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Finance & Compliance Portfolio Development Course Online (Self-Paced)

Build and deploy a financial dashboard with calculations computed in code, plus an AI-assisted document and agreements hub with compliance workflows.

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  • Self-paced, start anytime
  • 60 clock hours

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Class Description

Description

This course builds the back-office tools a business depends on and rarely has time to build. You deploy a financial dashboard that computes income, expenses, revenue growth, and profitability in code rather than asking a language model to do arithmetic, and presents the results through interactive charts. That distinction matters: financial figures have to be correct and reproducible, so the calculations belong in code and AI is used for the parts it is actually suited to.

The second application is a compliance and agreements hub. It uses AI-assisted drafting to produce documents such as employment offers, contractor agreements, NDAs, and vendor contracts from structured inputs, then tracks them through a review and approval workflow. Both applications handle sensitive data, so access control, audit trails, and careful handling of personally identifiable information run through the whole course.

What You Will Learn

  • Compute income, expenses, revenue growth, and profitability programmatically
  • Visualize financial data through interactive charts and dashboards
  • Understand when to compute in code and when to use AI
  • Draft employment offers, contractor agreements, NDAs, and vendor contracts with AI assistance
  • Track documents through review and approval workflows
  • Apply access control and audit trails to sensitive records
  • Handle personally identifiable and financial data responsibly
  • Deploy both applications live with authentication

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