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  • Description
  • Content
  • Target Audience

This course is designed to help participants understand and apply artificial intelligence (AI) in the financial industry. It covers theoretical foundations, practical skills, and tools used for financial data analysis, decision-making, and process automation.

Module 1: Course Introduction and Setup

Overview of the course objectives and ensuring all necessary tools and configurations are in place for smooth and effective learning.

 

Module 2: Introduction to Artificial Intelligence

Introduction to AI, its basic concepts, and an overview of different types of AI to build a solid foundation of understanding.

 

Module 3: Document Intelligence Studio

Familiarization with Document Intelligence, its capabilities, and practical applications through exercises for efficient use in daily tasks.

 

Module 4: MS Copilot and Prompts

Introduction to the concept of prompts, exploration of various methods for creating effective prompts, and demonstration of successful prompting strategies.

 

Module 5: MS Copilot: Financial Boost

Exploring the financial application of AI in daily work and conducting hands-on exercises to demonstrate real-life scenarios.

 

Module 6: Edge and Copilot: A Tandem for Digital Success

Understanding the integration of Microsoft AI solutions into everyday work processes and demonstrating practical applications through exercises.

 

Module 7: Your Digital Assistants: Copilot Studio in Action

Exploring AI agents, their potential applications, and providing practical experience in building AI agents using Copilot Studio.

 

Module 8: Practical Application and Exercises

Applying Microsoft AI solutions in real-life scenarios to solve daily tasks through hands-on exercises.

  • Financial Analysts
  • Banking and Insurance Sector Professionals
  • Accountants and Auditors · Finance Managers and CFOs
  • Entrepreneurs and Startup Founders in the Fintech Sector
  • IT Professionals in Financial Institutions
  • Students of Finance, Economics, and IT
Description

This course is designed to help participants understand and apply artificial intelligence (AI) in the financial industry. It covers theoretical foundations, practical skills, and tools used for financial data analysis, decision-making, and process automation.

Content

Module 1: Course Introduction and Setup

Overview of the course objectives and ensuring all necessary tools and configurations are in place for smooth and effective learning.

 

Module 2: Introduction to Artificial Intelligence

Introduction to AI, its basic concepts, and an overview of different types of AI to build a solid foundation of understanding.

 

Module 3: Document Intelligence Studio

Familiarization with Document Intelligence, its capabilities, and practical applications through exercises for efficient use in daily tasks.

 

Module 4: MS Copilot and Prompts

Introduction to the concept of prompts, exploration of various methods for creating effective prompts, and demonstration of successful prompting strategies.

 

Module 5: MS Copilot: Financial Boost

Exploring the financial application of AI in daily work and conducting hands-on exercises to demonstrate real-life scenarios.

 

Module 6: Edge and Copilot: A Tandem for Digital Success

Understanding the integration of Microsoft AI solutions into everyday work processes and demonstrating practical applications through exercises.

 

Module 7: Your Digital Assistants: Copilot Studio in Action

Exploring AI agents, their potential applications, and providing practical experience in building AI agents using Copilot Studio.

 

Module 8: Practical Application and Exercises

Applying Microsoft AI solutions in real-life scenarios to solve daily tasks through hands-on exercises.

Target Audience
  • Financial Analysts
  • Banking and Insurance Sector Professionals
  • Accountants and Auditors · Finance Managers and CFOs
  • Entrepreneurs and Startup Founders in the Fintech Sector
  • IT Professionals in Financial Institutions
  • Students of Finance, Economics, and IT

Our students for us:

    Meet the instructors

    • Goran Ilieski

      Microsoft Certified Trainer

        20+ years of experience

    Contact