Understanding and Applying AI in Finance:
From Concepts to Practice
Course Overview
A broad overview into AI’s impact on finance, focusing on applications in investment analysis, risk management, and fraud detection. Furthermore, gain hands-on experience with Large Language Models (LLM) for financial document analysis and learn industry-specific prompt engineering techniques for ChatGPT.
Course outline
Types of Generative AI and functions:
- Text-based models (e.g., GPT)
- Image generation (e.g., DALL-E, Midjourney)
- Audio synthesis
Use cases based on industry:
- Investment analysis and research
- AI-powered analysis of earnings calls and financial reports
- Sentiment analysis of market news and social media
- Automated generation of investment research summaries
- Risk assessment and management
- Machine learning models for credit scoring
- AI in market risk prediction and portfolio optimization
- Natural language processing for regulatory compliance
- Fraud detection
- Anomaly detection in transaction patterns
- AI-driven AML (anti-money laundering) systems
- Predictive modeling for insurance claim fraud
Demo for OEM (Original Equipment Manufacturer) LLMs:
- Showcase real-time financial analysis from a few reports
Key Benefits to
Individuals
- Hands-on-experience with techniques for interacting with AI tools (prompt engineering for ChatGPT) and getting to understand the advantages, pitfalls and challenges of AI
Key Benefits to the Organization
- Choosing the right product and application for their use case
- Navigating the challenges and focusing on a specific use case for productivity/cost benefit
Target Audience
- Investment Research Analysts
- Banking Associates
- Corporate Executives
- Insurance Risk
- Managers
- Students and Academics
- IT managers
And any others interested in understanding the world of AI
Facilitators
- Date: Thursday, 10th October 2024
- Time: 8.30 am to 12.30 pm
- Venue: GF 02 Hall, Galle Face Hotel, Colombo 03
Participant fee
- CFA Charterholders and CFA Society Candidate Council Members – Rs. 10,000
- Others – Rs. 15,000
To Join:
Step 1 : Register Here
Register before – 08th of October 2024
Registrations are on a first-come-first-served basis and limited
Step 2: Make payment
Option 1 – Bank Deposit
Deposit the course fee to the following bank account :
- Bank : HNB
- Account Title : CFA SOCIETY SRI LANKA
- Account No : 701010013256
- Swift Code : HBLILKLX
- Bank Code : 7083
- Branch Code : 701 ( Nawam Mawatha )
After making the deposit, email the deposit slip to minura@srilanka.cfasociety.org, including the name of the company and participant details.
Option 2 – Pay Online
- CFA Charterholders and Candidate Council Members : Rs. 10,000
- Non-Members : Rs. 15,000
Missed the program? Click on the button below to download a softcopy of the presentation slides,
Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org