Course curriculum

  • 01

    Welcome to the Artificial Intelligence: How Agentic AI will have a bigger impact on finance than the Internet Era Course

    • Welcome to the Course
  • 02

    Artificial Intelligence: How Agentic AI will have a bigger impact on finance than the Internet Era

    • The Digital Banking Wave That Set Up Agentic Finance

    • Full-Stack Banking and Open API

    • Why Finance Has Execution Rails for Agents

    • From More Apps to More Complexity

    • From Platforms to Agents

    • Agentic AI in Financial Planning

    • Robo-Advisors vs Agentic AI

    • Customer-Facing and Internal Use Cases

    • Agents as Financial Operations Colleagues

    • Audit Trails and the Agentic Finance Loop

    • Risks, Stewardship and Safe Scaling
  • 03

    Conclusion

    • Know Your Agent-Identity and Permissions

    • How Agents Respond to Financial Triggers

    • Personalised Guardrails and Pilot Purgatory

    • The Future Role of Human Advisors
  • 04

    Quiz

    • Quiz
  • 05

    Handbook

    • Handbook