Practical AI and prompting for finance professionals

Intermediate Level
1 week to complete
Flexible Schedule

AI Business School

Skills You’ll Gain

Prompt Patterns Business Transformation AI Personalization Large Language Modeling Ideation Sales AI Product Strategy Innovation Finance LLM Application Decision Intelligence Artificial Intelligence AI Enablement AI literacy Sales Enablement Prompt Engineering Tools

Shareable Certificate

Earn a shareable certificate to add to your LinkedIn profile.

Develop Your Specialized Knowledge

Learn new concepts from industry experts

Gain a foundational understanding of a subject or tool

Develop job-relevant skills with hands-on projects

Earn a shareable career certificate

There are 4 modules in this course

In this module you will get familiar with as well as try out and practice various finance job-specific AI use cases that are truly relevant to your everyday professional life. You will interact with preconfigured, easy-to-use apps across eight core areas gaining hands-on experience with how AI responds to different inputs. By the end of the module, you will have tangible insights into AI capabilities, access to comprehensive resources detailing the use case areas and 50 finance-specific examples.

This hands-on module trains you how to master prompting skills—the new essential way of interacting with AI tools. You’ll practice effective prompting techniques through practical exercises, learning how to craft clear, targeted instructions and avoid common mistakes. By the end, you’ll be able to guide GenAI tools to deliver accurate, personalized, and valuable results for your daily work.

In this module, you’ll brainstorm, refine, and share a practical AI use case for your organization. You will start by generating targeted Use Case ideas for your industry, function, and primary objective, then refine your idea with details on benefits, impact, risks, and milestones. Finally, you will transform a high-level idea into a structured AI use case concept tailored to a real-world finance challenge. The result is a well-defined blueprint for a finance-specific AI use case!

In this module you will evaluate your abilities and obtain your personal certificate.