AI in Finance

2 credits · Owen Graduate School of Management

This course prepares finance students to use generative AI as a professional tool, with judgment rather than dependence. Students first build a working understanding of how AI systems function, from machine learning and large language models to agentic tools, so they can reason about what these systems can and cannot do, and where their use carries risks such as hallucination, data privacy exposure, overreliance, and regulatory concerns. Students then apply current professional tools to common finance tasks, including equity research, financial modeling and model review in Excel, presentation of findings, and the design of reusable, specification-driven workflows. Throughout, the emphasis is on human-in-the-loop practice: the analyst owns the thinking and verifies the output while AI accelerates execution. Coursework is entirely non-technical and requires no coding; students work through tool interfaces rather than writing software. Pre-requisite: MGT 6331. [2]