ACERT76-014_rev3.0: AI+ Finance Agent, Self-Paced Learning V3 (AI Business)

Duration: Self-Paced, 8 hours of content

The AI+ Finance Agent certification is designed for finance professionals, technologists, and AI enthusiasts who want to build autonomous financial AI agents.

Through this certification, you gain the skills to design, develop, and deploy systems for real-time fraud detection, credit scoring, robo-advisory, algorithmic trading, risk analytics, and regulatory compliance. You learn how to integrate AI into essential financial workflows so you can elevate decision-making and strengthen operational performance.

Through hands-on exercises, prompt engineering, and real-world case studies, you develop the practical expertise needed to create intelligent financial agents that operate reliably and align with regulatory expectations. By completing this certification, you position yourself to build advanced solutions that streamline processes, increase efficiency, and confidently support the evolving needs of the financial industry.

This certification will cover:

• Introduction to AI Agents in Finance
• Building and Understanding AI Agents in Finance
• Intelligent Agents for Fraud Detection and Anomaly Monitoring
• AI Agents for Credit Scoring and Lending Automation
• AI Agents for Wealth Management and Robo-Advisory
• Trading Bots and Market-Monitoring Agents
• NLP Agents for Financial Document Intelligence
• Compliance and Risk Surveillance Agents
• Responsible, Fair & Auditable AI Agents
• World Famous Case Studies

Please use the links below to download additional information about this course:

Executive Summary: AI+ Finance Agent Detailed Curriculum.pdf

Course Outline: AI+ Finance Agent Detailed Curriculum.pdf

Exam Blueprint: AI+ Finance Agent Blueprint.pdf