AI Skills for Personal Banker — Courses & Certification

Become a certified Personal Banker. Master 10 skills including key AI/ML skills with expert courses and verified assessments. Earn the AI-PB_FIN certification on AISkillBench.

Skills in this track

• ChatGPT for Beginners
• Prompt Engineering
• Microsoft Copilot for Excel
• Microsoft Copilot for Word & Outlook
• Microsoft Copilot for PowerPoint
• Gemini for Google Workspace
• Claude for Professionals
• NotebookLM for Research & Learning
• AI Meeting & Productivity Tools
• AI for Financial Analysis & Modeling

Courses

• ChatGPT Prompt Engineering and Workflow Automation
• Advanced Prompt Engineering Techniques for AI Models
• Prompt Engineering for AI System Development
• Prompt Engineering for Large Language Models
• Implementing Claude Computer Use for Business Operations
• Automating Professional Workflows with Claude Computer Use
• Optimizing Workflow Management with Claude Projects
• Optimizing Productivity with Claude AI Features
• Operating Claude Computer Use for Professional Automation
• Advanced Research and Synthesis with NotebookLM
• Advanced Research and Synthesis with NotebookLM

Career snapshot

Field: Finance · Level: intermediate · Credential: AI-PBK Certification

Frequently asked questions

What skills will I learn in the Personal Banker track?

You will master 10 skills with curated expert courses and verified assessments.

How do I earn the AI-PB_FIN certification?

Complete all required skills and pass their assessments to earn the AI-PB_FIN certification on AISkillBench.