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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, Corporate Office Suite, KL Gateway, No. 2, Jalan Kerinchi, Gerbang Kerinchi Lestari, 59200 Kuala Lumpur, Malaysia

Course Brochure

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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

9 Review(s) | Add Your Review

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What's This Course About

AI for Finance prepares finance professionals for the next era of financial work, where AI and AI agents do far more than answer questions. Agentic AI can plan, reason and act, extracting financial data, analysing statements, building forecasts, monitoring risks and preparing reports with minimal manual effort. The course is designed for finance managers, analysts, accountants, controllers and business leaders who want to understand and apply AI to improve the speed, accuracy and insight of their finance function.

You will start with an introduction to AI and agentic AI for finance, covering generative AI, AI agents and the tools available today, and how to write effective prompts for financial tasks. Next you will use AI agents for financial data and analysis, extracting data from documents, reconciling figures, calculating ratios and explaining variances. You will then design agentic workflows for financial planning and reporting, using AI to build budgets and forecasts, run scenarios and produce management reports and commentary.

The final topic covers risk, compliance and deploying finance AI agents, including monitoring transactions for anomalies, supporting audit and regulatory requirements, and putting governance, controls and human review in place before scaling. Throughout the course you will work with realistic financial scenarios and learn how to verify AI output and protect sensitive data. By the end, you will be able to identify high-value AI opportunities in finance and apply AI agents confidently and responsibly.

Why Take This Course?

  • Hands-On Learning Learn by doing. Every topic is practised hands-on, so you leave with skills you can use at work straight away.
  • Live Coaching Experienced instructors coach you live, answer your questions and guide you step by step.
  • Free Post-Course Consultation Stuck after class? Message your trainer any time for guidance as you apply what you have learned.
  • Always-Updated Materials Materials are refreshed to stay relevant. Log in to our LMS any time to get the latest version.
HRD Corp Claimable

🏦 HRD Corp Claimable

This course is HRD Corp claimable for eligible employers. Grant approval and reimbursement remain subject to HRD Corp requirements, the employer’s available levy and the approved grant details. How the HRD Corp process works →

Course Fee

MYR2,200.00
+ 8% SST

Course Date

Course Time

Course fees are shown before SST. An 8% SST is included in the estimated total during registration.

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

Topic 2: AI Agents for Financial Data and Analysis

Topic 3: Agentic Workflows for Financial Planning and Reporting

Topic 4: Risk, Compliance and Deploying Finance AI Agents

Course Info

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

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

You will need the following for this course:

Hardware: Windows PC or Mac laptop

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

Agents that read numbers, reason about them and prepare reports sit at the centre of Dr. Alfred Ang's recent work. Dr. Ang is a full-stack AI developer, Agentic AI solution architect and corporate trainer, and serves as Chief Technology Officer of Tertiary Infotech Academy Pte Ltd, the Singapore training organisation behind Tertiary Courses. Building end to end, from front-end screens and back-end services to databases, cloud deployment and native mobile apps, Dr. Ang has produced several finance-related systems. An HR and accounting platform built in Next.js runs leave accrual, attendance, payroll with payslips and expense claims for the academy, with native iPhone and Android apps for approvals on the go. An ERP prototype on Next.js and Postgres routes purchase orders through human-in-the-loop approvals by email, Asana or Telegram and three-way matches invoices against orders and receipts. A stock analysis dashboard pairs live market charts with an n8n Telegram AI agent that gives Buy, Sell or Hold views, while an investment advisor chatbot answers enquiries through n8n workflows. Dr. Ang also built an inventory forecasting agent that runs on a local language model through Ollama, flags items under reorder thresholds and computes forecasts, and a travel expense tracker app that converts more than 30 currencies using live exchange rates. Together with the rest of a portfolio of more than 300 public repositories on GitHub, these projects show agentic AI applied to real financial workflows with proper controls. Each one keeps a person firmly in charge of the final decision.

AI for Finance reflects that experience of putting agents to work on financial data while keeping people accountable for the result. Dr. Ang begins with an introduction to AI and agentic AI for finance, explaining how agents plan, reason, use tools and act, and how that differs from simply asking a chatbot a question. The second topic applies AI agents to financial data and analysis: extracting figures from statements and invoices, reconciling records, analysing ratios and explaining variances in plain language. Learners then build agentic workflows for financial planning and reporting, such as preparing budget forecasts, generating cash-flow scenarios and drafting management commentary that a finance lead can review and approve. The final topic covers risk, compliance and deploying finance AI agents responsibly, including audit trails, data privacy, access controls, model errors and the approval checkpoints Dr. Ang builds into ERP and accounting systems. Teaching is practical and example-driven; every concept is demonstrated with realistic sample data, and learners complete exercises that mirror day-to-day tasks in accounting, financial planning and analysis, and treasury. Dr. Ang encourages learners to bring their own reporting pain points so the class can explore which parts suit automation and which should remain manual. Participants finish with working workflows, reusable prompts and a practical roadmap for introducing agentic AI in their finance team. Learners also discuss how to present AI-generated analysis to auditors and senior management. To see the finance agents and accounting tools behind this course, visit https://github.com/alfredang

Review

Customer Reviews (9)

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
Very engaging session. The trainer patiently answered all our questions and gave useful tips. (Posted on 28/01/2025)
Practical and relevant 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 19/11/2024)
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 02/10/2024)
Would attend again 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 18/03/2024)

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