Practical AI and prompting for Investment professionals

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Practical AI and prompting for Investment professionals

Instructeur : AI Business School

Inclus avec En savoir plus

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

1 semaine à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

1 semaine à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

Détails à connaître

Certificat partageable

Ajouter à votre profil LinkedIn

Récemment mis à jour !

octobre 2026

Évaluations

5 affectations¹

Noté par l'IA voir l'avis de non-responsabilité

Enseigné en Anglais

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Il y a 4 modules dans ce cours

Welcome to the “Practical AI and prompting for Investment professionals” — a unique, hands-on course designed to help you get practically trained on various job-specific AI use cases and technologies across various modalities. You will discover AI-powered tools to enhance your daily tasks, gaining immediate hands-on experience.

You will: - Intensively practice and apply AI-driven Investment & Asset Management-specific use cases—making AI a daily companion in your workflows and daily job routines. - Start to use AI technologies into your daily sales activities with hands-on exercises in interactive playgrounds and sandbox environments, increasing your confidence to experiment, iterate, and optimize AI-driven tools and technologies right in the course. - Master prompting techniques & discover prompting libraries for different Generative AI models to craft high-impact Investment & Asset Management communications, recruitment campaigns, and talent engagement initiatives—unlocking new ways to attract top candidates and retain stellar employees. - Get inspired by participating in a project to conceptualize a personalized AI use case for your job role. Welcome to the unique “Practical AI and prompting for Investment professionals” course. Just start your AI journey and discover all the fascinating opportunities opened up for you by Artificial Intelligence.

In this module you will get familiar with as well as try out and practice various Investment & Asset Management job-specific AI use cases that are truly relevant to your everyday professional life. You will interact with preconfigured, easy-to-use apps across eight core areas gaining hands-on experience with how AI responds to different inputs. By the end of the module, you will have tangible insights into AI capabilities, access to comprehensive resources detailing the use case areas and 50 Investment & Asset Management-specific examples.

Inclus

2 vidéos15 lectures2 devoirs10 plugins

2 vidéosTotal 7 minutes

Course overview and orientation2 minutes
Typical AI use case areas for your daily job routines4 minutes

15 lecturesTotal 120 minutes

Course Syllabus10 minutes
Module overview10 minutes
Guidance for practical use case exercises10 minutes
Guide for Use case 1: Search5 minutes
Guide for Use case 2: Document analysis5 minutes
Guide for Use case 3: Content creation (text)5 minutes
Guide for Use case 4: Content creation (image)5 minutes
Guide for Use case 5: Content creation (video)5 minutes
Guide for Use case 6: Content translation5 minutes
Guide for Use case 7: Content individualization5 minutes
Guide for Use case 8: Ideation5 minutes
Guide for Use case 9: Data analysis5 minutes
Guide for Use case 10: Workflow automation5 minutes
Eight typical AI use case areas30 minutes
AI Use Case Example for Investment & Asset Management10 minutes

2 devoirsTotal 45 minutes

Assessment for Job specific training15 minutes
AI value assessment30 minutes

10 pluginsTotal 150 minutes

Use case 1: Search15 minutes
Use case 2: Document analysis15 minutes
Use case 3: Content creation (text)15 minutes
Use case 4: Content creation (image)15 minutes
Use case 5: Content creation (video)15 minutes
Use case 6: Content translation15 minutes
Use case 7: Content individualization15 minutes
Use case 8: Ideation15 minutes
Use case 9: Data analysis15 minutes
Use case 10: Workflow automation15 minutes

This hands-on module trains you how to master prompting skills—the new essential way of interacting with AI tools. You’ll practice effective prompting techniques through practical exercises, learning how to craft clear, targeted instructions and avoid common mistakes. By the end, you’ll be able to guide GenAI tools to deliver accurate, personalized, and valuable results for your daily work.

Inclus

1 vidéo1 lecture1 devoir10 plugins

1 vidéoTotal 3 minutes

Module overview3 minutes

1 lectureTotal 30 minutes

Cheat sheet30 minutes

1 devoirTotal 30 minutes

Assessment for Effective Prompting30 minutes

10 pluginsTotal 150 minutes

1) Precisely define the exact deliverable / outcome15 minutes
2) Specify the target audience15 minutes
3) Describe its purpose and why it matters15 minutes
4) Define the exact length15 minutes
5) Provide contextual information and necessary facts15 minutes
6) Specify what to include and what to avoid15 minutes
7) Define your preferred tone and language style15 minutes
8) Specify the format of the output15 minutes
9) Iterate the results 15 minutes
10) Final exercise15 minutes

In this module, you’ll brainstorm, refine, and share a practical AI use case for your organization. You will start by generating targeted Use Case ideas for your industry, function, and primary objective, then refine your idea with details on benefits, impact, risks, and milestones. Finally, you will transform a high-level idea into a structured AI use case concept tailored to a real-world Investment & Asset Management challenge. The result is a well-defined blueprint for a Investment & Asset Management-specific AI use case!

Inclus

1 devoir2 plugins

In this module you will evaluate your abilities and obtain your personal certificate.

Inclus

1 devoir

Instructeur

AI Business School

51 Cours30 985 apprenants

Offert par

AI Business School

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¹ Certains travaux de ce cours sont notés par l'IA. Pour ces travaux, vos Données internes seront utilisées conformément à Notification de confidentialité de Coursera.