Agentic AI Fundamentals: AI Agents, APIs, and Workflows

About this course

This course contains the use of artificial intelligence. AI is evolving far beyond simple chatbots. Modern AI systems can reason, remember context, use external tools, retrieve data, and collaborate across workflows.

This Agentic AI fundamentals course is designed to help you understand the basics of Agentic AI. Moreover, it explains how intelligent AI agents are built for practical finance and business workflows.

Are you a student, analyst, finance professional, or someone curious about the future of AI systems?

If so, you’re in the right place. This course offers a structured and beginner-friendly introduction to building AI agents using modern tools and real-world workflows.

You’ll begin by understanding what Agentic AI is, how AI agents operate, and how businesses are increasingly using intelligent systems to automate tasks, retrieve information, analyze data, and support decision-making.

From there, you’ll learn how to configure OpenAI APIs, set up your development environment, and build your first AI agent capable of processing instructions, generating responses, and performing reasoning tasks.

The course then walks you through stateless and stateful AI agents, helping you understand how memory, context retention, and multi-step reasoning improve the capabilities of AI systems.

You’ll also learn how AI agents integrate with tools and APIs to access external data sources. The course includes practical integrations with financial data sources such as Yahoo Finance, YCharts, and SEC Edgar, allowing agents to retrieve financial data, ratios, filings, and market information dynamically.

In addition, you’ll explore multi-agent collaboration systems where specialized agents work together across research, analysis, and reporting workflows similar to real analyst teams.

The course also focuses on responsible AI implementation, including AI safety principles, hallucination prevention, validation techniques,

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