AI for Finance Professionals

From data to actionable insights

Program flyer
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Next available date: 10 June

 

How do you capture data and turn it into a valuable business asset? In an era marked by ever-accelerating technological advancements, the integration of Artificial Intelligence (AI) into the finance industry has become a transformative force. This two-day training is tailored to equip finance professionals with the knowledge and practical skills required to harness the power of AI in their work. By the end of this program, the participants should have a solid understanding of AI fundamentals, hands-on experience with AI tools and frameworks, and insights into how to leverage data within their organization and beyond, and use AI to enhance their work.

How you will benefit

  • Gain a solid understanding of AI fundamentals and their application in the finance industry
  • Learn more about up-to-the-minute, key AI technologies: Machine Learning, Deep Learning, Natural Language Processing, Large Language Models (ChatGPT)
  • Investigate how to use machine learning in finance: credit scoring, fraud detection, risk assessment
  • Gain hands-on experience with cutting-edge AI tools and frameworks
  • Increase your awareness on ethical considerations of AI and regulatory compliance
  • Make informed, strategic decisions by integrating key AI management insights into the way your organization operates.

Program length
2 days

Day 1 09:00 – 17:30
Day 2 09:00 – 17:30

Next step
We offer carefully crafted learning paths designed to help you dive deeper into various facets of finance. Take the next step in your professional learning path by choosing one or more of our specialized programs, for example:

Day 1 | Introduction and Program Overview, A Short History of AI, Neural Networks and Deep Learning

Introduction and Program Overview

  • AI in the world around us today
    • AI in our pocket: how we use AI in our day-to-day lives, and often take it for granted
    • AI in your environment.
      • Customer service and voice recognition. Help desks. Phone assistants. Conversational customer agents. Live Chat. Medical assistance. Visual search. Augmented reality.
      • Self-driving cars. Driver assistance. Autonomous vehicles.
    • AI unseen: how AI is used to make decisions about us, often unknowingly.
  • Opportunities for AI in business and in the financial sector
  • Key AI technologies today:
    • Machine Learning
    • Deep Learning
    • Natural Language Processing, Google, PageRank
    • Voice recognition
    • Facial recognition
    • Large Language Models such as ChatGPT

A Short History of AI

Neural Networks and Deep Learning

  • Vision and voice recognition
  • Neural Networks in a visual, interactive setting

Day 2 | Data as a Resource, Applications of Machine Learning in Finance, Ethical and Safety Aspects, Large Language Models, ChatGPT

Data as a Resource

  • Organizations fail to realize that they are sitting on a goldmine of data that can be leveraged to cut costs and develop novel business opportunities.
    • Investigating the availability of data in your organization;
    • How to tap into that data as a resource;
    • Challenges: real-world data; “dirty” data, data entry, human error, incomplete data
    • Data imputation and matrix completion
    • Image completion and augmentation

Applications of Machine Learning in Finance

  • Actionable insights from data: examining a number of business cases, including
    • Algorithmic Trading and Portfolio Optimization; covariance among stocks and instruments
    • Credit scoring
    • Fraud detection
    • Risk assessment
    • Insurance claim propensity
    • Market basket analysis
    • Market segmentation

Ethical and Safety Aspects

  • Ethical and legal considerations: personal data, ESG
  • Current legal frameworks in the EU, UK and elsewhere in the world (GDPR, CCPA, PIPL)
  • Comparing and contrasting public and private uses of data; social credit systems and surveillance capitalism
  • Important issues for putting AI into practices, among which:
    • Explainability: black boxes
    • Putting interpretability first; model parsimony
    • Dangers of bias, transparency and fairness
    • Auditability of AI systems
    • Model drift
    • Principles of responsible ML, fairness

Large Language Models, ChatGPT

Only a short while ago, OpenAI launched ChatGPT, a so-called Large Language Model (LLM). It gained widespread adoption and led to much discussion in the media. We examine the players in this new market and ask

  • Who owns the training data?
  • Who owns the interaction data?
  • How can we leverage these technologies in our organizations?
  • What are the legal and compliance concerns?

Program preparation

There is some preparatory work required for this program. Pre-reading materials will be made available on a password protected webpage a few weeks prior to the program.

To ensure maximum benefit from the program for participant and fellow-participants, we strongly advise to prepare prior to attending.

 

The AI for Finance Professionals program is relevant to a wide range of executives who want to better grasp how AI works. Among them:

  • CIOs
  • IT managers
  • Business analysts
  • Risk professionals
  • Investment bankers
  • Any professionals who want to understand how AI can be successfully implemented within their organization

This program does not require technical skills or the ability to program.

Please contact us should you feel the need to verify your level of knowledge.

Is this program not the right fit for you?
We offer other programs which you might find more interesting or useful, such as:


Faculty

Breanndán Ó Nualláin

Breanndán Ó Nualláin teaches Machine Learning and Data Science at the University of Amsterdam. He has special responsibility for the development of computing throughout the curriculum at Amsterdam University College, and is a member of their AI task force. With more than 30 years of experience and over 1,000 academic citations, he brings a deep…

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  • 2 days
  • € 2950
  • Analytical Tools, Future of Finance, Strategy
  • English
  • New

Available dates

Need help?

Find your program here or contact us directly for personal advice:
Call us at +31 20 246 7140 or email us at [email protected].

Program flyer

For a more detailed program description and information regarding faculty please download the program document.


Accreditation

CFA/VBA – PL  credit hours
This program is eligible for 12 PL credit hours as granted by CFA Society VBA Netherlands

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