🏦 AI training for financial sector employees
In financial-sector AI training, the first thing to settle isn’t how to use the tools but where the boundaries are. Some workplaces are air-gapped and can’t reach external services at all, personal credit information should never be entered in the first place, and customer-facing copy has to pass financial consumer protection review.
That’s why this course settles 'what must never be entered' in the first session. Once that line is drawn, practice becomes safe, and afterward the training manager can explain it to the audit department. If your company already has an AI usage policy, we build it directly into the course materials.
What AI actually does in financial services
These are the tasks you practice in training. We work with real documents from your company, collected in advance, not another company’s examples.
| Task | What you do with AI |
|---|---|
| Internal report and approval memo drafts | Use business updates and market trend data that contain no personal information to draft a report outline and summary, then add a one-page brief for approvers. |
| Plain-language rewrites of product materials | Rewrite hard-to-read passages in terms and conditions and product disclosures in language customers can understand, and use a review prompt that flags overly definitive claims and potentially misleading wording. |
| Research and market trend summaries | Practice summarizing evidence from public sources and news with citations, plus the verification steps that catch figures AI has made up. |
| Sorting complaints and inquiries by type | Group de-identified consultation records by type to find the causes of recurring complaints, and draft standard response scripts. |
| Internal policy and manual Q&A | How to instruct AI to answer only from internal policy documents, so new hires can look up answers to common procedural questions themselves. |
| Meeting minutes and training materials | Sort meeting recordings and notes into decisions, disagreements, and follow-up actions, and go as far as drafting internal training slides. |
What we always consider when designing training for financial institutions
These are the points where a generic office-worker curriculum falls flat.
We can’t do hands-on practice on an air-gapped network — If work PCs can’t reach external AI services, we rebuild the curriculum around a live demo on the instructor’s screen plus practice on personal devices, or around your company-approved tools. We check your setup in advance and design around it.
Never enter customer information: personal credit information, account details, and transaction records are off limits. The materials include de-identification practice and a “do not enter this” checklist.
Customer-facing copy needs review — Publishing AI-written copy unedited creates financial consumer protection issues. We teach teams to use AI for drafts only, followed by a review step.
Curriculum ① All-employee and practitioner track
Half-day (4-hour) agenda
Audience All office and administrative staff, from team members to team leads. It’s fine if more than half have never used AI.
Goal Everyone leaves having handed one real task from their own desk to AI.
| # | Module | Details | hours |
|---|---|---|---|
| 1 | What works and what doesn’t right now | In one session, we compare how ChatGPT, Gemini, and Claude differ in real work and what you get with paid plans versus free ones. It is not a tool showcase. It gives you what you need to decide which tools to turn on for your company account. | 30 min |
| 2 | Giving AI instructions — the 4 elements of a prompt | Role, context, format, verification. The difference between people who use AI well and those who don't is not talent but whether they leave out one of these four. We give the same task a poor instruction and a good one, and compare the results side by side. | 45 min |
| 3 | Six ways to use AI right away in financial work | This session is the heart of the course. We collect real documents from your company in advance and practice with them. With another company’s examples, what you learn doesn’t follow you back to your desk.
| 55 min |
| 4 | Creating documents — from draft to approval | We take reports, internal approval memos, and emails from first draft to final version, always finishing by stripping out the AI tone and rewriting them in your organization’s own voice. | 40 min |
| 5 | Working with data — tables, meeting notes, long documents | Organizing Excel tables, summarizing meeting recordings, and finding just the clauses you need in long policy documents. This is where the tasks people used to spend the most time on get faster. | 35 min |
| 6 | What not to do — confidential information, hallucinations, copyright | What must never go into an AI tool, how to catch facts the AI makes up, and how far you can use its output under your company’s name. Skip this session, and the training itself can lead to an incident.
| 35 min |
Program ② Executive and team lead track
Standard format for a 2-hour session
Audience Executives, division heads, team leads and other managers — leaders who need to know 'what needs deciding' rather than how to use the tools themselves.
Goal To leave the room with clear decisions on what to do first and what to prohibit when bringing AI into the organization.
| # | Module | Details | hours |
|---|---|---|---|
| 1 | Where you stand today | We cover only what has actually changed in the past year. Not technology forecasts, but what is already happening inside companies — starting from the fact that employees are already using AI. | 30 min |
| 2 | Where AI changes finance work first | The same technology hits each industry in a different place. We identify which tasks in this sector change first.
| 35 min |
| 3 | How to adopt AI — start with tasks, not tools | If you start by buying accounts, most go unused within three months. We flip the order: choose the tasks first, then measure the results. | 30 min |
| 4 | Four decisions leaders must make | What is allowed, what is prohibited, tools and budget, and how to measure results. You leave with draft wording written that same day. | 25 min |
Training hours and cost
Estimated fees are based on our published standard rates (Korean-language delivery, up to 30 participants per class). 2026 published standard rates, in units of KRW 10,000 (≈ US$7). VAT, materials, travel, and customization are extra.
| Format | Format | Estimated fee |
|---|---|---|
| 2-hour lecture | We condense this into the first three modules (the tool landscape · the 4 elements of a prompt · industry use cases). The goal: 'Try at least one thing before you leave.' | About KRW 1.2 million (≈ US$900) |
| 4-hour half-day workshop | All six modules, with half the time spent on hands-on practice. The format most clients choose. | About KRW 2.4 million (≈ US$1,800) |
| 8-hour full-day program | Six modules (240 minutes) plus 240 minutes of team practice and presentations. Each team picks one of its own tasks and finishes it that same day. | About KRW 4 million (≈ US$2,990) |
Sessions in English are KRW 800,000 (≈ US$600) per hour. Multi-session programs and public-sector or tender projects are priced separately — contact us for details.
Is it eligible for Korean employment insurance reimbursement?
Nanum Consulting’s on-site training is not an Employment Insurance reimbursement (employer-commissioned training) program.
To receive an employment insurance refund, training must be delivered as commissioned training under a course approved by the Ministry of Employment and Labor. Nanum Consulting does not hold training course approval, so our on-site training is not eligible for refunds.
If a refund is a requirement for budget approval, please tell us when you first contact us. We will point you to a route that fits that requirement, and if we are not the right fit, we will say so. Learning after you have started that no refund is available is far worse for both sides.
Budgets often work out without a refund. A 2-hour session at KRW 1.2 million (≈ US$900) comes to KRW 40,000 (≈ US$30) per person for 30 participants, and is fully deductible as a training expense. Refund-eligible courses must follow a fixed standard curriculum, but without a refund we can build the curriculum around your own work and real documents.
Get a proposal for this program
We bundle the curriculum and an estimated quote into a single PDF and send it right away. No phone number needed, just your name and email. We’re happy to talk even if your requirements aren’t settled yet, and we reply within 24 hours.
Common questions from financial sector managers
We’re on an air-gapped network, so external AI can’t be accessed from the office. Can the training still go ahead?
Can we enter customer data into AI tools?
We need to explain the training content to our audit department.
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The curriculum on this page is a standard format; in practice we adjust it to reflect your work documents and pre-training assessment results. Amounts shown are estimated fees based on our published standard rates, and VAT, materials, travel, and customization costs are extra.