LIVE ONLINE COURSE

AI/ML IN FINANCIAL SERVICES COURSE

Name: AI/ML FOR FINANCIAL SERVICES
Price: On-demand USD

DATES: 18 JUN 2024 - 8 AUG 2024

DURATION: 6 WEEKSTUESDAYS & THURSDAYS5 PM PST / 8 PM EST

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PAUL J. DAVIS
WELLS FARGO

LIVE ONLINE COURSE

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Develop real-world AI and ML solutions. From credit risk models to fraud detection, revolutionize the financial sector and your projects.

Join Paul J. Davis, Wells Fargo’s SVP, Head of AI/ML Model Development for Consumer Leading, to be at the forefront of AI-powered transformation in the field.

THIS COURSE IS FOR YOU, IF...

YOU WANT TO BOOST YOUR CAREER IN FINANCE WITH PERSONALIZED FEEDBACK

Supercharge your financial career with AI. Discover AI-powered solutions to enhance customer experiences, manage risk, optimize portfolios, and elevate your skills in the financial industry.
YOU WANT TO STEP INTO FINANCIAL INDUSTRY AS AN AI EXPERT

Upgrade your earnings and tech toolkit. Get caught up to speed with critical domain expertise, enabling you to harness AI's power in fraud detection, credit scoring, and more.
YOU WANT TO IMPROVE YOUR DATA ANALYSIS & MANAGERIAL SKILLS

Add a deeper understanding of financial concepts to your data science or IT management profession. Tackle current projects confidently by simplifying their complexities with practice.

Stay up-to-date with technology. Increase your contributions & value.

Empower your financial career with AI & ML expertise. From automating risk assessment to detecting fraud, gain hands-on skills to lead AI initiatives and navigate challenges in finance.

Flexible lessons, practical knowledge & instant applicability.

Dive into our pre-course training materials and then learn LIVE online. Elevate your finance career, network with industry leaders, and master AI from the comfort of your home.

PROJECT-BASED LEARNING

Practice with Python & take on 6 projects! Work on credit risk models, identifying suspicious transactions, trend forecasting, customer segmentation, chat bots, educating teams, and more!

EXPERT GUESTS

Get up close and personal with industry leaders. You'll dive into AI-driven portfolio optimization, RPA in financial services, and ethical AI and ML practices in finance, gaining invaluable insights and networking opportunities.

CAREER GUIDANCE

Get real-world ready with 1:1 mock interviews and seize the chance to get job references through your career development. By the way, all students will have networking opportunities but the top 10% get recommendation letters.

PAUL J. DAVIS LINKEDIN PROFILE

SVP, Head of AI/ML Model Development for Consumer Leading, Wells Fargo
Has 30 years of experience leading impactful global data science teams, empowering Fortune 500 companies to thrive
Spearheaded AI/ML model development at Wells Fargo, driving innovation in consumer lending
Recognized as Inventor of the Year in 2022, Paul's patent contributions are shaping the future of AI and ML technologies
With a rich history in personalization engine development, he has transformed the online experiences of major companies like Chase, American Express, and Verizon

SYLLABUS

MON (6/17), 5 PM PST/8 PM EST

Meet Your Instructor & Course Overview

Instructor Introduction
Course Objectives & Flow
Q & A

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TUE (6/18), 5 PM PST/8 PM EST

AI & ML Solutions for Financial Services

Buckle up and explore the world of AI and ML: Essential skills for aspiring data scientists and engineers. Uncover the power of AI and ML in finance, decode key terminology, and dive into the Machine Learning pipeline and workflow.

What is AI & ML?
Skills needed for a data scientist or data engineer
AI & ML solutions for financial services
Key terminology and software related to financial services
Machine Learning pipeline & workflow

Assignment #01 - AI/ML & Financial Services Typeform [Optional]

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THU (6/20), 5 PM PST/8 PM EST

AI & ML Algorithms

Discover AI/ML algorithms to pinpoint financial issues with actionable AI/ML solutions. Delve into classifications, compare regression models, and witness a live demonstration that walks you through the intricacies of identifying challenges and the right approaches.

AI & ML algorithms
Classification vs. regression models
Financial problems meet AI/ML solutions
Demo: Analyze financial problems & formulate solutions

Assignment #2 - AI/ML Solutions for Financial Services

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TUE (6/25), 5 PM PST/8 PM EST

Data Management and Preprocessing + Lab

Unlock the power of data in finance. Learn to harness diverse data sources, explore essential data processing tools, and master the art of data preparation for precise analysis and modeling in finance.

Data sources in finance
Data processing software
Importance of preprocessing data & data cleansing in finance
Lab: Python for preprocessing & cleansing data

Assignment #03 - Python for Preprocessing & Cleansing Data [Optional]

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THU (6/27), 5 PM PST/8 PM EST

Credit Risk Assessment

Elevate your finance skills with practice. Build an automated credit risk assessment system, evaluate model performance with diverse metrics, and create a robust credit risk model.

Credit scoring & evaluation models
Automating credit risk assessments
Model evaluation & performance metrics
Demo: Building a credit risk model

Assignment #4: Credit Risk Model

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TUE (7/2), 5 PM PST/8 PM EST

Fraud Detection & Prevention + Guest Speaker

Uncover the nuances of fraud detection. Harness AI's role in real-time fraud prevention, master data-driven fraud detection, and implement powerful anomaly detection techniques.

Types of fraud
AI & fraud detection
Real-time detection
Guest Speaker Demo: Data-driven fraud detection & anomaly detection techniques

Assignment #5: Fraud Detection

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TUE (7/9), 5 PM PST/8 PM EST

Trend Forecasting & Prediction + Lab

Use history to predict the future. Leverage time series forecasting methods, pinpoint practical applications for predictive analytics, especially in ATM demand volume prediction, and assess model effectiveness using suitable metrics.

Forecasting & analytics tools
Time series forecasting techniques
Use cases for predictive analytics
Model evaluation and performance metrics
Lab: Trend forecasting

Assignment #6: Trend Forecasting

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THU (7/11), 5 PM PST/8 PM EST

Trading & Portfolio Management + Guest Speaker

Master AI techniques for portfolio optimization and risk management in finance. Enhance portfolio distribution and implement algorithmic trading strategies.

Portfolio distribution
Asset management using Neural Networks
Algorithmic trading strategies
AI-driven portfolio optimization and risk management
Guest Speaker Demo: Implementing & assessing AI-driven portfolio optimization and trading strategies

Assignment #07 - Algorithmic Trading Case Study [Optional]

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TUE (7/16), 5 PM PST/8 PM EST

Robotic Process Automation (RPA) + Guest Speaker

Delve into RPA's applications, integrate AI/ML, and design automation solutions for operational excellence in finance. The result? Maximized efficiency, accuracy, and innovation in financial processes.

RPA financial services use cases
RPA opportunities & benefits
Integrating AI/ML with RPA
Guest Speaker: RPA in financial services

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THU (7/18), 5 PM PST/8 PM EST

Customer Segmentation & Personalization + Lab

In this class, you’ll master customer segmentation using ML and Deep Learning for actionable insights from diverse data. Then you’ll create distinct customer profiles based on behaviors, preferences, and characteristics.

Customer segments
Customer profiling & segmentation techniques using ML/DL
Personalized marketing & product recommendations using ML/DL
Lab: Customer segmentation

Assignment #8: Customer Segmentation

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TUE (7/30), 5 PM PST/8 PM EST

Natural Language Processing: Virtual Assistants & Chatbots + Lab

Learn to work smarter and not harder. Employ NLP to design virtual assistants, chatbots, and gain insights from customer feedback using sentiment analysis.

Introduction to Natural Language Processing (NLP)
Applications of NLP in finance
Automation: virtual assistants & chatbots
Sentiment analysis for customer feedback
Lab: Building virtual assistants & chatbots

Assignment #9: Virtual Assistants & Chatbots

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THU (8/1), 5 PM PST/8 PM EST

Implementing AI & ML Solutions

Cultivate a culture of proficiency by educating and training teams. Learn how to integrate AI/ML into existing systems and gain insights from metrics that measure success and ROI.

Building an AI/ML team and infrastructure
Integrating AI/ML into existing systems
Educating & training teams on AI/ML solutions
Measuring success and ROI of AI/ML projects

Assignment #10: Educating Teams on AI/ML Solutions

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TUE (8/6), 5 PM PST/8 PM EST

Ethical and Regulatory Considerations + Guest Speaker

Handle the future of finance responsibly. Identify ethical and regulatory dimensions, potential biases, and data privacy concerns in AI implementation within finance.

Ethical considerations of AI in finance
Data privacy & security concerns
Regulations and compliance
Guest Speaker: Ensuring ethical implementation of AI & ML in finance

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THU (8/8), 5 PM PST/8 PM EST

Career Guidance & Outlook

Kickstart your career and journey into AI-powered financial paths. Get insights into the job landscape, review interview tips, and learn how to tailor your resume to highlight your skills.