This is the self-paced course. For live instruction, enroll in AI for Financial Services.
Study at your own pace and apply Claude to client communications, portfolio commentary, market research, reporting, and compliance documentation. Practice prompting, Projects, and workplace integrations using examples from financial services. 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.
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
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!
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Financial advisors, analysts, and portfolio managers form the main audience for this course. It is equally suited to compliance officers, wealth management professionals, and financial operations staff. No prior knowledge of AI is required, although financial services experience is expected.
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.
For this course, you are entitled to a 90% refund (your payment less the nonrefundable 10% registration fee) within 30 days of purchase if you have not accessed the course materials.
There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us.
We don’t currently offer discounts as we do our best to affordably price our courses.
