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AI and Agentic AI in Finance

AI and Agentic AI in Finance

Application closes 30th Sep 2026

Why should you join this program?

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    Lead Modern Finance with AI

    Build capability across financial analysis, compliance, risk management, underwriting, and autonomous financial workflows through real-world case studies and hands-on projects using leading AI tools.

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    Learn from JHU, a Leading US Research University

    Ranked #7 National University, #14 Best Global University, #2 in Computer Information Technology, reflecting JHU's leadership in research and innovation. (2026 Rankings)

PROGRAM OUTCOMES

What will you learn to build and apply?

Through a structured learning journey, you will build the capability to:

  • Cut through the AI hype in Finance by assessing which use cases deliver real business value

  • Get reliable results from AI tools by structuring prompts for financial text and data

  • Read sentiment in financial documents by analysing earnings calls, filings, and market commentary

  • Build smarter regulatory research tools and automate multi-step financial compliance workflows

  • Evaluate Proofs of Concept (POCs) against regulatory guidelines, compliance, and best practices

  • Design AI agents that work independently and coordinate teams of AI agents across complex financial workflows

Earn a Certificate of Completion from Johns Hopkins University

  • #7 National University Rankings

    #7 National University Rankings

    U.S. News & World Report, 2026

  • #2 Computer Information Technology

    #2 Computer Information Technology

    U.S. News & World Report, 2026

  • #10 Most Innovative Schools

    #10 Most Innovative Schools

    US News and World Report, 2026

  • #14 Best Global University

    #14 Best Global University

    U.S. News & World Report, 2026

  • #1 Biomedical Engineering Program

    #1 Biomedical Engineering Program

    US News and World Report, 2026

KEY PROGRAM HIGHLIGHTS

Why choose this program?

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    Learn from Johns Hopkins University Faculty

    Learn through recorded lectures and faculty-led masterclasses to build practical AI expertise and design autonomous agents for complex financial workflows.

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    Interactive Mentorship by Industry Experts

    Learn from AI experts through mentorship sessions focused on practical applications, implementation challenges, and industry best practices.

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    AI Curriculum Tailored for Finance Use Cases

    Move beyond AI awareness to develop practical capability across workflows defining modern finance through a structured learning experience.

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    Real-World Finance Case Studies and Projects

    Apply AI to real-world challenges via finance case studies and projects on compliance, credit decisioning, portfolio monitoring, investment research, and multi-agent workflows.

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    Earn a Recognized Credential from Johns Hopkins University

    Earn a Certificate of Completion and 10 CEUs from Johns Hopkins University upon successful completion of the program.

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    Personalized Program Support

    Receive guidance from a dedicated Program Manager and academic support from subject matter experts.

What skills will you learn?

Financial Data Analysis

Financial Text Analysis (NLP)

Sentiment Analysis for Finance

Risk Management & Risk Monitoring

Fraud Detection & Investigation

Credit Risk & Underwriting

KYC/AML Compliance & Due Diligence

AI Governance & Model Risk Management

Regulatory Compliance

Portfolio Risk Analysis

Financial Data Analysis

Financial Text Analysis (NLP)

Sentiment Analysis for Finance

Risk Management & Risk Monitoring

Fraud Detection & Investigation

Credit Risk & Underwriting

KYC/AML Compliance & Due Diligence

AI Governance & Model Risk Management

Regulatory Compliance

Portfolio Risk Analysis

view more

  • Overview
  • Learning Journey
  • Curriculum
  • Projects
  • Tools
  • Certificate
  • Faculty
  • Mentors
  • Fees
  • FAQ

Who is the program for?

Ideal for finance professionals seeking to leverage AI tools in high-stakes financial environments

  • FP&A, Finance, and Treasury Professionals

    Who want to apply AI to forecasting, financial analysis, reporting, enterprise AI initiatives, and evaluate AI outputs critically without coding

  • Investment, Asset, and Fintech Professionals

    Who want to use AI for research, portfolio monitoring, and decision support while building fluency to evaluate and lead AI adoption

  • Risk, Compliance, and Credit Professionals

    Who want to automate regulated workflows with explainable, audit-ready AI while applying governance for responsible deployment

  • Finance Leaders

    Who want to build the strategic judgment needed to lead AI adoption across their organizations with confidence

  • Strategy Professionals

    Who want to move beyond AI awareness and evaluate AI opportunities through the lens of business value and operational feasibility

  • Financial Consultants and Advisors

    Advising financial institutions on AI strategy, evaluating vendors and proofs of concept, and meeting business and regulatory needs

How is the program learning experience?

Our pedagogy is designed to ensure a holistic learning experience

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    Learn from Experts

    Learn from JHU faculty and industry experts to build practical expertise in agentic workflows

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    Learn By Doing

    Apply Agentic AI concepts through hands-on projects and real-world case studies

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    Earn a University Credential

    Earn a certificate of completion and 10 CEUs from Johns Hopkins University

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    Get Support Throughout the Learning Journey

    Program managers will help you stay on track, navigate key milestones & complete the program

What will you learn in the program?

The comprehensive curriculum, designed and delivered by Johns Hopkins University faculty and industry practitioners, equips learners with the skills and judgment to automate financial workflows, critically evaluate AI outputs, and design, implement, and govern AI systems that meet the standards of a regulated industry.

  • Monthly Live

    Faculty-Led Masterclasses

  • Weekly

    Mentorship Sessions

  • Self-Paced

    Masterclass on Anthropic

Pre-Work Module

Refresh core finance concepts while establishing a baseline understanding of AI, Generative AI, and Agentic AI. Learners will also set up the tools and frameworks required throughout the program.

Week 01: AI In Finance- Signal Vs. Noise

Develop a practical understanding of the AI landscape in financial services and distinguish proven use cases from emerging opportunities. Learn where AI delivers value today, where adoption remains experimental, and how human oversight remains critical in financial workflows.

Topics Covered

- AI Adoption Across Financial Services - AI Use Cases Across Finance Functions - Production vs. Pilot vs. Aspirational AI Systems - GenAI and Traditional AI in Finance - Enterprise AI Failure Modes

Week 02: Making Sense Of Financial Text With Natural Language Processing

Learn how AI extracts actionable insights from financial text and regulatory content. Explore sentiment analysis, evaluation techniques, and practical applications across investment research, market intelligence, and risk management.

Topics Covered

- Earnings Call Sentiment Analysis - Securities and Exchange Commission (SEC) - Financial Text Signals and Alpha Discovery - Sentiment Evaluation Frameworks - Reliability Assessment of AI Outputs

Week 03: Data Done Right: From Infrastructure to AI Insights

Learn how to transform structured and unstructured financial information into usable insights through prompt engineering, data validation, and reasoning frameworks.

Topics Covered

- Structured and Unstructured Financial Data - Alternative Data Sources - Prompt Engineering for Financial Workflows - Data Quality Assessment - Privacy, PII, and Data Governance - Data Licensing and Cost Considerations

Week 04: Compliance AI With Retrieval-Augmented Generation (RAG)

Learn to build grounded compliance solutions using Retrieval-Augmented Generation (RAG) and understand how AI can support regulatory interpretation while maintaining traceability and reliability.

Topics Covered

- Compliance Applications of RAG - Chunking Strategies for Regulations - Embeddings and Retrieval Fundamentals - Compliance Q&A Systems - Limitations of Basic RAG - Prompt Engineering vs. RAG vs. Fine-Tuning

Week 05: Know Your Customer & Anti-Money Laundering Due Diligence

Learn to design auditable AI workflows for customer due diligence and sanctions screening while understanding how multi-step prompt chains support compliance operations.

Topics Covered

- Know Your Customer & Anti-Money Laundering Workflow Design - Prompt Chain Architecture - Sanctions and PEP Screening - Hallucination Risk Management - Auditable Compliance Processes

Week 06: Project 1

Week 07: Learning Break

Week 08: AI-Assisted Fraud Detection and Evaluation

Explore anomaly detection approaches and evaluation frameworks used to support fraud monitoring and investigation workflows.

Topics Covered

- Financial Fraud Detection Techniques - Precision, Recall, and F1 Metrics - AI-Assisted Investigation Narratives - Real-Time Monitoring Concepts - Human-in-the-Loop Review Workflows

Week 09: Credit Decision in the AI Era

Understand how AI supports credit assessment while maintaining transparency, explainability, and regulatory compliance.

Topics Covered

- Credit Risk Workflows - Underwriting Inputs and Ratios - Hybrid ML and GenAI Architectures - Explaining the credit decision using SHapley Additive exPlanations (SHAP) - AI-Augmented Underwriting

Week 10: Autonomous Workflows I: Portfolio Risk Monitoring Agent

Learn to design autonomous agents capable of monitoring portfolio risk and generating structured assessments using tools, memory, and reasoning.

Topics Covered

- AI Agent Fundamentals - Linear Agent Workflows - Tool Use and Function Calling - Agent Memory Systems - Risk Monitoring Architectures

Week 11: Autonomous Workflows II: Multi-Agent + Agentic RAG

Learn how multiple AI agents collaborate to execute complex financial workflows and extend traditional RAG systems with reasoning and monitoring capabilities.

Topics Covered

- Multi-Agent Architectures - Delegation and Communication Frameworks - Agentic RAG Systems - Failure Modes and Risk Management - Human-in-the-Loop Design

Week 12: Governance And Responsible Proof of Concepts Design

Develop the ability to evaluate AI initiatives against governance requirements, operational risks, and financial viability before deployment.

Topics Covered

- AI Governance Frameworks - Model Risk Management - AI Economics and Cost Analysis - Framework for Build vs. Buy Decision - Information Security for AI Systems - Regulatory Considerations - Change Management for AI Adoption

Week 13: Learning Break

Optional Module: Upgrade Your Excel and Sheets Workflows with AI

Use AI-assisted tools, including the Claude Excel Plugin, to automate repetitive spreadsheet tasks, generate formulas, summarize data, and surface insights faster, enabling you to spend less time building models and more time acting on insights.

Self-Paced: Anthropic Masterclass

This masterclass covers the Anthropic AI landscape, exploring Claude models, Constitutional AI, and key safety and alignment principles. Learners will apply effective Prompt Engineering techniques, use the Claude API for tasks and integrations, generate structured outputs, build simple applications, compare Claude with other AI models, and evaluate ethical considerations for deploying AI systems.

Self-Paced Module: Claude-Based AI Workflows

This module is designed to build practical capability in applying Generative AI and Agentic AI using the Claude ecosystem in real-world contexts. Participants build the ability to design, execute, and evaluate AI-driven workflows for real-world applications, supported by structured learning. *Disclaimer: Access to tools within the Claude ecosystem is not included as part of the program. Participants may choose to explore advanced capabilities independently.

Design and Execute AI Workflows

- Model selection and prompt engineering using Claude Chat - Agentic workflow design and orchestration using Claude CoWork - Plan → Approve → Execute → Iterate framework - Designing workflows with reasoning, tools, and multi-step execution - Applying concepts through real-world case studies

Build and Deploy AI Systems at Scale

- API integration and model usage using Claude Code - Tool integration using the Model Context Protocol - Designing agentic systems with memory, tools, and orchestration - Performance optimization, cost considerations, and system reliability - Responsible AI principles, including alignment approaches such as Constitutional AI

Note: The curriculum listed above is indicative and subject to updates as technology evolves.

What are the projects and case studies?

Apply AI to real-world financial services challenges through hands-on projects and case studies

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INVESTMENT RESEARCH

Earnings Call Sentiment Analysis

Description

Learn how to analyze earnings call transcripts using AI-powered NLP techniques to identify shifts in executive sentiment, confidence, and forward-looking guidance. Understand how sentiment signals can support investment and credit analysis workflows.

Skills you will learn

  • Natural Language Processing (NLP)
  • Sentiment Modeling
  • Financial Text Analysis
  • LLM-Based Evaluation
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COMPLIANCE

KYC/AML Compliance Pipeline

Description

Learn how to automate customer due diligence and sanctions screening workflows using auditable AI workflows. Understand how structured prompt chains improve traceability, consistency, and compliance oversight.

Skills you will learn

  • Natural Language Processing (NLP)
  • Sentiment Modeling
  • FinancialText Analysis
  • LLM-Based Evaluation
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CREDIT RISK

AI-Augmented Credit Memo on a Real Dataset

Description

Work with actual PII-redacted loan data from a commercial bank to build a credit risk model and generate LLM-powered credit underwriting memos. Learn how to translate model outputs into regulator-ready credit narratives using explainable AI techniques and generative AI

Skills you will learn

  • Explainable AI
  • SHAP Analysis
  • Narrative Generation
  • Credit Risk Communication.
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PORTFOLIO MANAGEMENT

Portfolio Risk Monitoring Agent

Description

Learn how to design autonomous agents that continuously monitor portfolio risk exposures, detect threshold breaches, and generate actionable risk summaries for decision-makers.

Skills you will learn

  • Agentic AI
  • Risk Surveillance
  • Tool-Augmented Agents
  • Automated Reporting
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RISK ASSESSMENT

Bank-in-a-Box

Description

Learn how to orchestrate multiple AI agents that collaborate across investment analysis, risk assessment, and compliance review to generate comprehensive financial recommendations and decision memos.

Skills you will learn

  • Multi-Agent Systems
  • Agent Orchestration
  • Workflow Design
  • Financial Decision Support

Note: The projects listed above are indicative and subject to updates to the curriculum.

Which tools will you learn and apply?

Explore leading AI tools that you can add to an industry-ready portfolio to showcase skills and proficiency

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    Claude

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    Claude Code

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    Gemini Notebook

Note: The tools listed above are indicative and subject to updates as technology evolves.

Earn a Certificate of Completion from Johns Hopkins University

Stand out in a competitive market with a Certificate of Completion that validates the expertise developed through rigorous, practical assessments.

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* Image for illustration only. Certificate subject to change.

Who are the faculty for the program?

Learn from renowned JHU faculty and build expertise in AI agents, autonomous systems, and AI implementation

  • Ian McCulloh, Ph.D.

    Ian McCulloh, Ph.D.

    Director, AI Executive & Professional Education, Johns Hopkins University

    Served as Chief Data Scientist & MD of AI, Accenture Federal Services

    Author of three books and over 100 peer-reviewed papers

    Know More
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  • Dr. Jim Kyung-Soo Liew

    Dr. Jim Kyung-Soo Liew

    AI transformation leader, Founder and President of SoKat

    A leader in building production-grade AI systems

    Founder and president of SoKat

    Know More
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Who are the mentors for weekly live sessions?

Learn from seasoned AI and Finance industry mentors to apply concepts and build practical skills

  •  Benito Lopez  - Mentor

    Benito Lopez linkin icon

    Quantitative Finance Analyst
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  •  Ashutosh Pandey  - Mentor

    Ashutosh Pandey linkin icon

    Vice President - Investment Data & Analytics, Citi Global Wealth
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  •  Mirata Hosseini  - Mentor

    Mirata Hosseini linkin icon

    Vice President, AI Governance Lead, BMO Capital Markets
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  •  Anuj Saini  - Mentor

    Anuj Saini linkin icon

    Principal Data Scientist, RPX Corporation
    Company Logo

Note: The mentors listed above are indicative and subject to change based on availability and scheduling.

What are the fees for the program?

The course fee is USD 2,900

Invest in your career

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    Build hands-on capabilities in financial analysis, decision-making, automation, and risk monitoring using AI

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    Explore leading AI tools that you can add to an industry-ready portfolio to showcase skills and proficiency

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    Learn from AI experts in weekly live online sessions focused on real-world implementation

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    Receive a Certificate of Completion and 10 CEUs from Johns Hopkins University

Take the next step

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Apply to the program now or schedule a call with a program advisor

Learn more about the program

Application closes: 30th Sep 2026

Application closes: 30th Sep 2026

Talk to our advisor for offers and course details

Application process

Admissions close once the required number of participants enroll. Apply early to secure your spot

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    Fill application form

    Apply by filling out a simple online application form.

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    Review process

    A panel from Great Learning will review your application to determine your fit for the program.

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    Join program

    Receive an offer for a seat in the upcoming cohort of the program post a final review.

Prerequisites

  • This program is designed for professionals with a foundational understanding of Finance. No prior background in Artificial Intelligence or Machine Learning is necessary

Batch start date

  • Online · November 2026

    Admission closing soon

Frequently asked questions

Program Details
Faculty, Curriculum & Projects
Eligibility & Enrollment
Fees & Payment Options
Career-related Queries
General Queries
Program Details

What makes JHU’s AI and Agentic AI in Finance program different from other AI in finance courses?

Unlike other AI in finance courses, this program emphasizes the strategic judgment, governance, and compliance needed to deploy AI responsibly in finance. Here are the key factors that differentiate the Johns Hopkins University (JHU) AI and Agentic AI in Finance program:
● Strategic Judgment > Technical Skills: With technical barriers dropping, the curriculum focuses on developing the human intuition and critical thinking needed to evaluate AI outputs.
● Practical Execution: It moves past basic "AI awareness" into hands-on application, using no-code tools to build AI-powered workflows for credit decisioning, financial analysis, and compliance.
● Built for Regulation: Designed specifically for highly regulated financial environments, the program embeds regulatory constraints throughout the curriculum, teaching you how to build explainable, traceable, and audit-ready AI systems. Every AI artifact, from KYC/AML pipelines to explainable credit memos, is built with compliance and regulatory review in mind.
● Top-Tier Credential: Earn a formal Certificate of Completion and 10 CEUs from Johns Hopkins University, providing a distinct competitive edge.
● Claude Ecosystem Training: Includes specialized training on Anthropic’s Claude models, focusing heavily on Constitutional AI and safety alignment.

How much time should I dedicate each week?

The online program runs for 13 weeks with an expected commitment of approximately 6–8 hours per week, making it suitable for working professionals.

How will this program help me automate financial reporting, and forecasting?

The program teaches finance professionals how to use Generative AI and Agentic AI to streamline budgeting, forecasting, reporting, and financial analysis. You'll learn to automate spreadsheet workflows, transform financial data into insights, build AI-powered reporting agents, and apply prompt engineering techniques while ensuring accuracy and human oversight.

Faculty, Curriculum & Projects

Who teaches this program?

The program is taught by Johns Hopkins University faculty, including Dr. Ian McCulloh, an expert in AI and network science, and Dr. Jim Kyung-Soo Liew, a finance expert with extensive experience in investment strategy and AI applications.

Will the program cover AI use cases for audit, risk, compliance, and investment analysis?

Yes. The curriculum covers practical AI applications across audit, risk, compliance, and investment analysis. Through hands-on projects, you'll learn to automate forecasting, reporting, fraud detection, KYC/AML workflows, credit underwriting, portfolio risk monitoring, and investment research using Generative AI and Agentic AI.

Does the program cover AI in risk and compliance?

Yes. You'll learn how AI can support sanctions screening, Know Your Customer (KYC), Anti-Money Laundering (AML), credit risk assessment, fraud detection, regulatory reporting, and audit-ready workflow automation.

Which AI tools should finance professionals learn to stay competitive?

Finance professionals increasingly benefit from tools that support automation, financial analysis, risk assessment, and compliance. This program provides practical experience with no-code AI tools, the Claude ecosystem, prompt engineering, RAG, API integration, and Agentic AI workflows that can be applied across finance functions.

Will I learn about AI in investing and wealth management?

Yes. The curriculum introduces practical applications of AI in investment research, portfolio monitoring, market sentiment analysis, and decision-support systems that help finance professionals evaluate investment opportunities more efficiently.

Eligibility & Enrollment

Do I need coding or technical experience to learn AI and Agentic AI for finance?

No, you do not need any coding or technical experience to enroll in this program. The curriculum is intentionally designed for Finance, Investment, Risk, Strategy & Advisory Professionals with a foundational understanding of finance. No prior background in programming, Artificial Intelligence, or Machine Learning is required.

Is this program suitable for finance leaders evaluating AI adoption?

Yes. Beyond implementation, the curriculum helps finance leaders assess AI opportunities, evaluate vendor claims, understand AI governance, and lead responsible AI adoption across business functions.

Fees & Payment Options

What is the fee for the AI and Agentic AI in Finance program?

For information on fee structure, offers, payment plans, and eligibility for financial assistance, contact your Program Advisor.

What does the program fee include?

The fee covers access to the online learning platform, course materials, lab tools live faculty sessions, practical projects, assessments, and a Certificate of Completion from Johns Hopkins University upon successfully meeting the program requirements.
The program provides no-code hands-on experience, while teaching architectural design for the Claude ecosystem (independent API exploration is optional).

Career-related Queries

How can Agentic AI help finance professionals advance their careers?

As organizations move beyond AI experimentation, employers increasingly seek professionals who can implement, govern, and evaluate AI systems in financial environments. Skills in Agentic AI, workflow automation, and AI governance can support career growth across finance, risk, compliance, investment, and strategy functions.

How is AI impacting the future of finance and accounting?

AI is reshaping finance by automating repetitive tasks, improving forecasting accuracy, accelerating financial analysis, enhancing compliance monitoring, and enabling data-driven decision-making. However, professionals who can combine AI capabilities with financial judgment and regulatory understanding are likely to remain the most valuable.

Can this program help me transition into AI-focused finance roles?

Yes. The program helps professionals develop practical skills in AI-powered financial analysis, workflow automation, compliance, investment research, and intelligent decision support. The hands-on portfolio can demonstrate your ability to apply AI in real financial scenarios.

General Queries

Is AI being used in auditing and compliance today?

Yes. Financial institutions increasingly use AI to identify anomalies, review documentation, automate compliance checks, and improve audit efficiency. The program covers explainable AI approaches that support regulated financial environments while maintaining transparency and accountability.

How do AI agents handle sensitive financial data and confidential company information?

The program teaches best practices for deploying AI in regulated financial environments. You'll learn how to protect sensitive data and PII, apply AI governance and security frameworks, use redacted datasets for practical projects, and build explainable, audit-ready AI systems with appropriate human oversight and compliance controls.

Delivered in Collaboration with:

Johns Hopkins University is collaborating with online education provider Great Learning to offer the AI and Agentic AI in Finance program. Great Learning is a professional learning company with a global footprint in 170+ countries. Its mission is to make professionals around the globe proficient and future-ready. This program leverages JHU's leadership in innovation, science, engineering, finance and technical disciplines developed over years of research, teaching, and practice. Great Learning manages the enrollments and provides industry experts, student counselors, course support and guidance to ensure students get hands-on training and live personalized mentorship on the application of concepts taught by the JHU faculty.

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