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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
is an accomplished IT and data specialist with over 20 years of experience in academia, ICT leadership, and professional training, with a strong focus on data analytics and Excel-based solutions. He has developed and delivered specialized training programs on Statistical Data Analysis with Excel and Visual Basic for Applications (VBA) for Excel, equipping learners with advanced data manipulation, automation, and reporting skills. His expertise extends to automating institutional reporting systems, where he successfully streamlined academic records management through Excel-based tools, integrating macros and automation to improve efficiency and accuracy. As a trainer and consultant, Dr. Siraj has taught Excel to diverse audiences, including university staff, administrative teams, and professionals in banking, security, and education, ensuring they can apply Excel for decision-making, statistical modeling, and process automation. His practical mastery of Excel is complemented by his deep knowledge of office automation and ICT project management, making him a highly sought-after trainer in data analysis and productivity tools. With his blend of hands-on technical expertise and instructional experience, Dr. Siraj stands out as a credible authority in leveraging Excel to drive organizational efficiency and data-driven strategies
Review
Customer Reviews (9)
- Fantastic experience 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 9/20/2025)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 - Fantastic experience Review by Course Participant/Trainee
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Well organised course with clear objectives. The step-by-step approach made it easy to follow. (Posted on 8/28/2024)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 - Exceeded my expectations Review by Course Participant/Trainee
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Good hands-on training with plenty of examples. I feel much more confident applying these skills now. (Posted on 7/26/2024)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 2/13/2024)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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