Upcoming Events

Copilot for Finance Professionals

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.

ChatGPT for Finance Professionals

Participants will gain valuable insights into the mechanics, applications, and best practices of ChatGPT, tailored specifically to the finance industry. By the end of this online course, participants will not only understand the underlying technology of ChatGPT but also how to effectively integrate it into their daily financial operations, enhancing productivity and decision-making.  Whether you're dealing with technical tasks, research, or routine administrative work, this course will equip you with the skills to harness the full potential of ChatGPT in the finance sector.

Generative AI – Fundamentals and Application Examples in Finance

This in-person seminar is designed for investment professionals seeking to understand the fundamentals of generative AI and its real-world applications in finance. Generative AI—which powers tools like ChatGPT—is evolving at an unprecedented pace, with rapidly expanding capabilities, use cases, and adoption across the industry. In this session, you’ll gain the practical knowledge to demystify the technology, understand its capabilities, and learn how to integrate it into your workflows while effectively mitigating risks. The seminar combines foundational theory with practical, concrete examples tailored to the needs of investment professionals. It will begin with an overview of the AI landscape—including the current capabilities and limitations of the technology—along with key considerations related to compliance and privacy. From there, the session will shift into actionable strategies and use cases. These include evidence-based best practices for working with AI and real-world examples of AI applied to core finance tasks—from research and analysis to report generation. By the end of the 3-hours, you will have a clear understanding of how generative AI works, where it adds value, and how to begin applying it responsibly and effectively within your organization and personal workflow. Advance registration open for CFA Society Vancouver members only until June 15.