AI Agents for Business & Finance Bootcamp & Certification
Dr. Ryan Ahmed
Professor & AI Expert (510K+ Students)
.png&w=768&q=75)
This course is popular
5 people enrolled last week.
Build AI Agents That Automate Business & Finance Workflows & Get Certified
AI Agents are rapidly transforming how business and finance teams operate. 6 months ago, building a DCF financial model took a junior analyst ~1 day. Today, a team of autonomous AI agents builds, audits, reports, and presents it in 10 minutes.
Organizations are moving beyond spreadsheets and manual workflows toward AI-native systems, where intelligent agents analyze data, generate reports, and automate complex tasks.
The problem: Most professionals still use AI for basic Q&A and drafting emails; they lack the skills to build AI agents that execute real business and finance tasks autonomously.
The solution: This bootcamp teaches you to build intelligent agents that reason, use tools, access data, and complete multi-step workflows automatically using Claude Code, Claude Cowork, and Copilot agents.
What makes this bootcamp unique?
AI Agent Workflows: Automate research, reporting, and operational tasks
Build AI Agents: Connect agents to financial data and generate insights, no coding required to start
Predictive Analytics: Use ML agents for forecasting, classification, and risk scoring
Autonomous Agent Teams: Deploy teams of agents that collaborate and improve continuously
What you’ll learn
Future-proof your finance career by mastering AI tools, predictive modeling, and autonomous agents that handle real finance workflows.
Use Claude Cowork and Microsoft Copilot Agent Mode to automate research, data extraction, reconciliation, and document processing.
Build and configure skills and plugins to create reusable, repeatable agent workflows tailored for finance tasks.
Automate end-to-end reporting workflows that generate KPI summaries, financial narratives, and executive-ready deliverables.
Build regression agents for revenue forecasting, cash flow projections, and cost modeling; powered by AI, not manual scripting.
Apply classification agents to automate credit risk scoring, fraud detection, and transaction categorization at scale.
Evaluate and validate AI models using LLM-as-judge grading, accuracy metrics, and regression testing across model versions.
Use Model Context Protocol (MCP) to give agents secure, real-time access to financial databases, market data, and accounting platforms.
Build MCP servers and clients from scratch to create custom data connections for any business or finance use case.
Build a Bloomberg-level predictive analytics terminal with no code; combining agents, data tools, and live financial feeds.
Use Claude Code to build agentic coding workflows with subagents, swarms, and handoff protocols for complex finance operations.
Orchestrate autonomous agent teams with coordination, delegation, conflict resolution, and observability built in.
Schedule agents for recurring runs using Claude Scheduling, Remote Control, and Cowork Dispatch Mode.
Design multi-agent systems using ReAct, Plan-and-Execute, and routing patterns; choosing the right architecture for each workflow.
Implement guardrails including prompt injection defense, PII redaction, regulatory compliance, and ethics governance.
Use the Problem First Framework to identify high-ROI automation opportunities and decompose business processes for agents.
Build and deploy a full autonomous agent team that handles real business and finance workflows from data ingestion to deliverables.
Present a live demo to your cohort with peer review and expert feedback.
Earn your certification in AI Agents for Business & Finance.
Learn directly from Ryan
.png&w=384&q=75)
Dr. Ryan Ahmed
Professor, AI expert, & YouTuber who has taught 500,000+ learners worldwide.
Who this course is for
Finance Professionals & Analysts wanting to automate workflows, build predictive models, and deploy AI agents for reporting and forecasting.
CFOs, Controllers & Finance Managers who want to lead AI adoption and deploy autonomous agents for reconciliation and decision support.
Data-Savvy Accountants & FP&A Teams who want to move from manual spreadsheets to AI-powered workflows that analyze and forecast at scale.
What's included
.png&w=1536&q=75)
Live sessions
Learn directly from Dr. Ryan Ahmed in a real-time, interactive format.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund through the second week of the course.
Course syllabus
Week 1
Apr
7
AI Agents Foundations for Business & Finance
Introduction to AI Agents in Business & Finance in 2026
Claude Cowork Fundamentals
Skills & Plugins
Build Your First AI Agent (Finance + Business)
Microsoft Copilot Agent Mode
Tool Integration: Web search, financial data, file processing
[Build] Automate Research & Data Analysis with Skills & Plugins
Apr
10
Office Hours & Q&A
Week 2
Apr
14
Multi-Agents for Business & Finance Automation
Introduction to Claude Code
Problem First Framework for Automating Workflows
AI Agents Architectures
Subagents & Agent Swarms for Business & Finance
Adding Agent Guardrails, Regulations, & Ethics
[Build] Automating a Workflow End-to-End (Research, Data analysis & Reporting)
Apr
15
Office Hours & Q&A
Schedule
Live sessions
4 hrs / week
Each week kicks off with a 3-hour live session where we build AI agents that automate business & finance workflows, including financial reporting, predictive modeling, reconciliation, & data analysis. On Fridays, we hold a 1-hour live Q&A focused on troubleshooting your builds, reviewing agent architectures, & unblocking your capstone progress.
Tue, Apr 7
5:00 PM—8:00 PM (UTC)
Fri, Apr 10
5:00 PM—6:00 PM (UTC)
Tue, Apr 14
5:00 PM—8:00 PM (UTC)
Projects
4 hrs / week
You'll spend ~4 hours per week building real AI-powered finance systems end-to-end. Each week builds on the last, from workflow automation and predictive modeling to AI agents and autonomous agent teams. By the end, you'll ship a portfolio-ready capstone that demonstrates AI-powered finance skills employers are hiring for this year.
Async content
2 hrs / week
You’ll spend ~2 hours per week on focused async content, including short videos, code walkthroughs, and architecture deep dives. This material is designed to front-load concepts and patterns so live sessions can ,focus on real-world design decisions and hands-on building. All sessions are recorded and available on-demand.
Frequently asked questions
$999
USD