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

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.

PRICING (without discount):
In-person: $899
Virtual: $799

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.

Click here to 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 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

Passport Program 
Members of any CFA society may attend at the CFA Society Boston member rate. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program.  If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool. 

Registration 
Members and non-members can register via the Quant University, LLC. website here.

Meeting Safety and Responsibility Policy
All registrants and attendees of all CFA Society Boston programming agree to the Meeting Safety and Responsibility Policy. The CFA Society Boston Meeting Safety and Responsibility Policy includes the following:  

• Personal Safety and Security
• Unacceptable Behavior
• Responsible Drinking
• Privacy Policy
• Zero-Tolerance

Click here to register.