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Prompt Engineering for Finance Bespoke Certificate for Andreea...

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Certificate ID: 
800023
Authentication Code: 
00fbc
Certified Person Name: 
Andreea-Maria Cetean
Trainer Name: 
Abhi Ojha
Duration Days: 
1
Duration Hours: 
7
Course Name: 
Prompt Engineering for Finance Bespoke
Course Date: 
26 February 2025 09:00 to 18:00
Course Outline: 

Introduction to Prompt Engineering

Overview of Prompt Engineering

Definition and significance in AI applications.

Importance of prompts in automating financial processes.

Discussion

How prompt engineering can enhance efficiency in finance.

Crafting Effective Prompts

Techniques for Writing Prompts

Guidelines for creating clear, concise, and effective prompts.

Common pitfalls to avoid when writing prompts.

Hands-on Activity

Participants practice writing prompts for specific financial tasks (e.g., invoice processing, report generation).

Group Feedback

Sharing and discussing created prompts.

Advanced Prompt Techniques

In-Context Learning and Retrieval-Augmented Generation (RAG)

Explanation of how these techniques enhance prompt effectiveness.

Crafting Effective Prompts for Financial Applications

Template-based output formats and preference-driven refinement.

Hands-on Activity

Participants create advanced prompts for specific financial tasks using RAG principles.

Practical Applications in Finance

Exploring Use Cases

Case studies showcasing successful implementation of AI in financial processes.

Discussion on identifying opportunities for automation within participants' roles.

Group Brainstorming Session

Participants identify potential projects or use cases relevant to their work.

Advanced Techniques and Tools

Overview of Advanced Techniques

Iterative refinement, self-consistency, and fact-checking in prompts.

Hands-on Activity

Participants experiment with advanced techniques using provided examples or tools relevant to finance.

Q&A and Wrap-up

Open floor for participants to ask questions and clarify doubts regarding the material covered.

Summary of key takeaways from the training session.

Discussion on next steps for participants interested in further training or implementation of learned skills.

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