Complete 7 required core courses to build your skill set in AI for Finance.
Step 1.
For Individuals
For Teams
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AI for Finance Specialization -
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9 total courses (7 required) -
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Self-Paced & 100% Online
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Get this program and CFI's full training catalog for your organization -
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Manage learning, create custom paths & measure progress -
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For teams of 2 or more learners
AI for Finance Specialization Overview
CFI's AI for Finance Specialization equips you with practical, industry-relevant skills to integrate AI into modern finance workflows. Designed for today’s financial professionals, this program focuses on leveraging AI-driven tools to analyze data, streamline processes, and elevate decision-making.
Through hands-on learning, you’ll explore AI applications in financial statement analysis, scenario planning, risk assessment, and data-driven dashboard creation. By the end of the program, you’ll be ready to thrive in finance, banking, and corporate strategy roles that demand innovation and technical expertise.
What's in the AI for Finance Specialization?
9 courses
Consisting of 287 lessons
10+ interactive exercises
Learn by doing with guided simulations
Blockchain certificate
To verify your skills
500,000+ 5-star ratings
Best-in-class training, as rated by you
Earning Your Certificate in AI for Finance
Step 2.
Case Study Challenges
Optional
These case study challenges allow you to apply your knowledge and skills by solving real-world problems.
Step 3.
Get AI for Finance Certified
Congratulations! Upon completion of the program, you will receive a blockchain digital certificate with your new credentials.
Skills & Learning Objectives in AI for Finance
1
45%
Applied AI Skills
2
40%
AI-Driven Financial Analysis
3
15%
Excel Automation
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2
3
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1.45%Applied AI Skills
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2.40%AI-Driven Financial Analysis
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3.15%Excel Automation
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Master the use of AI for comprehensive financial analysis, including ratio analysis, vertical/horizontal analysis, and scenario planning.
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Explore AI’s transformative role in finance, focusing on risk assessment and delivering actionable insights.
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Learn best practices for AI-driven analysis and address challenges to maintain accuracy and adapt to evolving tools.
Meet Your Instructors
Glenn Hopper
Glenn is a technology-minded CFO with more than two decades of experience in finance and accounting leadership. He is a consultant and author who writes about the intersection of artificial intelligence and corporate finance. His book, Deep Finance: Corporate Finance in the Information Age, provides a digital transformation roadmap for businesses to follow to become data-driven organizations. His expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency. Glenn has a master's in finance from Harvard University with a graduate certificate in business analytics, and an MBA from Regis University.
Sebastian Taylor
Seb started his career in risk management, managing the implementation and operations of quantitative energy hedging strategies. Having since worked in several different industries, from finance to retail and service, Seb’s business intelligence skills were developed within the realities of real-world business requirements.
Careers in AI for Finance
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![Financial Analysts]()
Financial Analysts
Financial analysts evaluate financial and market data to guide business and investment decisions for corporations, financial institutions, and individuals. By leveraging AI and data analytics, financial analysts can enhance their predictive capabilities, delivering insights that are more accurate, timely, and strategic -
![Financial Planning & Analysis (FP&A) Analysts]()
Financial Planning & Analysis (FP&A) Analysts
Financial Planning and Analysis (FP&A) professionals help guide company strategy that support major corporate decisions of the CFO, CEO, and the Board of Directors. AI skills are increasingly relevant for FP&A professionals because they enable more efficient and insightful analysis, positioning FP&A teams to add greater strategic value. -
![Business Intelligence Analysts]()
Business Intelligence Analysts
Business Intelligence Analysts use financial data and analysis techniques to evaluate business performance and processes, identify opportunities for improvements, and make strategic recommendations. AI skills enhance business analyst's ability to make, create and automate data-driven recommendations. -
![Investment Banking]()
Investment Banking
Investment bankers help companies facilitiate financial transactions such as mergers, acquisitions, and capital raises. AI tools allow investment banking analysts to provide faster, more robust analysis and risk assessments, improving the quality and impact of their recommendations. -
![Equity Research]()
Equity Research
Incorporating AI knowledge enables equity research analysts to conduct more comprehensive, efficient, and data-driven research. These capabilities improve the accuracy of their stock recommendations and the timeliness and relevance of their insights, ultimately delivering greater value to clients.
The AI for Finance Specialization has upskilled teams at:
What Our Students Say
This course was very detailed and structured. I would definitely recommend this Certification for any budding Financial Analyst.
Anirudh Ganeshan
I believe the program fully performs what it promises, bridging the gap between work and higher education. For me it means an added value that I cannot describe in words. The program focuses on technical knowledge, which is highly valued since, on average, a student only learns theory before starting work.
Benjamin Briner
Strongly recommend to everyone who wants to receive new careers opportunities and enhance their knowledge in finance. CFI FMVA is perfect opportunity for everyone to obtain neccessary and strong background in financial modeling and valuation of companies. CFI helped me a lot with providing a financial aid and now my profile as a finance specialist is much more attractive and I receive additional confidence in my valuation skills. Thanks to everybody in the CFI team for creating such brilliant courses.
Alexandr Palienko
The resources are very educational and will go a long way not only for me but also for our colleagues in the energy regulatory agency. I appreciate very much the CFI material!
Arthur Evangelista, Chairman, Grid Management Committee Inc.
Frequently Asked Questions
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