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End-Users
From AI basics to real financial workflows — this curriculum takes you step by step through everything you need to use Unique AI effectively. Covering AI fundamentals, prompting, RAG, agents, governance, and platform-specific features, it's designed for financial professionals who want practical skills, fast.
Curriculum content
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This course explores the AI revolution and its growing impact on financial services. You will understand how AI evolved—from expert systems to generative and agentic AI—and learn the fundamentals of Machine Learning, Deep Learning, NLP, Computer Vision and RPA. Discover real-world applications, limitations, governance considerations, and how to strategically and responsibly integrate AI into financial workflows.
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AI tools respond to questions. AI agents complete tasks. This course explains the difference, shows how agents reason and act across multiple steps, and demonstrates how Unique AI uses agentic technology to handle the repetitive, data-intensive work that slows financial professionals down.
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Effective AI use in financial services starts with how you communicate. This course builds your prompting skills from the ground up — covering how language models work, the five building blocks of a strong prompt, iterative refinement, and the search tools that ground AI in your own data or live market intelligence.
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This course moves beyond the basics of prompting and introduces six practical patterns that solve the most common output problems in professional AI use. Each pattern is short, focused, and immediately applicable.
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This course is designed for financial professionals who want to harness the power of agentic AI to eliminate operational friction, elevate analytical rigor, and deliver a higher standard of client service. We walk you through practical, field-tested applications of autonomous AI agents across the core activities of relationship managers, analysts, portfolio managers, compliance officers, and investment teams. Across hands-on demonstrations and guided workflows, you'll see exactly how agentic systems can streamline processes that traditionally drain time and resources—while improving accuracy, depth of insight, and overall productivity.
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This course equips professionals to govern AI responsibly. Explore Generative AI risks, ethical impacts, and real-world consequences, alongside key frameworks like the EU AI Act, GenAI Guardrails & OWASP . Learn to operationalize governance, strengthen AI literacy, and balance innovation with compliance to scale AI safely, transparently, and sustainably.
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Learn Retrieval-Augmented Generation (RAG) with Unique AI. Understand why RAG beats fine-tuning for dynamic, factual answers, and how ingestion and retrieval work end-to-end: text extraction, chunking, hybrid indexing, filtering, ranking. Get hands-on uploading documents, configuring ingestion per file type, adding metadata, and managing access. Build reliable, grounded responses using your organization’s knowledge base in chat and across the platform.