AI for Financial Services
Hands-on Training from Experts
NYC, Live Online, or Self-Paced
Practical Claude training for financial services professionals.
This course includes
- 3 days of live, project-based training from experts
- Proprietary workbook included
- Retake for free within 1 year
- Verified digital certificate of completion
- Accredited program
- Credits: 1.8 CEUs
Apply Claude to client communications, portfolio commentary, market research, reporting, and compliance documentation. Practice prompting, Projects, Skills, Memory, and workplace integrations using financial services examples. Set up Scheduled Tasks for recurring work. Develop a client service package in a capstone project, and review the generated work before using it.
Client-facing and compliance-related work requires professional review and verification.
Schedule & Enrollment: AI for Financial Services
- 3 Days
- Full tuition: $899
- NYC or Live Online
- Free retake
- Expert instructors
- Small classes
Course Reviews
From our hands-on training style to world-class instructors and custom-crafted curriculum, we deliver results our alumni are proud of.
Learn the Skills Guarantee™
Learn the concepts and skills covered in this course or your tuition is on us. See details and terms & conditions.
Hands-on training in small groups
Work on projects proven to boost retention
Time-tested curriculum and supporting materials
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.
Learn from industry experts with teaching experience
Experienced educators who are driven to help you succeed
Retake the course for free within one year
Refresh the materials and gain additional practice
Interactive Training
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.
On Campus in NYC 185 Madison Ave, NYC
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.
- Live, interactive class
- Experienced instructor in the room with you
- Computer and software provided
Live Online Remote, from anywhere
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.
- Live, interactive class
- Experienced instructor teaching over Zoom
- Remote setup assistance provided
Self-Paced Remote, from anywhere
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.
- Learn on your own with access to an instructor for questions
- 24/7 access to premium course videos
- Hands-on exercises and projects
Earn a Certificate of Completion
Upon completion of this course, you’ll receive an official certificate testifying to your mastery of the curriculum. We’ll send you a link where you can download your certificate, share it online with your friends, post it to your professional network on LinkedIn, and view all your earned certificates. Congratulations on your achievement!
Shareable on
Free Retake
Missed a session or need a refresher? We have you covered!
Free Retake
We offer a single free retake of the class within a year.
Frequently Asked Questions
Who is the target audience for this course?
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.
Is this course open to beginners?
Yes, this course is open to beginners. Students must be comfortable using a computer. No other prior knowledge is required.
Do you offer payment plans or student financing for this course?
This course does not qualify for payment plans or student financing. See our Payment Plan FAQ to find related programs that qualify.
Can I take this course online (remote learning)?
No upcoming live online dates are currently available. Please contact us about future availability.
What happens if I need to miss a session?
You have some options:
- You can watch a recording of the session. We will provide any course materials.
- Contact us to confirm whether remote attendance is available for your session.
- You can use your free retake to make up any missed class time.
What’s included with my tuition?
- A hands-on learning experience working on projects and exercises, which is proven to boost comprehension, retention, and engagement
- Expert instructors who are industry professionals and experienced educators that are driven to help you succeed
- Comprehensive learning materials including proprietary workbook developed by industry experts
- A 1-year free retake policy which allows students to retake any part of the course or program for free to refresh the materials and gain additional practice
- A certificate of completion to verify your accomplishment
- The prestige of completing an accredited program recognized in the industry
Are there any additional fees or expenses?
There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us.
Do you offer any discounts for this course?
We don’t currently offer discounts as we do our best to affordably price our courses.
