Eltropy AI Certification
An essential AI certification course designed specifically
for credit union & community bank professionals.
Live Session
Certificate Included
Hands-On Training
Cost: $ 0
Instructors:
Saahil Kamath – VP of Product | Head of AI
Lisa Hong – Director of Onboarding
No prior technical knowledge required.
FREE For First 100 Registrants
The Al Certification course hosted by Eltropy was both insightful & educational. We explored the history of Al, gained a roadmap for its future, and received hands-on training in how Eltropy is leveraging Al and Generative Al to enhance both staff and member experiences today.
TruStone looks forward to putting this knowledge into action with the launch of our Gen Al chatbot later this year. Thank you, Eltropy, for your commitment to education and training. It truly reflects your strength as a partner.
Kate Alter
AVP Enterprise Application of Trustone Financial Credit Union
Certification Schedule
Whether you want to attend virtually or in-person, join the session that fits your calendar and gain practical AI knowledge you can confidently put to work in your credit union.
In-Person Session
May 14, 2026
1:30 pm - 3:00 pm PST | 4:30 pm – 6:00 pm EST
Patelco CU, 3 Park Place, Dublin, California 94568, US
Invite-Only Session by California and Nevada Credit Union League
About This Course
Built for Every Role in Community Finance
Whether you’re helping people at the front desk, managing compliance, or working in IT, AI is becoming part of how you serve and operate at your credit union and community bank.
This AI certification course will empower you with the foundational knowledge of AI (Artificial Intelligence), a practical understanding of Agentic AI, and hands-on skills to interact with AI tools that you would need to improve consumer experience and operational efficiency at your organization.
In addition, the course will also emphasize the responsible use of AI, regulatory compliance specific to the financial industry, and strategies for long-term, sustainable AI adoption.
Learning Outcomes
Demystify AI
Understand exactly what AI is (and isn’t), its evolution, and agentic workflows.
Apply It Practically
Confidently work with AI tools, including Eltropy AI chatbots, voice agents, AI assistants, and AI insights, with guided exercises and a take-home assignment.
Master Relevance
Confidently recognize real-world use cases that are relevant to your business and staff outcomes.
Navigate Risk
Learn safe, compliant, and responsible AI practices through “Human-in-the-Loop” workflows, governance, context, and policy guardrails.
Course Curriculum
Segment 1
Overview: Why AI Matters for Credit Unions and Community Banks
Understanding AI capabilities and how credit unions should approach AI adoption with realistic expectations that remove fear and confusion.
Segment 2
History & Evolution of AI
Evolution of AI from rule-based systems to Generative and Agentic AI, showing leaders why modern AI is fundamentally different.
Segment 3
AI in Financial Services: Use Cases in Community Finance
Explore real-world AI use cases across consumer service, operations, and workforce functions that directly connect AI initiatives to measurable ROI and efficiency.
Segment 4
What is Agentic AI?
Definition, key traits (goal-seeking, autonomous action), and how it differs from chatbots and traditional automation.
Segment 5
Prompting & Behavior Control
How prompting shapes AI behavior, tone, compliance boundaries, and escalation to enable safe and compliant AI interactions.
Segment 6
Tool Calling & Automation Basics
How AI connects securely to CRM, core banking, and ticketing systems to deliver controlled automation without operational risk.
Segment 7
MCPs, Governance, Context & Policy
Understand how governance, model context, and policy controls keep AI safe while reinforcing regulatory and compliance readiness.
Hands-On Training
Build a CFI-Ready AI Agent
Build a CFI-ready AI Agent step-by-step using the provided tools, turning theory into a real, deployable capability.
Take-Home Project
Certification Assignment
Design and test a real AI Agent use case to ensure learning translates into practical, real-world outcomes.
Wrap-Up
Key Takeaways & Next Steps
Apply AI responsibly inside your credit union or community bank with the confidence to move from learning to deployment.
Compliance & Risk Awareness
-
Responsible AI usage in a regulated financial environment
-
Understanding of risk mitigation, auditing AI decisions, and privacy
-
Ensuring AI outputs are tested, explainable, and ethical
Know Your Instructors
Saahil Kamath
VP of Product & Head of AI at Eltropy
Saahil Kamath is a leading voice in AI-powered fintech, serving as VP of Products and Head of AI at Eltropy, where he drives transformative AI solutions that empower community financial institutions to reimagine member engagement and operations. A serial entrepreneur, he founded Marsview.ai (acquired by Eltropy) and Visio.ai, earning recognition such as “Best Use of AI in Fintech” and inclusion among the “10 Hottest SaaS Startups.” Saahil also mentors startups on AI strategy, product innovation, and scaling, with a mission to bring responsible, human-centric AI to millions.
Lisa Hong
Director of Onboarding at Eltropy
Lisa Hong is the Director of Onboarding at Eltropy, where she leads teams in delivering innovative solutions that drive customer success. With a passion for emerging technology and a commitment to practical application, Lisa bridges the gap between complex AI concepts and real-world implementation. She brings hands-on experience in guiding organizations through digital transformation and is dedicated to empowering others to harness AI’s potential in their own work.
Don’t Just Watch the AI Revolution. Lead It!
Ready to Become AI-Ready?
Join credit union and community bank professionals who are mastering AI to better serve their consumers.
How long does the course take to complete?
The certification is a 90-minute live session with scheduled breaks, plus a take-home assignment and on-demand quiz you can complete at your own pace. Most learners finish the full course within 1–2 weeks alongside their regular work schedule.
Is this course self-paced, or are there scheduled sessions?
The course combines a live instructor-led session with flexible on-demand components, so you can learn and complete exercises at your convenience.
What format is the course delivered in?
The course includes animated explainer videos, talking-head instruction from Saahil Kamath, interactive quizzes after core modules, and a hands-on assignment where you’ll build your own bot in a sandbox environment.
Do I need any prior AI or coding knowledge?
No! The course is specifically designed to be approachable for non-technical professionals. Saahil explains complex concepts in plain English with real-world examples from day-to-day operations.
What roles is this course designed for?
This course is built for all credit union and community bank employees – including frontline/member services staff, lending officers, IT and operations teams, compliance and risk professionals, marketing, and leadership.
How much does the course cost?
The course is free for credit union and community bank employees.
How do I enroll?
Simply enter your work email and click “Register Me.” You’ll receive access to the live session and all course materials when the course goes live.
How long do I have access to the course?
Once enrolled, you have lifetime access to all course materials, including the Safe AI ebook.
Can I share my login with colleagues?
Each person should enroll individually to track their own progress and receive their personal certificate upon completion.
Will I receive a certificate?
Upon successful completion of the assignment and quiz, you’ll receive an official certificate from Eltropy recognizing your competence in using AI in financial services.
Can I add this certificate to LinkedIn?
Absolutely. Your certificate will include a shareable link that you can add to your LinkedIn profile, resume, or internal HR records.
Is this certification recognized in the industry?
This certification is issued by Eltropy, a leading AI platform provider for credit unions and community banks. It demonstrates practical AI literacy specific to the community finance sector.
Is this course specific to Eltropy's products?
While the course includes hands-on exercises using Eltropy’s AI Agents platform, the core knowledge applies broadly to AI in financial services. You’ll gain transferable skills regardless of what tools your institution uses.
Will I learn how to build AI tools myself?
Yes. The course includes a hands-on assignment where you’ll build your own AI chatbot – no coding knowledge required.
Does the course cover AI safety and compliance?
Absolutely. An entire module is dedicated to Responsible AI, covering best practices for testing AI outputs, avoiding bias, protecting consumer data, and adhering to regulatory guidelines in financial services.
I'm in IT/already know about AI. Is this too basic for me?
The course covers both foundational concepts and advanced topics like Agentic AI, RAG (Retrieval-Augmented Generation), and responsible AI governance. Even technical professionals report learning new applications specific to community finance.
Can this course help our entire team get aligned on AI?
Yes – that’s one of its primary purposes. Many institutions enroll entire departments to establish a shared vocabulary and understanding of AI capabilities, limitations, and responsible use.
What devices can I use to take the course?
The course is accessible on desktop, laptop, tablet, or mobile phone through any modern web browser.
Do I need to install any software?
No installation required. Everything runs in your browser. If you can use a smartphone, you can complete this course.
What if I have questions during the course or hands-on assignment?
Each module includes clear explanations, and step-by-step guidance is provided within the assignment. However, if you need additional help, our support team is available to assist.
