New CFA Society Boston Professional Learning Offering

ChatGPT, Generative AI and Large Language Models: Risks and Opportunities in Finance

COURSE DETAILS

This QuantUniversity 1-day course outline covers the essential concepts of Generative AI and LLMs while delving into practical applications with industry case studies and applications in finance. Additionally, it covers important topics like the risks and limitations of LLMs, which is critical for professionals in the financial services industry.

This course is geared towards professionals interested in understanding the state-of-the-art in Generative AI, Large Language models and potential applications factoring risk and pragmatic considerations when building and deploying applications.

The course will be held LIVE at the CFA Society Boston offices with an option to attend the classes virtually over Zoom.Using QuAcademy, our remote-learning platform and Jupyter notebooks, we will practice building AI applications working with financial datasets.

CFA Society Boston has partnered with QuantUniversity to offer this course. This course is eligible for Professional Learning Credits.

CFA Institute members are eligible for an additional 10% off! Use coupon "CFA10" for a 10% discount on non-member prices.

Note: All courses come with 90-day access to course materials on Qu.Academy from the class-start date. You can extend access to Qu.Academy.

Delivery

LIVE in Boston, MA or Online

Duration

1 Day

Hours

8.30-4.30pm EDT, April 16th 2024

Registration Options
Live Class in Boston,MA
Live Virtual Option
Register

MODULES 1: THE BASICS

Introduction to Generative AI and Large Language models

  • Understanding the architecture of Generative AI models & LLMs
  • Using ChatGPT and other LLM models
  • Case study 1: Exploring LLMs hosted on QuSandbox

MODULES 2: Hands-on exercises

Working and optimizing Large Language models

  • Use cases of LLMs in the financial services industry
  • Understanding Prompt Engineering and best practices
  • Case study 2: Hands-on lab for prompt engineering using Python libraries and OpenAI APIs

MODULES 3: CASE STUDIES & PRACTICAL APPLICATIONS IN FINANCE

Knowledge Retrieval and Search

  • Designing an LLM processing pipeline
  • Use cases for using Generative AI and LLMs using LangChain
  • Case study 3: Industry case studies in search, Q/A, and knowledge retrieval in Python

MODULES 4: DESIGNING WORKFLOWS USING LANGCHAIN,LLAMAINDEX AND VECTOR DATABASES

Building a knowledge retrival system

  • Case study 4: Building a Retrieval Augmented Search system leveraging Vector databases to search content from EDGAR filings
  • Risks and privacy considerations when building LLMs and Generative AI systems

PAST ATTENDEES

Past Attendees of QuantUniversity workshops include Assette, Baruch College, Bentley College, Bloomberg, BNY Mellon, Boston University, Datacamp, Fidelity, Ford, Goldman Sachs, IBM, J.P. Morgan Chase, MathWorks, Matrix IFS, MIT Lincoln Labs, Morgan Stanley, Nataxis Global, Northeastern University, NYU, Pan Agora, Philips Health, Stevens Institute, T.D. Securities and many more..