Introduction to AI for Investment professionals

Instructor: AI Business School

Included with Learn more

4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

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 4 modules in this course

Welcome to the “Introduction to AI for Investment & Asset Management professionals” — a unique, hands-on course designed to help you build foundational AI and Generative AI literacy. In this course, you’ll discover how Generative AI is transforming the Investment & Asset Management profession, explore key risks and best practices, while experimenting with powerful AI tools in interactive, Investment & Asset Management-focused applications.

By the end of this course, you will be able to: - Understand the fundamentals of AI and its potential opportunities in Investment & Asset Management - Explore and recognize risks and limitations associated with AI and how to address them - Practice with different AI tools to get hands-on experience - Get started with essential prompting techniques for using different Generative AI models - Discover and try out various Investment & Asset Management-specific use cases and AI technologies, explore the ways to integrate them into daily job routines - Participate in a project to generate a Investment & Asset Management-specific AI use case idea with an interest in programming. - Prepare for the next phase of your AI journey, progressing from foundational to advanced applications Welcome to the unique “Introduction to AI for Investment & Asset Management professionals” course. Just start your AI journey and discover all the fascinating opportunities opened up for you by Artificial Intelligence.

Gain foundational AI and GenAI literacy with hands-on exercises. This module introduces the fast-changing world of Artificial Intelligence and Generative AI (GenAI), focusing on what these current technologies are, how they operate, and how they are transforming the way we work.

What's included

5 videos5 readings1 assignment2 plugins

5 videosTotal 14 minutes

Evolution of AI technologies4 minutes
AI in the enterprise environment2 minutes
Like talking to a human3 minutes
Prompting as a highly important new skill3 minutes
Why AI is important for all of us2 minutes

5 readingsTotal 60 minutes

Course Syllabus: Introduction to AI for Investment & Asset Management Professionals10 minutes
Module Overview: Introduction to AI and GenAI10 minutes
Prompting exercise: text generation5 minutes
Prompting exercise 2: create an image5 minutes
Module summary document30 minutes

1 assignmentTotal 30 minutes

Assessment: Introduction to AI30 minutes

2 pluginsTotal 30 minutes

Prompting exercise: text generation15 minutes
Prompting exercise 2: create an image15 minutes

This module explores how AI transforms key roles and workflows in Investment & asset management. You’ll also gain hands-on exposure to impactful use cases and tools, laying the foundation for creating AI-powered solutions tailored to your daily Investment & asset management routines.

What's included

1 video2 readings1 assignment1 plugin

1 videoTotal 7 minutes

AI in Investment & asset management7 minutes

2 readingsTotal 60 minutes

Use case examples for Investment & asset management50 minutes
Function & job-specific GenAI use case creator10 minutes

1 assignmentTotal 60 minutes

Generate an Investment & asset management specific use case idea60 minutes

1 pluginTotal 15 minutes

Investment & asset management & job-specific GenAI use case creator15 minutes

Understand and avoid risks related to AI. During this module you will become aware of the most relevant limitations and risks related to the use of AI. And you will learn how to effectively address the most important risks. The first part covers the main AI-related risk groups like company-specific, social and existential risks. The second part gives practical advice on how to interact with AI solutions to minimize the risk exposure. At the end you will receive access to a summary document.

What's included

6 videos3 readings1 assignment

6 videosTotal 19 minutes

Company-specific risks5 minutes
Social risks2 minutes
Existential risks4 minutes
How to avoid company-specific risks2 minutes
What kind of information to share with AI4 minutes
How to handle answers and results provided by AI4 minutes

3 readingsTotal 34 minutes

Overview2 minutes
Overview2 minutes
Summary30 minutes

1 assignmentTotal 30 minutes

Module: Actively Manage AI Risks30 minutes

Congratulations! You're about to complete the final stretch of your course. Before you obtain your certificate, you'll just need to complete the final assessment. Good luck!

What's included

1 assignment

Instructor

AI Business School

50 Courses30,898 learners

Offered by

AI Business School

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Introduction to AI for Investment professionals

Introduction to AI for Investment professionals

Details to know

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

There are 4 modules in this course

Introduction to AI and GenAI

What's included

5 videosTotal 14 minutes

5 readingsTotal 60 minutes

1 assignmentTotal 30 minutes

2 pluginsTotal 30 minutes

AI in Investment & asset management

What's included

1 videoTotal 7 minutes

2 readingsTotal 60 minutes

1 assignmentTotal 60 minutes

1 pluginTotal 15 minutes

Actively Manage AI Risks

What's included

6 videosTotal 19 minutes

3 readingsTotal 34 minutes

1 assignmentTotal 30 minutes

Assessment for Introduction to AI for Investment & asset management professionals

What's included

1 assignmentTotal 30 minutes

Instructor

Offered by

Why people choose Coursera for their career

Felipe M.

Jennifer J.

Larry W.

Chaitanya A.

What brings you to Coursera today?

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

More questions

Introduction to AI for Investment professionals

Introduction to AI for Investment professionals

Details to know

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

There are 4 modules in this course

Introduction to AI and GenAI

What's included

AI in Investment & asset management

What's included

Actively Manage AI Risks

What's included

Assessment for Introduction to AI for Investment & asset management professionals

What's included

Instructor

Offered by

Why people choose Coursera for their career

Felipe M.

Jennifer J.

Larry W.

Chaitanya A.

What brings you to Coursera today?

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

When will I have access to the lectures and assignments?

What will I get if I subscribe to this Specialization?

Is financial aid available?

More questions