Agentic AI Content For Practitioners Teams Finance Course Syllabus

Overview: This course provides a comprehensive introduction to Agentic AI applications in finance, designed for practitioners and teams looking to integrate AI into financial workflows. Over approximately 15-20 hours, learners will progress through foundational computing concepts to advanced AI system deployment, with hands-on labs, case studies, and practical projects. The course emphasizes real-world applications in financial analysis, automation, and decision support, equipping professionals with actionable AI skills.

Module 1: Foundations of Computing & Algorithms

Estimated time: 2 hours

• Case study analysis with real-world financial examples
• Introduction to computational thinking for financial problems
• Algorithm design principles for scalable financial systems
• Evaluating model performance using appropriate metrics and benchmarks

Module 2: Neural Networks & Deep Learning

Estimated time: 4 hours

• Hands-on exercises applying neural networks in financial forecasting
• Applying deep learning techniques to financial data
• Review of frameworks used in financial AI applications
• Guided project with instructor feedback on model implementation

Module 3: AI System Design & Architecture

Estimated time: 3 hours

• Case study analysis of AI systems in fintech
• Designing scalable AI architectures for financial workflows
• Hands-on exercises in AI system integration
• Assessment of system efficiency and reliability

Module 4: Natural Language Processing

Estimated time: 3 hours

• Implementing prompt engineering for large language models
• Applying NLP to financial document analysis
• Hands-on exercises with real financial text data
• Guided project on generating financial insights using NLP

Module 5: Deployment & Production Systems

Estimated time: 2 hours

• Introduction to deployment pipelines for AI in finance
• Hands-on exercises deploying financial AI models
• Review of tools and frameworks for production environments
• Best practices for maintaining AI systems in financial operations

Module 6: Final Project

Estimated time: 4 hours

• Build an AI-powered application for a financial use case
• Apply computational thinking to solve a complex financial problem
• Deploy and evaluate the performance of your AI solution

Prerequisites

• Basic understanding of finance concepts
• Familiarity with fundamental AI and machine learning ideas
• Comfort using digital tools and basic programming environments

What You'll Be Able to Do After

• Apply AI agents to automate financial reporting and analysis
• Design and implement scalable AI solutions for financial decision-making
• Use prompt engineering and NLP to extract insights from financial documents
• Deploy AI models in production-ready financial systems
• Improve efficiency and accuracy in financial workflows using agentic AI