This hands-on course was written for people who work in financial services, and it accompanies you from your opening exchange with Claude all the way to a finished implementation. Real financial services examples and documents supply the material for direct practice with tool integrations, Artifacts, Projects, and prompting.
The sessions take you through client communications, portfolio analysis narratives, compliance documentation, regulatory reporting, market research summaries, and internal process documentation, and they return repeatedly to the point that anything client-facing or compliance-related must still pass professional review. You will close the course with a Claude system personalized to you and a completed capstone client service package matched to your role and to your organization's priorities.
From our hands-on training style to world-class instructors and custom-crafted curriculum, we deliver results our alumni are proud of.
Learn the concepts and skills covered in this course or your tuition is on us. See details and terms & conditions.
Work on projects proven to boost retention
Refined over many cohorts for an optimal learning experience
Excellent classes and excellent venue! It has just the right level of personal attention and class participation. I would highly recommend NYIM and look forward to taking future classes there. – Hazel S.
Experienced educators who are driven to help you succeed
Refresh the materials and gain additional practice
Attend this course in-person in NYC or live online or as self-paced training. Engage with expert instructors, ask questions, and get feedback on your exercises and projects.
Unlike other providers, these are not mass open-enrollment classes. At NYIM Training, you’ll learn in small groups (typically 8-15 students) and receive personalized attention.
Get face-to-face interaction with an instructor and other students when you learn at our 185 Madison Ave, NYC campus. Courses are hands-on with a computer and software provided.
Get the same interactivity and access to the instructor as in-person students. There are no extra fees and we’ll work with you to ensure your remote setup is perfect.
Learn at your own pace with pre-recorded video lessons and hands-on exercises. Work through the material on your schedule with access to course content and resources.
We offer a single free retake of the class within a year.
You can also access recordings of each session in your student portal within one business day of the session’s end. Recordings are available for one month after the session.
Financial Advisors, Financial Analysts, and Portfolio Managers make up the core audience here. The course also serves Compliance Officers, wealth management professionals, and financial operations staff. No AI knowledge is required to get started, but you will need experience in financial services.
Yes, this course is open to beginners. Students must be comfortable using a computer. No other prior knowledge is required.
This course does not qualify for payment plans or student financing. See our Payment Plan FAQ to find related programs that qualify.
Sorry, but this training is not available online.
You have some options:
There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us.
However, if you plan to take the course live online, you may need to obtain required software. We’ll help you get set up with a free trial of paid software prior to the class. Most of our coding classes utilize freely-available open-source software. For most of our design and motion graphics courses, we will help you get set up with a free trial of Adobe Creative Cloud. If you attend the course in-person, we will have a computer already set up for you with all of the required software for no additional cost.
We don’t currently offer discounts as we do our best to affordably prices our courses.
