AI in Finance

The Rise of Agentic AI in Banking From LLMs to Autonomous Agents

This four part course, The Rise of Agentic AI in Banking, details the shift from analysis focused LLMs to goal oriented, autonomous AI agents. It covers agent architecture, their use in banking workflows, and the critical governance, risk, and strategic implications for financial institutions over the next 12 to 24 months.
With this online course, you will learn about:
  • Differentiate LLM limitations from Agentic AI's structural evolution
  • Identify agent components and practical use cases in banking workflows.
  • Apply controls and governance to manage new risks of autonomous agents.
  • Formulate a strategic perspective on Agentic AI's organizational impact.

AI-Generated Presenter Disclaimer

This course features an AI-generated avatar used to present the lectures.
The course content and scripts have been curated, reviewed, and validated by CFTE and its subject matter experts to ensure accuracy and educational quality.

Meet your Course Director- Chau Earn Tan

Research and Product Manager at CFTE

Chau is a Product Manager and a dedicated advocate for widespread AI literacy. Previously, he spent three years as a Technology Consultant across diverse industries, including Financial Services, Manufacturing, and Retail. A former Prompt Engineer with deep experience in OpenAI APIs, Chau now focuses on building intelligent agents and automations using platforms like n8n, Zapier, Relay, and Chatbase to design impactful learning experiences for professionals.
Created with