Prompting the Future : Unlocking the Power of Generative AI (Finance)

Course Modules

Day 1

Introduction to Gen AI and Its Applications

• Introduction to Generative AI and how it revolutionizes finance
• Explore Gen AI’s transformative potential across various finance fields (e.g. streamlining audit processes, predicting financial trends, automated reporting, etc.)

The Power of Prompts

• Understanding the role of prompts in shaping Gen AI’s outputs
• Case studies illustrating prompt-driven AI applications (e.g. generating financial summaries, fraud detection)

Exploring Generative AI Platforms

• Overview of major platforms (e.g., ChatGPT, Gemini, MidJourney, Sora)
• Crafting Effective Prompts
• Prompt engineering fundamentals (Core concepts, such as open-ended prompts, controlled prompts, etc.)
• Prompt dissection and improvement (Analyzing real-world prompts and refining them for better outcomes)
• Prompt engineering for daily tasks ensuring quality outputs (e.g. Creating financial reports, translating documents, etc.)

Hands-on Session

• Practical exercises on crafting and refining prompts (e.g., creating prompts for generating technical documentation and financial reports)

Effective Brainstorming Session

• Objective: Participants to reflect on the day’s learnings and generate ideas for applying Generative AI in their own contexts (with guidance on ideation)
• Activity: Finance-specific brainstorming session, followed by group presentations and discussions.

Closing Remarks & Key Takeaways

Q&A and Discussion

Day 2

Advanced Prompting Techniques

• Apply advanced prompting techniques (e.g. few-shot prompting, prompt chaining)
• Enhancement of LLM reliability (e.g. calling, self-consistency)

Hands-on Session

• Applying advanced prompting techniques in practical scenarios (e.g., creating personalized financial training modules, etc.)

LLM Evaluation and AI Safety

• Implementation of prompting techniques for model safety assessment, bias reduction
• Evaluation of LLMs for tasks (e.g. Text classification, summarization)

Ethical Considerations in Generative AI

• Ethical considerations in AI (e.g., bias, privacy, transparency)
• Implementing ethical AI practices in finance projects

Prompting Tools and Applications

• Explore latest tools and best practices for prompt engineering
• Discuss end-to-end real-world use cases and applications (e.g., financial forecasting, generative AI-powered chatbots, market sentiment analysis, etc.

Kickstarting a Generative AI Project

• Steps for initiating a Gen AI project in finance
• Best practices for project planning and execution
• Collaboration and project management strategies

Effective Brainstorming Session

• Mini Project Showcase: Participants work on prompt engineering mini projects, followed by presentations and discussions.

Closing Remarks and Key Takeaways

Q&A and Discussion