AI courses for people who work in fintech
Self-paced courses that teach people who sell, manage and run operations at fintech companies to use Claude at work. Learn what you can share, how to brief it, and how to check what comes back before it reaches a customer, a regulator or your board.
Tier 1 of every course is free. No card needed.
One habit runs through every lesson
Fintech runs on trust, so speed is only useful when the work is right and the right person has signed it off. Every course teaches the same three steps.
You brief it in plain language with the context it needs. It reads, researches and writes the first version in minutes.
An AI assistant can be wrong and sound sure. You learn to ask for a list of what to check, and then to check it.
Prices, claims and anything a regulator might read still go to the person who owns them. The courses show where that line sits.
The courses
Each course has three tiers. Tier 1 is free with an account. Tiers 2 and 3 are one-off purchases, and Tier 3 includes everything in Tier 2.
For every role
Use AI safely and well across a regulated business: data rules, checking, tools and role playbooks.
For sellers
Prospecting, proposals and RFPs done faster, and inside the rules your compliance team sets.
For managers
Reporting, decisions and leading your team's use of AI, with the checks a regulated business needs.
How it works
An email address and a password. Tier 1 of every course opens once you confirm your email.
New to Claude? The setup guide takes you from no account to your first prompt in about ten minutes.
Tiers 2 and 3 are one-off purchases for each course. There is no subscription.
Tier 3 ends with a scenario quiz. Pass it and your dashboard keeps a completion record with the date and your score.
Start here
You need your own Claude account to follow the lessons. The setup guide walks you through it before your first lesson.
An email address, a mobile phone that can receive a text, and about ten minutes.
You must be 18 or over, in a country where Anthropic offers Claude.
Questions
Claude, the AI assistant made by Anthropic. A free Claude account is enough for the first lessons. Some later lessons use features that need a paid Claude plan, and each lesson says where that applies.
No. Upskill AI Academy is independent. It is not produced, sponsored or endorsed by Anthropic.
Only within your employer's AI policy and on the tools your employer has approved. The first free lessons teach a three-tier rule for what can be shared and what must stay out, and every example in the courses uses a fictional company.
At checkout you can pay by card, and by local methods where our payment partner offers them in your country. The checkout page shows the price in your currency before you confirm.
See the refund policy. To ask for one, write to upskillwithaiacademy@gmail.com.
13 lessons and videos across 3 courses, including the data rules and your first prompts. Enough to start using AI safely this week.
