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Agentic AI for Finance

Course Information

  • Sessions 4 days
  • Duration 15 hrs
  • Level Beginner
  • Assessment NA

Venue

Kuala Lumpur: G-3A-02, Suite Pejabat Korporat, KL Gateway, No 2, Jalan kerinchi, Gerbang kernichi Lestari, 59200 Kuala Lumpur, Malaysia
Penang: Jalan Sungai Dua, 11700 Penang, Malaysia.

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Certification

  • Certificate of Completion from Tertiary Courses - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Courses.

Agentic AI for Finance

Course Code: C057
  • HRDF

9 Review(s) | Add Your Review

What's This Course About

Transform finance operations with Agentic AI for Finance. This hands-on 2-day course teaches you how to build AI agents that automate financial tasks, analyse data and support decision-making, using tools such as ChatGPT, Claude and agentic AI platforms. You will learn to design agents that handle reporting, analysis and workflows while keeping compliance and oversight in place.

Through practical projects, participants will build AI agents that gather and analyse financial data, generate reports and insights, automate reconciliation and forecasting, and support planning and risk assessment. By the end of the course, you will be able to design, deploy and govern AI agents that make finance functions faster, more accurate and more strategic.

Course Fee

MYR2,200.00

Course Date

Course Time

Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

Disclaimer: The course dates displayed on our website are tentative and subject to trainer availability. We will confirm the final date after checking with the trainer. You are also welcome to email us your preferred date at sales@tertiarycourses.com.my, and we will do our best to coordinate with the trainer's schedule.

Post-Course Support

  • We may provide consultation related to the subject matter after the course.
  • Please email your queries to sales@tertiarycourses.com.my and we will forward your queries to the subject matter experts and get back to you as soon as possible.

Cancellation & Reschedule Policy

  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
  • Note: the venue of the training is subject to changes due to class size and availability of the classroom. The minimum class size to start a class is 3 Pax.

Course Details

Course Details

What You'll Learn

Topic 1 Getting Started with Agentic AI for Finance

  • Introduction to Agentic AI in Finance
  • Popular AI Agent Tools and Platforms
  • Writing Effective Prompts for Finance
  • Connecting Agents to Financial Data

Topic 2 Automating Financial Workflows with AI Agents

  • Automating Reporting and Reconciliation
  • Building Forecasting and Planning Agents
  • Document and Invoice Processing
  • Human-in-the-Loop Controls

Topic 3 Analysis and Insights with AI Agents

  • Financial Analysis with AI
  • Risk and Scenario Analysis
  • Generating Insights and Recommendations
  • Visualising Financial Data

Topic 4 Deploying and Governing Financial AI Agents

  • Securing Financial Data and Access
  • Compliance and Auditability
  • Monitoring and Improving Agents
  • Deploying and Scaling in Finance

Course Info

Promotion Code

Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

TBD

Hardware: Window or Mac Laptops

Job Roles

Job Roles

  • Financial Analyst
  • Data Scientist in Finance
  • AI Research Analyst
  • Algorithmic Trader
  • Risk Management Specialist
  • Financial Technology Developer
  • Investment Strategy Consultant
  • Machine Learning Engineer for Finance
  • Quantitative Analyst
  • Portfolio Manager
  • Financial Product Manager
  • AI Solutions Architect for Finance
  • Credit Scoring Analyst
  • Blockchain and Crypto Analyst
  • Financial Data Engineer
  • Regulatory Technology Analyst
  • Financial Innovation Manager
  • Business Intelligence Analyst in Finance
  • Wealth Management Advisor
  • Financial Systems Analyst

Trainers

Trainers

Saeid is co-founder of Skymics Sdn Bhd. He has 8 years of experience in the field of IoT (Internet of Things) and Information Technology. He is a certified IBM IoT Practitioner and instructor, and a Certified Citizen Data Scientist Train-The-Trainer. He has been co-inventor of 3 inventions during the last 4 years.

Review

Customer Reviews (9)

Fantastic experience Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Very informative and interactive. The small class size meant we got a lot of personal attention. (Posted on 22/04/2026)
Highly recommended Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Excellent delivery and good balance between theory and practice. Learned a lot in a short time. (Posted on 27/03/2026)
Exceeded my expectations Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Good hands-on training with plenty of examples. I feel much more confident applying these skills now. (Posted on 18/03/2026)
Fantastic experience Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Well organised course with clear objectives. The step-by-step approach made it easy to follow. (Posted on 17/03/2026)
Worth every cent Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Solid content and a supportive trainer. I would definitely sign up for more courses here. (Posted on 15/03/2026)

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