Agentic AI for Finance Certification
Build and Deploy Multi-Agent AI Agents with Harness Engineering, Loop Engineering, Evaluation and Observability
Design, build, evaluate, and deploy production-ready AI agents that analyze financial documents, earnings calls, charts, market data, and compliance workflows
Generative AI is rapidly transforming banking, investment research, wealth management, fintech, insurance, and enterprise finance. But production financial AI requires far more than writing better prompts.
Modern financial systems must reason across SEC filings, research reports, earnings calls, spreadsheets, charts, market data, policies, and time series—all while remaining accurate, explainable, secure, and auditable.
That's where AI agents come in.
Instructor
Nicole Koenigstein is an AI Researcher and Practitioner in Agentic Systems, working across research, consulting, teaching, and direct system implementation to build reliable, production?ready AI systems. Her work focuses on multi-agent architectures, evaluation, safety, and long?term system behavior.
She served as an external evaluator for a European Commission AI Grand Challenge and has advised IOSCO on generative AI in regulated environments. She also serves on advisory boards for leading AI and quantitative finance conferences. Nicole regularly delivers invited talks and technical workshops across academia, industry, and international events.
She is the author of Math for Machine Learning and Transformers in Action with Manning
Publications.
Agenda:
Why Attend?
Build real multimodal AI agents, not simple chatbots
Learn the evolution from Prompt Engineering → Context Engineering → Harness Engineering
Work with financial documents, charts, tables, market data, time series, and earnings call audio
Design AI systems that are secure, explainable, observable, and enterprise-ready
Learn modern evaluation techniques used to improve reliability and reduce hallucinations
Implement production patterns including tools, skills, memory, retrieval, planning loops, verification, and governance
Complete a portfolio-worthy capstone demonstrating real-world financial AI engineering
If you're looking to move beyond prompt engineering and learn how modern financial AI systems are actually built, this bootcamp provides the practical architecture, implementation experience, and production mindset needed to build trustworthy AI agents for finance.