AI for Finance
Finance professionals use AI for the work that actually fills their week, reporting, reconciliations, analysis and forecasting, with the accuracy and data-security discipline the function demands. In 45 minutes and four assessed units, your team learns where AI is changing finance, how to use today's tools on real finance tasks, and how to stay inside the sector's rules.
- Easy-to-follow course
- 4 quizzes at 80% in every course
- Narration and captions on every screen
- Written and fact-checked in 2026
Watch the introduction, then see the interactions your learners will use.
One licence for your LMS, 12 months, for the learners you buy for, delivered as one SCORM package. Priced per learner, with volume discounts.
What your team will learn
Upon course completion, employees will gain a full and clear understanding of:
- What AI is and isn't, in plain language
- Where AI is transforming finance, from fraud detection to trading
- How to use today's AI tools effectively for real finance tasks
- The specific risks of AI in a regulated sector
- How to use AI responsibly, with fairness, explainability and the rules in mind
- How to talk about AI confidently with colleagues, clients and regulators
Who it is for
Written for finance. No technical background is needed, and nothing in it assumes a previous course.
This course from Blocknorth gives finance professionals a clear, practical understanding of AI and what it means for their work. No technical background is needed: you will learn what AI is, where it is transforming finance, how to use today's AI tools for real finance tasks and how to use it responsibly within the sector's rules.
Course contents
4 units. Each ends with a 10-question quiz; 8 correct unlocks the next unit.
AI Foundations for Finance
- What AI is and why finance is one of its biggest proving grounds
- How AI learns from data and why data quality matters
- AI, automation and the quants
- What AI is good at and where it falls short
AI Across Finance
- Fraud detection, the flagship use
- Credit scoring, risk and algorithmic trading
- Robo-advisors, anti-money-laundering and compliance
- Document processing, customer service and insurance
Generative AI for Finance Tasks
- Drafting, summarising, analysing and explaining
- Prompting well and working with your own documents securely
- Getting current information and verifying it
- The limits to respect (not financial advice)
Using AI Responsibly in Finance
- Data privacy, confidentiality and approved tools
- Bias, fairness and explainability in decisions like lending
- Accountability and the rules (EU AI Act, UK FCA)
- Security, governance and a personal checklist
Details
| Length | About 45 minutes, self-paced, resumes where the learner left off |
|---|---|
| Format | SCORM 1.2 package. Runs in any conformant LMS (Moodle, Cornerstone, Docebo, SAP SuccessFactors, TalentLMS and others) |
| Assessment | 4 unit quizzes, 10 questions each, 80% to pass. Score and completion reported to your LMS |
| Accessibility | Optional narration and captions on every screen, keyboard navigation, responsive on PC and tablet |
| Language | UK English |
| Publisher | Blocknorth |
| Written and fact-checked | In 2026, reviewed each quarter |
What a licence includes
One licence for your LMS, 12 months, for the learners you buy for, delivered as one SCORM package. Priced per learner, with volume discounts.
See pricing →Questions buyers ask
Will it run in our LMS?
Yes, if your LMS supports SCORM 1.2, which almost every LMS does. You upload one zip file, assign it, and completions and scores report back automatically. We confirm compatibility for your platform before you buy, and the free sample package lets you test it in place.
Can we try it before we buy?
Yes. Ask for the free sample package and you will have Unit 1 of a foundation course as a real SCORM 1.2 file, so you can check it runs in your own LMS. Request it with the form below and you will have it within 1 working day.
What do we receive?
The SCORM package, a one-page quick-start for your LMS administrator, the course listing sheet for your catalogue, and preview images. Updates to the course during your licence are supplied at no charge.
How does a licence work?
You licence the course for the learners you buy for, for 12 months, on your own LMS, and you receive one SCORM package. Pricing is per learner with volume discounts as your numbers grow, and we licence from ten learners upwards.
Where teams go next
AI for Business 101
AI Skills for Legal Professionals
Claude AI for Business 101
AI Agents for Business
Read: The Ultimate Guide to Buying E-Learning Courses for Business 5 minute read
Request a quote or the sample package
Tell us the course and roughly how many learners. You will have a quote, or your sample package, within 1 working day.
Prefer email? sales@businesstechnologytraining.com