This course will introduce finance professionals to the basics of Copilot, a generative AI-powered assistant, to enhance their productivity and decision-making in various Microsoft applications.
Participants will learn about Copilot features and capabilities, and practice applying use cases with a focus on finance such as data analysis, research, document drafting, presentation creation, and email communication. The course will also cover best practices, tips, and limitations of using Copilot, including prompt engineering as well as some ethical and security considerations.
Pre-registration for CFA Society Vancouver members until May 31.