AI Agents for Business Certification: Automate Finance, Marketing & Sales
Dr. Ryan Ahmed
Professor & AI Expert (1M+ Students)
Kukesh Kodess
Director of Engineering @Launchpad.AI
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Build AI Agents That Run Your Finance, Marketing & Sales & Get Certified
⭐Over 1 million students taught across 160 countries.
Has trained teams inside RBC, HSBC, TD Bank, BNY Mellon, Jefferies & Barclays.
Capped at 50 seats. 90+ alumni rated it 4.8/5: Bank of America, American Express, UBS & The LEGO Group.
📩 Questions? Email Ryan: ryan.ahmed@stemplicityschool.com
You already use AI. It still hasn't taken one recurring task off your plate.
93% of finance teams use AI. Only 21% say it changed how they work. The gap isn't better prompts. It's that nobody taught you to build an AI Agent: something that opens your files, runs your process and hands you a finished deliverable while you're in a meeting.
Four weeks from now, the work still gets done. You just stop being the one doing it.
Finance: close, variance commentary, reconciliations, forecasts, board packs
Marketing: campaign reporting, competitor monitoring, content ops, attribution
Sales: prospect research, CRM hygiene, call follow-ups, RFPs, pipeline forecasts
Built live on your own files in Cowork, Claude Code, Codex and Copilot.
You leave with 8 working agents, a capstone you can demo and a certification.
No coding or technical experience needed.
What you’ll learn
Future-proof your finance career by mastering AI tools, predictive modeling, and autonomous agents that handle real finance workflows.
Install Claude Cowork, connect a folder of your own files, and get a finished, usable report back in your first live session.
Build reusable Skills and Plugins so your agent runs your process the exact same way every week, without being re-explained.
Know when to use Claude Cowork, Claude Code, OpenAI Codex or Microsoft Copilot Agent Mode, and when a simple template is enough.
Hand the agent your company template and get slides, memos and PDFs back in your own fonts, colours, logo and house style.
Build a full board pack from a raw close file: KPI summary, variance commentary, charts, and the finished deck itself.
Same workflow for marketing and sales: a monthly campaign review deck or a client proposal, written and formatted for you.
Build three-statement models, DCFs and budget-vs-actual workbooks by describing what you want in plain English.
Use ready-made investment banking and financial analysis plugins for valuation, comps, ratio analysis and credit reviews.
Have the agent audit its own model, flag hardcodes and broken links, and explain every assumption it used, in writing.
Build revenue, cash flow, budget and pipeline forecasts from your own history, and see the scenarios side by side.
Score credit risk, spot fraud, categorize transactions and rank leads across thousands of rows in a few minutes.
Test whether the forecast is any good before you send it, with accuracy checks you can defend to a CFO or an auditor.
Use MCP, the standard plug for AI tools, to connect agents to HubSpot, your accounting system, market data and file drives.
Pull a HubSpot pipeline, clean the records, draft the follow-up emails, and push the updates back into the CRM automatically.
Build teams of agents that hand off to each other, schedule them with Claude Code and Codex, and add approval steps you control.
Build and deploy one full workflow you own, from raw files all the way to the finished deliverable in your inbox.
Demo it live to your cohort and get direct feedback from Dr. Ryan Ahmed, Kukesh Kodess and the teaching team.
Leave with 8+ working agents, a portfolio you can show an employer, and your AI Agents for Business certification.
Learn directly from Ryan & Kukesh
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Dr. Ryan Ahmed
Professor, AI expert, & YouTuber who has taught 1M+ learners worldwide.
Kukesh Kodess
Director of Engineering with 7+ years building cutting-edge AI/ML systems
Who this course is for
CFOs, Controllers & FP&A Teams who want to automate the close, variance commentary, reconciliations, forecasts and board-ready reporting.
Financial Analysts & Accounting Teams who want to automate reconciliations, transaction reviews, tie-outs and recurring monthly reporting.
Marketing & Sales Leaders who want to automate campaign reporting, competitor monitoring, prospect research, CRM hygiene and RFP responses.
Prerequisites
No coding or technical experience required
If you can use Excel and write an email, you can build Agents. Most alumni are CFOs, controllers, FP&A managers & marketers, not engineers.
A real workflow that you want to automate
You build your own AI agents starting in week 1. Sample workflow and data are provided if you can't bring your own.
What's included
Live sessions
Learn directly from Dr. Ryan Ahmed & Kukesh Kodess in a real-time, interactive format.
“Build-With-Me” Live Projects
Build real AI agents together with a starter kit and step-by-step guidance, so you leave with a portfolio of working projects you can demo.
Live Q&A + Build Support
4 hours of live weekly Q&A and Build Support by Dr. Ryan Ahmed and his teaching assistants.
Lifetime access
Revisit all recordings, materials, and code anytime to refine, rebuild, and scale your agents after the bootcamp.
Community of peers
Join a group of professionals building with agentic AI. Share ideas, get feedback, and stay accountable.
Certificate of completion
Showcase your expertise in agentic AI systems with a certificate you can share on LinkedIn or with your employer.
Hands-On Practice Opportunities
Reinforce your learning through guided exercises and mini agent builds so you don’t just learn concepts, you apply them in real time.
Maven Guarantee
Your purchase is backed by the Maven Guarantee.
Course syllabus
8 live sessions • 11 lessons • 4 projects
Week 1
Sep
3
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
Sep
4
Office Hours & Q&A
Build your first agents: Cowork, Skills, and a team that writes your deck
⚡Download Week 1 Materials
⚡Download Your Week 1 Assignment & Agent Build Materials
⚡Week 1 Assignment Submission
Week 2
Sep
10
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)
Sep
11
Office Hours & Q&A
⚡Download Week 2 Materials
⚡Download Your Week 2 Assignment & Agent Build Materials
⚡Week 2 Assignment Submission
Free resources
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.
Thu, Sep 3
4:00 PM—7:00 PM (UTC)
Fri, Sep 4
5:00 PM—6:00 PM (UTC)
Thu, Sep 10
4:00 PM—7:00 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
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Reimbursement
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Everything L&D needs: email template, receipts, and certificate of completion.
Get reimbursedTeam discount
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