Generative AI for Finance and Fintech
About This Course
Step into the future of finance with this comprehensive course on Generative AI (GenAI) and Agentic AI tailored specifically for financial professionals. The course begins by establishing a strong foundation in AI, Machine Learning, and Generative AI, emphasizing their transformative role in the finance and fintech sectors. Participants will learn how to design and deploy both single and multi-agent systems to automate and enhance financial operations, planning, and decision-making.
In the next module, learners will explore the practical power of Excel Copilot for Finance, mastering how to summarize, process, and analyze financial data through AI-driven tools that streamline Financial Planning and Analysis (FP&A) tasks. Through hands-on exercises, participants will experience how AI can boost productivity and insight generation in financial modeling.
The course then transitions to the application of Agentic AI for financial process automation, examining real-world case studies and guiding participants to build and deploy autonomous agents that handle complex financial workflows and reporting. Learners will gain firsthand experience in implementing multi-agent automation systems for finance operations.
A dedicated section on AI Risk Management and Fraud Detection enables participants to understand how AI models can predict, detect, and mitigate financial risks. Learners will also build a fraud detection system using Generative AI, applying advanced AI tools to real-world data.
Finally, the course concludes by exploring future trends and innovations in Generative AI for Finance, helping participants anticipate emerging technologies and adopt AI-driven innovations within their organizations. By the end of the program, learners will be equipped with both strategic and technical expertise to lead the AI transformation in financial services.
What You'll Learn
LO1: Support Artificial Intelligence (AI) and Generative AI innovations to champion organisation-wide innovation.
LO2: Evaluate and implement GAI technologies for the organisation.
LO3: Review and adopt new GAI technologies by reviewing use cases in finance operations.
LO4: Review AI ethics and governance in organization’s processes for proactive risk monitoring and safety.
LO5: Review emerging trends in GAI and strategize cost control measures to support innovation initiatives.
Topics Covered:
Topic 1: Introduction to Generative AI and Its Foundations in Finance
Basics of AI and Machine Learning
Introduction to Generative AI and Agentic AI
Use Cases of Gen AI and Agentic AI in Finance
Build Single and Multi-Agent for Financial Services
Topic 2: Excel Copilot For Finance Planning and Analysis
Excel Copilot for Finance
Summarize Financial Data
Process Financial Data
Financial Planning & Analysis (FP&A)
Topic 3: Practical Applications of Agentic AI to Automate Financial Processes
Case Studies of Agentics AI for Financial Processes
Agentic AI Automation for Financial Processes
Multi Agent Automation for Financial Processes
Topic 4: AI Risk Management and Fraud Detection
AI for Risk Management
Build a Fraud Detection System using GenAI
Topic 5: Future Trends and Innovations in Generative AI for Finance
Future Trends in Generative AI for Finances
Adoption of Generative AI Innovations in Organizations
Entry Requirements
Knowledge and Skills
• Able to operate computer functions with minimum Computer Literacy Level 2 based on ICAS Computer Skills Assessment Framework
• 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.
Target Age Group: 21 to 65 years old