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Automate Financial Insights with AI Tools & Dashboards · LearnSpace
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Automate Financial Insights with AI Tools & Dashboards

Курс от Board Infinity
Средний≈ 19.7 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Learn how to automate financial insights end-to-end by building real-time data pipelines, AI-powered dashboards, and interactive financial applications. In this course, you will use APIs, ETL workflows, Power BI, Tableau, Streamlit, ML models, and LLM-based AI tools to deploy production-ready financial analytics systems. In Module 1, you will explore automation foundations for finance by working with financial APIs, ETL pipelines, and workflow orchestration tools while implementing governance, auditability, and error handling. In Module 2, we will cover dashboard design and real-time financial visualization using Power BI and Tableau, including automated refresh, forecasting visuals, and alerting mechanisms. In Module 3, you will see how to build interactive financial applications using Streamlit, integrate ML models and real-time data, and deploy cloud-hosted analyst tools. In Module 4, we will bring everything together in a capstone project by building a fully automated, AI-enabled financial insights platform with APIs, ML forecasting, dashboards, LLM commentary, alerts, and monitoring. By the end, you will be able to: -Build automated financial data pipelines using APIs and ETL workflows -Create real-time dashboards with Power BI, Tableau, and Streamlit -Integrate ML models and LLM-generated insights into analytics systems -Deploy cloud-ready, end-to-end financial automation solutions This course is ideal for: -FP&A, finance, and investment professionals seeking automation skills -Analysts building dashboards and real-time reporting systems -Data professionals working on financial analytics platforms -Learners completing a finance + AI specialization or capstone Transform static financial reports into automated, AI-powered insight systems used by modern finance teams. Disclaimer: This is an independent educational resource created by Board Infinity for informational and educational purposes only. This course is not affiliated with, endorsed by, sponsored by, or officially associated with any company, organization, or certification body unless explicitly stated. The content provided is based on industry knowledge and best practices but does not constitute official training material for any specific employer or certification program. All company names, trademarks, service marks, and logos referenced are the property of their respective owners and are used solely for educational identification and comparison purposes.

Навыки, которые вы освоите

Power BIDashboardFinancial DataInteractive Data VisualizationReal Time DataDashboard CreationAutomationExtract, Transform, LoadLarge Language ModelingTableau SoftwareGovernanceMicrosoft Power PlatformLLM ApplicationFinancial ForecastingCloud DeploymentBusiness Intelligence SoftwareKey Performance Indicators (KPIs)Data PipelinesBusiness IntelligenceData Integration

Программа курса

4 модулей · 75 учебных материалов

01Automation Foundations for Financial Analysts21 материалов

Introduction to the Course

Course Welcome Video!ВидеоGlossaryЧтение

Introduction to Modern Automation in Finance

What Automation Means in Modern Finance RolesВидеоAutomation Use Cases Across FP&A, Treasury & Investment ResearchВидео

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Board Infinity

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Automate Financial Insights with AI Tools & Dashboards
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Обучение откроется на Coursera
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Обучение на Coursera

≈ 19.7 ч

4 модулей

Язык: Английский

Часть программы вашего университета
Data Sources for Automated Financial WorkflowsВидео
Read more about Finance Automation, AI & Modern FP&A PracticesЧтение
From Manual to Automated: Foundations of Financial Workflow AutomationDIALOGUE
Practice Quiz : — Introduction to Modern Automation in FinanceЗадание

APIs for Financial Data

How APIs Work and How Analysts Use ThemВидеоPulling Market and Macro Data from Financial APIsВидеоAPI Authentication, Rate Limits and Error HandlingВидеоRead more about Using APIs to Access Market and Economic DataЧтениеPractice Quiz : — APIs for Financial DataЗадание

ETL & Workflow Orchestration

ETL Concepts for Financial Data PipelinesВидеоScheduling Automated Workflows Using AirflowВидеоNo-Code Automation Using n8n and ZapierВидеоRead more about ETL, ELT & Automated Data Pipelines in FinanceЧтениеFrom Manual to Automated: Designing Scalable Financial WorkflowsDIALOGUEPractice Quiz : — ETL & Workflow OrchestrationЗаданиеGraded Quiz: Automation Foundations for Financial AnalystsЗаданиеQuick Course Check-inPLUGIN
02Dashboards for Real-Time Financial Insights18 материалов

Dashboard Fundamentals & Design Principles

Types of Financial DashboardsВидеоDesigning KPI-Driven Financial DashboardsВидеоBest Practices for Financial StorytellingВидеоRead more about Financial Dashboard Design & KPIsЧтениеPractice Quiz : — Dashboard Fundamentals & Design PrinciplesЗадание

Power BI for Financial Visualization

Connecting Power BI to Financial Data SourcesВидеоBuilding Financial Visuals for Performance and ForecastingВидеоAutomated Refresh, Parameters and DAX FundamentalsВидеоRead more about Power BI for Financial Reporting, Modeling & Time IntelligenceЧтениеPractice Quiz : — Power BI for Financial VisualizationЗадание

Tableau for Financial Storytelling

Connecting Tableau to Live and Extract DataВидеоAdvanced Financial Visualizations in TableauВидеоInteractive Dashboard Actions and StorytellingВидеоRead more about Tableau for Financial Dashboards, Visual Analytics & StorytellingЧтениеSeeing the Signal: Building Real-Time Financial Dashboards That Drive ActionDIALOGUEPitching Your AI Financial Command CenterDIALOGUE
03Interactive Applications for Modern Analysts18 материалов

Building Financial Applications with Streamlit

Turn a Model into a Client-Ready ToolОбсуждениеStreamlit Basics: Layouts, Widgets and Data LoadingВидеоCreating Interactive Financial ComponentsВидеоApp Theming, Deployment and SharingВидеоRead more about Building and Deploying Financial Dashboards with StreamlitЧтениеPractice Quiz : — Building Financial Applications with StreamlitЗадание

Integrating Machine Learning Models into Apps

Loading Machine Learning Models into StreamlitВидеоAdding Forecast Inputs and Predictive OutputsВидеоVisualizing Machine Learning OutputsВидеоRead more about Deploying Machine Learning Models in Streamlit for FinanceЧтениеPractice Quiz : — Integrating Machine Learning Models into AppsЗадание

Real-Time Data Integration & Cloud Deployment

Connecting Applications to APIs and Live DataВидеоDeploying Financial Applications to the CloudВидеоAuthentication, Permissions and Version ControlВидеоRead More: Taking Streamlit Apps from Live Data to Secure Cloud DeploymentЧтениеFrom Analysis to Application: Building Interactive Financial AppsDIALOGUEPractice Quiz : — Real-Time Data Integration & Cloud DeploymentЗадание
04Capstone: AI-Enabled Automated Financial Insights System18 материалов

Building the Data & Forecasting Backbone

Connecting Real-Time APIs for Market and Macro DataВидеоMachine Learning Forecasting Using Prophet and Gradient BoostingВидеоAutomated Data Cleaning and Feature GenerationВидеоRead More: Building Production-Grade Time Series Forecasting Systems with PythonЧтениеPractice Quiz : — Building the Data & Forecasting BackboneЗадание

Automated Dashboards and Alerts

Linking Dashboards to API and Machine Learning OutputsВидеоSetting Alerts for Thresholds, Volatility and VariancesВидеоAutomated Insight Delivery via NotificationsВидеоRead More: Building Automated Alerting & Monitoring Systems for Financial DashboardsЧтениеPractice Quiz : — Automated Dashboards and AlertsЗадание

LLM Commentary & Insights Generation

Generative AI for Financial CommentaryВидеоSentiment Analysis and Forecast Narrative GenerationВидеоResponsible AI Usage and Risk EvaluationВидеоCase Study: Automating Financial Insights in Real-World Finance Teams ЧтениеFrom Data to Decisions: Building an AI-Enabled Financial Insights SystemDIALOGUEPractice Quiz : — LLM Commentary & Insights GenerationЗадание
Practice Quiz : — Tableau for Financial StorytellingЗадание
Graded Quiz : — Dashboards for Real-Time Financial InsightsЗадание
Graded Quiz : — Interactive Applications for Modern AnalystsЗадание
Graded Quiz : — Capstone: AI-Enabled Automated Financial Insights SystemЗадание
Course Closure!Видео