You have no items in your shopping cart.
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
Ken Yuen is an ACTA-certified adult educator specializing in STEM education, IoT systems, and programming. With a background in electrical and electronics engineering from NTU, he has conducted WSQ and SkillsFuture courses in Arduino, Raspberry Pi, micro:bit, Jetson Nano, and Python. He is also a registered MOE instructor, having taught coding and robotics programs in over 50 schools, equipping students and professionals alike with practical IoT and programming skills.
In his IoT courses, Ken focuses on hands-on experimentation with microcontrollers, sensors, and automation systems. His prior experience as a Technical Consultant at Anson Engineering saw him develop IoT-based SCADA and temperature monitoring systems for industrial applications, giving him strong industry insight. By blending educational expertise with technical project experience, Ken ensures learners develop the confidence to build, test, and apply IoT solutions in real-world contexts.
Dr Alvin Ang is a ACTA certified trainer. 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.
is a results-driven data scientist and financial services professional with over two decades of experience in data analytics, visualization, and business intelligence. As a Senior Partner and Lead Data Scientist at Big Data Venture Capital, he has led consulting projects, curriculum development, and training operations for blue-chip firms, equipping professionals with practical skills in Microsoft Power BI, Python, and advanced data analytics. His expertise in data acquisition, cleaning, feature engineering, ETL, and visualization ensures that organizations can harness Power BI to transform raw data into actionable insights for strategic decision-making.
In addition to his industry leadership, Mr. Peh is a certified adult educator with the WSQ Advanced Certificate in Learning and Performance (ACLP) and has delivered numerous Power BI and data science courses through NTUC LearningHub and other training providers. His ability to merge technical expertise with pedagogy has made him a trusted trainer, empowering professionals to build interactive dashboards, automate reporting workflows, and adopt data-driven cultures. With a unique blend of hands-on technical mastery and proven teaching experience, Mr. Peh has established himself as a credible authority in Power BI and business intelligence solutions
Shahul H. Maricar is a ACTA certified trainer. Shahul H. Maricar has been a content developer and webmaster, building educational websites and applications with HTML, CSS and JavaScript. He then served as an IT analyst, writing programs for automating custom workflows as well as data extraction and analysis in the healthcare field.
Review
Customer Reviews (9)
- will recommend Review by Course Participant/Trainee
-
, (Posted on 2/22/2022)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 - Dr Alvin is knowledgeable and come across as friendly. The class was interactive. Review by Course Participant/Trainee
-
Dr Alvin is knowledgeable and come across as friendly. The class was interactive. (Posted on 12/3/2021)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
-
If online attendance also available, it is very helpful to join new course with promo code or rejoin same course to blush up memories.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 for supporting few times of my reschedule. (Posted on 8/19/2019) - Might Recommend Review by Course Participant/Trainee
-
Projector not very clear and room was a bit hot. (Posted on 7/15/2019)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
-
Nil (Posted on 10/30/2017)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
Write Your Own Review
- Recommended Courses
IBF - Data Analytics and Deep Learning for Financial Services
$1,600.00 (GST-exclusive)
$1,744.00
(GST-inclusive)
