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This one-day training program aims to equip finance professionals with both foundational and advanced skills in prompt engineering. Participants will learn how to effectively use generative AI tools to automate processes in areas such as Accounts Payable and General Ledger, without requiring a programming background.
Training Objectives
● Understand the fundamentals of prompt engineering and its relevance in finance.
● Learntocreate effective prompts using both basic and advanced techniques.
● Explore practical applications of AI in finance for automating unstructured content.
● Identify resources and certification opportunities for continued learning.
Introduction to Prompt Engineering
Overview of Prompt Engineering
Definition and significance in AI applications.
Importance of prompts in automating financial processes.
Discussion
How prompt engineering can enhance efficiency in finance.
Crafting Effective Prompts
Techniques for Writing Prompts
Guidelines for creating clear, concise, and effective prompts.
Common pitfalls to avoid when writing prompts.
Hands-on Activity
Participants practice writing prompts for specific financial tasks (e.g., invoice processing, report generation).
Group Feedback
Sharing and discussing created prompts.
Advanced Prompt Techniques
In-Context Learning and Retrieval-Augmented Generation (RAG)
Explanation of how these techniques enhance prompt effectiveness.
Crafting Effective Prompts for Financial Applications
Template-based output formats and preference-driven refinement.
Hands-on Activity
Participants create advanced prompts for specific financial tasks using RAG principles.
Practical Applications in Finance
Exploring Use Cases
Case studies showcasing successful implementation of AI in financial processes.
Discussion on identifying opportunities for automation within participants' roles.
Group Brainstorming Session
Participants identify potential projects or use cases relevant to their work.
Advanced Techniques and Tools
Overview of Advanced Techniques
Iterative refinement, self-consistency, and fact-checking in prompts.
Hands-on Activity
Participants experiment with advanced techniques using provided examples or tools relevant to finance.
Q&A and Wrap-up
Open floor for participants to ask questions and clarify doubts regarding the material covered.
Summary of key takeaways from the training session.
Discussion on next steps for participants interested in further training or implementation of learned skills.