Executive Program in AI-Driven Financial Strategy

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Executive Program in AI-Driven Financial Strategy

COURSE OVERVIEW

Step into the future of finance with Generative AI in Finance – a hands-on course designed for finance professionals, analysts, and business leaders looking to leverage AI for smarter decision-making.
Learn how Generative AI is reshaping financial analysis, banking operations, risk management, and strategic finance. From predictive modeling to automated compliance, this course blends real-world applications, case studies, and ethical insights to help you stay ahead in an AI-powered financial ecosystem.

WHAT YOU'LL LEARN

By the end of this course, you’ll be able to:

Understand how Generative AI is transforming financial modeling, forecasting, and reporting.
Build AI-powered tools for portfolio management, fraud detection, and compliance.
Gain practical exposure to GenAI use cases in banking, fintech, and ESG finance.
Learn to evaluate AI risks and apply responsible AI practices in finance.

Empower Financial Decisions with the Intelligence of Generative AI.

CURRICULUM

Module 1: Introduction to Generative AI and Its Evolution

Topics Covered:

Discover what makes Generative AI revolutionary. Learn about its origins, evolution, and impact on industries.

What is Generative AI (GenAI)?
History and milestones in AI development
Traditional AI vs Generative AI
Key drivers: Big data, compute power, neural networks
Real-world applications
Limitations and ethical considerations

Module 2: Fundamentals of Large Language Models (LLMs)

Topics Covered

Understand how LLMs like GPT and BERT work behind the scenes and their responsible use.

How LLMs work (Transformers, Attention Mechanism)
GPT, BERT, T5, PaLM – comparisons & use cases
Training vs Inference
Prompt engineering basics
Zero-shot, few-shot, fine-tuning
Responsible use of LLMs

Module 3: Generative AI Tools and Platforms

Topics Covered

Explore the most popular and powerful AI tools used worldwide.

ChatGPT, Bard, Claude, Bing AI, GitHub Copilot
Image generation: DALL·E, Midjourney, Stable Diffusion
AI for video, music, and voice
Open-source vs Proprietary GenAI tools
Tool selection based on your goals

Module 4: Prompt Engineering and Task Design

Topics Covered

Master the art of writing precise prompts and designing AI-driven tasks.

Anatomy of a good prompt
Prompting strategies: Zero-shot, few-shot, chain-of-thought
Task types: summarization, translation, code generation, etc.
Tool-specific prompting examples (ChatGPT, Claude, Bard)
Avoiding hallucinations and bias via prompt tuning

Module 5: Ethical, Legal, and Societal Implications of GenAI

Topics Covered

Understand the moral and professional boundaries of using AI responsibly.

AI hallucinations, plagiarism, misinformation
Bias and fairness in LLMs
Copyright and content ownership
AI and job displacement
Global perspectives on AI regulation
Responsible AI frameworks (OECD, EU AI Act)

Module 6: GenAI in Everyday Productivity & Collaboration

Topics Covered

Turn AI into your productivity partner and workplace assistant.

Writing, summarization, and content creation with AI
AI in Excel, PowerPoint, CRM, and Docs
Workflow automation with Zapier and Make
AI for meetings, brainstorming, and reporting
Chatbots and virtual assistants

Module 7: AI in Financial Analysis & Forecasting

Topics Covered

Harness GenAI for automated financial insights, predictive modeling, and smarter investment analysis.

Automated financial report summarization
AI for stock, crypto & portfolio analysis
Predictive financial modeling with GenAI
Case study: GenAI for equity research reports

Module 8: AI in Banking & Fintech

Topics Covered

Explore how AI powers personalized banking, intelligent credit decisions, fraud prevention, and next-gen digital finance.

Personalized financial advisory with AI chatbots
Credit scoring & loan processing with AI-generated risk models
AI for fraud detection & anti-money laundering (AML)
Case study: AI in digital banking services

Module 9: Strategic Finance with GenAI

Topics Covered

Leverage GenAI for smarter compliance, M&A insights, ESG reporting, and ethical financial decision-making.

Automated compliance reporting & auditing
AI for mergers & acquisitions due diligence
ESG & sustainability reporting with GenAI
Ethics and risks in financial GenAI use (market manipulation, bias)

Live and Interactive Workshop on GenAI

Boost your learning with SkillGroom’s 1-day live GenAI workshop from our expert trainer, included exclusively in Skilling (Certification) Courses. Get real-time, practical exposure to GenAI tools, techniques, and use cases across domains.

Whether you choose a Generic GenAI Course or a Specialized Track (Finance, Marketing, HR, Data Science, Cybersecurity, IoT, Operations), you’ll be able to:

See real-world GenAI applications through live demos
Practice tools hands-on with guided activities
Interact with expert trainers and clarify concepts
Build confidence to apply GenAI in work, studies, or projects

This live workshop makes your certification more practical, industry-ready, and more valuable.

WHO SHOULD ENROLL

Finance professionals and analysts seeking AI upskilling.
Banking and fintech executives exploring AI transformation.
Risk and compliance officers adapting to AI-driven operations.
MBA, commerce, and economics students aiming for future-ready roles.

WHAT YOU'LL GET

Industry-recognized certification upon completion.
Live & Interactive GenAI Workshop
Real-world case studies, assignments and hands-on projects.
Expert mentorship and feedback on practical assignments.
Access to Course Content.

PROJECT SUBMISSION

Choose Your Project Topic

- Explore the project topics available in the LMS.
- Check the project description, learning outcomes, and required skills.
- Ask your guide/mentor if you need help selecting a topic.
- Finalize your topic and proceed.

Submit Your Project

- Follow the Project Submission Guidelines (format, font, spacing, citations).
- Your report will go through a plagiarism check, so keep it original.
- Upload your final PDF report and any supporting files to the LMS.

Project Evaluation

- Your project is evaluated by:
  - Organization Mentor
  - Internal Faculty Supervisor
- They assess you on:
  - Quality and clarity of your report
  - Depth of understanding
  - Application of concepts to real tasks
  - Problem-solving skills
  - Professional behaviour and timely submission
  - Viva/Presentation (if required)
- Credits (2–4) are awarded as per UGC NEP 2020 guidelines.

Certificates & Results

- Your Internship Certificate will be issued after:
  - Report approval
  - Evaluation completion
  - Uploading the organization certificate
- Download your Internship Completion Certificate directly from the LMS.

OUTCOME

By completing this course, you’ll be ready to:

Generative AI in core financial workflows – from forecasting and compliance to strategy and innovation.
You’ll emerge as an AI-enabled finance professional ready to lead digital transformation in your organization.
Apply Generative AI in business, academics, or creative projects
Advance your career with industry-ready skills