Certified AI for Finance Specialist

Program Overview
How It Works
Career Paths
Testimonials
FAQ

AI for Finance Specialization Overview

CFI's AI in 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?

7 courses

Consisting of 235 lessons

30+ 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 1.

Core Courses

Complete 6 required core courses to build your skill set in AI for Finance.

Introduction to AI in Finance

5 (1 Ratings)

1h 35min

Advanced Prompting for Financial Statement Analysis

1h 34min

AI-Enhanced Financial Analysis

4.9 (14 Ratings)

1h 37min

AI-Powered Scenario Analysis

5 (5 Ratings)

2h 11min

AI for Excel Formulas

4.8 (85 Ratings)

53min

Leveraging Generative AI for Risk Assessment

2h 13min

Hide All Core Courses

Step 2.

Case Study Challenges

Optional

These case study challenges allow you to apply your knowledge and skills by solving real-world problems.

See All Case Study Challenges

Step 3.

Get AI for Finance Certified

Congratulations! Upon completion of the program, you will receive a blockchain digital certificate with your new credentials.

* Steps are for individual learners. For customized learning solutions for your team, please visit our CFI for Business page to contact us.

Skills & Learning Objectives in AI for Finance

AI-driven Financial Analysis

Master the use of AI for comprehensive financial analysis, including ratio analysis, vertical/horizontal analysis, and scenario planning.
Explore AI’s transformative role in finance, focusing on risk assessment and delivering actionable insights.
Learn best practices for AI-driven analysis and address challenges to maintain accuracy and adapt to evolving tools.

Excel Automation

Applied AI skills

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

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 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 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 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

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

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

Are CFI courses accredited?

CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US for CPE credits. You can find more information here.

Will these courses help me advance my career?

Reviews from learners who have taken CFI courses include numerous stories about how people have been able to advance their careers. There is a proven track record of CFI graduates marking successful transitions into the careers of their dreams and this is based largely on the resources that we make available to our learners upon enrolment. Our training is designed to be fully practical and simulates the experience of being trained as a professional financial analyst. Additionally, we offer a wealth of information through our free career resources. The unique blend of all these elements is what sets us apart from other eLearning platforms when it comes to giving you all the tools you need to create a successful career in finance.

Admission Requirements

All of our certification programs are open to learners and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to the advanced practical case studies. To take the courses and complete the exercises, learners will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection.

What is the duration of the program?

It takes an average of 30-35 hours to complete the entire program. However, you are given the freedom to complete all of the training at your own pace! Please see the "Earning Your Certificate in AI for Finance" section for recommended study hours for each course to give you a better idea for your time management.

How much time do I have to complete the courses?

Take as much time as you need. You will have access to all courses and all future upgrades in your subscription. You can review the video lessons as many times as you like and complete the courses at a pace that is most convenient for you.

How are the exams conducted?

Learners are required to complete an online assessment (MCQ’s, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams at your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need.

Can I email the instructor if I have questions regarding the learning materials?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts in the area of study you are focusing on. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle.

Can I download and edit the course material and templates?

Yes! You can download and edit the Excel models and templates included in your courses. All of the files needed in a course are available for download. Please note that while our study materials can be downloaded, the lecture videos are only available online due to copyright infringement issues.

How do I earn my certificates?

You need to complete all the video lessons, quizzes, and final assessments in each course to earn your course certificates. The certificate will then be available on your learner dashboard and also emailed to you as soon as you have completed all of the requirements.

Can I take more than 3 electives?

Take as many electives as you would like — all our content is available to you in your CFI subscription.

What currency are your courses priced in?

All of our online courses and programs are priced in USD.

What payment methods do you accept?

As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express. Additionally, We also offer ACH and Wire transfer options exclusively for corporate transactions, though not available for self-service payment. Contact our team for more details.

Are there any additional fees or costs?

None! The program tuition includes everything and there are no additional fees required to earn your digital certification.

AI for Finance Specialization