Pass · 01
Standard Certification Pass
$849.99USD
- Full access to all 4 live sessions
- Hands-on coding labs
- Session recordings
- Certificate of completion
- Graded capstone project
- Community access
LIVE ONLINE CERTIFICATIONCohort · Aug 2026
Build Agentic AISystems for RealFinancial Workflows.
Learn to design multimodal financial agents, engineer reliable workflows, evaluate AI outputs and apply the security boundaries required for finance.
- Dates
- August 29 — September 13, 2026
- Time
- 08:30 — 14:00 EDT
- Format
- Live online
- Instructor
- Nicole Königstein
Instructor · Live
Nicole Königstein
NK · 26
SESSIONS
04
HOURS
22
SEATS · VIP
10
Passes available from
$849.99USD
VIP Pass · Limited
$1,499.99 · Only 10 available
Ch. 01 — The case§001 / 010
Finance needs more than another AI assistant.
AI already summarises reports, extracts information and helps analyse financial data. The next step is systems that coordinate tools, work across multiple data sources, execute structured workflows and evaluate their own outputs.
This certification is how you build those systems responsibly for financial use cases.
- 01
Build
Create structured agentic workflows for financial tasks. Compose tools, memory and retrieval into reliable pipelines.
- 02
Analyse
Work across financial text, tables, charts, audio and time-series. Reason over evidence, not just prompts.
- 03
Evaluate
Test agent outputs for quality, reliability and risk. Trace tool usage, latency, cost and failure modes.
- 04
Control
Add validation, human oversight and workflow boundaries. Ship systems that operate within finance-grade guardrails.
Ch. 02 — Curriculum§002 / 010
What you will learn.
- 01
Agentic Finance Foundations
Understand how financial agents use tools, memory, retrieval and structured workflows. From prompt engineering to harness engineering.
- 02
Multimodal Financial Agents
Work with 10-Ks, earnings calls, financial tables, charts, dashboards and time-series data across a single reasoning surface.
- 03
Harness & Loop Engineering
Build workflows that plan, execute, evaluate and improve. Verification loops, structured outputs and reliable orchestration.
- 04
Evaluation, Security & Application
Test reliability, define boundaries, protect sensitive data. Deploy agents that satisfy governance and audit requirements.
Source: Official curriculum · Packt Publishing · 2026
Ch. 03 — Experience§003 / 010
A live, guided build experience.
- Step I
Learn
Understand the architecture and design principles.
- Step II
Build
Follow practical demonstrations and complete exercises.
- Step III
Evaluate
Test outputs for accuracy, reliability and risk.
- Step IV
Apply
Adapt the workflows to relevant financial use cases.
Every certification pass includes
- Live expert-led sessions
- Hands-on coding labs
- Learning resources
- Certificate of completion
- Session recordings
- Graded capstone project
- Live Q&A with Nicole
Ch. 04 — Instructor§004 / 010
Live · Keynote
Learn with
Nicole Königstein.
Chief AI Officer & Head of Data Science
Speaker · QuantMinds International
Nicole Königstein is a Chief AI Officer and applied researcher working at the intersection of quantitative finance and machine learning. She leads production AI teams building agentic systems for financial workflows — spanning research, portfolio analysis, compliance and enterprise finance. Nicole is a recognised international speaker on quantitative AI, presenting at events such as QuantMinds International, and has authored technical books and courses on generative AI and time-series modelling. She teaches with a practical, engineering-first perspective: how modern agents are actually built, evaluated and trusted in regulated environments.
“VIP participants also receive a private 30-minute one-to-one session with Nicole.”
On stage · QuantMinds International
Nicole joins the AI-in-finance panel with leading quantitative researchers.
Ch. 05 — Pricing§005 / 010
Choose your certification experience.
Select the level of access and support that best fits your goals.
MOST PERSONALIZED EXPERIENCE
Pass · 04 · Limited
VIP Certification Pass
$1,499.99USD
Limited to 10 participants
- Full access to the live Agentic AI for Finance Certification
- All benefits of the Standard Certification Pass
- Certificate of completion
- Private 30-minute one-to-one session with Nicole
- Discuss your finance use case, workflow or implementation directly with Nicole
The one-to-one session will be scheduled separately. Session availability, scheduling process and participation terms will be shared with VIP purchasers. Advisory and educational only — not financial, investment, legal or business consulting.
Get the VIP Pass→Only 10 VIP Passes available
Prices shown in USD. Eventbrite fees and applicable taxes may be added at checkout. Ticket names and prices are governed by the live Eventbrite inventory. If a tier has sold out, the checkout will indicate the next available option.
Ch. 06 — Who§006 / 010
Designed for professionals building the future of finance.
- 01Finance and investment professionals
- 02Financial analysts and FP&A teams
- 03Banking, insurance and fintech professionals
- 04Risk and compliance professionals
- 05AI and data professionals
- 06Consultants working with financial organisations
- 07Previous Packt GenAI for Finance participants
Alumni note
Completed a Packt GenAI for Finance program? This certification is your next step — from using generative AI tools to engineering complete agentic workflows.
Ch. 07 — Questions§007 / 010
Frequently asked.
Finance professionals, analysts, FP&A teams, risk/compliance leads, and AI/data engineers building agentic systems for financial workflows. Previous Packt GenAI for Finance participants will find this a direct next step.
Ch. 08 — Enroll§008 / 010
Build the skills to engineer finance AI — not just use it.
Join Nicole for a live certification focused on building, evaluating and controlling agentic AI workflows for finance.
VIP access is limited to 10 participants.