Automate Financial Insights with AI Tools & Dashboards

Intermediate Level
2 weeks to complete
Flexible Schedule

Board Infinity

What You’ll Learn

Design interactive dashboards using Power BI, Tableau, and Streamlit that communicate clear and actionable financial insights.

Integrate machine learning models into dashboards and web apps for real-time forecasting and data-driven decision support.

Automate financial reporting workflows using data pipelines, scheduled refreshes, and alert systems.

Implement API-driven data ingestion workflows using financial data sources such as Yahoo Finance and FinancialModelingPrep.

Skills You’ll Gain

Real Time Data Dashboard Creation Automation Cloud Deployment Interactive Data Visualization Business Intelligence Software Extract, Transform, Load Data Integration Governance Large Language Modeling Financial Data Key Performance Indicators (KPIs) Financial Forecasting Business Intelligence Tableau Software Data Pipelines LLM Application

Shareable Certificate

Earn a shareable certificate to add to your LinkedIn profile.

Develop Your Specialized Knowledge

Learn new concepts from industry experts

Gain a foundational understanding of a subject or tool

Develop job-relevant skills with hands-on projects

Earn a shareable career certificate

There are 4 modules in this course

Learn how automation is applied in modern finance roles by working with APIs, ETL pipelines, and workflow orchestration tools. Build reliable, auditable financial automation systems with proper governance and error handling.

Design and build KPI-driven dashboards for FP&A, investors, and risk teams. Connect dashboards to automated data pipelines and implement forecasting visuals and alert mechanisms.

Build interactive financial applications using Streamlit and integrate ML models with real-time data. Deploy secure, cloud-hosted tools that enable live forecasting and user interaction.

Apply everything you’ve learned to build a production-ready, AI-driven financial analytics platform. Integrate APIs, ETL, ML forecasting, dashboards, LLM commentary, and automated alerts.