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Certificate in AI and Agents in Finance
Application closes 15th Oct 2026
Certificate Outcomes
Master AI-driven financial strategy
Drive strategic decision-making with AI and agentic AI in finance
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Map the AI landscape in finance, identifying applications of data science, GenAI, and Agentic AI
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Analyse financial datasets and communicate insights effectively for financial decision-making
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Gain practical understanding of ML workflows and how Generative AI can augment predictive models
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Apply forecasting techniques and translate outputs into clear management narratives
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Evaluate the foundations of data-driven trading and systematic investment decisions
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Understand the FinTech ecosystem and use modern AI-native builder tools to prototype MVPs
Earn a Certificate of Completion from IIT Bombay
Key Certificate Highlights
Why choose AI and Agents in Finance?
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No Technical Prerequisites
Designed specifically for finance professionals. No prior coding, engineering, or technical background is required to register and succeed in this program.
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Hands-on Project Learning
Build practical skills in developing Generative AI applications and autonomous financial agents using hands-on projects and industry-standard builder tools.
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FinTech Product Prototyping
Learn to conceptualise, design, and prototype AI-enabled financial products to address complex, real-world business and FinTech market challenges.
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Finance-First Curriculum
Master practical skills in applying AI, Machine Learning, Generative AI, and autonomous agents tailored directly to industry-standard financial use cases.
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Responsible AI Integration
Develop a strong understanding of responsible AI principles, model risk, fairness, ethics, and governance standards woven throughout the curriculum.
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Dedicated Programme Support
Receive personalised assistance and guidance from a dedicated Programme Manager to support you throughout your entire 5-month learning journey.
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Weekly Live Faculty Sessions
Learn directly from IIT Bombay faculty in weekly live interactive sessions featuring deep concept learning, hands-on practice, and query resolution.
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IIT Bombay Campus Immersion
Participate in an exclusive on-campus immersion at IIT Bombay for direct faculty interaction, hands-on collaboration, and peer networking.
Skills you will learn
Financial Data Analytics
Machine Learning for Finance
Python for Finance (Colab)
Time Series Forecasting
Financial Data Visualisation & Dashboards
Generative AI
Prompt Engineering
RAG for Financial Documents
Multi-Agent Orchestration
Financial NLP
AI-Assisted Investment Research
Backtesting & Performance Evaluation
No-Code & AI-Native Prototyping
AI Product Design for FinTech
Agentic Risk & Human Oversight
Model Risk & Validation
AI Governance & Regulatory Compliance
Financial Data Analytics
Machine Learning for Finance
Python for Finance (Colab)
Time Series Forecasting
Financial Data Visualisation & Dashboards
Generative AI
Prompt Engineering
RAG for Financial Documents
Multi-Agent Orchestration
Financial NLP
AI-Assisted Investment Research
Backtesting & Performance Evaluation
No-Code & AI-Native Prototyping
AI Product Design for FinTech
Agentic Risk & Human Oversight
Model Risk & Validation
AI Governance & Regulatory Compliance
view more
- Overview
- Learning Path
- Curriculum
- Projects
- Tools
- Faculty
- Fees
Who is the certificate for?
The certificate course has been crafted for users with the following objectives.
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Banking, Finance and Insurance Professionals
Finance professionals looking to apply ML, forecasting, and GenAI to credit scoring, risk modeling, and predictive underwriting.
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Investment & Trading Experts
Portfolio managers and equity research analysts wanting to use LLMs for market research, sentiment analysis, and systematic trading.
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Senior Financial Leaders
Executives and heads of business seeking to evaluate AI investments, manage model risks, and establish robust governance systems.
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FinTech Product Managers
Founders and PMs aiming to design AI-enabled financial services and prototype agentic MVPs using no-code developer tools.
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AI, Data, and Technology Professionals in BFSI
Professionals in BFSI who want to apply Machine Learning, Generative AI, and Agentic AI to real-world financial use cases.
Experience a unique learning journey
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Online Application & Screening
Complete a simple online application form and go through a mandatory screening call with the registration office.
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Foundational & AI Concepts
Master the foundations of data science, classical Machine Learning, and Generative AI applications tailored specifically to financial data.
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Weekly Live & Hands-on Building
Attend weekly live interactive sessions with IIT Bombay faculty and build predictive models, RAG pipelines, and multi-agent workflows.
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Product Prototyping & Governance
Use AI-native builder tools to prototype FinTech products and present an application-oriented Capstone Project during your campus immersion.
Comprehensive curriculum
Designed by IIT Bombay faculty and industry experts, the curriculum equips learners with advanced skills in AI, Generative AI, agentic systems, and financial analytics. Learners gain hands-on experience through live sessions, projects, and a capstone, bridging financial intuition with analytical methods.
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Live sessions
Faculty-led interaction
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Capstone
Industry-relevant project
Module 1: Foundations of AI and Data Science in Finance
This module builds a foundational understanding of how AI and data science support modern financial decision-making. By the end, learners understand the scope of data science, Generative AI, and Agentic AI applications in finance and gain initial hands-on exposure to financial analytics and prompting.
Topics Covered:
Module 2: Generative and Agentic AI for Finance
This module introduces learners to the foundations, architectures, use cases, and risks of Generative AI and Agentic AI in financial services. Learners understand how these systems are designed, grounded, evaluated, and deployed responsibly in financial applications.
Topics Covered:
Module 3: Financial Data Analytics and Visualisation
This module enables learners to explore, summarise, and visualise financial data effectively, so they can analyse and communicate insights from financial datasets.
Topics Covered:
Module 4: Machine Learning for Finance
This module introduces practical Machine Learning methods through finance use cases and clarifies how ML and Generative AI can be combined responsibly. Learners gain a working knowledge of ML workflows in financial contexts and understand how Generative AI can augment, but not replace, validated predictive models.
Topics Covered:
Module 5: Time Series and Forecasting
This module provides a practical understanding of financial forecasting techniques and the use of Generative AI for communicating forecast results. Learners understand when forecasting helps, when it can mislead, and how forecast outputs can be translated into clear management narratives.
Topics Covered:
Module 6: AI in Trading and Asset Management
This module exposes learners to quantitative investing, trading workflows, and the role of LLMs in investment research. Participants understand the foundations of data-driven trading and investment decisions and how LLMs may support the research phase without replacing quantitative validation.
Topics Covered:
Module 7: FinTech, AI Product Design, and AI-Native Builder Stack
This module connects data science methods with business and product applications in FinTech and introduces participants to modern AI-native tools for rapid product development. Participants understand the FinTech ecosystem, can conceptualise AI-enabled financial products, and gain exposure to tools and workflows used to build and launch MVPs.
Topics Covered:
Module 8: Risk, Ethics, and Regulation
This module introduces governance and responsible AI considerations in finance and allows participants to present an integrated, application-oriented project. Participants appreciate the constraints and responsibilities associated with AI in finance and demonstrate their ability to apply the course concepts to a practical use case.
Topics Covered:
Note: The curriculum listed above are indicative and subject to updates as technology evolves.
Work on hands-on projects and case studies
Gain hands-on experience with real-world case studies using industry-relevant technologies
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Capstone
Industry-relevant project
Note: The projects listed above are indicative and subject to updates to the curriculum.
Tools and Technologies Covered
Gain hands-on experience with top finance and AI tools to optimize models and build innovative solutions
Note: The tools listed above are indicative and subject to updates as technology evolves.
Learn from IIT Bombay faculty
Learn from IIT Bombay faculty with deep expertise in statistics, finance, entrepreneurship and AI
Course Fee
Invest in your career
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Gain hands-on experience with Generative AI and agentic workflows in finance.
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Learn from IIT Bombay faculty with live sessions and campus immersion.
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Work on real-world projects and a capstone to build your portfolio.
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No coding background required, designed for finance professionals.
Registration process
Admissions close once the required number of participants enroll. Apply early to secure your spot
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Application
Interested candidates can apply by filling out a simple online application form.
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Interview Process
Go through a mandatory screening call with the registration office.
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Offer of Registration
Selected candidates will receive an offer letter. They must pay the registration fee to confirm their seat and complete the registration.
Eligibility Criteria
- Applicants must hold a Bachelor's degree (in any discipline) from a recognised university with a minimum aggregate of 50% (or equivalent CGPA). No prior coding or engineering background is required.