ROFESSIONAL CERTIFICATION PROGRAM – 2026 COHORTS

Agentic AI for Business Professionals

Work with AI that works for you.

A 60-hour, hands-on program that takes you from prompting to building working AI agents across Advanced Excel, SQL, Power BI, and Python then applies them to your own function through a 20-hour specialization in Marketing & Sales, Finance, HR, or Analytics.

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60

Hours – 40 core + 20 track

4

Specialization tracks

70%

Spent in hands-on labs

1

Working agent, demoed live

01 / Why

Why this program, why now

AI has moved past chat. Excel, SQL databases, Power BI, and Python can now be driven by AI agents that refresh reports, reconcile data, draft analysis, and route exceptions for human approval.

This program is built for working professionals, not engineers. Every concept is taught through your function’s real data and real workflows, and every participant leaves with working agents they built themselves not just certificates and slides.

PROGRAM AT A GLANCE

→ 60 hours: 40-hr Common Core + 20-hr specialization
→ 7–8 weeks · 2–3 sessions per week · 2–3 hrs each
→ No coding background required to start
→ Sandbox with AI assistants, databases & agent platforms
→ Capstone: a working agentic workflow for your function
→ Certification: Agentic AI Practitioner — [Track]

02 / WHO

Who should attend

The program is designed for working professionals and managers who use data and reports in their daily role. If you can work in Excel, you meet the bar the AI does the heavy lifting while you learn to direct it. Choose the track that matches your function:

For: marketing managers & executives, digital marketers, sales managers, inside sales & SDR teams, CRM administrators, growth and revenue-operations professionals.

  • Lead scoring
  • Funnel dashboards
  • CRM agents
  • Content engines
  • Churn analytics

For: finance managers, FP&A analysts,
accountants, AP/AR teams, controllers,
internal auditors, and anyone who owns
reconciliations, budgets, or month-end
reporting.

  • Auto reconciliation
  • Variance commentary
  • Invoice agents
  • Forecasting
  • Exception reports

For: HR business partners, talent-acquisition
teams, HR-operations and payroll teams, L&D
professionals, and people-analytics
enthusiasts.

  • People dashboards
  • Attrition analytics
  • Survey analysis
  • Onboarding agents
  • Policy Q&A bots

For: business analysts, MIS & reporting
teams, BI developers, data analysts, and
operations analysts who want to move from
building dashboards to building agents.

  • Text-to-SQL
  • Automated EDA
  • Multi-agent pipelines
  • Insight narration
  • Data-quality agents
03 / BENEFITS

What participants gain

Four-tool fluency, AI-accelerated

Advanced Excel, SQL, Power BI, and Python learned with an AI pair at your side, so you reach a productive level in weeks instead of years.

Function-specific depth

Every specialization lab uses realistic data from your world pipelines, ledgers, HRIS records, or warehouses so nothing needs translating to your job.

Build agents, not just prompts

Go beyond chatting with AI. Design agents that plan, call tools, query data, and complete multistep workflows with human approval where it matters.

Governance you can defend

Learn guardrails, privacy, audit trails, and humanin- the-loop design so the automation you build passes review by IT, legal, and audit.

A portfolio, not a certificate alone

Leave with 8–10 working lab artifacts and a demoed capstone agent built on your function’s use case proof you can show your manager on Monday.

Recognized certification

Graduate as a certified Agentic AI Practitioner in your track, assessed on real working deliverables labs, quiz, and a live capstone demo.

04 / IMPACT

How it helps you back at work

WEEK 1

Automate your recurring reports

The weekly tracker, the monthly MIS pack, the same-every-time summary email set an agent to compile, chart, and draft it, and move yourself to review-and-send.

WEEK 1

Ask your data questions in plain English

Stop waiting in the IT/analyst queue. Query CRM, ERP, or HRIS data conversationally through governed text-to-SQL with read-only guardrails you configured yourself.

MONTH 1

Ship dashboards that explain themselves

Deliver Power BI reports with AI-written commentary and threshold alerts, so stakeholders get the “why”, not just the chart automatically, on schedule.

MONTH 1

Redesign one process end-to-end

Apply the BPO method from your capstone: map a workflow, insert agents at the manual steps, keep humans at the judgment steps, and quantify the hours returned.

QUARTER 1

Become your team’s AI lead

Evaluate vendor AI claims credibly, pilot tools safely, write your team’s usage guardrails, and train colleagues the internal champion every function now needs.

CAREER

Future-proof your profile

“Built and deployed AI agents for [function]” is a line very few CVs carry today. Certification plus a demoable portfolio positions you for AIera roles and promotions.

05 / CURRICULUM

Part 1 – Common Core · 40 hours

MODULE

WHAT YOU’LL LEARN & BUILD

HOURS

C1

Foundations of Generative & Agentic AI
How LLMs work, limits & hallucination, the enterprise AI landscape, and what
makes AI “agentic”. Lab: same task on 3 assistants — compare and verify.

4

C2

Prompt Engineering & Context Design
Role–task–context–format structure, few-shot & structured outputs, document workflows. Lab: a prompt library for 5 recurring tasks in your role.

3

C3

Agent Architecture & Your First Agent
Tools, memory, planning loops, MCP & connectors, framework landscape, humanin-the-loop design. Lab: ship a working no-code agent.

5

C4

Agentic AI + Advanced Excel
Power Query, dynamic arrays, Copilot & Python-in-Excel; agents that read, write,
audit and refresh workbooks; AI scenario analysis.

6

C5

Agentic AI + SQL
SQL essentials with an AI tutor; text-to-SQL agents with read-only guardrails;
automated query packs with AI-written summaries.

6

C6

Agentic AI + Power BI
Data modeling & DAX with AI assistance; Copilot in Power BI; agent-generated
commentary, anomaly alerts and automated distribution.

6

C7

Agentic AI + Python
pandas, APIs and notebooks with an AI pair-programmer; build a coded agent
(LangGraph/CrewAI); intro to multi-agent patterns.

7

C8

Business Process Optimization + Responsible AI
Process mapping, agent-suitability scoring, ROI modeling; security, privacy,
prompt injection, audit trails. Core assessment.

3

Common Core total

40

Every specialization applies the full toolset Excel, SQL, Power BI, Python, and process optimization to your function’s own data and workflows, and ends with a demoed capstone.

Part 2 – Choose your specialization · 20 hours

TRACK A

A1 · Agentic GTM landscape & use-case mapping 3 hrs
Agent opportunities across the funnel; CRM copilots and SDR agents; build a competitor-monitoring research agent.
A2 · Applied labs – Excel + SQL for GTM data 4 hrs
Agent-maintained campaign ROI and pipeline-hygiene workbooks; lead scoring; text-to-SQL segmentation, cohort and
churn queries over a CRM database.
A3 · Applied labs – Power BI for Marketing & Sales 4 hrs
Full-funnel dashboard with AI-written commentary (“why did MQLs drop 18%?”) and anomaly alerts pushed to
Teams/Slack.
A4 · Applied labs -Python agents for GTM 4 hrs
Multi-agent content engine (research → draft → edit → schedule) with brand guardrails; churn-risk scoring; connecting
agents to marketing APIs.
A5 · Process optimization + capstone 5 hrs
Capstone: lead enrichment → scoring → personalized outreach draft → CRM update → manager approval, with an ROI business case.

TRACK B

B1 · Agentic finance landscape & use-case mapping 3 hrs
Agents across record-to-report, P2P, O2C and FP&A; why finance agents need stricter controls; build a policy-aware
SOP Q&A agent.
B2 · Applied labs – Excel + SQL for finance data 4 hrs
Automated bank/GL reconciliation; agent-audited workbooks; rolling forecasts; exception queries for duplicate invoices
and unusual journal entries.
B3 · Applied labs – Power BI for finance 4 hrs
P&L and cash-flow dashboards with account hierarchies; budget-vs-actual with AI-generated variance commentary,
distributed automatically.
B4 · Applied labs – Python agents for finance 4 hrs
Invoice-processing agent (extract → validate → draft entry → human approval); cash-flow forecasting on an automated
monthly rerun; audit-trail patterns.
B5 · Process optimization + capstone 5 hrs
Capstone: a month-end close assistant that gathers data, runs reconciliations, drafts variance commentary and routes
exceptions – with controls documentation.

    TRACK C

    C1 · Agentic HR landscape & use-case mapping 3 hrs
    Agents across the employee lifecycle; fairness, bias and privacy obligations; build an HR-policy Q&A agent over the
    employee handbook.
    C2 · Applied labs – Excel + SQL for people data 4 hrs
    Attrition and headcount workbooks; workforce-planning scenarios; privacy-guarded text-to-SQL over an anonymized
    HRIS database.
    C3 · Applied labs – Power BI for HR 4 hrs
    Executive people dashboard (attrition %, time-to-fill, offer acceptance) with AI narrative; recruitment-funnel report on
    automated weekly distribution.
    C4 · Applied labs – Python agents for HR 4 hrs
    Survey-analysis agent (themes → sentiment → summary deck); onboarding orchestrator across IT, payroll and
    managers; rubric-based screening with human review and bias checks.
    C5 · Process optimization + capstone 5 hrs
    Capstone: a recruitment assistant that screens against a rubric, drafts interview questions, schedules and logs
    outcomes – with a fairness and ROI review.

      TRACK D

      D1 · Agentic analytics landscape & use-case mapping 3 hrs
      From dashboards to decision agents; automated EDA, self-serve Q&A, report-writing agents; critique an EDA agent’s
      findings on an unfamiliar dataset.
      D2 · Applied labs – advanced Excel + SQL for analysts 4 hrs
      Parameterized Power Query pipelines; data-validation agents; semantic layers and verified queries for governed textto-
      SQL; AI query optimization.
      D3 · Applied labs – advanced Power BI 4 hrs
      Enterprise-grade semantic model with performance-tuned DAX; AI visuals; an insight-narration agent that emails
      written analysis on KPI breaches.
      D4 · Applied labs – Python multi-agent analytics 4 hrs
      End-to-end automated analysis agent (ingest → clean → analyze → visualize → report); baseline ML model; planner →
      analyst → reviewer → writer systems.
      D5 · Process optimization + capstone 5 hrs
      Capstone: a multi-agent analytics system — automated pipeline + natural-language Q&A + scheduled narrative report —
      with a governance plan.

        06 / DELIVERY

        Format, assessment & tools

        HOW IT RUNS

        7–8 weeks · 2–3 sessions/week, 2–3 hrs each

        60–70% hands-on guided lab
        work every session

        Sandbox provided: AI assistants, sample databases, Power BI workspace, notebooks & no-code agent platform

        Realistic datasets (anonymized/synthetic) per function

        ASSESSMENT &
        CERTIFICATION

        25% – Core quiz + personal agent demo

        30% – Module lab artifacts

        45% – Capstone demo + business case

        Certificate: Agentic AI Practitioner – [Track], at ≥70% with a working capstone

        TOOLING &
        PREREQUISITES

        Assistants: Claude / ChatGPT / Microsoft Copilot

        Stack: M365 Excel (Copilot, Python-in-Excel), PostgreSQL/SQL Server sandbox, Power BI, Jupyter + LangGraph/CrewAI, n8n or Copilot Studio

        Prerequisite: basic computer literacy and working familiarity with Excel – no coding needed