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AI & LLMs for Finance & Analytics
Highest Rated
Rating: 4.5 out of 5(46 ratings)
639 students

AI & LLMs for Finance & Analytics

Learn AI, Generative AI, LLMs, RAG, Agents and Automation for Financial Analysis, Risk, Research and Decision-Making
Created byPius Dave
Last updated 10/2026
English
English [Auto],

What you'll learn

  • Understand how Artificial Intelligence, Generative AI and LLMs are transforming financial analysis, research, risk and business workflows.
  • Apply prompt engineering and structured outputs to solve practical finance and analytics problems using LLMs.
  • Impress interviewers by showing an understanding of the Artificial Intelligence concept with Machine Learning
  • Build RAG-based applications for financial documents, knowledge retrieval and financial question answering.
  • Use AI for financial document intelligence, data analysis, news and sentiment analytics, and financial reporting.
  • Build AI-powered financial research agents, tool-using agents and intelligent workflows for finance applications.
  • Develop an AI Analyst Copilot to support financial analysis, research, reporting and decision-making.
  • Understand advanced LLM concepts including embeddings, semantic search, fine-tuning, evaluation, guardrails and model selection.
  • Apply AI governance, security, PII protection and model risk concepts when developing AI solutions for financial services.

Course content

2 sections • 73 lectures • 8h 35m total length
  • Course Introduction2:00
  • Why AI in Finance8:14
  • How LLMs Work6:45
  • First LLM Call6:40
  • Prompt Engineering for Finance6:04
  • Structured Outputs6:04
  • Embeddings & Semantic Search6:09
  • Building RAG Systems6:02
  • Advanced RAG6:48
  • Financial Document Intelligence6:17
  • Evaluating RAG6:15
  • NL to SQL & Pandas6:32
  • LLM-Assisted Data Cleaning & EDA6:18
  • News & Sentiment Analytics6:23
  • Financial Forecast Narratives6:17
  • Automated Financial Reporting6:15
  • Financial Tool-Using Agents6:54
  • Financial Research Agents6:32
  • Workflow Automation & Orchestration6:35
  • Building an Analyst Copilot6:37
  • Fine-Tuning RAG & Prompting6:44
  • Evaluating LLM Systems6:36
  • Guardrails, Security & PII6:49
  • Cost, Latency & Model Selection6:52
  • Model Risk & Governance7:20
  • Finance AI Capstone5:22
  • Guided Praticle3:36

Requirements

  • No prior experience with Artificial Intelligence or Large Language Models is required.
  • Basic understanding of finance, business or data analytics is helpful but not mandatory.
  • No advanced programming experience is required. Supporting Python concepts are introduced where needed.
  • A computer with internet access is required for following the practical exercises and AI applications.
  • 1. Some AI tools and APIs may require free accounts or trial access, depending on the practical exercise.

Description

AI & LLMs for Finance & Analytics

Artificial Intelligence and Large Language Models are transforming the way financial professionals analyse information, work with data, conduct research, manage risk, and automate business workflows.


This course provides a practical introduction to AI, Generative AI, LLMs, RAG, financial document intelligence, AI agents, automation, and advanced LLM applications specifically for Finance and Analytics.


You will begin by understanding why AI is important in Finance, how LLMs work, and how to use LLMs for financial applications. The course then progresses into prompt engineering, structured outputs, embeddings, semantic search, RAG systems, financial document intelligence, and evaluating RAG-based applications.


The course moves from concepts into practical financial applications including NL-to-SQL, data cleaning and EDA, news and sentiment analytics, financial forecast narratives, automated financial reporting, financial tool-using agents, financial research agents, workflow automation, analyst copilots, and AI-powered financial workflows.


You will also explore advanced topics such as fine-tuning, LLM system evaluation, guardrails, security and PII, cost and latency, model selection, and model risk and governance.


What You Will Explore

  • AI applications in Finance and Analytics

  • How Large Language Models work

  • Generative AI for financial applications

  • Prompt Engineering for Finance

  • Structured outputs

  • Embeddings and semantic search

  • Retrieval-Augmented Generation (RAG)

  • Advanced RAG systems

  • Financial Document Intelligence

  • Evaluating RAG applications

  • Natural Language to SQL and Pandas

  • LLM-assisted data cleaning and exploratory analysis

  • Financial news and sentiment analytics

  • Financial forecast narratives

  • Automated financial reporting

  • Financial tool-using agents

  • Financial research agents

  • Workflow automation and orchestration

  • Building an Analyst Copilot

  • Fine-tuning, RAG and advanced prompting

  • Evaluating LLM systems

  • Guardrails, security and PII

  • Cost, latency and model selection

  • Model risk and governance

  • Finance AI Capstone Project

The course also includes supporting Python programming and NumPy tutorials to help learners work with financial data and implement the practical AI and analytics concepts covered throughout the course.

Whether you are interested in financial analysis, banking, credit, risk, investment research, analytics, financial reporting, or AI-powered finance, this course is designed to help you understand how modern AI and LLM technologies can be applied to real-world financial workflows.

Learn Finance. Understand AI. Build with LLMs. Transform Financial Analytics.

Who this course is for:

  • Finance professionals who want to understand and apply AI, Generative AI and LLMs in financial workflows.Intelligence with Machine Learning
  • Financial analysts, investment researchers and business analysts interested in AI-powered financial analysis and research.
  • Banking, credit and risk professionals looking to explore AI applications in financial services.
  • Finance, MBA, commerce and business students interested in Artificial Intelligence and LLM applications in Finance.
  • Data analysts and Python professionals who want to apply LLMs, RAG and AI agents to financial problems.
  • Professionals interested in building AI-powered financial research, reporting, document intelligence and analyst workflows.