Industry and Professional Function · Planned
Tai Labs Certified AI Finance Professional
TAI-AIFINUses filings, statements, transcripts and structured data to produce an auditable recommendation.
- Effort
- 9 weeks
- Level
- Professional
- Passing
- 75%
Competency blueprint
Assessment weighting is published up front — 20% knowledge, 30% labs, 20% portfolio and 30% capstone.
Financial analysis
30%Statements, modelling and forecasting
Document intelligence
25%Filings, transcripts and research
Tooling
25%Excel, Python and SQL with AI assistance
Controls
20%Risk, privacy and verification
Assessment blueprint
Knowledge
20%
Labs
30%
Portfolio
20%
Capstone
30%
75% overall to pass. The capstone must pass independently of every other score. Two retakes per assessment window; capstone may be revised twice within 90 days.
Capstone
Use filings, financial statements, transcripts and structured data to produce an auditable AI-assisted analysis and recommendation.
Modules
- AI fundamentals for finance
- AI and Excel
- Financial-statement analysis
- Company and industry research
- Earnings and document intelligence
- Financial modelling
- Python and SQL
- Forecasting and scenarios
- Investment research
- Reporting and presentations
- Finance automation
- Risk, privacy and controls