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AI in Finance Agent · LearnSpace
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AI in Finance Agent

Курс от AI CERTs
Начальный≈ 28.9 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Artificial intelligence is changing how financial teams analyze information, assess risk, and support business strategy. Financial institutions and enterprises are increasingly adopting AI technologies to strengthen forecasting, streamline reporting, and improve operational performance. This AI in Finance Agent course is designed for finance professionals, analysts, consultants, and learners seeking a practical understanding of AI in modern financial environments. Learners will explore how AI technologies support financial analysis, reporting activities, and business operations without requiring advanced technical expertise. The course focuses on practical finance applications and implementation-focused workflows. You’ll examine how organizations use AI finance tools to improve forecasting accuracy, optimize reporting processes, strengthen planning activities, and support operational visibility. Through real-world scenarios, learners will explore how AI supports predictive analysis, financial research, automation processes, and risk assessment. You’ll also learn how professionals evaluate AI opportunities, improve financial efficiency, and support responsible AI adoption across finance environments. In addition, the course introduces foundational concepts around AI governance, financial compliance, and implementation approaches within modern finance functions. Whether you work in finance, accounting, consulting, business operations, or analytical roles, this course provides practical insights into how AI supports enterprise finance modernization and intelligent business processes. By the end of the course, you’ll be able to identify AI opportunities in finance environments, evaluate operational impact, and apply AI-supported approaches to improve forecasting, reporting quality, and financial planning outcomes. Enroll in this AI finance course to build practical AI finance skills and support modern financial operations with greater confidence.

Навыки, которые вы освоите

Predictive AnalyticsGovernanceAutomationRisk ManagementGovernance Risk Management and ComplianceFinancial AnalysisCompliance ManagementFinancial ReportingFinancial ForecastingForecastingBusiness Process AutomationFinancial ManagementRisk Analysis

Программа курса

10 модулей · 109 учебных материалов

01Module 1: Introduction to AI Agents in Finance 12 материалов
Navigation VideoВидеоCourse IntroductionВидеоEbook: Module 1: Introduction to AI Agents in Finance PLUGINAudiobook 1: Introduction to AI Agents in FinanceВидео

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AI CERTs Team

Преподаватель курса

AI in Finance Agent
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 28.9 ч

10 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Немецкий, Испанский, Японский

Часть программы вашего университета
Podcast 1: Introduction to AI Agents in FinanceВидео
1.1 Understanding AI Agents in Finance vs Traditional Financial AutomationВидео
1.2 The Evolution of AI Agents in Financial ServicesВидео
1.3 Overview of Different Types of AI Agents in FinanceВидео
1.4 Importance of Agent Autonomy and Task Delegation in Financial SettingsВидео
1.5 Key Differences Between AI Agents in Finance and Traditional AutomationВидео
ACTIVITY: TimelinePLUGIN
Quiz 1Задание
02Module 2: Building and Understanding AI Agents in Finance 9 материалов
Ebook: Module 2: Building and Understanding AI Agents in Finance PLUGINAudiobook 2: Building and Understanding AI Agents in FinanceВидеоPodcast 2: Building and Understanding AI Agents in FinanceВидео2.1 Architecture of AI Agents in FinanceВидео2.2 Tools and Libraries for Agent DevelopmentВидео2.3 Lifecycle and Deployment of AI Agents in FinanceВидео2.4 AI Agents in Financial Services: Customer Support Automation, Virtual Assistants, and Behavioural AnalyticsВидеоACTIVITY: Sequence ArrangementPLUGINQuiz 2Задание
03Module 3: Intelligent Agents for Fraud Detection and Anomaly Monitoring 9 материалов
Ebook: Module 3: Intelligent Agents for Fraud Detection and Anomaly Monitoring PLUGINAudiobook 3: Intelligent Agents for Fraud Detection and Anomaly monitoringВидеоPodcast 3: Intelligent Agents for Fraud Detection and Anomaly MonitoringВидео3.1 Supervised/Unsupervised ML for Fraud DetectionВидео3.2 Pattern Analysis & Behavioural ProfilingВидео3.3 Real-Time Monitoring AgentsВидео3.4 AI Agents for Real-Time Fraud Detection: Transaction Monitoring and PayPal Case StudyВидеоACTIVITY: TabPLUGINQuiz 3Задание
04Module 4: AI Agents for Credit Scoring and Lending Automation 9 материалов
Ebook: Module 4: AI Agents for Credit Scoring and Lending Automation PLUGINAudiobook 4: AI Agents for Credit Scoring and Lending AutomationВидеоPodcast 4: AI Agents for Credit Scoring and Lending AutomationВидео4.1 Feature Generation from Non-Traditional Credit DataВидео4.2 Explainability (XAI) in Credit DecisionsВидео4.3 Bias Mitigation in Lending AgentsВидео4.4 Real-World Use Case: Agents assessing new-to-credit individuals using transaction and mobile dataВидеоACTIVITY: Multiple ChoicePLUGINQuiz 4Задание
05Module 5: AI Agents for Wealth Management and Robo-Advisory 9 материалов
Ebook: Module 5: AI Agents for Wealth Management and Robo-Advisory PLUGINAudiobook 5: AI Agents for Wealth Management and Robo-AdvisoryВидеоPodcast 5: AI Agents for Wealth Management and Robo - AdvisoryВидео5.1 Personalization Using Profiling AgentsВидео5.2 Portfolio Rebalancing AlgorithmsВидео5.3 Sentiment-Aware InvestingВидео5.4 Real-World Use Case & Case Study: AI in Portfolio Management with Wealthfront's PathВидеоACTIVITY: Problem StatementPLUGINQuiz 5Задание
06Module 6: Trading Bots and Market-Monitoring Agents 12 материалов
Ebook: Module 6: Trading Bots and Market-Monitoring Agents PLUGINAudiobook 6: Trading Bots and Market-Monitoring AgentsВидеоPodcast 6: Trading Bots and Market-Monitoring AgentsВидео6.1 Understanding Reinforcement Learning in Trading Agents: Fundamentals and Key ConceptsВидео6.2 Reinforcement Learning Algorithms and Training Process in Trading AgentsВидео6.3 Applying and Evaluating Reinforcement Learning in TradingВидео6.4 Foundations of Predictive Modelling Using Historical DataВидео6.5 Predictive Modelling Using Historical Data – Advanced Techniques and ApplicationsВидео6.6 Risk-Reward Threshold Management in Trading and InvestmentВидео6.7 Case Study: Renaissance Technologies Utilizes AI to Automate Short-Hold Trades, Generating Consistent Alpha viaВидеоActivity: AccordionPLUGINQuiz 6Задание
07Module 7: NLP Agents for Financial Document Intelligence 20 материалов
Ebook: Module 7: NLP Agents for Financial Document Intelligence PLUGINAudiobook 7: NLP Agents for Financial Document IntelligenceВидеоPodcast 7: NLP Agents for Financial Document IntelligenceВидео7.1 Understanding Earnings Calls and FilingsВидео7.2 Extracting Insights from Financial Texts using LLMsВидео7.3 AI-Driven Analysis and Summarization of Earnings Calls and FilingsВидео7.4 AI Summarization – Concepts, Types, and Hybrid ApproachesВидео7.5 Voice-to-Text and Key-Point Extraction in Financial Document IntelligenceВидео7.6 Noise Reduction and Audio Preprocessing in Financial Speech RecognitionВидео7.7 Financial Vocabulary Adaptation in Speech RecognitionВидео7.8 Training ASR Models for Finance-Specific TermsВидео7.9 Speaker Identification in Financial Document IntelligenceВидео7.10 Timestamp Alignment – Mapping Transcript Text to Exact Audio TimestampsВидео7.11 Mapping Transcript Text to Exact Audio TimestampsВидео7.12 Key-Point Extraction Techniques in NLPВидео7.13 What is Semantic Role Labelling? Why is it Needed?Видео7.14 Sentiment and Emotion in Speech & Integrating Transcripts with Summarization ModelsВидео7.15 Real-World Use Cases and Case Study of NLP Agents in Financial Document IntelligenceВидеоACTIVITY: HotspotPLUGINQuiz 7Задание
08Module 8: Compliance and Risk Surveillance Agents 10 материалов
Ebook: Module 8: Compliance and Risk Surveillance Agents PLUGINAudiobook: Module 8: Compliance and Risk Surveillance AgentsВидеоPodcast: Module 8: Compliance and Risk Surveillance AgentsВидео8.1 AI for Anti-Money Laundering (AML) and Know Your Business (KYB)Видео8.2 Regulation-Aware Rule ModellingВидео8.3 Transaction Graph AnalysisВидео8.4 Real-World Use Case: Agent tracking suspicious cross-border money transfers in real-time across multiple accountsВидео8.5 Case Study: HSBC uses Quantexa’s AI agents to trace AML networks, increasing suspicious activity detection by 30%ВидеоACTIVITY: CarouselPLUGINQuiz 8Задание
09Module 9: Responsible, Fair & Auditable AI Agents 10 материалов
Ebook: Module 9: Responsible, Fair & Auditable AI Agents PLUGINAudiobook: Module 9: Responsible, Fair & Auditable AI AgentsВидеоPodcast: Module 9: Responsible, Fair & Auditable AI AgentsВидео9.1 Governance Frameworks for AI in Finance (RBI, EU AI Act)Видео9.2 Transparency and Auditability in Decision LogicВидео9.3 Fairness and ExplainabilityВидео9.4 Real-World Use Case: Auditable AI agent logs used during internal policy audits to ensure fair lending practicesВидео9.5 Case Study: Ensuring Fairness and Compliance in AI Driven Lending and Credit Scoring at Wells Fargo and JPMorgan ChaseВидеоACTIVITY: Drag and DropPLUGINQuiz 9Задание
10Module 10: World Famous Case Studies 9 материалов
Ebook: Module 10: World Famous Case Studies PLUGINAudiobook: Module 10: World Famous Case StudiesВидеоPodcast: Module 10: World Famous Case StudiesВидео10.1 Case Study 1: JPMorgan’s COiN PlatformВидео10.2 Case Study 2: AI in Fraud Detection - PayPal’s Decision IntelligenceВидео10.3 Case Study 3: AI-Driven Credit Scoring - Upstart’s Lending PlatformВидеоCourse SummaryВидеоACTIVITY: Case StudyPLUGINQuiz 10Задание