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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:
- Python 3.x https://www.python.org/downloads/
- Sublime Text 3 https://www.sublimetext.com/3
- Pycharm https://www.jetbrains.com/pycharm/download/
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
Dr. Alvin Ang is a ACTA certified trainer. Dr. Alvin Ang did his Ph.D., Masters and Bachelors from NTU, Singapore. Previously he was a Principal Consultant (Data Science) as well as an Assistant Professor. He was also 8 years SUSS adjunct lecturer. His focus and interest is in the area of real world data science. Though an operational researcher by study, his passion for practical applications outweigh his academic background. He owns a startup externally.
Terence Ee is an experienced IT leader and consultant with more than 25 years of expertise in technology management, information systems, and digital transformation. He has served as Chief Information Officer at the Supreme Court of Singapore and Vice President of Information Systems at Senoko Energy, where he led major IT modernization projects. Since 2017, he has worked as an independent consultant and ACLP-certified trainer, specializing in guiding SMEs and enterprises in adopting future-ready digital platforms.
As a WSQ-accredited trainer, Terence delivers programs in digital collaboration, IT governance, and productivity tools. His facilitation emphasizes case studies, simulations, and hands-on practice, enabling learners to apply modern IT systems such as Microsoft 365 and Google Workspace to improve collaboration and business efficiency. With his leadership background and deep IT expertise, Terence prepares learners to thrive in digitally transforming environments.
Review
Customer Reviews (9)
- Will Recommend Review by Course Participant/Trainee
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Nil (Posted on 10/8/2017)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 - Thank you Dr Cao! Very interesting class indeed! Review by Course Participant/Trainee
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Nil (Posted on 8/14/2017)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 - Will Recommend Review by Course Participant/Trainee
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Send out the required programs before the course commences, to enable us to install and familiarize ourselves (Posted on 9/8/2016)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 - Will Recommend Review by Course Participant/Trainee
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Maybe to save on the time on more useful stuff, i think it would be good to give installation guide for the necessary software to be downloaded/install before the course date.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 think the course material could be furthermore improve with more elaboration on the concepts
(Posted on 8/21/2016)
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