Applied Generative AI Skills for Finance Teams (Synchronous and Asynchronous e-learning)

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Applied Generative AI Skills for Finance Teams (Synchronous and Asynchronous e-learning)

Overview

Course Date:
TBA
Registration Period:
TBA
Duration/Frequency:
16 Hours
Mode of Training:
E-learning (Synchronous), E-learning (Asynchronous)
Venue:
Online
Funding:
Eligible for SkillsFuture Credit

This course gives finance professionals a basic understanding of Gen AI capabilities and provides them with hands-on skills that will be useful in their day-to-day work.

Course Objective

This course builds on the Robotics Process Automation (RPA) course offered by SP and aims to further equip participants with the enhanced skills to leverage on Gen AI to perform knowledge work related to typical Finance functions in any organisation. They will learn how to achieve this through asynchronous and synchronous lessons with hands-on sessions on Gen AI software such as ChatGPT. Instructors with finance experience can coach participants given their common background and point out Gen AI’s limitations. Participants can bring in their own relevant use cases for guidance from instructors, providing win-win opportunities as instructors would also hear how Gen AI is used in industry.

Course Outline

By the end of the course, participants will be able to:

Apply Generative AI on use cases or work scenarios, like those it covers
Identify suitable work internal processes, Gen AI can be applied in
Develop their own Generative AI prompts for internal processes using knowledge and skills taught

Topics to be covered

Introduction to Generative AI
Use Generative AI to Conduct Research, Summarising Key Points and Creating Presentations
Use Generative AI to Analyse Speeches, Reports, and other Long Form Writing
Use Generative AI to Interpret Data and Identify Patterns or Relationships between Data
Use Generative AI to Extract Share Prices and Business News
Use Generative AI to Analyse Financial Statements
Use Generative AI to Interpret Charts / Graphs
Mentoring- Instructors Coaching or Guiding Participants through Assignments either Online or Face-to-Face

Minimum Requirements

Computer Literate and have Basic Knowledge in MS Office, such as MS Excel

Certification / Accreditation

• Certificate of Attendance (electronic Certificate will be issued)
A Certificate of Attendance will be awarded to participants who meet at least 75% attendance rate

• Certificate of Completion (electronic Certificate will be issued)
A Certificate of Completion will be awarded to participants who pass the assessment and meet at least 75% attendance rate

Suitable for

Data Analysts / Innovation Executives / Family Office Executives / Assistant Wealth Planners / Wealth Planners / Economists / Product Analysts / Product Development Analysts / Research Analysts