Agentic AI for Finance Certification

Design, build, evaluate, and deploy production-ready AI agents that analyze financial documents, earnings calls, charts, market data, and compliance workflows

Generative AI is rapidly transforming banking, investment research, wealth management, fintech, insurance, and enterprise finance. But production financial AI requires far more than writing better prompts.

Modern financial systems must reason across SEC filings, research reports, earnings calls, spreadsheets, charts, market data, policies, and time series—all while remaining accurate, explainable, secure, and auditable.

That's where AI agents come in.

In this intensive 4-day live bootcamp, you'll learn how to build the next generation of financial AI systems using multimodal AI agents that can retrieve evidence, use tools, analyze documents and charts, process earnings call audio, make structured decisions, and operate safely within regulated financial environments.

Rather than teaching isolated prompting techniques or basic RAG pipelines, this bootcamp introduces a modern engineering approach that mirrors how leading AI teams are building enterprise-grade agentic systems today. You'll learn how to design complete AI agent architectures with reusable skills, intelligent retrieval, execution loops, evaluation frameworks, observability, governance, and security built in from the start.

Through guided implementation, live coding sessions, and hands-on labs, you'll build agents capable of:

• Analyzing annual reports, financial statements, and regulatory filings
• Understanding financial tables, charts, dashboards, and market data
• Processing earnings calls and extracting management guidance, risks, and sentiment
• Performing portfolio and investment analysis using AI tools
• Building multimodal retrieval systems across financial knowledge sources
• Designing secure workflows that reduce hallucinations, protect sensitive data, and satisfy governance requirements

You'll also learn how to evaluate AI agents beyond simple accuracy by tracing tool usage, measuring reliability, monitoring cost and latency, and implementing human review and approval workflows suitable for enterprise finance.

Throughout the bootcamp you'll complete multiple guided coding labs before bringing everything together in a graded capstone project, where you'll design and implement your own production-style financial AI agent.

Whether you're building AI applications for banking, fintech, investment research, accounting, risk, compliance, or enterprise finance, you'll leave with practical skills and architectural patterns you can immediately apply in production.

Why Attend?

• Build real multimodal AI agents, not simple chatbots
• Learn the evolution from Prompt Engineering → Context Engineering → Harness Engineering
• Work with financial documents, charts, tables, market data, time series, and earnings call audio
• Design AI systems that are secure, explainable, observable, and enterprise-ready
• Learn modern evaluation techniques used to improve reliability and reduce hallucinations
• Implement production patterns including tools, skills, memory, retrieval, planning loops, verification, and governance
• Complete a portfolio-worthy capstone demonstrating real-world financial AI engineering

If you're looking to move beyond prompt engineering and learn how modern financial AI systems are actually built, this bootcamp provides the practical architecture, implementation experience, and production mindset needed to build trustworthy AI agents for finance.