When will I receive my Course Certificate?

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

Why can’t I audit this course?

This course is currently available only to learners who have paid or received financial aid, when available.

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.

Google AI for Finance Professionals

Google AI for Finance Professionals

Instructor: Google Cloud Training

Included with Learn more

Ask Coursera

6 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

No prior experience required

2 hours to complete

Flexible schedule

Learn at your own pace

6 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

No prior experience required

2 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Use Gemini in Google Workspace applications and Google Workspace Studio to automate financial workflows.
Design customized Gems in Gemini to serve as specialized AI experts for repeatable financial goals.
Synthesize financial documents within Gemini Notebook for enterprise users to extract insights from structured and unstructured data.
Configure and deploy Gemini Enterprise agents to connect to external applications and automate complex workflows.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

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There are 6 modules in this course

Designed for finance services professionals across all industries, this course equips you to leverage AI tools, including Google Workspace with Gemini, Google Workspace Studio, Gemini Gems, Gemini Notebook, and Gemini Enterprise for increased productivity, automation, strategic decision-making, and innovation in your daily workflows.

In this introduction, you'll explore the course goals and objectives.

What's included

1 plugin

Learn to use Gemini directly within Docs, Sheets, and Gmail. This module covers a four-part prompting framework to automate financial summaries, analyze data trends, and draft professional client communications or reusable templates.

What's included

1 assignment7 plugins

1 assignmentTotal 10 minutes

Google Workspace with Gemini - Quiz10 minutes

7 pluginsTotal 27 minutes

Introduction to Google Workspace with Gemini5 minutes
Create your Google Workspace trial account2 minutes
Use case 1: Summarizing quarterly financial reports5 minutes
Use case 2: Analyzing financial data trends in Google Sheets5 minutes
Use case 3a: Drafting client communication in Gmail3 minutes
Use case 3b: Drafting client communication in Google Docs2 minutes
Use case 4: Automating tasks in Google Workspace Studio5 minutes

This section explores "Gems", or customized AI expert assistants designed for repeatable goals. You will learn to build Gems for specific tasks like designing risk dashboards, conducting post-mortem analyses, and crafting investor narratives.

What's included

1 assignment4 plugins

Discover how to use Gemini Notebook as a personalized research assistant. You will use "source-grounding" to synthesize insights from specific financial reports, regulatory filings, and client notes while maintaining strict data privacy and accuracy.

What's included

1 assignment5 plugins

1 assignmentTotal 8 minutes

Gemini Notebook - Quiz8 minutes

5 pluginsTotal 25 minutes

Introduction to Gemini Notebook5 minutes
Use case 1: Analyzing and comparing quarterly/annual reports5 minutes
Use case 2: Preparing for client meetings5 minutes
Use case 3: Querying regulatory documents and compliance policies5 minutes
Use case 4: Assisting due diligence document review5 minutes

This module focuses on deploying advanced AI agents to orchestrate complex workflows in Gemini Enterprise. Learn to connect external apps to your agent to automate high-stakes tasks like portfolio compliance audits, investment deal reviews, and digitizing audit field notes.

What's included

1 assignment4 plugins

This module summarizes what was covered in the course and provides a document with a list of additional resources for learners to continue their learning journey.

What's included

1 plugin

Instructor

Google Cloud Training

Google Cloud

2,297 Courses4,475,254 learners

Offered by

Google Cloud

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Frequently asked questions

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.

Google AI for Finance Professionals

Google AI for Finance Professionals

What you'll learn

Skills you'll gain

Tools you'll learn

Details to know

See how employees at top companies are mastering in-demand skills

There are 6 modules in this course

Introduction

What's included

Google Workspace with Gemini

What's included

Gemini Gems

What's included

Gemini Notebook

What's included

Gemini Enterprise

What's included

Course conclusion

What's included

Instructor

Offered by

Explore more from Software Development

AI agents and creator tools for finance professionals

Introduction to AI for finance professionals

AI for Finance

Financial Automation with Generative AI

Why people choose Coursera for their career

Felipe M.

Jennifer J.

Larry W.

Chaitanya A.

Unlock access to 10,000+ courses with a subscription

Advance your career with an online degree

Join over 4,700 global companies that choose Coursera for Business

Frequently asked questions

Can I preview a course before enrolling?

When will I have access to the lectures and assignments?

What will I get when I enroll?

More questions