Introduction to generative AI in finance microcourse

This microcourse forms part of the Certificate in AI Fluency. If you wish to complete the Certificate in AI Fluency, please visit this page.

This course provides financial professionals with an introduction to Generative AI in the finance context. It demystifies the way GenAI works, introduces the core skills you need to work with GenAI, and explores the ways GenAI can be used in financial contexts. Finance professionals will learn how to build on their existing skills to harness the power of GenAI. 

Generative AI has emerged quickly in recent years, and its impact is felt in many areas. While it might feel like Generative AI is almost ‘magical’ in what it can do, when you have a good understanding of how we arrived at this point in the technology journey, and how it works, you’ll have more confidence in your ability to make the most of the possibilities.  

This course helps you see how Generative AI builds on technology and professional skills you’ve developed throughout your career, and it will help you build the new skills required to use Generative AI to enhance your work. 

Learning outcomes:

• Explain how generative AI can be used in finance to work more effectively and efficiently.
• Interpret and critically evaluate the outputs of generative AI systems, recognising its limitations and biases.
• Identify opportunities to use generative AI in your work, applying your critical thinking skills and considering ethical implications and potential risks.
• Communicate effectively with technical and non-technical stakeholders in your organisation, discussing the advantages and risks associated with using generative AI in your work.

Benefits:

• Learn how to use generative AI effectively.
• Be able to recognise the limitations and strengths of different GenAI tools, and assess the quality of the outputs of the tools.
• Recognise opportunities to use generative AI tools in your workflow, applying ethical principles to make appropriate decisions about when to use the tools.
• Have informed conversations about the use of GenAI in your organisation, and support your organisation to accurately identify the opportunities and risks.

As your role expands to support the financial, strategic, and operational wellbeing of organisations, you'll need to share your knowledge and insights in a way that helps others to take action. This is the skill of influencing others. You will need to persuade, motivate, and inspire others and gain commitment to objectives or courses of action. You'll need to apply this skill in a way that's ethical - not manipulative.  

In this micro course, you'll learn how to influence others in a way that prioritises mutual benefit, ethical conduct and the good of the profession.  

Key benefits of attending this micro course include: 

• Gain commitment to objectives or courses of action that benefit both you and your stakeholders hold 
• Apply influence appropriate to different stakeholders and professional situations while building your reputation as a trusted business partner
• Apply techniques of influence while preserving and enhancing your relationships with stakeholders. 

By completing this micro course, you’ll be able to: 

• Use your influence to gain commitment to objectives or courses of action 
• Adapt your influencing skills techniques to different stakeholders and professional situations 
• Use techniques of influence ethically and preserve relationships with stakeholders. 

Team training
Group discounts are available for 10+ participants. Please submit an enquiry and you will be directed to an Account Manager to discuss your training needs. Get in touch with an Account Manager.