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Course Overview
Demystify Generative AI for Financial Services is a 5-hour instructor-led course designed to provide financial professionals with a practical understanding of how Generative AI is transforming the industry. Through a combination of lectures, demonstrations, and hands-on exercises, participants will explore the capabilities of Large Language Models (LLMs), evaluate GenAI platforms, and understand how to securely deploy solutions in regulated environments. This course equips attendees with both technical insights and business context to confidently apply GenAI to real-world financial challenges—from compliance automation and fraud simulation to client interaction and risk summarization.
Who Should Attend
This course is recommended for Financial Analysts, Technology Leaders in Finance, Compliance and Legal Teams, AI/ML Practitioners
Course Objectives
- Explore foundational AI concepts and the impact of GenAI on financial compliance and service.
- Learn how to implement Large Language Models for financial document processing and automation.
- Compare GenAI platforms to determine performance, accuracy, and enterprise readiness.
- Examine key architectural patterns for embedding GenAI in regulated financial systems.
Course Outline
- Software Control Management
- Foundations
- The GenAI Toolkit: Models, Vendors, and Evaluation
- Enterprise Architecture Patterns
- Secure Deployment and Capstone Lab
- Additional Content and Labs