Artificial Intelligence and Machine Learning Courses

AI+ Finance Practitioner - Self-paced

Length 365 days access
Price NZD 500 exc GST
Inclusions Online exam

Course overview

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Why study this course

The AI+ Finance Practitioner course offers a deep dive into the transformative potential of AI technologies across various financial domains. Through modules covering introductory concepts, data-driven decision-making, credit enhancement, fraud detection, stock market forecasting, blockchain integration, emerging technologies, and practical implementation strategies, participants gain a holistic understanding of how AI is revolutionising traditional financial practices. By leveraging AI algorithms to analyse data, optimise lending processes, detect fraud, forecast market trends, and integrate blockchain technology, participants are equipped to navigate the evolving landscape of finance with efficiency, innovation, and resilience, ultimately empowering them to drive strategic growth and navigate the complexities of modern financial ecosystems.

Exam and certification

This course prepares students for the corresponding certification. The exam/assessment is completed online and provided as part of the course content.

The exam is:

90 minutes
50 multiple choice / multiple response questions
Pass mark is 35 out of 50 (i.e. 70%)
Online via AI Proctoring platform

Course availability update

Lumify Work is actively monitoring demand for this course. It is currently offered as a self-paced eLearning course and includes the certification exam. If you're interested in joining a waitlist for future instructor-led training — or exploring options for a tailored delivery for your organisation — please contact us. Your feedback helps shape our activation roadmap.

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What you’ll learn

This course is designed to teach participants how to:

Master AI tools for enhanced financial analysis, including credit assessments and fraud detection
Utilise predictive analytics for market forecasting and risk assessment
Implement AI technologies to improve operational efficiency and accuracy in various financial sectors
Learn blockchain integration with AI to revolutionise financial processes and systems

AI CERTs at Lumify Work

AI CERTs® stands at the forefront of AI and blockchain certification, offering world-class programs that prepare individuals to lead in these rapidly growing fields. AI CERTs courses and certifications are vendor agnostic and designed to bridge the gap between theoretical knowledge and practical application, ensuring learners are equipped to make an immediate impact in their careers.
Lumify Work is a Platinum Authorized Training Partner for AI CERTs in Australia, New Zealand, and the Philippines.

View all AI CERTs at Lumify Work courses

Who is the course for?

This course is designed for finance professionals, analysts, data scientists, and anyone interested in understanding the impact of AI on financial operations. Whether you're looking to enhance your current role or explore new opportunities, this course provides the tools and knowledge necessary to excel in AI-driven finance.

Course subjects

Module 1: Foundations of AI in Modern Finance

Understanding AI in Financial Services
The AI Transformation of Finance
Financial Data and AI Readiness
AI Literacy for Finance Professionals
Real World Case Studies

Module 2: AI-Assisted Financial Analysis and Decision Intelligence

Financial Analysis with AI
Generative AI for Finance Workflows
Predictive and Decision Intelligence
Retrieval-Augmented Generation (RAG) in Finance
Real World Case Studies

Module 3: AI for Banking, Lending, Payments, and Customer Finance

AI in Digital Banking and Financial Services
Intelligent Lending and Credit Decisioning
Payments, Embedded Finance, and Fintech Innovation
Customer Experience and Financial Personalization

Module 4: AI for Risk, Fraud, Compliance, and Financial Crime

Modern Financial Risk Management
Fraud Detection and Financial Crime Analytics
Regulatory AI and Compliance Automation
Cybersecurity for AI in Finance

Module 5: Investment Intelligence, Markets, and AI Agents

AI in Investment and Asset Management
Alternative Data and Financial NLP
AI Agents and Autonomous Finance Workflows
Algorithmic and AI-Enhanced Trading

Module 6: Digital Assets, Tokenization, and Emerging Financial Infrastructure

Blockchain and Digital Asset Foundations
Tokenization and On-Chain Finance
DeFi, Embedded Finance, and Next-Generation Financial Infrastructure
Emerging Technologies Shaping Finance

Module 7: AI Governance, Model Risk, and Finance Transformation

Responsible AI in Finance
Model Risk Management
AI Strategy and Finance Operating Models
Building an AI-Enabled Finance Function
Real-World Case Studies

Module 8: Capstone – AI Finance Transformation and Governance Project

Select a Financial Use Case
Design an AI Solution
Build an AI Finance Governance Package
Final Capstone Deliverable
Review and Reflection
Capstone 1: AI Finance Data Analyst
Capstone 2: AI Finance Risk & Control Assistant

Prerequisites

AI Fundamentals: Understand basic AI concepts, machine learning, generative AI, data concepts, and their applications in financial environments.
Finance Fundamentals: Understand basic financial concepts, accounting principles, financial markets, banking operations, and investment concepts.
Data Literacy: Understand financial data sources, data analysis concepts, data quality, governance, and how data supports AI-driven financial decision-making.
Technology Awareness: Recognise AI systems, automation tools, financial platforms, digital assets, analytics solutions, and emerging financial technologies.
Responsible AI Understanding: Understand AI governance, model risk, human oversight, ethical considerations, compliance requirements, and risks associated with AI adoption in finance.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.