Prompt Engineering and Applied Generative AI
This course trains professionals in the emerging discipline of prompt engineering, the ability to craft precise inputs that produce accurate and useful outputs. In financial services, this capability strengthens research, reporting, communication, and coding efficiency. Participants learn structured prompt techniques, advanced workflows, and practical methods to integrate generative AI responsibly into daily roles.
Learning Objectives
By the end of this course, participants will be able to:
- Understand the principles of how large language models (LLMs) generate outputs.
- Write structured prompts that improve clarity, accuracy, and consistency.
- Apply prompt frameworks for summarizing research, drafting reports, and preparing presentations.
- Use iterative prompting to refine outputs for financial analysis and decision-making.
- Explore role-specific prompts for investment banking, asset management, and compliance.
- Combine prompting with Copilot to enhance productivity in Microsoft Office applications.
- Identify and mitigate risks such as hallucinations or misuse of confidential data.
- Apply prompting to accelerate coding, spreadsheet automation, and data analysis.
- Build prompt libraries tailored to organizational workflows and best practices.
- Confidently experiment with prompts to drive innovation within their teams.
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