Agentic AI in Finance

What you'll learn

The financial industry is undergoing rapid transformation as agentic AI redefines how institutions manage risk, engage clients, and make strategic decisions. Yet without a clear understanding of how AI agents operate, the tools they require, and best practices for safe deployment, organizations risk falling behind—or introducing unnecessary operational risks. In this course, Agentic AI in Finance, you’ll learn how to apply AI agents to real-world finance scenarios for maximum impact. First, you’ll explore the fundamentals of AI agents—their autonomy, orchestration, memory, and tool use—along with deployment options ranging from existing platforms to in-house builds. Next, you’ll discover practical financial use cases, from autonomous risk assessment and real-time compliance monitoring to budgeting, savings, and debt management. Finally, you’ll learn how to deploy these systems responsibly, with a focus on fraud detection, security, privacy, transparency, and ethical considerations. When you’re finished with this course, you’ll have the skills and knowledge to design, implement, and govern agentic AI systems for financial services.