Workshop on
Financial Analyst 2.0: using LLM tools for daily workflows
Program Overview
This public session will explore how Artificial Intelligence is reshaping the role of finance analysts and transforming the way financial insights, forecasts, valuations, risk assessments, and business decisions are made. Through practical case studies and industry examples, the session will highlight the new skills, tools, and mindsets finance professionals need to remain relevant, add strategic value, and succeed in an increasingly AI-driven finance landscape.
Program Outline
- Introduction: The Future of a Financial Analyst in an AI-Driven World
- Case Study 1: Building Financial Models using Claude Cowork
- Case Study 2: Using Skill modules for investment research and decision-making
- Case Study 3: Customized tool building using LLM APIs
- Panel discussion/fireside chat with industry professionals
- Q&A session
Key Benefits to
Individuals
- Understand how AI is reshaping finance analyst roles and career pathways
- Identify key technical, analytical, and soft skills required to remain competitive
- Gain practical insights through real-world case studies and industry application
Key Benefits to the Organization
- Employees can better interpret economic changes and how they impact the organization
- Understand how AI can improve efficiency, accuracy, and decision-making in finance functions
- Identify opportunities to upskill finance teams for future business needs
- Strengthen organizational readiness for AI-enabled financial analysis and strategy
Target Audience
Facilitators
Head of Global Content
Country Head – Sri Lanka
Uzabase Inc.
Uzabase Sri Lanka
- Date: 03rd June 2026
- Time:9.00 am to 12.00 pm
- Venue: Courtyard by Marriot, Colombo City Center
Register before 1st June 2026
Registrations are on a first-come-first-served basis and limited
Participant fee
- CFA Charterholders – Rs. 10,000
- CFA Society Candidate Council Members – Rs. 10,000
- Others – Rs. 14,000
To Join:
If an invoice is not required, follow the process below
Step 1 : Register Here
Step 2:
Make the payment to the following bank account (Direct Deposit / Fund Transfer) :
- Bank : HNB
- Account Title : CFA SOCIETY SRI LANKA
- Account No : 701010017612
- Swift Code : HBLILKLX
- Bank Code : 7083
- Branch Code : 701 ( Nawam Mawatha )
Step 3:
After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org with your name and the company name (Please note that these details mentioned in the email need to match exactly with registration details.)
- CFA Charterholders and Candidate Council Members : Rs. 12,000
- Non-Members : Rs. 18,000
If an invoice is required, follow the process below
Step 1 : Register Here
(If there are more than 1 participant to register, please register them one by one)
Step 2:
Request an invoice by mentioning details of the participant / participants via minura@srilanka.cfasociety.org (Please note that these details mentioned in the email need to match with registered details.)
Step 3:
Following the invoice shared, Make the payment to the following bank account (Direct Deposit / Fund Transfer):
- Bank : HNB
- Account Title : CFA SOCIETY SRI LANKA
- Account No : 701010017612
- Swift Code : HBLILKLX
- Bank Code : 7083
- Branch Code : 701 ( Nawam Mawatha )
Step 4:
After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org
Missed the program? Click on the button below to download a softcopy of the presentation slides,
Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org