# AI for Financial Services Canonical URL: ## Overview 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. ## What you'll learn - Build prompts with a deliberate structure so that writing, analysis, summarization, and research return accurate and consistent results - Set up Projects, Artifacts, Styles, and Memory to produce a Claude workflow shaped around the way you work - Become fluent in advanced prompting methods such as chain-of-thought reasoning, the You Ask Me method, and role-based prompting - Bring Claude together with the workplace tools you use most heavily, such as Google Drive, Gmail, Excel, and PowerPoint - Use Claude throughout the financial services workflows that matter, including client communications, portfolio narratives, compliance documentation, market research, and regulatory reporting - Assemble a full financial services Claude system, and leave the course with a refined capstone client service package awaiting professional review ## Pricing **Tuition:** $0