Agentic AI Fundamentals

Agentic AI Basics: Design, Validate, and Deploy Agent-Based AI systems for Finance, Analytics, and Real-World Workflows

What you’ll learn
✓ Understand the fundamentals of agentic AI, autonomous agents, and multi-agent systems
✓ Build AI agents that analyze, validate, and reason over financial and business data
✓ Connect AI agents to real-world data sources using APIs and external tools
✓ Understand how guardrails can prevent hallucinated or fabricated financial outputs
✓ Implement validation layers, human-in-the-loop review, and governance controls
✓ Apply agentic AI to finance use cases like analysis, commentary, and decision support
✓ Learn responsible AI practices aligned with regulatory and compliance requirements

Requirements
● A stable internet connection
● Access to ChatGPT
● A laptop, desktop, or any other device that allows you to access the course videos

Description
This course contains the use of artificial intelligence.

Agentic AI Fundamentals is a practical, hands-on course designed to help you understand, build, and apply agent-based AI systems with real-world financial and business use cases. Unlike traditional AI tutorials that focus only on prompts or single-model outputs, this course teaches you how autonomous and semi-autonomous AI agents can think, reason, validate, collaborate, and operate within controlled workflows.

You will start by building a strong foundation in AI, machine learning, and deep learning concepts, followed by a clear introduction to what agentic AI is and why it is transforming modern analytics and decision-making. As the course progresses, you will learn how AI agents work, how they communicate, how they access tools and APIs, and how multi-agent systems can collaborate to solve complex problems.

This course places strong emphasis on finance-focused applications, including equity research workflows, financial statement analysis, automated insights, and multi-agent investment simulations. You will learn how to connect AI agents with real financial data sources using APIs, validate outputs, and design guardrails to prevent hallucinated or fabricated financial data.

A key highlight of this course is responsible AI in finance. You will understand how to implement verification layers, human-in-the-loop review, governance, audit trails, and compliance-aware AI workflows. These concepts are critical for professionals working in regulated environments such as investment banking, equity research, FP&A, consulting, and corporate finance.

By the end of the course, you will not only understand how agentic AI systems work, but also how to design reliable, explainable, and production-ready AI solutions that align with real-world financial standards and regulatory expectations.

Whether you are a finance professional, analyst, data enthusiast, or someone looking to future-proof your career, this course will give you a solid and practical foundation in agentic AI.

Who this course is for
■ A stable internet connection that ensures hassle-free learning
■ A laptop, desktop, or any other compatible device
■ Access to ChatGPT