★★★★★
“This course covers complex concepts in a very digestible manner. Highly recommended for anyone looking to enhance their AI skills.”
Hiroshi Tanaka | Machine Learning Engineer at Nexus Innovations
Best Seller
Agentic AI Engineering Course
Agentic AI Engineering Course - Build Autonomous AI Agents for Finance
Taught by an Industry Expert | Hands-On Learning
Learn to build single agents and multi-agent teams that automate financial reports, data research, valuation commentary, and analysis using OpenAI Agents SDK, AutoGen, and live financial APIs.
Topics Covered:
Prompt Mastery, Stateful AI Agents, Memory Enhancement, AI Data Collection, Multi-Agent Collaboration, Guardrails, AutoGen Framework, and more..
Relevant Career Paths:
Artificial Intelligence Analyst, Equity Research Analyst, Financial Analyst, Fintech Analyst, and more..
What's included with enrollment:
- 7+ Hours of Video Tutorials
- Downloadable Resources
- 1-Year Unlimited Access
- Certification Post Completion
Learners from finance, consulting, technology, and Fortune 500 teams
★★★★★
“The course offers a solid foundation in AI engineering. Great mix of theory and practical applications, perfect for aspiring engineers.”
Sofia Rossi | Data Scientist, QuantumTechProgram Overview
Single Agents First. Multi-Agent Teams Next. Finance AI Mastery Always.
The course begins with prompt mastery, OpenAI Agents SDK setup, and building your first single AI agent for finance tasks. You then progress to stateful agents with memory, financial headline summarizers, and stock summary agents - all grounded in concrete finance use cases before moving to advanced multi-agent systems.
Curriculum
Your step-by-step path to building agentic AI systems for finance.
The curriculum is structured to take you from your first agent to coordinating multi-agent research teams with guardrails.
4 phases
7+ hours
50+ Lessons
Real finance mini-projects included
01
Foundations of Agentic AI
Course setup and your first single agent
Getting Started with the CourseCourse introduction, AI agents demo, learning roadmap, and Anaconda environment setup.
34 mins · 4 lessons
OpenAI Agents SDK – Single Agent BasicsConfigure the OpenAI API, build your first AI agent, and create a financial headline summarizer.
1:35 hrs · 10 lessons
02
Memory and Tool Integration
Stateful agents and live financial APIs
Agents with Memory – Contextual Financial AnalysisCompare stateless vs. stateful agents and build a Portfolio Tracker Agent that retains user preferences.
37 mins · 4 lessons
Agents with Tools – Integrating Financial APIsConnect agents to Yahoo Finance, YCharts, and SEC Edgar to fetch live financial data and run real queries.
1:06 hrs · 6 lessons
03
Multi-Agent Collaboration and Safety
AI research teams with guardrails
Multi-Agent Systems – Building an AI Research TeamCoordinate researcher, analyst, writer, and manager agents into an AI research team for Apple Inc.
1:01 hrs · 8 lessons
Guardrails & Agent Handoffs – Ensuring Accuracy & ComplianceBuild guardrails to prevent fabricated financial data, enforce API verification, and handle agent handoffs..
49 mins · 6 lessons
04
Advanced Frameworks and Application
AutoGen workflows and real finance use cases
AutoGen Framework – Multi-Agent Conversations for FinanceDesign finance-oriented agent teams in AutoGen, add Human Proxy and PR Agents, and run an Investment Committee Debate.
1:05 hrs · 8 lessons
Course Wrap-Up – Applying Agentic AI in FinanceApply agents to financial modeling, valuation, equity research, and inside Excel, Power BI, or Python Notebooks.
43 mins · 5 lessons
Phase 1 lays single-agent foundations → Phase 2 adds memory and live financial tools → Phase 3 builds collaborative multi-agent teams with guardrails → Phase 4 applies it all to real finance workflows.
Sample Videos
Preview the learning experience before you enroll.
Preview how each concept blends agentic AI building with practical finance use cases, taught with hands-on examples.
1.2-Course Roadmap
4.1-Tool use in Financial Agents Overview and Goals
4.4-Test Tool-Enabled Agents with Real Financial Queries
5.4-Execute and Coordinate Researcher and Analyst Agents
Course Director
Learn directly from a former investment banker turned AI-for-finance trainer.
Dheeraj Vaidya, CFA, FRM
Co-Founder, WallStreetMojo · View LinkedIn profile →
Ex-JPMorganEx-CLSA Equity AnalystCFAFRMIIT Alumnus20+ Years Of Experience100,000+ Students Trained
Dheeraj Vaidya is an IIT and IIM alumnus with 20+ years of training experience and prior analyst roles at JPMorgan and CLSA. He has trained over 100,000 finance students globally and built the Agentic AI Engineering course to help finance professionals automate research, reporting, and analysis using single and multi-agent AI systems.
Career Outcomes
From manual financial research to engineering autonomous AI research teams.
Finance roles are rapidly shifting toward AI-assisted workflows, and professionals who can build agentic AI systems will lead the next hiring wave.
Career paths our students typically pursue
Artificial Intelligence Analyst30%
Equity Research Analyst20%
Financial Analyst20%
Fintech Analyst15%
AI Automation Specialist15%
✓Prompt Mastery for finance-specific tasks
✓Automate analyst commentary and financial report generation
✓Build AI agents with memory enhancement features
✓AI data collection from Yahoo Finance and SEC Edgar
✓Orchestrate collaboration between researcher, analyst, and writer agents
✓Combine financial tools with AI agents to track assets and run analysis
Fit Check
Is this course right for you?
Use this self-check to know exactly what this Agentic AI Engineering course delivers - and what it does not.
This course is built for:
✓Aspiring finance professionals
✓Freshers looking to boost career growth
✓Experienced professionals upskilling
✓Non-coders wanting AI-powered solutions
✓Finance professionals who want to add ChatGPT and Claude to their workflow
This course is NOT for:
×Learners seeking deep coding bootcamps with no finance focus
×Anyone expecting a no-effort certificate without watching the videos
×People uninterested in finance use cases in AI for finance
×Absolute beginners with zero exposure to accounting or Excel.
LIMITED-TIME OFFER
Ready to build your first autonomous AI agent for finance?
Get the complete Agentic Ai and Engineering Course course for $99 — save $100, today only.
Enroll Now →
Offer Ends in11h : 47m : 50s
Why Choose This Bundle?
The only Agentic AI course built specifically for finance professionals.
Most AI courses teach generic chatbots. This one teaches you to engineer autonomous agents that pull live financial data, write reports, and collaborate as a research team.
Finance-First AgentsMulti-Agent WorkflowsCareer Readiness
Foundations Before Frameworks
You start with single-agent basics in the OpenAI Agents SDK before adding memory, tools, and multi-agent orchestration.
Real Tools, Real Finance APIs
Build agents that pull data from Yahoo Finance, YCharts, and SEC Edgar - not toy demos disconnected from real work.
Practitioner Workflows
Mini-projects mirror real desk work: portfolio tracking, AI research teams for Apple Inc., and investment committee debates.
Bundled Value vs Buying Apart
A structured 8-module path plus projects, assessments, and certificate - at 50% off the original $199 price.
✦
The simple promise
By the end of this Agentic AI Engineering course, you will think like an AI engineer and work like a modern finance professional - building, reviewing, and deploying agents that automate research, reporting, and analysis with confidence.
Smarter Buy
Why pay more - in time or money - to learn Agentic AI Engineering for finance the unstructured way?
Most learners consider two paths before buying a structured bundle: free self-study through YouTube and blogs, or buying individual courses separately. Neither gives you the guided agent-building sequence, finance-specific projects, and certification this bundle delivers.
Alternative A
YouTube + Free Online ResourcesNo sequence, no finance-specific projects, no API integration walkthroughs, no certificate, and no clear outcome$99But high time cost with no guided structure
Alternative B
Individual Course PurchasesBuying Agentic AI and finance courses separately across platforms.$500+Billing | Per course - multiple purchases required
WallStreetMojo recommended choice
Agentic AI Engineering CourseStructured 8-module path with single + multi-agent builds, live finance API integration, guardrails, projects, and certification - all in one place.
$99complete course
Why it wins: Simple takeaway: For $99 you get a complete agent-building path with finance projects, guardrails, multi-agent frameworks, and certification - far better sequenced and lower-cost than piecing together videos or buying individual courses separately.
$100saved
Simple takeaway: WallStreetMojo's Agentic AI Engineering Course gives you hands-on agent-building skills, finance-specific API integration, multi-agent frameworks, guardrails implementation, real-world projects, and a recognized certification - all in one structured 8-module path at an unbeatable price.
Student Feedback
What learners say about WallStreetMojo training
★★★★★
“A fantastic introduction to AI engineering! The course is clear, practical, and provides excellent hands-on experience.”
Isabella SchmidtAI Researcher at DataVisions
★★★★★
“The modules are well-organized and easy to follow. A great starting point for professionals transitioning into AI.”
Kavya SharmaData Analyst, TCS
★★★★★
“The course explains Agentic AI concepts in a simple, hands-on way. Great for anyone wanting real-world AI engineering skills.”
Arjun NairAI Engineer, Infosys
Video Testimonials
Hear directly from learners
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Video Testimonial
Making complex concepts simple to understand
PhilipVerified Learner
Video Testimonial
From searching for affordable online learning to completing an exceptional course experience.
ElvisInvestment Banking Learner
Video Testimonial
From CFA concepts to real-world financial modeling and valuation skills.
George StanleyCFA Level II Candidate
Certification
Earn a WallStreetMojo certificate after course completion.
Add the Agentic AI Engineering certificate to LinkedIn, your resume, and analyst portfolio to showcase skills in single-agent builds, multi-agent collaboration, and finance API integration.
✓ Certificate on course completion
✓ Designed for finance professionals, freshers, career switchers, and upskilling analysts
✓ Demonstrates Agentic AI Engineering and AI-for-finance learning
✓ Supports career growth into AI Analyst, Equity Research, Financial Analyst, and Fintech roles
FAQ
Frequently Asked Questions
These answers cover Agentic AI Engineering scope, prerequisites, finance applications, access, and certification specific to this course.
What is Agentic AI Engineering?
This refers to the process of developing AI-powered agents that can complete specific tasks without any manual effort. This process involves the use of certain elements, like APIs and memory.
How does Agentic AI differ from traditional AI models?
Unlike conventional AI models, agentic AI is autonomous, goal-oriented, and proactive. Moreover, the latter helps in carrying out actions and performing certain tasks in real time. Also, Agentic AI is capable of performing complex tasks, whereas traditional AI typically can perform simple or less complicated tasks that are routine in nature.
What skills will I learn in the Agentic AI Engineering course?
Some key skills that you can learn if you enroll in the course are as follows: AI Data Collection And Research, Combine Financial And AI Tools, Collaboration of Different AI Agents , Build AI Agents With Memory Enhancement Features
What are the real-world applications of Agentic AI?
Some real-world applications of autonomous AI systems are as follows: Automating equity research, Generation of financial reports , Analysis of key financial data, Collecting financial data in real time from different platforms
Does the course cover designing autonomous AI agents?
Yes, this course covers the process of designing autonomous artificial intelligence agents in detail with the help of examples so that you can enhance your practical knowledge. Is prior AI or programming experience required for this course? No, one does not need any prior programming or AI-related knowledge to enroll in the Agentic AI Engineering course.
What career options can I explore after completing the Agentic AI course?
Some noteworthy career options worth exploring are as follows: AI analyst , Financial analyst , Fintech analyst
How can this course help me in terms of career progress?
This course can help you upskill in AI. Precisely, you will learn how to use AI agents effectively to automate tasks and enhance productivity. Given the current scenario where AI skills in finance are in great demand, completing the course and obtaining the certificate can certainly help improve your chances of improving career progress significantly.
Does the Agentic AI Engineering course come with a certificate?
Yes, the course comes with a certificate.
Still could not find your answer?
Send us your question and our team will help you understand whether this course is right for your goals.
Single Agents First. Multi-Agent Teams Next. Finance AI Mastery Always.
Take the complete Agentic AI Engineering journey - from setting up your first agent to orchestrating an AI research team that automates equity research and financial reporting.
Agentic Ai and Engineering CourseEnroll Now →
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