AI A practitioner-led visiting-faculty module · brought to your campus

Applied AI in Finance

A module that changes how your finance students work with AI — across the whole of finance, not just markets. They walk in curious and walk out able to operate a real AI workflow and stand behind the output.

Format
Visiting FacultyOn-campus · in your timetable
Spine
GenAI → RAG → AgentsThe applied core
Domains
2 Ready LanesInvestments · Trading
Credential
Project VivaDefended, not submitted
Why this

The next decade rewards judgment, not button-pushing.

AI can already do the analytical work — read the filing, draft the note, screen the universe, reconcile the ledger. What it cannot do is be accountable for being wrong. That gap is the career.

Industry has moved through analytics, data science, and machine learning and is now operating in generative and agentic AI. Most B-school curricula stop two stages behind — Excel modeling, a little Python, case studies from a decade ago. The student who can supervise an AI workflow and defend the decision is the one who gets hired.

This module closes that gap fast. It is whole-of-finance, hands-on, judgment-led, and grounded in Indian regulatory reality. Students operate and supervise real workflows in two domains — then stand up and defend their decisions.

Why now

The market is already there.

The firms that recruit your students are deploying AI co-workers today. The signal a graduate brings to the interview room has changed.

88% → ~6%

Adoption, not impact

  • 88% of firms use AI somewhere
  • Only ~6% see real EBIT impact
  • The gap is the opportunity
+56%

The AI-skill premium

  • Wage premium for AI-skilled workers
  • Up from 25% the prior year
  • Skills change 66% faster in AI roles
~4×

The divergence

  • Productivity growing ~4× faster
  • in AI-exposed industries since 2022
  • Financial services leads the pack
Who hires

What employers build

  • Banks deploying AI "digital colleagues"
  • Agents for research, ops, compliance
  • ML-native fintechs, day one
The question the module answers

“Tell me how you'd use AI to analyse our loan book for early-warning signals.” — your students should be able to answer that, and defend the answer.

The applied core

One spine. Three moves.

The module is built on the part of the curriculum industry actually runs on today — taught in order, each move building on the last. No engineering from scratch: students read, run, configure, and supervise AI workflows.

Move 01

Generative AI, grounded

  • How LLMs actually work
  • Prompt engineering (RCFOC)
  • A reusable financial prompt library
  • Why finance is different — and why AI can be confidently wrong
Move 02

RAG & document intelligence

  • RAG architecture & design
  • Grounding against hallucination
  • Filings, broker reports, contracts
  • Wire one connection, configure one skill
Move 03

Agentic AI

  • Agent architecture & frameworks
  • Tool-using, multi-step workflows
  • Human-in-the-loop by design
  • Build & supervise a finance agent
Two domain lanes

Same discipline. Two domains.

The same scaffolding, run twice — proof the discipline is domain-independent. Both lanes are ready and taught by Anjan.

Lane A · Ready

Investments & Wealth Management

  • ML for investing — factor models, NLP for research, sentiment
  • Wealth — robo-advisory, goal-based portfolios, ESG scoring
  • Forecasting — volatility, VaR/CVaR, regime detection
  • Agents — research, rebalancing, and client-servicing agents
  • RAG for broker reports & filings; a defended project
Lane B · Ready

Trading & Capital Markets

  • ML for trading — signals, microstructure, the SEBI frame
  • Risk & derivatives — options pricing, volatility, Greeks
  • Advanced strategies — pairs trading, multi-factor, signal decay
  • Trading agents — signal, risk-check, execution, surveillance
  • News & alt-data analytics; a defended project

More domains on request. The same spine extends to Accounting & Controllership, Lending & Credit, and Treasury & Corporate Finance — available with a specialist co-faculty. Talk to me about your program's mix.

How it runs

Lectures teach. Labs make it real.

Every topic blends four modes: theory lectures, guided demos, DIY demos, and take-home work. Sessions teach the concept; labs put students at the keyboard operating the workflow themselves.

Running through all of it is the judgment layer — EGA: Evidence, Governance, Accountability. Observability, human-in-the-loop, auditability. This is the core thing the module certifies, and the reason an output can be trusted.

The module ends in a project viva: students defend their workflow and their decisions to a panel. A defensible signal of capability — not a folder of slides.

The credential

From lab work to a defended credential.

The module is structured and assessed, not just delivered. The certificate is co-brandable with your institution and is gated by a viva — a student earns it by standing behind their work.

1

Taught core + a lane

GenAI → RAG → Agents, then one domain lane. Lectures teach; labs put students hands-on.

2

Build a real workflow

Take-home assignments build toward a domain project — a working, supervised AI workflow, not a deck.

3

Defend it · viva

A project viva gates the certificate. Co-brandable with your institution — a defensible signal of capability.

Who it's for

Built for the incoming finance professional.

  • MBA / PGDM finance students — year 1 & year 2
  • Commerce & finance UGs entering industry
  • Early / mid-career professionals across analysis, advisory, lending, treasury
  • Faculty — a faculty-development variant is available
What students walk away with

A working capability, not a folder of slides.

  • A clear mental model of what AI does — and where it fails in finance
  • RCFOC + EGA disciplines applied to real workflows
  • Hands-on experience operating agentic workflows in two domains
  • A certificate gated by a project viva — a defensible signal
Format & cadence

Slots into your timetable.

Delivery
Visiting facultyOn campus, in person
Shape
Lectures + labsHands-on throughout
Follow-up
Online + vivaGates the certificate
Scope
Core + 1–2 lanesScale to your slot

The module is designed to flex to your calendar. It can run as a concentrated on-campus block, or as a spread-out weekly schedule across a term — the content and the certification are identical; only the cadence changes.

Who teaches it

Anjan Roy
Program Lead · Course Designer · Visiting Faculty
  • Founder · WealthWisers — AI-native wealthtech
  • Author · Machines That Think. Systems That Judge.
  • Head · Data Governance & AI · Felicitas
  • 25+ years in enterprise tech & AI
  • 10+ years active market participant
  • NISM certified
linkedin.com/in/anjanr →

A note on co-faculty. The two ready lanes — Investments & Wealth and Trading & Capital Markets — are taught directly by Anjan. Additional domain lanes (accounting, lending, treasury) are delivered with a specialist co-faculty who joins for the relevant sessions; details confirmed per engagement.

Applied AI in Finance · Visiting faculty

Make your finance students AI-native.
In one engagement.

A practitioner-led module, taught on your campus, with a real, defended credential at the end. Whole-of-finance — not just markets.

connect@anjanroy.in · +91 836 829 8320