Learn how to use AI tools to transform your work as a financial advisor. Discover practical techniques for client meeting prep, portfolio and market commentary, financial planning, and compliant client communications — with the privacy and SEC/FINRA guardrails that matter. No coding required. Earn a free certificate for your LinkedIn and resume.
6 módulos • 16 lecciones
A task-specific course for US and UK finance professionals. Learn to use ChatGPT, Claude, and Microsoft 365 Copilot to speed up variance commentary, flux analysis, accruals, reconciliations, board packs, regulatory drafting, and ledger anomaly detection during month-end close. Built for controllers, FP&A managers, and finance managers. No coding required.
A practical, beginner-friendly guide to using AI in your daily finance work. Learn to analyse financial statements, write board reports, automate repetitive tasks, and build an AI workflow — with real prompts you can use immediately.
Learn how to use ChatGPT, Claude, Gemini, and Perplexity to understand investing, build your first portfolio, choose index funds, manage risk, and avoid scams. Built for university students and early-career learners with zero prior investing or coding experience. Earn a free certificate to add to your LinkedIn and resume.
Use AI tools like ChatGPT, Claude, Gemini, and Perplexity to budget, save, invest, pay off debt, and prepare your taxes. Built for university students and early-career learners with no prior finance or coding experience. Earn a free certificate to add to your LinkedIn and resume.
Master practical AI applications for financial professionals. Learn to leverage AI tools for financial analysis, report generation, data extraction, forecasting, audit preparation, tax research, client communication, and automation while understanding compliance considerations.
Learn to use ChatGPT, Claude, Gemini, and Perplexity to work smarter as a banker or loan officer. Explain loan products in plain language, analyze financial statements, draft credit memos and compliant adverse action notices, streamline document intake, and manage your pipeline — all while staying inside fair lending, ECOA, and privacy rules. Built for retail bankers, commercial lenders, and loan officers. No coding required, free certificate included.