The Agentic Analyst: AI and Agentic AI in Finance

Cut through the AI hype in Finance and build the skills that actually hold up under audit.

The Agentic Analyst is a 7-module, 29-lesson course built for finance professionals who want to use AI properly — not just try it once and get burned by it. You'll learn to evaluate AI use cases with a real framework, structure prompts that get accurate results from financial data, read sentiment across earnings calls and filings, build multi-step AI agents, automate compliance workflows, and govern all of it well enough to pass an internal audit.

Built by an MLS (ASCP) and Six Sigma Black Belt — measured, checked, and documented at every step, not loose theory.

What's covered:

• Module 1: The Strategic Analyst — AI Strategy and Use Case Evaluation
• Module 2: The Precision Analyst — AI-Powered Financial Analysis
• Module 3: The Sentiment Analyst — Financial Text Analysis & Sentiment Intelligence
• Module 4: The Agentic Analyst — Agentic AI Architecture for Finance
• Module 5: The Compliance Analyst — Regulatory AI & Compliance Automation
• Module 6: The Governed Analyst — AI Risk, Governance & Auditability
• Module 7: The Complete Analyst — Capstone: End-to-End AI Finance Workflow

Choose your tier:

• Self-Paced — full course access, all 29 lessons and exercises
• Course + Capstone Review — everything above, plus a personal review of your capstone workflow submission
• Course + Capstone Review + Strategy Call — everything above, plus a one-time 30-minute 1:1 strategy call