AI in Financial Services Professional Certification

AI in Financial Services Professional Certification

Learn more about how AI works in financial services

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About this course

Ten years from now, financial services will look radically different.

The first step in imagining an AI-enabled future is to gain a better understanding of what the technology can do - and what it can’t. This course will give you a firm grounding in the potential for AI in financial services - with a particular focus on credit - as well as practical tools to help you begin the journey of applying AI inside your organization. By the end, you will have the foundational knowledge necessary to advance your career and help lead this once-in-a-lifetime transformation in your organization.

Upstart Program Certified Badge

What you’ll learn:

  • Better understand how AI models work
  • Assess the appropriateness of Ai models for different use cases in your business, with a focus on credit
  • Oversee the AI models once they are being used
  • Responsibly address the key regulatory and ethical questions surrounding AI models

You will also have the opportunity to:

Join an online community and learn alongside like-minded professionals
Gain a verified digital certificate of completion from Upstart

Curriculum

  • Introduction to AI
  • Introduction: The Age of Artificial Intelligence
  • Course Overview
  • Module 1 : Foundational Concepts in AI
  • Introduction
  • AI, ML, and Statistics Explained
  • Lesson 1-1 Quiz
  • Modeling 101: The Flow, Framework, and Fundamental Concepts
  • Lesson 1-2 Quiz
  • Supervised, Unsupervised, and Semi-Supervised Learning
  • Lesson 1-3 Quiz
  • Classification vs Regression Models
  • Lesson 1-4 Quiz
  • Using Linear Regression to Predict Home Prices
  • Lesson 1-5 Quiz
  • Multivariate Linear Regression Model for Home Prices
  • Lesson 1-6 Quiz
  • Feature Engineering, Regularization, and Normalization
  • Lesson 1-7 Quiz
  • What Makes a Good Problem for AI?
  • Lesson 1-8 Quiz
  • Module 2 : Understanding a Model
  • Introduction
  • Prediction, Context, and Usage
  • Lesson 2-1 Quiz
  • Three Questions to Ask
  • Lesson 2-2 Quiz
  • Assessing the Data
  • Lesson 2-3 Quiz
  • Model Accuracy
  • Lesson 2-4 Quiz
  • Sources of Inaccuracy
  • Lesson 2-5 Quiz
  • Model Explainability
  • Lesson 2-6 Quiz
  • Risk Mitigation
  • Lesson 2-7 Quiz
  • Module 3 : Ethics and Oversight
  • Introduction
  • Defining and Measuring Fairness
  • Lesson 3-1 Quiz
  • Explainability
  • Lesson 3-2 Quiz
  • Ethics of Data
  • Lesson 3-3 Quiz
  • Less Discriminatory Alternatives
  • Lesson 3-4 Quiz
  • Governance and Oversight
  • Lesson 3-5 Quiz
  • Module 4 : Applications in FinServ
  • Introduction
  • Acquisition
  • Lesson 4-1 Quiz
  • Underwriting
  • Lesson 4-2 Quiz
  • Onboarding
  • Lesson 4-3 Quiz
  • Servicing
  • Lesson 4-4 Quiz
  • Cross-Sell
  • Lesson 4-5 Quiz
  • Bonus: Creating Data
  • Module 5 : Next Steps Applying AI
  • Introduction
  • Building the Right Infrastructure
  • Lesson 5-1 Quiz
  • Developing a Culture of Rapid Iteration
  • Lesson 5-2 Quiz
  • Picking Your First Project(s)
  • Lesson 5-3 Quiz
  • Recruit Your Army of AI Optimists
  • Lesson 5-4 Quiz
  • Completion
  • Course Completed!

About this course

Ten years from now, financial services will look radically different.

The first step in imagining an AI-enabled future is to gain a better understanding of what the technology can do - and what it can’t. This course will give you a firm grounding in the potential for AI in financial services - with a particular focus on credit - as well as practical tools to help you begin the journey of applying AI inside your organization. By the end, you will have the foundational knowledge necessary to advance your career and help lead this once-in-a-lifetime transformation in your organization.

Upstart Program Certified Badge

What you’ll learn:

  • Better understand how AI models work
  • Assess the appropriateness of Ai models for different use cases in your business, with a focus on credit
  • Oversee the AI models once they are being used
  • Responsibly address the key regulatory and ethical questions surrounding AI models

You will also have the opportunity to:

Join an online community and learn alongside like-minded professionals
Gain a verified digital certificate of completion from Upstart

Curriculum

  • Introduction to AI
  • Introduction: The Age of Artificial Intelligence
  • Course Overview
  • Module 1 : Foundational Concepts in AI
  • Introduction
  • AI, ML, and Statistics Explained
  • Lesson 1-1 Quiz
  • Modeling 101: The Flow, Framework, and Fundamental Concepts
  • Lesson 1-2 Quiz
  • Supervised, Unsupervised, and Semi-Supervised Learning
  • Lesson 1-3 Quiz
  • Classification vs Regression Models
  • Lesson 1-4 Quiz
  • Using Linear Regression to Predict Home Prices
  • Lesson 1-5 Quiz
  • Multivariate Linear Regression Model for Home Prices
  • Lesson 1-6 Quiz
  • Feature Engineering, Regularization, and Normalization
  • Lesson 1-7 Quiz
  • What Makes a Good Problem for AI?
  • Lesson 1-8 Quiz
  • Module 2 : Understanding a Model
  • Introduction
  • Prediction, Context, and Usage
  • Lesson 2-1 Quiz
  • Three Questions to Ask
  • Lesson 2-2 Quiz
  • Assessing the Data
  • Lesson 2-3 Quiz
  • Model Accuracy
  • Lesson 2-4 Quiz
  • Sources of Inaccuracy
  • Lesson 2-5 Quiz
  • Model Explainability
  • Lesson 2-6 Quiz
  • Risk Mitigation
  • Lesson 2-7 Quiz
  • Module 3 : Ethics and Oversight
  • Introduction
  • Defining and Measuring Fairness
  • Lesson 3-1 Quiz
  • Explainability
  • Lesson 3-2 Quiz
  • Ethics of Data
  • Lesson 3-3 Quiz
  • Less Discriminatory Alternatives
  • Lesson 3-4 Quiz
  • Governance and Oversight
  • Lesson 3-5 Quiz
  • Module 4 : Applications in FinServ
  • Introduction
  • Acquisition
  • Lesson 4-1 Quiz
  • Underwriting
  • Lesson 4-2 Quiz
  • Onboarding
  • Lesson 4-3 Quiz
  • Servicing
  • Lesson 4-4 Quiz
  • Cross-Sell
  • Lesson 4-5 Quiz
  • Bonus: Creating Data
  • Module 5 : Next Steps Applying AI
  • Introduction
  • Building the Right Infrastructure
  • Lesson 5-1 Quiz
  • Developing a Culture of Rapid Iteration
  • Lesson 5-2 Quiz
  • Picking Your First Project(s)
  • Lesson 5-3 Quiz
  • Recruit Your Army of AI Optimists
  • Lesson 5-4 Quiz
  • Completion
  • Course Completed!