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AiBI-Foundation · 12 modules · $295 · Lifetime

Walk away with a saved-prompt library and documented workflows your examiner can read.

Twelve self-paced modules turn the AI conversation into a set of reviewed work products you actually use. By the time you finish, your prompt library, your Acceptable Use card, and your reviewed work product are on your desk.

Enroll for $295 →
Saved Promptv1 · edited today

Credit Memo Review · Internal Summary

You are reviewing a credit memo draft. Summarize it for an internal committee in five bullet points. Lead with the credit decision and the reason. Flag any claim that is not supported by the underlying numbers in the memo. Do not invent figures, do not infer borrower intent, and call out any missing field that would normally appear in our standard template. Reply only in markdown bullets.
Reviewed · Module 3 · Saved to your prompt libraryCopy · Run · Edit
A sample module

What a typical module looks like.

Every module runs the same loop: a clear takeaway, a guided attempt in the sandbox, and a saved artifact you keep. Below is Module 1.

Learn it

Five regulatory frameworks, one page

SR 11-7, TPRM, ECOA/Reg B, BSA/AML, and the AIEOG AI Lexicon — each mapped to a staff-level impact. You leave Module 1 with a one-page Regulatory Cheatsheet personalized to your role.

Module 1 · AI for Your Workday
Try it

Rewrite a customer email with AI

Run a real prompt against a sample customer email. See what the model gets right, where it overreaches, and how to constrain it so the output is something you would actually send.

Scenario · sandbox practice
Use it

Save your Acceptable Use card

Draft and keep a one-card statement of where AI fits in your daily work and where it does not. Reviewed against the three non-negotiable rules. Kept at your desk.

Artifact · Acceptable Use card
What you leave with

Four artifacts you keep.

Acceptable Use card

Card · Module 1
My AI Line
OK: draft customer emails, summarize public memos, rewrite my own notes.
Not OK: PII, account numbers, internal credit files, board materials.

A one-card statement of where AI fits in your daily work and where it does not. Kept at your desk.

Three saved prompts

Library · Modules 3, 6, 11
Credit memo · internal summarySAVED
Customer email · plain-language rewriteSAVED
Policy doc · change-log extractSAVED

Patterns you reuse weekly without re-typing the context. Each one reviewed against the rubric.

Reviewed work product

Submission · Module 7
The proposed line was approved last Tuesday subject to a covenant on monthly DSCR reporting.
REVIEWER: tighten the second clause. Source on DSCR?

A real artifact — email, summary, or script — submitted, reviewed, and marked up against the rubric.

Final practical assessment

Assessment · Module 12
Acceptable UsePass
Saved prompts (3)Pass
Reviewed work productPass
Practical scenarioPass

A reviewed work-product package graded against the rubric. The credential is awarded on a passing score.

Enroll
$295$199 per seat at 10+

One-time payment. Lifetime access. Stripe checkout — no account required to enroll.

Stripe collects your email at checkout · no account required to enroll

From the reviewer
“We grade for the work that gets shown to an examiner. If a saved prompt cannot be defended, it does not pass.”
Principal reviewer · The AI Banking Institute
Why this credential matters
57%

of financial institutions report struggling with AI skill gaps in their workforce.

Gartner Peer Community, via Jack Henry & Associates, 2025.

The full curriculum

Twelve modules, twelve artifacts.

Each module produces a saved artifact. Click any row to read what the module covers and what you leave with.

  1. 01AI for Your Workday → produces Rewritten Email25 min
    You leave withRewritten Email
    Pillar: Awareness · 25 minutes of self-paced material with guided practice and a saved artifact.
  2. 02What AI Is and Is Not → produces AI Claim Review20 min
    You leave withAI Claim Review
    Pillar: Awareness · 20 minutes of self-paced material with guided practice and a saved artifact.
  3. 03Prompting Fundamentals → produces Prompt Strategy Cheat Sheet30 min
    You leave withPrompt Strategy Cheat Sheet
    Pillar: Understanding · 30 minutes of self-paced material with guided practice and a saved artifact.
  4. 04Your AI Work Profile → produces AI Work Profile30 min
    You leave withAI Work Profile
    Pillar: Understanding · 30 minutes of self-paced material with guided practice and a saved artifact.
  5. 05Projects and Context → produces Project Brief Template35 min
    You leave withProject Brief Template
    Pillar: Understanding · 35 minutes of self-paced material with guided practice and a saved artifact.
  6. 06Files and Document Workflows → produces Document Workflow Prompt35 min
    You leave withDocument Workflow Prompt
    Pillar: Creation · 35 minutes of self-paced material with guided practice and a saved artifact.
  7. 07AI Tools Landscape → produces Tool Choice Map35 min
    You leave withTool Choice Map
    Pillar: Creation · 35 minutes of self-paced material with guided practice and a saved artifact.
  8. 08Agents and Workflow Thinking → produces Workflow Map35 min
    You leave withWorkflow Map
    Pillar: Creation · 35 minutes of self-paced material with guided practice and a saved artifact.
  9. 09Safe AI Use in Banking → produces Safe AI Use Checklist35 min
    You leave withSafe AI Use Checklist
    Pillar: Creation · 35 minutes of self-paced material with guided practice and a saved artifact.
  10. 10Role-Based Use Cases → produces Role Use-Case Card35 min
    You leave withRole Use-Case Card
    Pillar: Application · 35 minutes of self-paced material with guided practice and a saved artifact.
  11. 11Personal Prompt Library → produces Personal Prompt Library35 min
    You leave withPersonal Prompt Library
    Pillar: Application · 35 minutes of self-paced material with guided practice and a saved artifact.
  12. 12Final Foundation Lab → produces Final Foundation Lab Package45 min
    You leave withFinal Foundation Lab Package
    Pillar: Application · 45 minutes of self-paced material with guided practice and a saved artifact.
Common questions

Asked and answered.

01How long will this take me?

About six to seven hours of reading and exercises across twelve modules. Most learners finish in three to six weeks at one or two modules a week. Access is lifetime — no expiry.

02What if my bank's policy says no AI tools?

Module 03 — the privacy line — is built specifically to help you stay inside any reasonable policy. The exercises do not require uploading sensitive data. If your institution wants a custom acceptable-use card, the course teaches you to draft one.

03Is this technical? I'm not a programmer.

No code, no math. If you can write a memo, you can do this course. The audience is community-bank and credit-union staff in retail, lending, ops, compliance, and BSA roles.

04What's the credential worth?

A verifiable AiBI-Foundation digital badge issued on completion. The credential is recognised by The AI Banking Institute as proof of reviewed work — not a multiple-choice quiz. Continuing-ed recognition with state banking associations is in progress.

05My institution wants to send a team.

Self-serve team pricing is $199 per seat at ten or more seats. For larger cohorts or a sponsor dashboard, email hello@aibankinginstitute.com.

06What about updates?

Future updates to modules, artifacts, and the prompt library are included for the life of the program at no additional cost. Lifetime access means lifetime updates.

07Is there a refund?

Refund terms are being finalized ahead of public launch. Email hello@aibankinginstitute.com before purchase for the current policy.

Earn the AiBI-Foundation credential.

$295 one-time. Lifetime access. Twelve modules, four required artifacts, one reviewed final assessment.

Enroll now →