Artificial intelligence has come to dominate the finance sector, creating a new market reality. However, a paradox has emerged: despite massive investments in technology, only one in three employees in Poland's financial sector has the practical skills to use AI tools. This full-day, intensive training is a direct response to this challenge.
Our methodology is hands-on from the very beginning. Instead of starting with theory, you will dive straight into the real tasks of a finance professional:
- You will build a simple AI assistant that will fetch current currency exchange rates and prepare a summary for a client based on them.
- You will learn to instantly summarize extensive market reports into a few key takeaways.
- You will practice data verification and quality control of AI-generated responses to ensure your analyses are always reliable.
- You will create a ready-to-use market note complete with sentiment analysis and a risk score.
Only after gaining practical experience will we structure the theoretical knowledge, discussing the principles of AI, best practices, and the key aspects of ethics and security in the regulated financial environment.
This training is for you if: You want to learn how to work effectively with AI quickly and without jargon, you prefer practical exercises over theory, and you want to leave the workshop with a ready-to-use set of tools, templates, and skills for immediate application in your daily work.
The workshop will be led by Krzysztof Mecenseffi, an expert and data architect who combines analytical experience with the practical implementation of AI in corporate environments.
Go to the full training description and register today » (the training is available in Polish)
The training will be held as part of the CFA Society Poland Annual Conference & Workshops 2025.
