Elevate Your Career with Agentic AI for Financial Analysis: Mastering ChatGPT, Gemini & Claude Course

  • 16 CPE hours

Step into the next generation of financial analysis with practical, AI-powered skills using ChatGPT, Gemini and Claude. This course equips professionals with the knowledge to leverage Agentic AI to analyse financial data, generate insights, automate repetitive tasks and make faster, smarter business decisions.

Whether you are in finance, accounting, business or management, gain practical AI capabilities that enhance productivity, sharpen analytical thinking and give you a competitive edge in today’s rapidly evolving workplace.

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Upcoming Course Schedule

  • 18 - 19 Jan 2027 (Mon - Tue)
  • Woods Square (SOLO 1)
  • 9am - 6pm
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  • 11 - 12 Feb 2027 (Thu - Fri)
  • Woods Square (SOLO 1)
  • 9am - 6pm
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  • 11 - 12 Mar 2027 (Thu - Fri)
  • Woods Square (SOLO 1)
  • 9am - 6pm
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  • 14 - 15 Apr 2027 (Wed - Thu)
  • Woods Square (SOLO 1)
  • 9am - 6pm
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  • 24 - 25 May 2027 (Mon - Tue)
  • Woods Square (SOLO 1)
  • 9am - 6pm
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Course Details

Agentic AI for Financial Analysis: Mastering ChatGPT, Gemini & Claude

TGS-2026066456

Classroom In-Person Training
2 Days

This course provides a comprehensive roadmap for Data Collection and Analysis, explicitly designed to empower both finance and non-finance professionals to collect, extract, and interpret data according to defined requirements to obtain project and business insights. Participants will master the entire data lifecycle — learning exactly how to identify core business questions to establish these defined requirements before leveraging Excel, Generative AI, and Agentic AI to collect and extract critical data from raw sources.

The curriculum focuses on how to systematically clean, structure, and interpret data through rigorous scenario modeling and interactive dashboards. By synthesizing these analytical findings, learners will transform technical data extractions into clear, stakeholder-ready project and business insights that drive informed decision-making across any department.

This course is tailored for professionals in Singapore seeking to integrate AI automation into their daily financial workflows:

  • Target Job Roles: Financial Analysts, Accountants, Finance Managers, Business Analysts, Project Managers, Operations Directors, and Business Owners.

  • Industry Applicability: Suitable across Banking, Corporate Finance, FinTech, Accounting, Retail, Logistics, and Public Sector roles.

  • Minimum Entry Requirements:

    1. Secondary 4 or equivalent education (literacy and numeracy standards).

    2. At least 1 year of working experience in any sector (preferably related to finance, business, or accounting).

Course Fee & Government Subsidies

Singaporeans aged 40 and above

Course Fee

$1,000

70% SSG Subsidy

- $700

Nett Fee

$300

Singaporeans aged 21 - 39 & PR

Course Fee

$1,000

50% SSG Subsidy

- $500

Nett Fee

$500

Additional Subsidies

SFC

SkillsFuture Credits eligible for Singapore citizens aged 25 & above

UTAP

NTUC UTAP members have up to 50% auto reimbursement on out-of -pocket cost

PSEA

PSEA eligible for Singapore citizens aged below 30

Course Outline

At the end of course, learners will be able to:

  • Define Financial Analysis requirements
    Formulate structured analytical frameworks to address key business questions and operational objectives
  • Collect, extract, and structure financial data (with Excel & GenAI)
    Leverage Advanced Excel, Generative AI, and Agentic AI workflows to collect, extract, and clean raw financial data from disparate sources
  • Perform descriptive analysis and interpretations to generate insights
    Analyze trends, interpret financial ratios, and synthesize technical data into clear business insights
  • Develop a decision-focused dashboard
    Design interactive visual reporting dashboards to track key performance indicators (KPIs) for management
  • Conduct scenario analysis and communicate recommendations
    Conduct dynamic sensitivity/scenario analysis and communicate executive-level financial recommendations

6 Reasons to Learn Agentic AI for Financial Analysis with WLP Academy

Our curriculums are meticulously designed to equip you with essential skills and tools for success. Whether it’s finance, AI, or soft skills, our programs are comprehensive.

Our courses are led by seasoned industry professionals with extensive experience. They offer practical insights and real-world knowledge in every class.

We have empowered many individuals to transform their careers and achieve their professional aspirations. Our alumni have secured positions at leading companies.

Join a dynamic community of learners and professionals. Engage with peers, receive mentorship, and collaborate on meaningful projects.

Our graduates experience tangible benefits, including notable salary increases and career advancements.

Certificate of Completion

Candidates who meet the course requirements, maintain a minimum attendance of 75%, and show competence in the assessments will receive a Certificate of Completion from WLP Academy, as well as distinguished WSQ Statement of Attainment.