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, 28-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 28 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