Which AI tools will I use?

Python, TensorFlow, Pandas, NumPy, Power BI, SQL, OpenAI API, and other APIs for finance automation.

How is the course delivered?

Self-paced ~8 hours of on-demand videos, e-books, podcasts, and interactive exercises)

What skills will I gain?

AI-enhanced financial analysis, predictive modeling, automated workflows, compliance monitoring, and intelligent decision-making.

Can this help with career advancement?

Absolutely - prepares learners for AI-powered finance roles, fintech innovation, and data-driven decision-making.

Are there real-world applications?

Yes, projects include trading bots, fraud detection, credit scoring, NLP document agents, and forecasting systems.

Is the course suitable for executives?

Yes, business leaders will learn to integrate AI into budgeting, planning, and strategic financial growth.

What will I get if I purchase the Certificate?

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.

Is financial aid available?

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.

AI in Finance Agent

Erwerben Sie mit Coursera Plus für 199 $ (regulär 399 $) das nächste Level. Jetzt sparen.

kurs ist nicht verfügbar in Deutsch (Deutschland)

Wir übersetzen es in weitere Sprachen.

AI in Finance Agent

Dozent: AI CERTs Team

Bei enthalten

Mehr erfahren

10 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

3 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

10 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

3 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Build AI Finance Agents: Learn to design agents for forecasting, trading, fraud detection, and automated financial workflows.
Apply Machine Learning in Finance: Use ML models for risk scoring, anomaly detection, credit evaluation, and market intelligence.
Automate Financial Operations: Streamline reconciliation, reporting, document processing, and compliance tasks with AI automation.
Enhance Decision-Making with Data: Use AI-driven analytics, dashboards, and NLP tools to support smarter planning and financial strategy.

Kompetenzen, die Sie erwerben

Kategorie: Financial Data
Kategorie: AI Enablement
Kategorie: Risking
Kategorie: Generative AI Agents
Kategorie: Accounting and Finance Software
Kategorie: Generative AI
Kategorie: Finance
Kategorie: Agentic Workflows
Kategorie: Financial Forecasting
Kategorie: Regulatory Compliance
Kategorie: Responsible AI
Kategorie: Compliance Management
Kategorie: General Finance
Kategorie: AI Workflows
Kategorie: Artificial Intelligence and Machine Learning (AI/ML)
Kategorie: Data Processing
Kategorie: Wealth Management
Kategorie: Automation
Kategorie: Workflow Management
Kategorie: Power BI

Wichtige Details

Zertifikat zur Vorlage

Zu Ihrem LinkedIn-Profil hinzufügen

Kürzlich aktualisiert!

Januar 2026

Bewertungen

10 Aufgaben

Unterrichtet in Englisch

Erfahren Sie, wie Mitarbeiter führender Unternehmen gefragte Kompetenzen erwerben.

Weitere Informationen zu Coursera für Unternehmen

Logos von Petrobras, TATA, Danone, Capgemini, P&G und L'Oreal

In diesem Kurs gibt es 10 Module

AI in Finance is a practical, industry-focused course designed to help finance professionals use AI to automate workflows, reduce risk, and make smarter decisions. This program introduces you to modern AI agents used across financial operations - from forecasting and trading to fraud detection, credit scoring, compliance, and reporting.

Through hands-on lessons, you’ll learn how AI models work, how intelligent agents process financial data, and how automation can enhance accuracy and efficiency. You’ll explore real applications like anomaly monitoring, market-watching bots, robo-advisory systems, document intelligence, and risk-surveillance tools. You’ll work with tools such as Python, Pandas, SQL, Power BI, and real AI APIs to build practical finance agent components. The course also covers responsible AI, governance, bias mitigation, auditability, and the regulatory expectations essential in modern finance. By the end of the course, you’ll be able to apply AI in real financial environments, automate repetitive tasks, analyze patterns, and design simple AI-driven agents that support strategic financial decision-making. This program is ideal for finance professionals, analysts, fintech learners, and anyone looking to future-proof their career in AI-powered financial operations - no advanced coding required.

This module covers a quick summary of what the certification is going to cover from start to finish. Here is the brief about the structure of the overall certification: Each of our certifications follows a consistent, multimodal structure to provide a flexible learning experience. The content is available across four formats: eBooks: In-depth written material for focused learning. Audiobooks: Audio version of the eBook, perfect for learning on the go. Podcasts: Engaging audio content to reinforce key concepts. Videos: Modular video chunks, each covering a specific topic. The names of the eBooks, Audiobooks, and Podcasts are the same, ensuring you can seamlessly switch between formats without losing track of the content. Videos are divided into bite-sized modules for easier consumption, and all content across these mediums is consistent, so no matter which format you choose, the information remains the same. This gives you the freedom to learn in the way that works best for you.

Das ist alles enthalten

9 Videos1 Lektüre1 Aufgabe2 Plug-ins

9 VideosInsgesamt 122 Minuten

Audiobook: Course Introduction8 Minuten
Course Introduction8 Minuten
Audiobook 1: Introduction to AI Agents in Finance60 Minuten
Podcast 1: Introduction to AI Agents in Finance14 Minuten
1.1 Understanding AI Agents in Finance vs Traditional Financial Automation8 Minuten
1.2 The Evolution of AI Agents in Financial Services4 Minuten
1.3 Overview of Different Types of AI Agents in Finance6 Minuten
1.4 Importance of Agent Autonomy and Task Delegation in Financial Settings5 Minuten
1.5 Key Differences Between AI Agents in Finance and Traditional Automation6 Minuten

1 LektüreInsgesamt 10 Minuten

Hands On10 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 130 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 1: Introduction to AI Agents in Finance 15 Minuten
ACTIVITY: Timeline15 Minuten

Das ist alles enthalten

6 Videos1 Lektüre1 Aufgabe2 Plug-ins

6 VideosInsgesamt 90 Minuten

Audiobook 2: Building and Understanding AI Agents in Finance50 Minuten
Podcast 2: Building and Understanding AI Agents in Finance16 Minuten
2.1 Architecture of AI Agents in Finance7 Minuten
2.2 Tools and Libraries for Agent Development4 Minuten
2.3 Lifecycle and Deployment of AI Agents in Finance5 Minuten
2.4 AI Agents in Financial Services: Customer Support Automation, Virtual Assistants, and Behavioural Analytics6 Minuten

1 LektüreInsgesamt 10 Minuten

Hands On10 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 230 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 2: Building and Understanding AI Agents in Finance 15 Minuten
ACTIVITY: Sequence Arrangement15 Minuten

Das ist alles enthalten

6 Videos1 Lektüre1 Aufgabe2 Plug-ins

6 VideosInsgesamt 132 Minuten

Audiobook 3: Intelligent Agents for Fraud Detection and Anomaly monitoring85 Minuten
Podcast 3: Intelligent Agents for Fraud Detection and Anomaly Monitoring13 Minuten
3.1 Supervised/Unsupervised ML for Fraud Detection8 Minuten
3.2 Pattern Analysis & Behavioural Profiling7 Minuten
3.3 Real-Time Monitoring Agents9 Minuten
3.4 AI Agents for Real-Time Fraud Detection: Transaction Monitoring and PayPal Case Study7 Minuten

1 LektüreInsgesamt 10 Minuten

Hands On10 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 330 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 3: Intelligent Agents for Fraud Detection and Anomaly Monitoring 15 Minuten
ACTIVITY: Tab15 Minuten

Das ist alles enthalten

6 Videos1 Lektüre1 Aufgabe2 Plug-ins

6 VideosInsgesamt 111 Minuten

Audiobook 4: AI Agents for Credit Scoring and Lending Automation65 Minuten
Podcast 4: AI Agents for Credit Scoring and Lending Automation12 Minuten
4.1 Feature Generation from Non-Traditional Credit Data9 Minuten
4.2 Explainability (XAI) in Credit Decisions10 Minuten
4.3 Bias Mitigation in Lending Agents5 Minuten
4.4 Real-World Use Case: Agents assessing new-to-credit individuals using transaction and mobile data7 Minuten

1 LektüreInsgesamt 10 Minuten

Hands On10 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 430 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 4: AI Agents for Credit Scoring and Lending Automation 15 Minuten
ACTIVITY: Multiple Choice15 Minuten

Das ist alles enthalten

6 Videos1 Lektüre1 Aufgabe2 Plug-ins

6 VideosInsgesamt 108 Minuten

Audiobook 5: AI Agents for Wealth Management and Robo-Advisory61 Minuten
Podcast 5: AI Agents for Wealth Management and Robo - Advisory15 Minuten
5.1 Personalization Using Profiling Agents6 Minuten
5.2 Portfolio Rebalancing Algorithms8 Minuten
5.3 Sentiment-Aware Investing8 Minuten
5.4 Real-World Use Case & Case Study: AI in Portfolio Management with Wealthfront's Path7 Minuten

1 LektüreInsgesamt 10 Minuten

Hands On10 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 530 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 5: AI Agents for Wealth Management and Robo-Advisory 15 Minuten
ACTIVITY: Problem Statement15 Minuten

Das ist alles enthalten

9 Videos1 Lektüre1 Aufgabe2 Plug-ins

9 VideosInsgesamt 122 Minuten

Audiobook 6: Trading Bots and Market-Monitoring Agents67 Minuten
Podcast 6: Trading Bots and Market-Monitoring Agents15 Minuten
6.1 Understanding Reinforcement Learning in Trading Agents: Fundamentals and Key Concepts5 Minuten
6.2 Reinforcement Learning Algorithms and Training Process in Trading Agents5 Minuten
6.3 Applying and Evaluating Reinforcement Learning in Trading8 Minuten
6.4 Foundations of Predictive Modelling Using Historical Data8 Minuten
6.5 Predictive Modelling Using Historical Data – Advanced Techniques and Applications3 Minuten
6.6 Risk-Reward Threshold Management in Trading and Investment4 Minuten
6.7 Case Study: Renaissance Technologies Utilizes AI to Automate Short-Hold Trades, Generating Consistent Alpha via3 Minuten

1 LektüreInsgesamt 10 Minuten

Hands On10 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 630 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 6: Trading Bots and Market-Monitoring Agents 15 Minuten
Activity: Accordion15 Minuten

Das ist alles enthalten

17 Videos1 Lektüre1 Aufgabe2 Plug-ins

17 VideosInsgesamt 203 Minuten

Audiobook 7: NLP Agents for Financial Document Intelligence103 Minuten
Podcast 7: NLP Agents for Financial Document Intelligence16 Minuten
7.1 Understanding Earnings Calls and Filings5 Minuten
7.2 Extracting Insights from Financial Texts using LLMs5 Minuten
7.3 AI-Driven Analysis and Summarization of Earnings Calls and Filings6 Minuten
7.4 AI Summarization – Concepts, Types, and Hybrid Approaches7 Minuten
7.5 Voice-to-Text and Key-Point Extraction in Financial Document Intelligence5 Minuten
7.6 Noise Reduction and Audio Preprocessing in Financial Speech Recognition4 Minuten
7.7 Financial Vocabulary Adaptation in Speech Recognition6 Minuten
7.8 Training ASR Models for Finance-Specific Terms3 Minuten
7.9 Speaker Identification in Financial Document Intelligence3 Minuten
7.10 Timestamp Alignment – Mapping Transcript Text to Exact Audio Timestamps3 Minuten
7.11 Mapping Transcript Text to Exact Audio Timestamps6 Minuten
7.12 Key-Point Extraction Techniques in NLP6 Minuten
7.13 What is Semantic Role Labelling? Why is it Needed?4 Minuten
7.14 Sentiment and Emotion in Speech & Integrating Transcripts with Summarization Models8 Minuten
7.15 Real-World Use Cases and Case Study of NLP Agents in Financial Document Intelligence5 Minuten

1 LektüreInsgesamt 10 Minuten

Hands On10 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 730 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 7: NLP Agents for Financial Document Intelligence 15 Minuten
ACTIVITY: Hotspot15 Minuten

Das ist alles enthalten

7 Videos1 Lektüre1 Aufgabe2 Plug-ins

7 VideosInsgesamt 96 Minuten

Audiobook: Module 8: Compliance and Risk Surveillance Agents45 Minuten
Podcast: Module 8: Compliance and Risk Surveillance Agents13 Minuten
8.1 AI for Anti-Money Laundering (AML) and Know Your Business (KYB)7 Minuten
8.2 Regulation-Aware Rule Modelling10 Minuten
8.3 Transaction Graph Analysis10 Minuten
8.4 Real-World Use Case: Agent tracking suspicious cross-border money transfers in real-time across multiple accounts5 Minuten
8.5 Case Study: HSBC uses Quantexa’s AI agents to trace AML networks, increasing suspicious activity detection by 30%4 Minuten

1 LektüreInsgesamt 10 Minuten

Hands On10 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 830 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 8: Compliance and Risk Surveillance Agents 15 Minuten
ACTIVITY: Carousel15 Minuten

Das ist alles enthalten

7 Videos1 Lektüre1 Aufgabe2 Plug-ins

7 VideosInsgesamt 83 Minuten

Audiobook: Module 9: Responsible, Fair & Auditable AI Agents26 Minuten
Podcast: Module 9: Responsible, Fair & Auditable AI Agents13 Minuten
9.1 Governance Frameworks for AI in Finance (RBI, EU AI Act)11 Minuten
9.2 Transparency and Auditability in Decision Logic8 Minuten
9.3 Fairness and Explainability8 Minuten
9.4 Real-World Use Case: Auditable AI agent logs used during internal policy audits to ensure fair lending practices6 Minuten
9.5 Case Study: Ensuring Fairness and Compliance in AI Driven Lending and Credit Scoring at Wells Fargo and JPMorgan Chase8 Minuten

1 LektüreInsgesamt 10 Minuten

Hands On10 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 930 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 9: Responsible, Fair & Auditable AI Agents 15 Minuten
ACTIVITY: Drag and Drop15 Minuten

Das ist alles enthalten

6 Videos1 Aufgabe2 Plug-ins

6 VideosInsgesamt 66 Minuten

Audiobook: Module 10: World Famous Case Studies25 Minuten
Podcast: Module 10: World Famous Case Studies14 Minuten
10.1 Case Study 1: JPMorgan’s COiN Platform8 Minuten
10.2 Case Study 2: AI in Fraud Detection - PayPal’s Decision Intelligence6 Minuten
10.3 Case Study 3: AI-Driven Credit Scoring - Upstart’s Lending Platform5 Minuten
Course Summary6 Minuten

1 AufgabeInsgesamt 30 Minuten

Quiz 1030 Minuten

2 Plug-insInsgesamt 30 Minuten

Ebook: Module 10: World Famous Case Studies 15 Minuten
ACTIVITY: Case Study15 Minuten

Dozent

AI CERTs Team

AI CERTs

40 Kurse8.970 Lernende

von

AI CERTs

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Warum entscheiden sich Menschen für Coursera für ihre Karriere?

Felipe M.

Lernender seit 2018

„Es ist eine großartige Erfahrung, in meinem eigenen Tempo zu lernen. Ich kann lernen, wenn ich Zeit und Nerven dazu habe.“

Jennifer J.

Lernender seit 2020

„Bei einem spannenden neuen Projekt konnte ich die neuen Kenntnisse und Kompetenzen aus den Kursen direkt bei der Arbeit anwenden.“

Larry W.

Lernender seit 2021

„Wenn mir Kurse zu Themen fehlen, die meine Universität nicht anbietet, ist Coursera mit die beste Alternative.“

Chaitanya A.

„Man lernt nicht nur, um bei der Arbeit besser zu werden. Es geht noch um viel mehr. Bei Coursera kann ich ohne Grenzen lernen.“

Häufig gestellte Fragen

Finance professionals, analysts, fintech enthusiasts, data specialists, and executives seeking AI-driven financial expertise.

Basic Python knowledge is recommended, but beginners with analytical skills can follow the hands-on exercises.

Trading, risk modeling, fraud detection, credit scoring, wealth management, automated reconciliation, and forecasting.

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.