AI in Finance: Copilot, Claude, & Your 2026 Learning Roadmap

Hosted by Dr. Ryan Ahmed

Tue, Mar 10, 2026

5:00 PM UTC (1 hour)

Virtual (Zoom)

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AI & AI Agents in Finance: Future-Proof Your Career in the Age of AI
Dr. Ryan Ahmed
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What you'll learn

AI & AI Agents in Finance: What's Changed in 2026

Learn how AI and autonomous agents are transforming finance, from analysis and forecasting to full workflow automation.

Claude vs. Copilot: Hands-On Finance Demo

See both tools tackle real finance tasks (modeling, reconciliation, reporting) and learn when to use each.

Build a Finance AI Agent Workflow Using Claude + MCP

Connect Claude to financial data sources via MCP and see autonomous agents handle real finance tasks in real time.

AI in Finance Learning Path & Skills in 2026

Walk away with a clear learning roadmap of tools, skills to build, and how to future-proof your finance career.

Why this topic matters

AI is reshaping finance fast. Goldman Sachs is deploying Claude agents for trade accounting. Copilot is embedded in Excel and the CFO office. Yet most finance teams are still stuck on manual workflows. This session shows you how both tools handle real tasks like reconciliation, forecasting, and reporting with live demos. Walk away with a clear 2026 roadmap to future-proof your finance career.

You'll learn from

Dr. Ryan Ahmed

Professor & AI expert | 510K+ students worldwide.

Dr. Ryan Ahmed is a professor, corporate trainer, and AI expert who has taught 510,000+ learners across 160 countries through best-selling courses on Udemy and Coursera. He specializes in applied AI, agentic systems, cloud computing, and data science, with a focus on building and deploying production-ready AI solutions.

He has delivered hands-on AI, Python, and data science training to leading institutions including RBC, HSBC, Barclays, TD, BNY Mellon, Lazard, Jefferies, and the CFA Institute, helping teams move from experimentation to real-world deployment.

Dr. Ahmed runs the Prof. Ryan Ahmed YouTube channel with 259,000+ subscribers and 3.5M views, where he teaches practical AI workflows and agent-based systems at scale. Prior to academia, he held senior engineering and leadership roles at GM, Samsung, and Stellantis.

He holds an M.A.Sc., Ph.D., and MBA from McMaster University, is a licensed Professional Engineer (P.Eng.) in Ontario, a Udemy Instructor Partner, and a Stanford-certified program manager. He has authored 60+ peer-reviewed publications, received multiple IEEE best paper awards, and bridges research, industry, and education to help professionals build reliable, high-impact AI systems.

General Motors
HSBC
Samsung
Barclays
Stellantis

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