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Agentic AI for Finance

Course Information

  • Sessions 2 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.

Course Brochure

Download Course Brochure

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

9 Review(s) | Add Your Review

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What's This Course About

Embark on a journey to online retail success with our meticulously crafted course, tailored to equip aspiring entrepreneurs with the necessary knowledge and skills to establish a successful online store. Whether you are eyeing the bustling marketplaces of Shopee and Lazada or envision a unique brand identity on Shopify, this course serves as a launchpad for your ecommerce venture. With a keen focus on the prominent online retail landscapes in Singapore and Malaysia, the course material is curated to offer actionable insights and a practical approach to overcoming the common challenges faced in the ecommerce realm.

In just one day, immerse yourself in a comprehensive learning experience that covers the A to Z of online store setup. Delve into the nuances of marketplace dynamics, understand the key differentiators between various platforms, and get hands-on with the tools and technologies that power modern online retail. With a blend of theoretical knowledge and practical exercises, this course aims to empower participants to take the leap into the ecommerce world with confidence and expertise. Your gateway to mastering the online retail ecosystem and propelling your business towards sustainable success starts here.

WSQ Funding

Full Fee 2,200.00 Before GST
GST 198.00 9% of fee
Baseline Nett 1,298.00 SG/PR age 21+ · 50% funded
MCES / SME Nett 858.00 SG age 40+ · 70% funded
Funding and Grant Applications

No funding is available for this course.

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)

Engaging trainer 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 21/01/2026)
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
Excellent delivery and good balance between theory and practice. Learned a lot in a short time. (Posted on 14/11/2024)
Hands-on and practical 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
The course materials were detailed and easy to reference afterwards. Great value for money. (Posted on 24/09/2024)
Learned a lot 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 20/03/2024)

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