community; analysis of how fintech innovations — especially AI and machine learning applications — are disrupting traditional financial services and banking; and new business models created by fintech disruption. Students learn how to apply frameworks to identify and evaluate fintech innovation opportunities for their organization and domain and how to create fintech strategies to differentiate their organization in the market or build fintech companies.
Requirements: Course is designed for executives
Location: Online
Duration: 3 days
Certificate Awarded: UC Berkeley executive education certificate; the course counts toward a certificate of business excellence
Cost: $2,600
8. Artificial Intelligence for Finance
Organization Offering the Course: UC San Diego
Skills Learned: The course by UCSD covers several topics: the elements of different sources of financial data; how to map practical problems to available AI methods; how to determine which particular AI model would be most appropriate for resolving different problems; and how to successfully implement an AI solution and assess its performance.
Location: Online
Duration: 10 weeks
Cost: $725
9. AI for Financial Management
Organization Offering the Course: YU Global
Skills Learned: The course delves into the application of artificial intelligence in financial management by leveraging ChatGPT Code Interpreter for Analytics, with a specific focus on using ChatGPT code interpreter for data analysis. Aimed at accountants, CFOs and financial professionals, the course offers real-world insights into AI-powered budgeting, forecasting, compliance and reporting. Through hands-on projects and guided learning, students use ChatGPT to enhance their financial management practices, ensuring efficiency, accuracy and strategic insight.
Location: Online
Duration: 7 weeks
Certificate Awarded: YU Global certificate
Cost: $2,000
10. Advanced ChatGPT for Finance
Organization Offering the Course: Maven
Skills Learned: The course covers various ChatGPT-related topics: advanced instructions for ChatGPT; knowing how to use ChatGPT for financial analysis; using ChatGPT to solve confidential data issues; how to Analyze PDFs with ChatGPT; using Python with ChatGPT; and how to use ChatGPT plugins.
Location: Online
Duration: 2 days
Cost: $599
See more: 11 Best Artificial Intelligence Courses & Certifications
