FINTECH & INNOVATION

Foundations of Agentic AI in Financial Services

From Insight to Action: How Agentic AI Is Reshaping Finance
Understand what agentic AI is, how autonomous AI systems work, and what they mean for strategy, risk, and governance in financial services. Built for professionals who need strategic understanding, not technical expertise.

Online Course

Format

39 mins

Video duration

Foundation

Level

Badge

On Completion

Badge of completion

With this online course, you will:

  • Explain the three waves of AI development and where agentic AI sits as the current frontier
  • Define agentic AI and describe how agents work, including their core components and the plan-act-observe loop
  • Identify real-world applications of agentic AI inside and outside financial services, including JPMorgan, HSBC, and Morgan Stanley
  • Evaluate the new category of risks introduced by autonomous AI systems, including accountability, scope of access, and systemic risk
  • Apply governance principles and frameworks, including FEAT, to assess responsible agentic AI deployment in financial organisations
Skills

Agentic AI

AI Governance

Financial Services Strategy

Risk Management

Responsible AI Deployment

Course Lessons

The Three Waves of AI: From Predictive to Agentic

This lesson traces the evolution from predictive AI (fraud detection, credit scoring) through generative AI (document summarisation, conversational assistants) to agentic AI. 

How Agentic AI Works

This lesson explains the four components of an AI agent.

Agentic AI in Action: Use Cases Inside and Outside Finance

This lesson examines real-world deployments. 

Risks and Governance of Agentic AI

This lesson covers the new risk categories introduced by autonomous systems: accountability, scope of access, systemic risk, data privacy, and regulatory expectations. 

Meet your instructor - Chau Earn Tan

Research and Product Manager, CFTE

Chau-Earn is a Product Manager at CFTE, passionate about equipping professionals with AI knowledge through engaging learning experiences. His work focuses on fostering widespread AI literacy and developing impactful AI-driven products that contribute positively to the future of finance.

He brings over three years of prior experience as a technology consultant in banking and fintech, giving him a grounded understanding of the challenges and opportunities financial services professionals face when adopting new technologies.
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