AI CERTs

AI in Finance Agent

AI CERTs

AI in Finance Agent

AI CERTs Team

Instructor: AI CERTs Team

Included with Coursera PlusLearn more

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Understand AI Applications in Finance: Explore how AI supports financial analysis, reporting activities, and operational planning.

  • Evaluate AI Finance Tools and Technologies: Assess AI tools that strengthen forecasting accuracy and reporting performance.

  • Improve Financial Planning and Risk Assessment: Apply AI-supported approaches to enhance financial modeling and risk evaluation processes.

  • Implement Intelligent Finance Workflows: Identify AI opportunities that improve operational visibility and financial decision-making.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

10 assignments

Taught in English

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

 logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

There are 10 modules in this course

This module introduces the role of AI agents in transforming financial operations and decision-making. It explains the key concepts, capabilities, and applications of AI agents across financial services. Learners will understand how AI agents support automation, analysis, and intelligent assistance in finance.

What's included

6 videos1 assignment1 plugin

This module explains the architecture, components, and working principles of AI agents in financial environments. It covers how AI agents perceive information, reason, make decisions, and perform tasks using connected systems. Learners will explore the process of designing and implementing AI agent solutions for finance use cases.

What's included

4 videos1 assignment1 plugin

This module explores how AI agents help identify fraudulent activities and unusual financial patterns. It explains the use of intelligent monitoring, pattern recognition, and real-time analysis for fraud prevention. Learners will understand how AI agents improve transaction security and operational efficiency.

What's included

4 videos1 assignment1 plugin

This module explains how AI agents enhance credit evaluation and automate lending processes. It covers intelligent data analysis, risk assessment, and decision support for faster lending workflows. Learners will understand how AI agents improve credit management and customer experiences.

What's included

4 videos1 assignment1 plugin

This module introduces the use of AI agents in wealth management and personalized financial advisory services. It explains how agents analyze financial information, support investment decisions, and provide customized recommendations. Learners will explore how AI agents enable scalable and intelligent advisory solutions.

What's included

4 videos1 assignment1 plugin

This module explores AI agents used for automated trading and continuous market monitoring. It explains how agents analyze market data, identify opportunities, and support trading strategies. Learners will understand the role of AI agents in improving market analysis and trading efficiency.

What's included

7 videos1 assignment1 plugin

This module explains how NLP-based AI agents process and analyze complex financial documents. It covers document understanding, information extraction, summarization, and knowledge retrieval. Learners will explore how AI agents improve access to financial insights and streamline document-based workflows.

What's included

15 videos1 assignment1 plugin

This module introduces AI agents designed to support compliance management and risk monitoring activities. It explains how agents analyze regulatory information, monitor risks, and assist with surveillance processes. Learners will understand how AI agents help organizations strengthen governance and compliance operations.

What's included

5 videos1 assignment1 plugin

This module focuses on developing AI agents that support responsible and transparent financial practices. It explains fairness, accountability, explainability, and audit requirements for AI-driven decisions. Learners will understand approaches for building trustworthy AI agent systems in finance.

What's included

5 videos1 assignment1 plugin

This module presents real-world case studies demonstrating the use of AI agents in financial services. It highlights practical implementations, business challenges, solutions, and outcomes from leading organizations. Learners will gain insights into how AI agents create value across different financial applications.

What's included

4 videos1 assignment1 plugin

Instructor

AI CERTs Team
AI CERTs
62 Courses63,810 learners

Offered by

AI CERTs

Why people choose Coursera for their career

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Frequently asked questions