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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)
- Engaging trainer Review by Course Participant/Trainee
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Excellent delivery and good balance between theory and practice. Learned a lot in a short time. (Posted on 21/01/2026)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 - Exceeded my expectations Review by Course Participant/Trainee
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Excellent delivery and good balance between theory and practice. Learned a lot in a short time. (Posted on 14/11/2024)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 - Hands-on and practical Review by Course Participant/Trainee
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The course materials were detailed and easy to reference afterwards. Great value for money. (Posted on 24/09/2024)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 - Learned a lot Review by Course Participant/Trainee
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Very informative and interactive. The small class size meant we got a lot of personal attention. (Posted on 20/03/2024)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
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