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.
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.
Who Should Attend?
This course is recommended for Financial Analysts, Technology Leaders in Finance, Compliance and Legal Teams, AI/ML Practitioners
- Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
- Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
- Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
- Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
- Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
- Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.
Agenda
- Software Control Management
- Foundations
- The GenAI Toolkit: Models, Vendors, and Evaluation
- Enterprise Architecture Patterns
- Secure Deployment and Capstone Lab
- Additional Content and Labs