No Code AI for Finance Certificate Program

Certificate holders will be able to:

• Articulate the “why now” for finance: name 3 concrete decision cycles AI can shorten.
• Draft a mini star schema for one finance case with keys and cardinalities.
• Apply the FAIR checklist to an actual extract and list the top 3 data fixes.
• Describe how machines learn and why GenAI can hallucinate; list 2 mitigation tactics.
• Differentiate supervised, unsupervised and generative tasks with one finance example each.
• Produce a 1-page “Is my data analyzable?” assessment for the chosen use case.
  

Downloadable Assets:

• FAIR checklist for Finance
• Data-model Cheat Sheet
• Table/keys Quick Reference

Certificate holders will be able to:

• Frame finance ML problems correctly and prevent data leakage using time-aware validation and splits. 
• Choose and defend the right success metrics for each task (e.g., MAPE for budget variance, AUC/PR for fraud detection, silhouette score for segmentation, MASE for forecasting). 
• Translate model results into business-ready insight using the right interpretation tools: feature importance and partial dependence for regression; confusion matrix, ROC and threshold tuning for classification; silhouette profiles for clustering; backtests and error bands for time series. 
• Deliver a concise 150-word decision memo outlining your recommendation, expected impact, key risks and next monitoring step.

Downloadable Assets:

• Model-family Quick Cards
• Interpretation Visuals Guide

Certificate holders will be able to:

• Write CLEAR/SPARK-style prompts that define scope, data rules and validation steps for finance tasks. 
• Generate, review and refine GenAI-supported data-prep code documenting assumptions for auditability. 
• Pressure-test insights with GenAI by requesting alternative explanations and caveats, and separating correlation from causation. 
• Build a Markdown executive brief (6–8 slides) and export to PowerPoint, including sources, prompts and validation checks in an appendix. 
• Set and apply guardrails for finance GenAI use (PII handling, prompt logging, reproducibility) in hands-on exercises. 

Downloadable Assets:

• Prompt Gallery for Finance 
• Brand-ready Markdown Slide Templates 

Certificate holders will be able to:

• Map stakeholders and responsibilities for a pilot using ADKAR. 
• Select and prioritize a first AI pilot using clear criteria, then write a 90-day plan with milestones. 
• Design an operating cadence with decision gates and rollback criteria. 
• Draft an ethics and risk control sheet covering privacy, bias testing, explainability and human-in-the-loop checkpoints. 
• Define ROI and adoption KPIs and outline a simple monitoring dashboard. 

Downloadable Assets:

• ADKAR Checklist 
• 90-day Starter Roadmap 
• Ethics Review Form and Escalation Path