### COURSE DETAILS This QuantUniversity 1-day course outline covers the essential concepts of Generative AI and LLMs while delving into practical applications with industry case studies and applications in finance. Additionally, it covers important topics like the risks and limitations of LLMs, which is critical for professionals in the financial services industry. This course is geared towards professionals interested in understanding the state-of-the-art in Generative AI, Large Language models and potential applications factoring risk and pragmatic considerations when building and deploying applications. The course will be held **LIVE at the CFA Society Boston offices** with an option to attend the classes virtually over Zoom. Using QuAcademy, our remote-learning platform and Jupyter notebooks, we will practice building AI applications working with financial datasets. **CFA Society Boston has partnered with QuantUniversity to offer this course. This course is eligible for [Professional Learning Credits](https://www.cfainstitute.org/en/membership/professional-development/pl).** **CFA Institute members are eligible for an additional 10% off! Use coupon "CFA10" for a 10% discount on non-member prices.** Note: All courses come with 90-day access to course materials on Qu.Academy from the class-start date. You can extend access to Qu.Academy. ##### Delivery LIVE in Boston, MA or Online ##### Duration 1 Day ##### Hours 8.30-4.30pm EDT, April 16th 2024 **Registration Options** ##### Live Class in Boston,MA ##### Live Virtual Option [**Register**](https://buy.stripe.com/bIY3fD3xnePk50c3cC) ### MODULE 1: THE BASICS Introduction to Generative AI and Large Language models - Understanding the architecture of Generative AI models & LLMs - Using ChatGPT and other LLM models - **Case study 1: Exploring LLMs hosted on QuSandbox** ### MODULE 2: Hands-on exercises Working and optimizing Large Language models - Use cases of LLMs in the financial services industry - Understanding Prompt Engineering and best practices - **Case study 2: Hands-on lab for prompt engineering using Python libraries and OpenAI APIs** ### MODULE 3: CASE STUDIES & PRACTICAL APPLICATIONS IN FINANCE Knowledge Retrieval and Search - Designing an LLM processing pipeline - Use cases for using Generative AI and LLMs using LangChain - **Case study 3: Industry case studies in search, Q/A, and knowledge retrieval in Python** ### MODULE 4: DESIGNING WORKFLOWS USING LANGCHAIN, LLAMAINDEX AND VECTOR DATABASES Building a knowledge retrieval system - **Case study 4: Building a Retrieval Augmented Search system leveraging Vector databases to search content from EDGAR filings** - Risks and privacy considerations when building LLMs and Generative AI systems ### PAST ATTENDEES Past Attendees of QuantUniversity workshops include Assette, Baruch College, Bentley College, Bloomberg, BNY Mellon, Boston University, Datacamp, Fidelity, Ford, Goldman Sachs, IBM, J.P. Morgan Chase, MathWorks, Matrix IFS, MIT Lincoln Labs, Morgan Stanley, Nataxis Global, Northeastern University, NYU, Pan Agora, Philips Health, Stevens Institute, T.D. Securities and many more.. ### PARTICIPANT FEEDBACK Sri was an awesome instructor. He took care of the group's needs and offered different channels to pose questions. Very competent and passionate about this very vast subject and caring about the learning of his students, even if the course was asynchronous - it has been real a pleasure to learn from Sri I really loved the format of this course. The flexibility with respect to time was great as the modules were prerecorded and the possibility to pose questions to the instructor in scheduled Q/A meetings was extremely useful. ### KALIBA BILALA #### CFA I truly enjoyed your recent webinars with the CFA Institute and also learnt a lot. I look forward to more presentations from you. ### Frederic Siboulet #### Managing Director Ernst & Young Global Consulting Services I loved the course. Very well organized, clear and concise delivery, with a lot of practical examples. Abundance of materials, with links to live examples, tools, websites, articles and books. ### Michelle Allade #### Director, Model Risk Management MetaBank ..Very good info and wish all the modules were unlocked so I could binge watch. Comprehensive nature of the curriculum and the layout/sequence, which flowed very naturally. Along these lines, Sri did an effective job of introducing the big picture and alternating between focus on the building blocks and relating those back to the bigger picture.