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

Cela se termine bientôt : Obtenez des compétences de niveau supérieur avec Coursera Plus pour 199 $ (régulièrement 399 $). Économisez maintenant.

Ce cours n'est pas disponible en Français (France)

Nous sommes actuellement en train de le traduire dans plus de langues.

AI in Finance Agent

Instructeur : AI CERTs Team

Inclus avec

10 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

3 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

10 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

3 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

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.

Compétences que vous acquerrez

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

Détails à connaître

Certificat partageable

Ajouter à votre profil LinkedIn

Récemment mis à jour !

janvier 2026

Évaluations

10 devoirs

Enseigné en Anglais

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logos de Petrobras, TATA, Danone, Capgemini, P&G et L'Oreal

Il y a 10 modules dans ce cours

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.

Inclus

9 vidéos1 lecture1 devoir2 plugins

9 vidéosTotal 122 minutes

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

1 lectureTotal 10 minutes

Hands On10 minutes

1 devoirTotal 30 minutes

Quiz 130 minutes

2 pluginsTotal 30 minutes

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

Inclus

6 vidéos1 lecture1 devoir2 plugins

6 vidéosTotal 90 minutes

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

1 lectureTotal 10 minutes

Hands On10 minutes

1 devoirTotal 30 minutes

Quiz 230 minutes

2 pluginsTotal 30 minutes

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

Inclus

6 vidéos1 lecture1 devoir2 plugins

6 vidéosTotal 132 minutes

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

1 lectureTotal 10 minutes

Hands On10 minutes

1 devoirTotal 30 minutes

Quiz 330 minutes

2 pluginsTotal 30 minutes

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

Inclus

6 vidéos1 lecture1 devoir2 plugins

6 vidéosTotal 111 minutes

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

1 lectureTotal 10 minutes

Hands On10 minutes

1 devoirTotal 30 minutes

Quiz 430 minutes

2 pluginsTotal 30 minutes

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

Inclus

6 vidéos1 lecture1 devoir2 plugins

6 vidéosTotal 108 minutes

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

1 lectureTotal 10 minutes

Hands On10 minutes

1 devoirTotal 30 minutes

Quiz 530 minutes

2 pluginsTotal 30 minutes

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

Inclus

9 vidéos1 lecture1 devoir2 plugins

9 vidéosTotal 122 minutes

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

1 lectureTotal 10 minutes

Hands On10 minutes

1 devoirTotal 30 minutes

Quiz 630 minutes

2 pluginsTotal 30 minutes

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

Inclus

17 vidéos1 lecture1 devoir2 plugins

17 vidéosTotal 203 minutes

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

1 lectureTotal 10 minutes

Hands On10 minutes

1 devoirTotal 30 minutes

Quiz 730 minutes

2 pluginsTotal 30 minutes

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

Inclus

7 vidéos1 lecture1 devoir2 plugins

7 vidéosTotal 96 minutes

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

1 lectureTotal 10 minutes

Hands On10 minutes

1 devoirTotal 30 minutes

Quiz 830 minutes

2 pluginsTotal 30 minutes

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

Inclus

7 vidéos1 lecture1 devoir2 plugins

7 vidéosTotal 83 minutes

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

1 lectureTotal 10 minutes

Hands On10 minutes

1 devoirTotal 30 minutes

Quiz 930 minutes

2 pluginsTotal 30 minutes

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

Inclus

6 vidéos1 devoir2 plugins

6 vidéosTotal 66 minutes

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

1 devoirTotal 30 minutes

Quiz 1030 minutes

2 pluginsTotal 30 minutes

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

Instructeur

AI CERTs Team

AI CERTs

40 Cours8 970 apprenants

Offert par

AI CERTs

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Spécialisation

Pour quelles raisons les étudiants sur Coursera nous choisissent-ils pour leur carrière ?

Felipe M.

Étudiant(e) depuis 2018

’Pouvoir suivre des cours à mon rythme à été une expérience extraordinaire. Je peux apprendre chaque fois que mon emploi du temps me le permet et en fonction de mon humeur.’

Jennifer J.

Étudiant(e) depuis 2020

’J'ai directement appliqué les concepts et les compétences que j'ai appris de mes cours à un nouveau projet passionnant au travail.’

Larry W.

Étudiant(e) depuis 2021

’Lorsque j'ai besoin de cours sur des sujets que mon université ne propose pas, Coursera est l'un des meilleurs endroits où se rendre.’

Chaitanya A.

’Apprendre, ce n'est pas seulement s'améliorer dans son travail : c'est bien plus que cela. Coursera me permet d'apprendre sans limites.’

Foire Aux Questions

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.