Agentic AI Content for Practitioners (Teams: Finance) is an intermediate-level course designed for finance professionals and data specialists seeking to revolutionize financial workflows through intelligent automation. In a landscape where regulatory pressure, fraud risk, and operational complexity are ever-increasing, manual finance processes are no longer sustainable. This course empowers learners to design and deploy AI agents that intelligently analyze transactions, optimize financial operations, and adapt to shifting market and compliance demands.
Agentic AI Content for Practitioners (Teams: Finance)
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Gain insight into a topic and learn the fundamentals.
Intermediate level
Recommended experience
4 hours to complete
Flexible schedule
Learn at your own pace
Skills you'll gain
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Recently updated!
December 2025
Taught in English
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There are 3 modules in this course
This foundational lesson introduces learners to the transformative potential of agentic AI in financial data processing. Learners will explore how autonomous AI systems differ from traditional automation, examine the key characteristics that make AI agents effective in financial contexts, and analyze real-world implementations at major financial institutions. Through case studies and hands-on exploration, participants will understand the strategic advantages of implementing intelligent agents for financial reporting and compliance automation.
What's included
4 videos3 readings1 assignment
This lesson focuses on the technical and strategic aspects of building predictive financial models using agentic AI. Learners will explore how to integrate real-time data streams, build adaptive forecasting systems, and implement intelligent agents that can adjust predictions based on changing market conditions. Through practical examples and hands-on laboratories, participants will understand how to create financial models that not only predict outcomes but actively adapt and improve their accuracy over time.
What's included
3 videos1 reading1 assignment
This final lesson focuses on integrating agentic AI systems into existing enterprise resource planning (ERP) environments and optimizing their performance for maximum business impact. Learners will explore integration strategies, performance optimization techniques, and change management approaches that ensure successful deployment of intelligent agents in complex organizational systems. The lesson culminates with a comprehensive capstone project and assessment that demonstrates mastery of all course learning objectives.
What's included
4 videos1 reading3 assignments
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Frequently asked questions
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