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Generative AI (GAI) for Finance

Course Information

  • Sessions 4 days
  • Duration 15 hrs
  • Level Beginner
  • Assessment NA

Venue

12 Woodlands Square #07-85/86/87 Woods Square Tower 1, Singapore 737715. 5 mins walk from Woodlands (NS9) MRT station.

The venue is disabled-friendly.

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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.

Agentic AI for Finance

Course Code: C057

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What's This Course About

Transform finance operations with Agentic AI for Finance. This hands-on 2-day course teaches you how to build AI agents that automate financial tasks, analyse data and support decision-making, using tools such as ChatGPT, Claude and agentic AI platforms. You will learn to design agents that handle reporting, analysis and workflows while keeping compliance and oversight in place.

Through practical projects, participants will build AI agents that gather and analyse financial data, generate reports and insights, automate reconciliation and forecasting, and support planning and risk assessment. By the end of the course, you will be able to design, deploy and govern AI agents that make finance functions faster, more accurate and more strategic.

Course Fee

$700.00 (GST-exclusive)
$763.00 (GST-inclusive)

Course Date

Course Time

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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.

Post-Course Support

  • We provide free consultation related to the subject matter after the course.
  • Please email your queries to enquiry@tertiaryinfotech.com and we will forward your queries to the subject matter experts.

Cancellation & Reschedule Policy

  • You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commences.
  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% for any paid amount.
  • Note the venue of the training is subject to changes due to availability of the classroom.

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

James Lee Kin Nam is a ACTA certified trainer. James has more than 20 years of progressive training experience in both corporate enterprises and educational institutes. He is certified by Adobe as an Adobe Certified Expert, Instructor and Web Specialist. He holds an Advanced Certificate in Learning and Performance (ACLP Certified Trainer / Assessor) in adult training. He is also an MOE Registered Instructor. Graduated in the area of Computer Studies and Multimedia Development, he specializes in graphics, animation and web technologies. 
He was a former Adjunct Lecturer for Singapore Polytechnic, Web Developer for Nanyang Technological University (NTU) and Social Media & Content Specialist for Equinet Academy. He is currently an External Consultant & Training Associate at Boston Consulting Group. He has guided many users in the usage of Adobe applications and website development to achieve greater heights in their career advancement. With his knowledge and experiences, James has the ability to explain and simplify complex concepts. He will be able to make positive contributions to your learning journey.

Allen Wong is a ACTA certified trainer. He is also a seasoned digital marketing strategist, He brings over eight years of experience across diverse industries - e-commerce, events, FMCG, real estate, and finance. 300% career-wide ROAS, peaking at 1000% in events, he has generated $2M in e-commerce revenue and over $5M in sales. An AI enthusiast and industry pioneer, Allen's innovative approach to data-driven marketing drives high-impact, cost-effective results.

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