Prompt Engineering for Finance Training in San Francisco, USA

This raining teaches finance professionals how to effectively use prompt engineering to streamline financial analysis, automate documentation, interpret reports, and generate insights using ChatGPT. The program focuses on crafting prompts for real-world finance tasks and ensuring accuracy, consistency, and compliance in outputs.

Foundations of Prompting in Finance

  Introduction to ChatGPT and its role in finance workflows

  Understanding LLM behavior in structured environments

  Writing basic prompts for:

  Summarizing financial documents

  Extracting data from reports or PDFs

  Explaining financial concepts in plain language

  Use of roles and formatting in financial prompts (e.g., “Act as a financial analyst”)

  Handling financial jargon and terminologies

  Using templates to standardize outputs (e.g., risk summaries, executive briefings)

Advanced Use Cases and Automation

  Designing prompts for scenario-based analysis and forecasting

  Prompting ChatGPT to review balance sheets, income statements, and KPIs

  Creating prompts for audit support and compliance checks

  Risk identification and red-flag analysis using prompt logic

  Batch processing and templating for financial automation (via API or tool integrations)

  Ethical considerations and limitations in finance-related AI usage

Hands-On Activities