Udemy – AI and Automation for Finance & Insurance (Beginner Level)

This course introduces learners to the fundamentals of Artificial Intelligence and its practical applications in finance, insurance, taxation, and accounting. Designed for non-technical beginners, it lays out the AI landscape, explaining key concepts, real-world use cases, and core capabilities. You’ll develop a foundational understanding of AI’s strengths, limitations, adoption strategies, and the ethical and legislative considerations critical for safe, responsible implementation. Grounded in our unique “AI as a Colleague” philosophy, the course encourages you to see AI as a collaborative partner that amplifies productivity and decision-making.

Course Structure: Through six structured modules, you’ll engage with video lessons, curated readings, hands-on exercises, and real-world case studies. Each module builds on the last, guiding you from theory to practice with step-by-step demos and downloadable templates. By combining interactive learning with practical assignments, you’ll gain both conceptual clarity and actionable workflows.

Who Should Enroll: Whether you work in finance, insurance, or accounting, and regardless of your technical background, this course was designed for you. No prior coding experience is required; we focus on accessible tools and clear, jargon-free explanations.

With a solid grasp of compliance, ethics, and change management, you’ll lead AI adoption initiatives responsibly and effectively. Empowered by the “AI as a Colleague” mindset, you’ll transform AI from a daunting technology into a trusted team member that drives measurable business results.

Who this course is for:

• This course is ideal for professionals in finance, or insurance who are curious about AI and want to understand how to apply it in their work. It’s ideal for those looking to boost efficiency, improve client service. It’s suitable for business leaders, consultants, or students looking to build AI awareness and enhance decision-making using practical, responsible AI tools.

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