LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE

AI/ML IN FINANCIAL SERVICES COURSE

DATES: 2 APR 2024 - 14 MAY 2024
DURATION: 6 WEEKSTUESDAYS & THURSDAYS5 PM PST / 8 PM EST
PAUL J. DAVIS
WELLS FARGO
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LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE
LIVE ONLINE COURSE ON AI/ML FOR FINANCIAL SERVICES
DATES:
2 APR 2024 - 14 MAY 2024
DURATION:
6 WEEKS
TUESDAYS & THURSDAYS
5 PM PST / 8 PM EST
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.

YOUR ASCENT STARTS HERE

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.

 
ABOUT THE COURSE / WHAT YOU'LL DO
01
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!
02
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.
03
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.
INSTRUCTOR
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
PAUL J. DAVIS
COURSE INTRODUCTION
SYLLABUS
00
MON (4/1), 5 PM PST/8 PM EST
Meet Your Instructor & Course Overview
  • Instructor Introduction
  • Course Objectives & Flow
  • Q & A
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01
TUE (4/2), 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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02
THU (4/4), 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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03
TUE (4/9), 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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04
THU (4/11), 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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05
TUE (4/16), 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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06
THU (4/18), 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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07
TUE (4/23), 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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08
THU (4/25), 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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09
TUE (4/30), 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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10
THU (5/2), 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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11
TUE (5/7), 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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12
THU (5/9), 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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13
TUE (5/14), 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.


  • Career outlook
  • AI & finance future
  • Resume & interview guidance
  • Course wrap-up

Assignment #11: Resume & Cover Letter Review [Optional]

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What our students say

Carlos Andres
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"The group activities, they allow us to interact and exchange ideas, plus the way it is structured is challenging and mind twisting as we collaborate in different parts of the ideation."
Hayley Smith
BRANDING 101
"Overall I'm impressed with the level of detail and explanation around particular topics and subjects. There's a real depth to each module which for learning allows the information to stay in your brain."
Rebecca Kouwe
HUMAN RESOURCES ANALYTICS
"I really enjoy the format of the course. Lectures with real life examples and an ongoing case study. Also built in 20 minutes at the end of each class for questions is helpful."
Courtney Fulton
WOMEN IN LEADERSHIP
"I enjoyed the structure of the class. I like how we learned about a topic and practiced it in the workshops. It’s helped me to apply what I learned!"
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