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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.

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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.

AI for Finance

Course Code: C207
  • HRDF

9 Review(s) | Add Your Review

What's This Course About

Step into the next era of finance with our hands-on AI for Finance course. Unlike ordinary AI chatbots that only answer questions, AI agents can plan, reason and act—autonomously extracting financial data, analysing statements, building forecasts, monitoring risk and drafting management reports. Over 2 days, you will learn how agentic AI works, where it fits across the finance function, and how to build practical AI agents that take repetitive analysis and reporting tasks off your plate—no programming background required.

Through guided exercises, participants will build AI agents for financial data extraction and analysis, automate budgeting, forecasting and management reporting with agentic workflows, and apply AI agents to risk assessment, fraud detection and compliance checks. You will also learn how to keep a human in the loop, validate agent outputs and govern AI use responsibly in a regulated environment. By the end of the course, you will be able to design, deploy and supervise AI agents that streamline your finance operations and free you to focus on higher-value analysis and decision-making.

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: Introduction to AI and Agentic AI for Finance

  • From Generative AI to Autonomous AI Agents
  • How AI Agents Work: LLMs, Tools, Memory and Reasoning
  • Agentic AI Use Cases Across the Finance Function
  • Overview of AI Agent Platforms and No-Code Tools
  • Data Privacy, Governance and Responsible AI in Finance

Topic 2: AI Agents for Financial Data and Analysis

  • Extracting and Consolidating Financial Data with AI Agents
  • Automating Financial Statement Analysis
  • Ratio, Trend and Variance Analysis with AI Agents
  • AI-Powered Market and Investment Research
  • Human-in-the-Loop Review and Validation

Topic 3: Agentic Workflows for Financial Planning and Reporting

  • Building Multi-Step Agentic Workflows
  • Automating Budgeting and Forecasting with AI Agents
  • Cash Flow Monitoring and Treasury Agents
  • Automating Management Reports and Dashboards
  • Connecting Agents to Spreadsheets and Finance Systems

Topic 4: Risk, Compliance and Deploying Finance AI Agents

  • AI Agents for Risk Assessment and Monitoring
  • Fraud and Anomaly Detection with AI Agents
  • Compliance and Regulatory Checks with AI Agents
  • Deploying, Supervising and Governing AI Agents
  • Risks, Ethics and the Future of Agentic 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.

This is an intermediate level course. The following prerequisite is assumed

  • Basic Python

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

Hardware: Window or Mac Laptops

Job Roles

Job Roles

  • Aspiring Software Developer
  • Data Analyst
  • Web Developer
  • Automation Engineer
  • Data Scientist
  • System Administrator
  • Bioinformatics Specialist
  • Research Scientist
  • Finance Professional
  • Machine Learning Enthusiast
  • GIS (Geographic Information System) Specialist
  • IT Consultant
  • Network Engineer
  • Database Administrator
  • Tech Entrepreneur.

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)

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
I found the course extremely useful and relevant to my job. Highly recommend it to others. (Posted on 28/05/2026)
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
A very practical course. The trainer made a complex topic simple and enjoyable to learn. (Posted on 06/05/2026)
Excellent course 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 19/03/2026)
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
The training was very practical and hands-on. I could apply what I learned to my work immediately. (Posted on 18/05/2025)
Good course materials 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 17/05/2025)

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