Ai And Automation For Finance & Insurance (Beginner Level)

Finance, Insurance, Automation, AI. Accounting

What you'll learn

Key AI and automation terms in business.

Common AI uses in finance and related fields.

Basic AI tools and know their limits.

How to create an AI chatbot for financial and isurance advisors.

Ethics, privacy, and security in AI use.

AI-related legal and regulatory issues.

AI trends and plan ongoing learning.

Requirements

No prior experience with AI is required. This course is designed for beginners.

Description

This course introduces learners to the fundamentals of Artificial Intelligence and its practical applications in finance, insurance, taxation, and accounting. Designed for non-technical beginners, it lays out the AI landscape, explaining key concepts, real-world use cases, and core capabilities. You’ll develop a foundational understanding of AI’s strengths, limitations, adoption strategies, and the ethical and legislative considerations critical for safe, responsible implementation. Grounded in our unique “AI as a Colleague” philosophy, the course encourages you to see AI as a collaborative partner that amplifies productivity and decision-making.Course StructureThrough six structured modules, you’ll engage with video lessons, curated readings, hands-on exercises, and real-world case studies. Each module builds on the last, guiding you from theory to practice with step-by-step demos and downloadable templates. By combining interactive learning with practical assignments, you’ll gain both conceptual clarity and actionable workflows.Who Should EnrollWhether you work in finance, insurance, or accounting, and regardless of your technical background, this course was designed for you. No prior coding experience is required; we focus on accessible tools and clear, jargon-free explanations. With a solid grasp of compliance, ethics, and change management, you’ll lead AI adoption initiatives responsibly and effectively. Empowered by the “AI as a Colleague” mindset, you’ll transform AI from a daunting technology into a trusted team member that drives measurable business results.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Module 1: Introduction to AI and Automation in Finance and Insurance

Section 2: AI applications in Finance and Insurance

Lecture 3 Module 2: Applications of AI in Finance and Insurance

Lecture 4 Module 3: Getting Started with AI Tools for Financial Professionals

Lecture 5 Module 4: Data Management and AI Ethics (Finance and Insurance)

Section 3: Current AI Legislation on AI

Lecture 6 Module 5: Current Legislation on AI for Businesses

Section 4: Future AI Trends and Learning

Lecture 7 Module 6: Future Trends and Continuous Learning

Section 5: Interactive Exercise

This course is ideal for professionals in finance, or insurance who are curious about AI and want to understand how to apply it in their work. It’s ideal for those looking to boost efficiency, improve client service. It’s suitable for business leaders, consultants, or students looking to build AI awareness and enhance decision-making using practical, responsible AI tools.