Prompt Engineering for Finance Training Course
Prompt engineering is transforming financial decision-making by leveraging AI for risk assessment, automated financial reporting, and market analysis.
This instructor-led, live training (online or onsite) is aimed at intermediate-level finance professionals and fintech developers who wish to use AI-powered prompt engineering techniques to enhance financial analysis, risk management, and decision-making.
By the end of this training, participants will be able to:
- Understand the fundamentals of prompt engineering in financial applications.
- Leverage AI models for financial forecasting and market sentiment analysis.
- Automate financial reporting and data extraction using AI prompts.
- Develop AI-driven risk assessment models through optimized prompts.
- Ensure compliance and ethical considerations when using AI in finance.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction to Prompt Engineering in Finance
- Understanding prompt engineering and AI models
- Applications of AI-driven prompts in financial analysis
- Overview of AI tools and APIs for finance
Using AI for Financial Forecasting
- Generating financial projections using AI prompts
- Analyzing historical data for trend predictions
- Enhancing accuracy through prompt optimization
Market Sentiment Analysis with AI
- Extracting insights from financial news and reports
- Using NLP-powered prompts for sentiment classification
- Integrating AI-based sentiment analysis with financial models
Automating Financial Reporting
- Generating financial summaries using AI
- Automating data extraction from reports
- Ensuring consistency and compliance in AI-generated reports
Risk Assessment and Fraud Detection
- Developing AI-driven risk assessment models
- Optimizing AI prompts for fraud detection
- Case studies on AI-powered financial risk management
Enhancing Decision-Making with AI
- Leveraging AI for investment strategy optimization
- AI-driven scenario analysis and stress testing
- Best practices for AI-assisted financial decision-making
Ethical and Compliance Considerations in AI-Driven Finance
- Ensuring ethical use of AI in financial services
- AI bias and its impact on financial decision-making
- Regulatory considerations and AI compliance frameworks
Hands-On Labs and Real-World Applications
- Building financial forecast models using AI prompts
- Developing an AI-driven risk assessment tool
- Automating market sentiment analysis
Summary and Next Steps
Requirements
- Basic knowledge of finance and financial analysis
- Experience with data analytics and financial modeling
- Familiarity with AI and machine learning concepts (recommended)
Audience
- Financial analysts
- Risk managers
- Fintech developers
Open Training Courses require 5+ participants.
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Testimonials (2)
Very well adjusted
Michal - GE Aerospace Poland Sp. z o.o.
Course - Prompt Engineering for ChatGPT
I very much appreciated the way the trainer presented everything. I understood everything even if Finance is not my area, he made sure that every participant was on the same page, while keeping up with the time left. The exercises were placed at good intervals. Communication with the participants was always there. The material was perfect, not too much, not too little. He elaborated very well on a bit more complicated subjects so that it can be understood by everyone.
Diana
Course - ChatGPT for Finance
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