Course Introduction
Watch this video to checkout the details and the benefits you get from this training.
Start Your Career in Using AI in Financial Technology Training
This course teaches how AI is transforming the financial services industry. You will learn how AI is used in customer service, fraud detection, digital lending, wealth management, insurance, and regulatory compliance. The course also covers AI ethics, governance, and practical FinTech use cases. It is designed for beginners with no prior AI or finance experience.
By completing this course, you will be able to learn:
- Understand AI fundamentals and their role in FinTech
- Use AI to improve customer service and personalize financial experiences
- Learn how AI helps detect fraud and manage financial risks
- Explore AI applications in lending, wealth management, insurance, and compliance
- Understand AI data, tools, and architectures used in FinTech
- Apply AI ethics, privacy, and governance best practices
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Design simple AI-powered solutions for financial services
Example Curriculum
- Assessment - 2. AI for Customer Experience & Personalization
- Assessment - 1. Fintech & AI Foundations
- Assessment - 3. AI in Fraud Detection & Transaction Monitoring
- Assessment - 4. AI in Credit Scoring & Digital Lending
- Assessment - 5. AI in WealthTech & Robo‑Advisory
- Assessment - 6. AI in InsurTech & Claims
- Assessment - 7. AI for Regulatory Compliance & RegTech
- Assessment - 8. Data, Architecture & Tools for AI in Fintech
- Assessment - 9. Risk, Ethics & Governance of AI in Fintech
- Assignment - 1. Fintech & AI Foundations
- Assignment - 2. AI for Customer Experience & Personalization
- Assignment - 3. AI in Fraud Detection & Transaction Monitoring
- Assignment - 4. AI in Credit Scoring & Digital Lending
- Assignment - 5. AI in WealthTech & Robo‑Advisory
- Assignment - 6. AI in InsurTech & Claims
- Assignment - 7. AI for Regulatory Compliance & RegTech
- Assignment - 8. Data, Architecture & Tools for AI in Fintech
- Assignment - 9. Risk, Ethics & Governance of AI in Fintech
- Lab Activity - 1. Learners list 3 features in any app they use (UPIwalletbanking app) and identify where AI is or could be used
- Lab Activity - 2. Short sharingpoll to categorize each feature as CX, risk, or operations
- Lab Activity - 3. Learners design a simple chatbot flow for “Forgot card PIN” or “Disputed transaction”
- Lab Activity - 4. They write 3-5 prompts that a generative AI assistant could answer and refine them for clarity and tone
- Lab Activity - 5. Learners receive a small table of 8–10 sample transactions with notes (new device, high amount, foreign location, etc.)
- Lab Activity - 6. They mark which should be “Green Review Block” and explain their reasoning, then compare with a suggested AI‑style rule set
- Lab Activity - 7. Provide a simplified matrix of 5-6 loan applicants with attributes
- Lab Activity - 8. Learners assign lowmediumhigh risk and propose a lending decision, comparing with a simple sample rule
- Lab Activity - 9. AI-Driven Financial Planning
- Lab Activity - 10. Learners map a simple “file a motor accident claim” journey
- Lab Activity - 11. They identify 3 steps where AI can reduce effort or time and note what data it would need
- Lab Activity - 12. Learners review 5 short alert descriptions (large transfer, unusual country, dormant account suddenly active, etc.)
- Lab Activity - 13. They rank which should be investigated first and why, then compare with an example AI‑assisted priority order
- Lab Activity - 14. Provide a sample feature (e.g., “Overdraft risk prediction”)
- Lab Activity - 15. Learners list what data is needed, where it might come from, and who would use the output
- Lab Activity - 16. Learners evaluate it on 5 criteria (fairness, transparency, data use, security, oversight) and suggest one improvement
- Capstone Project - 1. AI-Based Loan Approval and Risk Scoring Engine
- Capstone Project - 2. AI-Driven Personal Finance Advisor Chatbot
- Capstone Project - 3. AI-Powered Credit Card Fraud Detection System
- Capstone Project - 4. Intelligent Algorithmic Trading and Market Forecasting Platform
- Capstone Project - 5. Real-Time Transaction Monitoring and Compliance Alert System
Meet Your Instructor
Experience and Expertise: Over 5 years of experience in finance, FP&A, financial reporting, and AI-driven finance transformation, specializing in Generative AI for financial analysis, forecasting, and decision-making.
Global Training Experience: Delivered AI-in-Finance training, corporate workshops, and executive programs, helping finance professionals adopt AI for reporting, planning, and productivity.
Corporate Clientele: Worked with CAs, CFAs, FP&A teams, controllers, and finance leaders to implement AI-driven finance workflows.
Certifications: Chartered Accountant (ICAI); Founder - Eklavya AI in Finance; Corporate AI & Finance Trainer.
Diverse Technical Skills: Proficient in ChatGPT, Claude, Gemini, Microsoft Copilot, Prompt Engineering, Financial Modeling, FP&A, Budgeting, Forecasting, and AI-powered finance solutions.
Training Methodology: Uses a practical, hands-on approach with real-world finance scenarios, live demonstrations, and AI-driven exercises to simplify AI adoption.
Project Leadership: Led AI-enabled finance training and transformation initiatives, helping organizations improve financial planning, reporting, and operational efficiency.
Got Questions?
Frequently Asked Questions
When does the course start and finish?
The course is entirely self-paced. You decide when you start and when you finish.
How long do I have access to the course?
That depends on the type of Subscription you bought - Monthly or Yearly. After enrolling, you have unlimited access to this course and materials across any devices you own.
What do I get after I signup?
After you signup and make the payment, you will have full access to the course which includes,
1. Session Videos (these videos are from actual live sessions from the past)
2. Assignments
3. Assessments
4. Lab documents
5. Other pdfs (configuration documents, eBooks, pdfs, interview and certification FAQs)
How do I get access to practice on the Server?
Reach out to your Support team and send an email to support@zarantech.com and they will send you the details and the monthly cost for the Server (if available)
Are the videos or materials downloadable?
No, they are not. But you have unlimited access to view them from any device and on this platform depending on your Subscription type. Everything on this platform is the intellectual property of ZaranTech
How soon after I enroll and make payment would get access to the course?
Immediately
What if I have doubts, whom do I ask?
These are pre-recorded videos from the actual Live Training program. Most of the doubts were cleared in the session videos itself. But if you still have any questions, please raise a ticket, and our support team will help you https://zarantech.freshdesk.com/support/tickets/new
What if I have an issue accessing the course?
You can Raise a ticket by clicking the link below and selecting the appropriate ticket - https://zarantech.freshdesk.com/support/tickets/new
How will I get my course completion certificate?
Once you have successfully completed the training and the Final Quiz/Assessment, you can avail of your
Certificate of Completion from ZaranTech which you can then showcase on LinkedIn and other Social Media portals
Do you provide Instructor-led Live training for Individuals?
Yes, we do. Email us at info@zarantech.com and we will send you all the details
How we deliver Live training (video) - https://bit.ly/How-we-deliver-training
Do you provide Corporate/group training?
Yes, we do. We have trained more than 200 Data Science customers with over 4000 participants in the USA, Canada, Europe, Asia, and South America. We offer corporate training for all SAP modules.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 7 days and we will give you a full refund.
What is your Refund Policy and Terms of Use?
To know more about canceling the enrollment, refund, and rescheduling policy, visit:
Refund and Rescheduling Policy – https://www.zarantech.com/Refund-policy/
Terms of Service – https://www.zarantech.com/terms-of-use/
What other Resources do you provide?
YouTube (Free Videos) - https://www.youtube.com/@zarantechdotcom
LinkedIn (Free materials) - https://www.linkedin.com/showcase/sap-learner-community/
