Copilot for Finance Professionals

When:  Jun 18, 2025 from 01:30 PM to 04:30 PM (PT)
Associated with  CFA Society Vancouver

This online 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.

Location

Online Instructions:
Url: https://cvent.me/yL2MNw
Login: Member Pre-Registration until May 19
Event Image

Contact

Suzanne Martin
604-986-9856
[email protected]