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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.

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.

AI for Finance

Course Code: C207

9 Review(s) | Add Your Review

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What's This Course About

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Throughout the course, you'll gain the technical expertise to develop modern websites with interactive elements, animations, and responsive utilities. From designing graphical user interfaces (GUI) to working with Bootstrap utilities, you'll have the confidence to create mobile-first, single-page web applications. By the end of this course, you'll possess the skills and portfolio to land roles in front-end development, UX/UI design, and interactive web develop

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

For WSQ funding, please checkout the details at WSQ - Design and Build Responsive Websites from Scratch

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

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)

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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