AI AGENTS IN FINANCE
COURSE
Master the Tools and Techniques to Build AI Agents for Finance — Step by Step
Only 20 seats available – Includes a 1-hour 1:1 mentoring session
Build your own agentic project with expert guidance – from scratch to deployment
Start Date: 20 October 2025
20 spots only
First come, first sevred!
8‑Week Online Course
Build the skills to understand, design, evaluate, and deploy AI agents tailored to financial workflows.
This hands-on program gives you the foundation, tools, and practical experience to master agentic systems.
We start from the fundamentals and guide you to an intermediate-advanced level, equipping you to build full end‑to‑end agentic systems for real finance applications.
You’ll finally understand what AI Agents really are — beyond the buzzwords — and how they’re transforming industries like finance.
You’ll discover when and when not to use AI Agents, helping you make smarter decisions instead of following hype.
You’ll learn how to build your own AI Agents, from simple automation to advanced multi-agent systems.
You’ll explore different frameworks such as CrewAI, OpenAI Agents SDK, and AutoGen — understanding their differences, strengths, and use cases.
You’ll see how to apply these concepts in finance — with practical use cases using Python.
I Know How You feel
Overwheelmed
There’s so much information out there — it’s hard to know where to start.
Time Consuming
Learning can be tedious and time-consuming, especially without guidance.
Scattered Tutorials
You might waste hours reading scattered tutorials and documentation.
Which Tools/Frameworks
You often don’t know which tools, courses, or frameworks to focus on.
Cost of Entry
The cost of entry is high, with many platforms and models being paid or complex to set up.
Fast-Evolving Field
The field is evolving at lightning speed — what worked a few months ago may already be outdated.
Why I Can Help You Learn Faster ?
I’ve been there — confused, overwhelmed, and unsure where to start. I know exactly how it feels to enter a fast-moving field like AI Agents.
I’ve already done the hard work — exploring frameworks, testing workflows, and building complete agentic systems.
I can now show you exactly what matters, so you skip the noise and focus on what truly accelerates your learning.
Over the past two years, I’ve built AI Agents using all the major frameworks and followed every key update — so you’ll learn what’s relevant today, not last year.
I’ll help you see both strengths and weaknesses of each framework, so you can choose the right one for your goals.
The market is now more mature, and you can finally learn from someone who’s mapped it from the beginning.
It’s a fast-evolving field — and I’ll make sure you stay ahead, not left behind.
Who is this course for ?
It’s ideal if you are:
A financial analyst, trader, portfolio manager, or researcher looking to automate analysis and decision‑support workflows with AI.
A finance leader or product owner who wants to understand how agentic systems can transform processes and create new opportunities.
A consultant or innovation manager exploring how to integrate AI agents into client offerings.
Data scientists, ML engineers, and software developers interested in building advanced AI agents.
Prerequisites
To get the most out of the course, you should:
Have a basic understanding of financial data and workflows:
- No AI expertise required.
- No finance domain expertise required; it’s built in.
Be comfortable with basic computer skills and willing to use Python notebooks with starter code we provide. (No advanced coding skills necessary; we guide you through everything.)
Have used tools like ChatGPT or another AI‑powered assistant at least once so you’re familiar with the concept of prompts and responses.
If you’ve never built anything with AI before – that’s okay. Week 1 will bring everyone to the same level before we dive deeper.
What you’ll learn
By the end of the course, you will be able to:
AI Agents Foundations
Understand when and why to use AI agents over traditional single‑prompt or RAG‑only solutions.
Design Patterns
Be familiar with the different design patterns in agentic systems and get hands‑on to master the underlying concepts.
Reasoning Paradigms
Build AI agents using reasoning paradigms like ReAct, Reflection through hands-on labs and get introduced to more advanced approaches such as ToT, LATS.
Architectural Styles
Learn the different architectural styles in multi-agent collaboration systems (e.g. Orchestrator‑Worker, Hierarchical, Peer‑to‑Peer) and build them.
Frameworks
Work with leading frameworks (OpenAI Agents SDK, Google ADK, CrewAI, AutoGen, LlamaIndex, LangGraph, SmolAgents) and understand how to choose the right one for your needs.
Guardrails and Evaluation
Instrument and evaluate agents with tracing, observability, and evaluation techniques.
Multi-Agent End-to-end System
Build a full end‑to‑end multi-agent system for financial research or analysis.
Your Capstone Project
Deliver a full end‑to‑end finance agent as your capstone project.
Format & Commitment
Duration: 8 weeks, 1 to 2 hours per week (Recorded sessions + labs)
Bonus: 1h of one-to-one mentoring
To support your project, I offer two individual sessions of 30 minutes each with me.
Course Structure (8 Weeks)
Week 1 – Foundations of LLMs & Why Agents
Week 2 – AI Agents 101
Week 3 – Agentic Patterns
Week 4 – Frameworks Deep Dive
Week 5 – Reasoning Paradigms (Practical)
Week 6 – Architectures of Multi-Agent Systems & Memory
Week 7 – End-To-End Multi-Agent Finance System & Evaluation – Pratical Projects
Week 8 – Prepare Your Project (1h one-to-one with me)
Week 9 – Present Your Project
What you get
Next Cohort Details
Start date: 20 October 2025
Seats limited: Small group for better interaction
👉 Reserve your spot now and learn how to build AI agents in finance – Only 20 seats available
About Me
