All jobs / AI for Banking, Insurance and Lending
AI for Banking, Insurance and Lending
AI now reads loan documents, checks income, flags fraud, triages claims and drafts customer replies, and because bankers, loan officers, underwriters and adjusters still own every credit, coverage and claim decision under fair lending and insurance rules, they need training to use these tools with sound judgment and controls.
Why it matters: 2 in 3. Business leaders said they would not hire someone without AI skills. (Microsoft and LinkedIn Work Trend Index, 2024)
Then make it count: a credential only pays off when employers see it. Once you earn one, add it to your résumé and LinkedIn, share it, and send it straight to recruiters and hiring managers. Join our Open to Work list so hirers looking for these skills can find you. Start with the free options below.
More filters
17 matches
BeginnerStart here. No experience needed.14
AI Fluency: Framework & FoundationsAnthropic AcademyYou learn the 4D framework of Delegation, Description, Discernment and Diligence for working with AI systems, plus how generative AI works, its capabilities and limits, and effective prompting techniques. A final assessment earns a certificate.CertificateFree4 hrsFree LinkedIn Learning AI courses with your library cardLinkedIn LearningYour library card gives you free access to more than 16,000 LinkedIn Learning courses taught by industry experts in seven languages, from basic computer literacy to the latest technologies, including AI learning content, with recommendations based on your skills.CertificateFree if eligibleMicrosoft Learn: Empower your workforce with Microsoft Copilot: Finance (module)Microsoft Learn / Microsoft CredentialsYou work through finance exercises that use Copilot in Excel to analyze product COGS and model what if scenarios, Copilot Chat to review an acquisition and vendor contracts, and Copilot in PowerPoint, Teams, Loop and Outlook to share findings.CertificateFreeOpenAI Academy: AI FoundationsOpenAI AcademyYou learn the core practices for using ChatGPT at work: writing stronger prompts, giving context, checking outputs and using AI responsibly, applied to drafting, summarizing, planning and meeting prep. Scoring 80% or higher on the assessment earns a badge.CertificateFree60 to 75 minTrailhead: Agentforce for Financial Services (module)Salesforce TrailheadIn about 15 minutes you see how Salesforce AI agents handle financial services work such as client service and banker support, which prebuilt agent skills exist, and what using those agents looks like.CertificateFree15 minAgency AI Labs (Big I Agents Council for Technology)Independent Insurance Agents and Brokers of America (Big I)You learn how independent agencies are really using AI, how to prompt well, how to set governance that protects clients, and which workflows, customer service uses and agency system features are worth trying, ending with AI and E and O risk.TrainingFree60 minAI Skill Building by Industry (free modules listed on Apprenticeship.gov)U.S. Department of LaborThis Department of Labor page points you to free, industry built AI courses for seven industries, such as Microsoft AI for Leaders, AI Skills for the Building Trades and Google Generative AI for Healthcare, that apprenticeship programs can add to related instruction.TrainingFreeAIAI Sample Course (The Institutes)The InstitutesIn under an hour you get a free taste of the AIAI program: what counts as artificial intelligence, which popular AI myths do not hold up, and how insurance teams are starting to put AI to work.TrainingFree30 to 45 minMicrosoft Learn: Get started with Microsoft 365 Copilot (learning path)Microsoft Learn / Microsoft CredentialsYou learn how Microsoft 365 Copilot works and how Microsoft approaches responsible AI, then use Copilot across Microsoft 365 apps to streamline communication and content creation. The last module covers best practices and ways to extend Copilot.TrainingFreeAdvancing Personal Lines Underwriting With AIThe InstitutesYou see how AI is reshaping personal lines underwriting, from tailoring home and auto products to individual customers to using advanced chatbots that speed up routine underwriting questions.Certificate$791 hrImproving the Claims Experience With AIThe InstitutesBuilt for claims staff, this one hour course shows you how chatbots and generative AI fit into first notice of loss and claims processing, and how AI tools can coach newer claims reps.Certificate$791 hrSharpening Commercial Underwriting With AIThe InstitutesFor commercial underwriters, you learn how AI helps assess property, liability and specialty risks, so you can judge where AI analysis adds speed and where your own underwriting judgment must lead.Certificate$791 hrStreamlining the Sales Process With AIThe InstitutesAimed at agents and producers, this course shows you how AI can personalize insurance offers, surface new sales leads and flag policies to work on before renewal.Certificate$791 hrAssociate in Insurance AI (AIAI) designationThe InstitutesYou build working AI literacy for insurance: core AI terms, how reliable AI is for insurance tasks, ethical use around bias and transparency, and turning AI ideas into practical use cases, then pass timed exams to earn the AIAI.CertificationPrice not published6 to 9 monthsIntermediateBuild on the basics. Some experience or a first certificate helps.3
AI and the Insurance Value Chain (CE Approved)The InstitutesYou learn how insurers capture and analyze data, then apply AI techniques that help claims reps and underwriters decide faster, shape customized products and predict losses, with enough grounding to work alongside data scientists.Certificate$793 to 5 hrsEveryday AI Use Cases for Community Bankers (ICBA webinar)Independent Community Bankers of America (ICBA)You practice using Microsoft Copilot and ChatGPT for routine bank work, write prompts that give accurate and usable answers, check what the tools produce, and spot the risks to manage in daily workflows.Training$209 and up90 minAI in Residential Lending webinar series (MBA Education and MISMO)Mortgage Bankers Association (MBA)Session by session, you look at where AI is entering the mortgage process, from reading borrower documents and analyzing income to fair lending checks, deepfake fraud, default management and agentic AI workflows for lenders.TrainingVariesClick any line for full cost, rules, renewal and sources.
Pair it with
These are not AI training. They are the core credentials in this field that your AI skills build on, and many employers still ask for them.
Mortgage Loan Originator (MLO) license through NMLS (SAFE Act)Nationwide Multistate Licensing System (NMLS)You complete approved education on federal mortgage law, ethics and lending standards, pass the SAFE MLO Test, clear background and credit checks, and then keep the license with yearly continuing education.License$11020 hrsChartered Property Casualty Underwriter (CPCU)The InstitutesYou study the core of property casualty insurance, from insurance operations, legal concepts and insurer finances to data and technology, then go deeper in commercial or personal lines before earning the CPCU.CertificationPrice not published
New free AI courses for Banking, Insurance and Lending, by email
When a real organization releases a new free AI course or certification for this field, we send it to you. About once a month. No spam, unsubscribe anytime.