Mastering Prompt Engineering and NLP – 2-Day Version (Financial Focus)

Transform your financial services expertise with our 2-Day Prompt Engineering and NLP course, designed for professionals to master advanced language models and enhance financial decision-making processes.

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Essential Skills Gained

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Master core prompting techniques for financial services.

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Implement advanced prompting patterns in financial workflows.

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Evaluate and test prompt effectiveness and ethical use.

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Apply multimodal prompting including text and image integration.

Format

  • Instructor-led
  • 2 days with lectures and hands-on labs.

Audience

  • Financial analysts seeking to optimize language model applications.
  • AI professionals in the financial sector looking to enhance NLP skills.
  • IT specialists in banking aiming to integrate AI solutions.
  • Compliance officers interested in ethical AI deployment.

Description

This course focuses on imparting the essential and advanced skills required for mastering prompt engineering and natural language processing, specifically tailored for financial services applications. Spread over two days, it covers core techniques, multimodal prompting, evaluation methods, and addresses ethical considerations in AI, empowering professionals to revolutionize their financial workflows.

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Upcoming Course Dates

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Course Outline

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Day 1: Core Prompting Techniques

  1. Introduction to Large Language Models

  2. Writing Effective Prompts for LLMs

  3. Define Prompt Parameters: Task/Inputs/Outputs/Constraints/Style

  4. Precision Prompting for Financial Use Cases – Build prompts for transaction review and financial client education

  5. The Iterative Nature of Prompting

  6. Prompt Techniques – Chaining, Role Setting, Feedback

  7. Zero-shot and Few-shot Prompting – When to use which

  8. Implementing Zero-shot and Few-shot Techniques in Finance

  9. Chain-of-Thought (CoT) Prompting

  10. CoT Prompting – Financial logic scenarios

  11. Tree-of-Thought (ToT) Prompting

  12. ToT Prompting for Investment Risk Assessment

  13. ReAct Prompting – Reasoning and Action for Financial Tools

  14. ReAct Prompting – Interactive decision-making tasks

  15. CoVe Prompting – Using Embeddings in Financial Contexts

  16. Embedding-Driven Prompting – Leverage client context vectors

  17. Common Prompting Patterns – Instructional, Conditional, Storytelling

  18. Applying Prompting Patterns for Client Communication

Day 2: Multimodal Prompting, Evaluation, and Ethical AI

  1. Introduction to Multimodal Prompting

  2. Text + Image Prompting – Use financial graphs and charts in prompts

  3. Producing File Outputs (PDF/CSV Summaries)

  4. Prompt Evaluation Tools and Metrics – Accuracy, Consistency, Relevance

  5. A/B Testing Prompts for Financial Workflows

  6. Ethical Prompting – Avoiding Bias and Ensuring Fairness

  7. Navigating AI Ethics in Financial Applications

  8. Final Prompting Review and Best Practices

Labs

  • Define Prompt Parameters: Task/Inputs/Outputs/Constraints/Style

  • Precision Prompting for Financial Use Cases – Build prompts for transaction review and financial client education

  • Prompt Techniques – Chaining, Role Setting, Feedback

  • Implementing Zero-shot and Few-shot Techniques in Finance

  • CoT Prompting – Financial logic scenarios

  • ToT Prompting for Investment Risk Assessment

  • ReAct Prompting – Interactive decision-making tasks

  • Embedding-Driven Prompting – Leverage client context vectors

  • Applying Prompting Patterns for Client Communication

  • Text + Image Prompting – Use financial graphs and charts in prompts

  • Producing File Outputs (PDF/CSV Summaries)

  • A/B Testing Prompts for Financial Workflows

  • Capstone Lab – Apply ToT, CoT, ReAct in a Financial Workflow Scenario

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