PGL — Agentic AI Powered Analytics

Programme Suite Overview

Five Programmes. One Direction.

Every programme is built on the 10-Module Agentic AI Analytics Foundation and adapted for a specific professional role — so the tools, use cases, and capstone project speak directly to your day job.

Programme

Duration

Primary Focus

Core AI Stack

Finance ProfessionalsFP&A · Portfolio AI · Agentic Finance

40 hrs / 8 Modules

FP&A · Portfolio AI · Agentic Finance

Claude for Excel, LangChain, Power BI, Power Automate, n8n

Marketing, Sales & CXLead Scoring · Campaign AI · RevOps

38 hrs / 8 Modules

Lead Scoring · Campaign AI · RevOps

Claude, HubSpot AI, Salesforce Einstein, n8n, Zapier

Human ResourcePeople Analytics · Talent AI · HR Automation

36 hrs / 7 Modules

People Analytics · Talent AI · HR Automation

Claude, Power BI, LangChain (basics), Power Automate

Business AnalyticsClaude + LangChain deep track · Multi-agents

44 hrs / 9 Modules

Claude + LangChain deep track · Multi-agents

Claude, LangChain, CrewAI, RAG, MCP, Power BI

Accounts & FinanceAP/AR · Bookkeeping AI · Tax · Audit

36 hrs / 7 Modules

AP/AR · Bookkeeping AI · Tax · Audit

Claude for Excel, Xero AI, QuickBooks AI, Power Automate

Practical Skills

Hands-on use of real AI tools — Claude, Power BI, LangChain, n8n, Zapier — applied to your professional domain from day one. No theory without practice.

No-Code Approach

No programming background required for P1–P3 and P5. You build working AI workflows using no-code and low-code tools throughout each programme.

Agentic AI Capstone

Every programme closes with a role-specific capstone where learners build and present a fully functional AI-powered solution to a simulated panel.

Agentic AI Analytics for Finance Professionals

Low-Code / No-Code AI for FP&A, Financial Modelling, Portfolio Intelligence & Agentic Finance

Audience: CFOs, Finance Managers, FP&A Analysts, Controllers, Investment & Portfolio Professionals

40 hours · 8 Modules · Capstone Project

Programme Tagline

"Transform Excel into an intelligent finance engine — with no coding required"

#	Module	Topics Covered	AI Tools
M1	AI & Data Foundations for Finance3 hrs	AI/ML concepts in finance: forecasting, anomaly detection Data types: structured (ERP, Excel) vs unstructured (PDFs) Excel AI: XLOOKUP, Power Query, dynamic arrays Claude for Excel: natural language to formula Responsible AI in finance: accuracy, auditability	Claude for ExcelMS Excel CopilotPower Query
M2	Financial Analysis with AI5 hrs	Automated FSA: Income Statement, Balance Sheet, Cash Flow AI ratio analysis and peer benchmarking Variance analysis with AI commentary Trend identification and anomaly flagging AI-assisted analyst report from raw financial data	Claude for ExcelClaudeBloomberg Intelligence
M3	AI-Powered Forecasting & Modelling6 hrs	3-statement model built with Claude for Excel AI revenue and cost driver modelling Scenario analysis: Bull / Base / Bear case toggle Sensitivity tables and Monte Carlo via natural language Cash flow forecasting with AI-generated commentary	Claude for ExcelPython / Google ColabAnaplan AI
M4	FP&A Automation with No-Code AI4 hrs	Automating monthly close and MIS reporting Power Automate flows for data collection and distribution Zapier: ERP data to Excel to stakeholder email Automated KPI dashboards from live data sources Zero-touch finance report scheduling	Power AutomateZapierMakePower BI AI
M5	Power BI for Finance Dashboards5 hrs	Financial data modelling: DAX fundamentals P&L, Balance Sheet, Cash Flow interactive dashboards KPI tracking: EBITDA, working capital, DSO AI visuals and smart narratives in Power BI Drill-through reporting for budget holders Power BI AI storytelling and executive summaries	Power BI DesktopPower BI ServiceDAX StudioPower BI AI Visuals
M6	Agentic AI for Finance Decision Support6 hrs	What are AI agents? Autonomous finance workflows Financial research agent using Claude LangChain basics: RAG over financial documents Agent: reads annual reports → outputs investment notes Multi-agent: research + model + report agents	Claude (agentic)LangChainn8nCrewAI
M7	AI Agents for Equity & MF Portfolio Building6 hrs	Value / Growth / Momentum investment philosophies Investor profiling: risk tolerance, time horizon, goals Equity screening agent: 3 philosophy-based filters MF portfolio: core-satellite construction with AI Portfolio monitor and rebalancing agent Automated weekly portfolio briefing and alert system	Claude (agentic)Claude for Exceln8nLangChainPower BI
M8	Capstone: AI Finance Command Centre5 hrs	Automated monthly finance pack: P&L, BS, CF, KPIs AI investor portfolio with rebalancing alert agent Power BI executive dashboard with live AI briefing AI-generated board briefing from model outputs Present to simulated board / investment committee	All programme tools

Graduate Outcomes

Build financial models in Excel using AI without complex formulas

Automate monthly reporting with Power Automate, Zapier, and Claude

Deploy AI agents for financial research and decision support

Create Power BI finance dashboards with AI-generated commentary

Build 3-agent portfolio system: investor profiler, screener, and monitor

Target Job Roles

FP&A Analyst (AI-enabled)

Corporate Finance AI Analyst

Portfolio Analyst (AI-augmented)

Wealth Tech Analyst

Finance Manager (AI-augmented)

CFO / Finance Director (AI-augmented)

Agentic AI Analytics for Marketing, Sales & CX

Low-Code / No-Code AI for Lead Generation, Campaign Analytics, Sales Intelligence & CX Automation

Audience: Marketing Managers, Sales Analysts, CX Leaders, Digital Marketers, Growth Professionals

38 hours · 8 Modules · Capstone Project

Programme Tagline

"Turn customer data into revenue decisions — powered by AI agents"

#	Module	Topics Covered	AI Tools
M1	AI & Data Foundations for Commercial Teams4 hrs	AI in marketing, sales, and CX: real-world use cases Customer data types: behavioural, transactional, demographic Data cleaning and prep with Excel and Google Sheets AI Introduction to Claude for marketing research and content Prompt engineering: CRAFT framework for commercial use	ClaudeExcel CopilotGoogle SheetsHubSpot AI
M2	Customer Segmentation & Persona Intelligence4 hrs	RFM analysis (Recency, Frequency, Monetary) with AI AI-powered customer segmentation from CRM data Building ideal customer profiles (ICP) with Claude Sentiment analysis on customer reviews and survey data Persona-driven content and offer strategy using AI	ClaudePower BIExcel CopilotSalesforce Einstein
M3	Lead Scoring & Sales Intelligence with AI5 hrs	AI lead scoring models: what drives conversion Lead scoring matrix in Excel with AI assistance Predictive pipeline analysis: which deals will close? AI-assisted call summaries and next-step generation Competitive intelligence using AI research agents	ClaudeHubSpot AISalesforce EinsteinPerplexity AI
M4	Campaign Analytics & Performance AI5 hrs	Marketing attribution: first-touch, last-touch, multi-touch AI analysis of Google Ads, Meta Ads, and email campaigns A/B test interpretation with AI commentary CAC and ROAS modelling with Claude for Excel AI-generated campaign performance reports	Claude for ExcelPower BIGoogle Analytics 4Meta Ads AI
M5	Customer Service AI & CX Automation5 hrs	AI chatbot fundamentals: intent, entity, workflow No-code customer service chatbot build Automated ticket classification and routing with AI Sentiment analysis on support tickets for CSAT improvement AI response templates and escalation logic	ClaudeIntercom AIZendesk AIZapierMake
M6	AI Content & Personalisation at Scale5 hrs	Generating personalised marketing content with AI Email sequence automation: personalised at scale Social media content calendar with AI scheduling Dynamic product recommendations using AI Personalisation engines: what they are and how to use them	ClaudeMailchimp AIHubSpot AINotion AICanva AI
M7	Agentic AI for Revenue Operations5 hrs	What is RevOps and how AI transforms it Sales pipeline AI agent using Claude and n8n Automated CRM updates and deal progression tracking Multi-agent: lead researcher + outreach writer + tracker No-code agent builder: your first RevOps agent	Claude (agentic)n8nLangChain (basics)HubSpot AI
M8	Capstone: AI Growth Intelligence Dashboard5 hrs	Unified dashboard: leads, pipeline, conversion, CAC, LTV AI-generated weekly marketing and sales briefing Agentic workflow: data to insight to action automatically CRM + Ads + Email unified intelligence system Present findings to simulated leadership team	All programme tools

Graduate Outcomes

Build AI lead scoring and segmentation models without coding

Automate campaign performance analysis with AI commentary

Deploy no-code AI chatbots and CX automation workflows

Create unified revenue intelligence dashboard in Power BI

Build agentic AI for sales research, outreach, and pipeline management

Target Job Roles

Marketing Analytics Manager

AI-Enabled Sales Analyst

CX Automation Specialist

Growth Intelligence Lead

RevOps Manager (AI-augmented)

Agentic AI Analytics for Human Resource Professionals

Low-Code / No-Code AI for People Analytics, Talent Acquisition, Workforce Planning & HR Automation

Audience: HR Managers, CHROs, Talent Acquisition Leads, L&D Professionals, People Analytics Teams

36 hours · 7 Modules · Capstone Project

Programme Tagline

"Use AI to make smarter people decisions — from hire to retire"

#	Module	Topics Covered	AI Tools
M1	AI & Data Foundations for HR Professionals4 hrs	AI in HR: talent, engagement, retention, compliance People data: HRIS, ATS, payroll, survey, performance Excel for HR analytics: pivot tables, XLOOKUP, Power Query Introduction to Claude for HR writing, research, policy Ethical AI in HR: bias, fairness, GDPR, data privacy	ClaudeExcel CopilotGoogle SheetsWorkday (basics)
M2	Talent Acquisition Intelligence with AI5 hrs	AI-powered job description writing and optimisation Resume screening and shortlisting with ethical AI framework Candidate sourcing intelligence using AI research agents Interview question generation with competency mapping Offer letter and candidate communication automation	ClaudeLinkedIn Recruiter AIHireVue (basics)Zapier
M3	People Analytics & Workforce Insights5 hrs	Headcount, attrition, and tenure analytics in Excel / Power BI Diversity and inclusion metrics: how to measure and track AI engagement survey analysis and theme extraction Predictive attrition: identifying flight risk employees Compensation benchmarking with AI-assisted market data	Claude for ExcelPower BIExcel Copilot
M4	Performance Management & L&D AI5 hrs	AI-assisted performance review generation and calibration Goal setting with AI: OKR and KPI structuring Learning needs analysis with AI from performance data Personalised learning path generation using Claude L&D content creation: course outlines and materials with AI	ClaudeNotion AIPower AutomateWorkday Learning (basics)
M5	HR Operations Automation5 hrs	Automating onboarding workflows with no-code tools HR document generation: contracts, policies, letters at scale Leave and absence management automation Payroll query handling with AI chatbot HRIS integration with Power Automate and Zapier	Power AutomateZapierMakeClaudeServiceNow (basics)
M6	Agentic AI for HR Decision Support6 hrs	What are AI agents in an HR context? Talent research agent using Claude HR policy Q&A agent (RAG over HR documents) Workforce planning agent: headcount scenarios and cost impact Multi-agent: recruiter + screener + scheduler	Claude (agentic)n8nLangChain (basics)Zapier
M7	Capstone: People Intelligence Dashboard6 hrs	Power BI dashboard: headcount, attrition, engagement, D&I Automated monthly CHRO report from live HRIS data Agentic workflow: attrition risk alerts to line managers AI onboarding workflow end-to-end automation Present people insights to simulated CHRO and leadership	All programme tools

Graduate Outcomes

Build people analytics dashboards for attrition, engagement, and D&I

Automate talent acquisition workflows from JD creation to offer letter

Deploy AI-powered HR policy Q&A agent using RAG and Claude

Generate personalised performance reviews and L&D plans with AI

Build no-code HR automation in Power Automate, Zapier, and n8n

Target Job Roles

People Analytics Manager

HR Technology Lead

Talent Intelligence Specialist

L&D Content Specialist (AI)

HRBP with AI Competency

Agentic AI for Business Analytics Professionals

Claude + LangChain Deep Track — Intelligent Analytics Agents for Enterprise Decision-Making

Audience: Business Analysts, Data Analysts, BI Managers, Strategy Consultants, Analytics Leads

44 hours · 9 Modules · Capstone Project

Programme Tagline

"Go beyond dashboards — build AI agents that think, analyse, and recommend"

SPECIAL FOCUS — CLAUDE + LANGCHAIN DEEP TRACK — All agents, RAG systems, and multi-agent workflows are built with Claude as the primary LLM and LangChain as the orchestration framework. Suitable for analytics professionals ready to build production-grade AI agents.

#	Module	Topics Covered	AI Tools
M1	AI & Agentic Analytics Foundations4 hrs	The analytics evolution: BI → AI-augmented → Agentic LLMs in analytics: Claude, GPT, Gemini — key differences What are AI agents? Autonomous reasoning, tool use, memory Claude's strengths: long context, analysis, safety LangChain overview: chains, agents, tools, memory, RAG	ClaudeLangChainPythonJupyter Notebook
M2	Advanced Prompt Engineering for Analytics4 hrs	Chain-of-Thought (CoT) prompting for data reasoning Role-Based prompting: Claude as your senior analyst Structured output: JSON, tables, reports from Claude Few-shot and multi-shot prompting for consistent output Building a prompt library for recurring analytics tasks	ClaudeNotion AIPromptLayer
M3	SQL & Data Intelligence with AI5 hrs	SQL fundamentals for analytics: JOINs, CTEs, Window Functions Natural language to SQL: use Claude to write complex queries BigQuery and PostgreSQL for business analytics AI-assisted data quality checking and anomaly detection Building an NL-to-SQL tool with Claude and LangChain	ClaudeBigQueryPostgreSQLLangChain SQL AgentDB Browser
M4	RAG: Making AI Know Your Business Data5 hrs	What is Retrieval-Augmented Generation (RAG)? Building a document Q&A system with Claude + LangChain Vector databases: Chroma and Pinecone basics Indexing business documents: reports, contracts, KPIs Deploying a RAG-powered business analytics assistant	ClaudeLangChainChromaDBPythonGoogle Colab
M5	Building Analytics Agents with Claude + LangChain6 hrs	LangChain agent architecture: ReAct, Plan-and-Execute Giving Claude tools: web search, calculator, SQL, Excel Multi-step reasoning: research → analyse → report Memory in agents: short-term and long-term context Building a competitive intelligence agent from scratch	ClaudeLangChainTavily SearchPythonn8n
M6	Multi-Agent Systems for Business Analytics6 hrs	What are multi-agent systems? Why they beat single agents CrewAI framework: roles, tasks, and crew orchestration Design pattern: Researcher + Analyst + Presenter agents AutoGen basics: conversational agent networks Building a full analytics crew for a business use case	ClaudeCrewAIAutoGen (basics)LangChainPython
M7	Power BI + AI Agents: Insight to Action4 hrs	Connecting Power BI data to Claude via API AI-generated narrative for Power BI dashboards Triggering agent actions from Power BI threshold alerts Embedding Claude insights into Power BI reports Business intelligence meets agentic AI: the full workflow	Power BIClaude APIPower AutomatePython
M8	Deploying & Governing AI Analytics Agents4 hrs	Agent safety: guardrails and hallucination mitigation Logging and audit trail for AI analytics decisions Governance frameworks for AI in business analytics Testing and validating agent outputs before production MCP (Model Context Protocol) for tool integration	ClaudeLangChainMCPAnthropic API
M9	Capstone: Enterprise Analytics Agent6 hrs	End-to-end agentic analytics system build Multi-agent crew: research + analysis + reporting + action RAG over domain-specific business documents Choose domain: Finance, Sales, Supply Chain, or HR Present: agent demo, architecture, governance, outcomes	Claude + LangChain at core — all programme tools

Graduate Outcomes

Build AI agents using Claude and LangChain to autonomously analyse data

Create RAG-powered Q&A systems over company documents and KPIs

Deploy multi-agent systems using CrewAI for complex analytics workflows

Connect Power BI dashboards to Claude agents for automated insights

Design and govern production-ready AI agents with safety and audit frameworks

Target Job Roles

AI Analytics Engineer

Business Intelligence AI Lead

Data & AI Strategy Consultant

LangChain Analytics Developer

Head of Analytics (AI-augmented)

Agentic AI Analytics for Accounts & Finance

Low-Code / No-Code AI for Bookkeeping Automation, AP/AR, Tax Compliance & Financial Reporting

Audience: Accountants, AP/AR Teams, Finance Officers, Controllers, Auditors

36 hours · 7 Modules · Capstone Project

Programme Tagline

"Automate the accounting function — from transaction processing to board reporting"

#	Module	Topics Covered	AI Tools
M1	AI & Data Foundations for Accountants4 hrs	AI in accounting: where it adds most value today Accounting data types: transactions, ledgers, invoices, statements Excel AI for accountants: XLOOKUP, dynamic arrays, Power Query Introduction to Claude for accounting: research, drafting, analysis AI ethics: accuracy, audit trail, professional standards	Claude for ExcelExcel CopilotPower QueryQuickBooks (basics)
M2	Bookkeeping & Transaction Automation5 hrs	Automating journal entry creation from bank data AI-powered invoice data extraction (OCR + AI) Bank reconciliation automation using Excel and AI Chart of accounts management with AI assistance Automated month-end bookkeeping checklist and workflow	Claude for ExcelPower AutomateZapierXero AIQuickBooks AI
M3	Accounts Payable & Receivable AI5 hrs	AP automation: invoice approval workflow with no-code AI AI-powered three-way matching: PO, GRN, Invoice AR automation: invoice generation and AI follow-up emails Debtor ageing analysis and AI-generated collection letters Cash flow forecasting from AP/AR data with AI commentary	Claude for ExcelPower AutomateZapierXero AIMake
M4	Financial Reporting & Period-End with AI5 hrs	Automated P&L, Balance Sheet, and Cash Flow preparation AI-generated management accounts commentary Variance analysis: budget vs actual with AI narrative Board pack automation: data to slides with AI narration Audit file preparation and documentation with AI assistance	Claude for ExcelPower BIClaudePower Automate
M5	Tax Compliance & VAT/GST Automation5 hrs	VAT/GST return preparation with AI-assisted calculations Corporation tax workings with Claude for Excel Automated tax compliance calendar and deadline reminders AI-generated tax planning memos and allowable expense guides HMRC / tax portal integration with Power Automate	Claude for ExcelClaudePower AutomateZapierXero Tax
M6	Audit, Risk & Compliance AI6 hrs	AI-assisted audit planning and risk assessment Automated transaction sampling and anomaly detection Control testing documentation with AI Internal audit report generation using Claude Regulatory compliance monitoring with AI alert systems	ClaudePower AutomateCaseWare (basics)Excel Copilot
M7	Capstone: AI-Powered Accounting Operations6 hrs	Automated bookkeeping: transactions to trial balance AI management accounts with variance commentary Power BI accounting dashboard for CFO / Board AP/AR workflows fully automated end-to-end Invoice to payment to reporting — zero manual steps	All programme tools

Graduate Outcomes

Automate invoice processing, bank reconciliation, and journal entries

Build AP/AR workflows that chase debtors and approve payables without manual work

Generate management accounts and board packs using Claude for Excel and Power BI

Automate VAT/GST return preparation and tax compliance tracking

Deploy AI anomaly detection for audit and fraud risk identification

Target Job Roles

Accounts Automation Specialist

AI-Enabled Financial Controller

Tax Technology Associate

Management Accountant (AI-augmented)

Internal Audit AI Analyst