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AI and agents in finance

Costed use cases from front to back office, agents, tools and method for an insurer's investments.

24
modules
≈ 18 h
of training
€500
the full course, incl. VAT
Start for free

Access: an e-mail address is enough, you receive a sign-in code. Free modules need no bank card.

What you will be able to do

  • Understand language models, their limits and the difference between assistant, workflow and agent
  • Write professional prompts and manage data, risk and compliance
  • Map use cases from front to back and estimate their gains, with stated assumptions
  • Analyse costed cases: front, middle and back office, closing, reporting, internal control
  • Build and defend a business case: full costs, ROI, answers to objections
  • Design, evaluate, govern and industrialise a business agent, from pilot to scale-up

Who it is for

Finance and investment departments, front, middle and back office teams and consultants preparing AI and agent projects.

Prerequisites

No prerequisites for the foundation modules; the advanced modules assume the earlier ones.

Included

  • Video with chapters
  • PDF slides
  • Marked quiz
  • Verifiable certificate

Programme

Fundamentals

  1. 00AI in 2026: from generative AI to agents, what has changed for finance45 min30-question quizFree
  2. 01How a language model works: strengths, limits, hallucinations45 min30-question quizFree
  3. 02Professional prompting applied to finance45 min30-question quiz€50 incl. VAT
  4. 03Overview of tools: assistants, AI embedded in business software, agent platforms45 min30-question quiz€50 incl. VAT
  5. 04Data and AI: reference data, unstructured documents, quality45 min30-question quiz€50 incl. VAT
  6. 05Risk and compliance: AI Act, GDPR, DORA, confidentiality45 min30-question quiz€50 incl. VAT
  7. 06Mapping use cases from front to back, the value / feasibility matrix45 min30-question quiz€50 incl. VAT
  8. 07What AI delivers: value levers and sourced orders of magnitude45 min30-question quiz€50 incl. VAT

Intermediate

  1. 08Front office: research, summarising manager notes, portfolio analysis, ESG45 min30-question quiz€50 incl. VAT
  2. 09Middle office: checking manager flows, reconciliations, anomalies45 min30-question quiz€50 incl. VAT
  3. 10Back office: corporate actions, coupons, OTC confirmations, margin calls45 min30-question quiz€50 incl. VAT
  4. 11Accounting close: reconciliations, entries, account substantiation45 min30-question quiz€50 incl. VAT
  5. 12Variance analysis: automated commentary on results, budget and valuations45 min30-question quiz€50 incl. VAT
  6. 13Reporting: Solvency II QRTs, management reporting, SFDR45 min30-question quiz€50 incl. VAT
  7. 14Internal control and audit: continuous controls, anomaly detection45 min30-question quiz€50 incl. VAT
  8. 15Building and defending the business case: full costs, ROI, objections45 min30-question quiz€50 incl. VAT

Advanced

  1. 16AI agents: architecture (model, tools, memory, planning) and patterns45 min30-question quiz€50 incl. VAT
  2. 17RAG and business knowledge bases45 min30-question quiz€50 incl. VAT
  3. 18Designing a business agent: tools, MCP, IT connection, multi-agent45 min30-question quiz€50 incl. VAT
  4. 19Evaluating and making reliable: tests, guardrails, human in the loop45 min30-question quiz€50 incl. VAT
  5. 20Governance of AI models: AI Act, model risk, ACPR expectations45 min30-question quiz€50 incl. VAT
  6. 21Industrialising: security, costs, operation, build or buy45 min30-question quiz€50 incl. VAT
  7. 22The AXENT method: maturity diagnostic, prioritisation, 8-week pilot, scaling up45 min30-question quiz€50 incl. VAT
  8. 23Complete AXENT Vie case: the investment department's costed AI roadmap, presented to an executive committee45 min30-question quiz€50 incl. VAT
Start for free

Training a team? Access for several employees, on quotation. admin@axent-consulting.com