AI in Financial Services
Use AI productively and safely in banking, lending, and advisory work.
About this course
A practical course for financial services professionals covering how AI is reshaping the industry — from client-facing tools to back-office automation — and how to use it responsibly while protecting sensitive data and staying compliant.
What you'll learn
- Understand how AI tools are being used across financial services today
- Identify AI-powered fraud, deepfakes, and social engineering targeting clients
- Use AI tools productively while protecting client data
- Understand regulatory and compliance considerations for AI use
- Communicate AI risks and benefits clearly to clients and colleagues
Course content
AI in Financial Services Today
How AI is already being used across banking, lending, and advisory — and what's coming next.
AI-Powered Fraud & Scams
Deepfakes, voice cloning, and AI-generated phishing targeting financial clients.
Data Privacy & AI
What happens to client data when you use AI tools — and how to stay compliant.
Using AI Productively
Practical AI tools for financial professionals and how to evaluate them safely.
Who this is for
Banks, credit unions, financial advisers, and lenders. Suitable for frontline staff, managers, and compliance teams.
$249
12 months of access. Team pricing available.
- Self-paced — start anytime
- Progress saves automatically
- Certificate on completion