# AI for Financial Services (Self-Paced) Canonical URL: ## Overview Designed for financial services professionals, this self-paced course takes you from your first interaction with Claude all the way through full implementation. You'll get hands-on with prompting, Projects, Artifacts, and tool integrations using real-world financial services examples and documents. Along the way, you'll tackle client communications, portfolio analysis narratives, compliance documentation, regulatory reporting, market research summaries, and internal process documentation, with a consistent emphasis on the importance of professional review for all client-facing and compliance-related materials. By the end, you'll have a personalized Claude system and a completed capstone client service package tailored to your role and organizational priorities. ## What you'll learn - Craft structured prompts that produce accurate, dependable results for writing, analysis, summarization, and research - Set up Projects, Artifacts, Styles, and Memory to establish a Claude workflow that's shaped around the way you work - Dig into advanced prompting techniques including role-based prompting, chain-of-thought reasoning, and the You Ask Me method - Link Claude to the workplace tools you count on every day, including Google Drive, Gmail, Excel, and PowerPoint - Put Claude to work across the financial services tasks that matter most, from client communications and portfolio narratives to compliance documentation, market research, and regulatory reporting - Build a complete financial services Claude system and walk away with a capstone client service package polished and ready for professional review ## Curriculum #### Module 1: Getting Started with Claude AI - Explain how Claude works in plain language and identify the model tiers, plans, and interface - Understand the context window, how Claude processes information, and when to start new conversations - Practice your first Claude conversation using a financial services-specific prompt - Identify what Claude does well, what it doesn’t, and when human judgment is essential #### Module 2: Prompting Fundamentals - Apply the five-part prompt framework: context, task, format, constraints, and examples - Write effective prompts across five use cases: writing, summarization, analysis, research, and creative problem-solving - Recognize and fix common prompting mistakes that produce vague or unusable output - Practice prompting with financial services scenarios: drafting a client portfolio review letter, summarizing a regulatory update, and writing an investment committee briefing #### Module 3: Working with Files & Documents - Upload and analyze images, PDFs, spreadsheets, and documents directly in Claude - Use Claude to extract, compare, and summarize information from uploaded files - Work with financial services file types: portfolio reports, compliance checklists, market research PDFs, client account summaries, and regulatory filings - Complete a hands-on document analysis exercise using provided financial services sample files #### Module 4: Projects & Knowledge Bases - Explain how Projects use custom instructions and knowledge bases to organize ongoing work - Write effective Project instructions that encode your role, audience, format preferences, and rules - Upload reference documents and understand how RAG retrieves relevant content - Create a financial services Project for a client engagement or compliance review using provided sample documents and templates #### Module 5: Artifacts, Styles, Memory & Usage Management - Create reusable deliverables with Artifacts and edit them directly or through conversation - Build custom Styles that match your professional communication voice - Configure Memory to retain key context about you and your work across conversations - Apply usage management techniques to extend your plan value #### Module 6: Introduction to Claude Cowork - Explain what Cowork is and how it differs from the claude.ai chat interface - Read, write, and manage files from your desktop environment - Configure guardrails, file permissions, and network settings for safe use - Understand prompt injection risks and how to protect against them #### Module 7: Advanced Prompting & AI Tool Selection - Use role-based prompting, chain-of-thought reasoning, and multi-step workflows - Apply Extended Thinking, web search, and the You Ask Me technique for complex tasks - Compare Claude with ChatGPT, Copilot, and Gemini to choose the right tool for each task - Practice advanced prompting with financial services scenarios: analyzing a portfolio allocation for a client review, building a compliance audit response step by step, and preparing a quarterly market commentary #### Module 8: Context System, Connectors & Integrations - Build foundational context files and set Global Instructions that apply to every Cowork session - Connect Claude to Slack, Google Drive, Gmail, and other workplace tools - Use Claude natively in Excel and PowerPoint with the Office add-ins - Configure your context system and connections for financial services workflows, including portfolio analysis in Excel and client presentations in PowerPoint #### Module 9: AI for Financial Services — Core Workflows - Use Claude to draft personalized client communications: review letters, onboarding materials, and quarterly updates in your firm’s voice - Produce portfolio analysis narratives, performance summaries, and investment rationale documentation from data exports - Build compliance documentation, audit preparation materials, and regulatory response drafts with appropriate review gates - Summarize market research, economic commentary, and industry reports into client-ready or internal briefings - Complete a hands-on lab producing a multi-document financial services package #### Module 10: Capstone — Build Your Financial Services Claude System - Audit your financial services tasks and identify the highest-value opportunities for Claude assistance - Configure a personalized financial services Claude system: Projects, context files, Styles, and connected tools - Run a complete end-to-end client service workflow: portfolio review letter, market commentary summary, compliance documentation update, and client meeting preparation brief - Create a Week 1 action plan for applying what you’ve learned to your financial services role ## Pricing **Tuition:** $899