🤑 You have $200 tuition credit

Apply and Redeem Now!
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: 5 NOV 2024 - 19 DEC 2024
Duration: 6 WEEKS
TUESDAYS & THURSDAYS
5 PM PST / 8 PM EST
PAUL J. DAVIS
WELLS FARGO
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:
5 NOV 2024 - 19 DEC 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 (11/4), 5 PM PST/8 PM EST
Meet Your Instructor & Course Overview
  • Instructor Introduction
  • Course Objectives & Flow
  • Q & A
More Less
01
TUE (11/5), 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]

More Less
02
THU (11/7), 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

More Less
03
TUE (11/12), 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]

More Less
04
THU (11/14), 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

More Less
05
TUE (11/19), 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

More Less
06
THU (11/21), 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

More Less
07
TUE (11/26), 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]

More Less
08
TUE (12/3), 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
More Less
09
THU (12/5), 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

More Less
10
TUE (12/10), 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

More Less
11
THU (12/12), 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

More Less
12
TUE (12/17), 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
More Less
13
THU (12/19), 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]

More Less

What our students say

Steven Lin

"I took the Financial Services in AI ML course in their first cohort and I really enjoy the time learning with the instructors! The course walkthrough almost all main perspective in financial services with AI use case , and come with hands on coding exercise to give you an idea on the technical perspective. This course is unique because it is taught by 2 instructors, Paul and James, they both show great passion about teaching and very experienced in this domain, and one focus more on teaching the concept and another can focus more on the technical side, and they both are strong in both theory and technical."

Tenzin Nyima

"I took AI/ML in Financial Services with Paul and James. I learned a lot from the two. I know ML before taking this course, but you can also handle if you are new but it will not be as straight forward. Learned many new things and a great exposure to the financial services sector. Good Luck."

APPLY
First name
This is a required field
Last name
This is a required field
Email
This is a required field
This is a required field
This is required field!
By registering and clicking “APPLY”, you agree to our
Terms of Use, Privacy policy and Cookie Policy