AI Foundations for Finance Professionals

[Once the course reaches a sufficient number of registrations, we will send the course and payment details to the email address registered by the participants.]
[只提供英文内容]
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課程簡介
This 3-hour introductory course equips finance professionals with a solid understanding of artificial intelligence fundamentals and how to apply AI tools to enhance daily financial workflows.
No prior technical or programming experience is required.
課程重點
- Introduction to AI & Generative AI: What is AI, machine learning, and large language models (LLMs)? How do they work?
- AI in the Financial Services Landscape: Current applications, industry trends, and the future of AI in banking, insurance, and asset management
- Prompt Engineering for Finance: Crafting effective prompts for financial analysis, report drafting, email composition, and meeting summarisation
- Hands-on Workshop: Using AI to analyse financial statements, generate executive summaries, and draft client communications
- AI Ethics, Data Privacy & Responsible Use: Understanding bias, data security, regulatory considerations, and organisational AI governance
- Practical Exercise & Wrap-Up: Participants complete a guided exercise applying AI tools to a real-world finance scenario
日期
2026年10月14日
另設日間班可供選擇: 如未能參加本課程,歡迎報讀另一場 2026年10月7日(星期三)2:30pm至5:30pm 的課程。詳情及報名請按此
時間
7:00pm – 10:00pm
課堂時數
共3小時
地點
九龍達之路78號生產力大樓
語言
廣東話
課程費用 –
港幣1,500元 ( 早鳥優惠 港幣1,350元 *需在9月30日前繳交課程費用 )
導師
伍世棠先生(Thomas Ng Sai-Tong)
智富圈金融科技有限公司執行董事
Skillspark Academy Limited 人工智能課程導師
伍世棠先生擁有逾十二年香港資產管理、基金分銷及金融科技經驗,現為智富圈金融科技有限公司執行董事,並曾任香港最大 B2B 基金分銷平台 Wealth Management Cube 執行董事、OMO 及證監會負責人員,主導盈虧、將認可基金產品線擴大四倍,並以人工智能加快盡職審查與營運。他曾管理數十億港元超高淨值客戶組合,現為香港大學專業進修學院(HKU SPACE)導師,主講資產代幣化、DeepSeek AI 及生成式人工智能於金融應用等課程。持香港科技大學/密歇根大學工商管理碩士、香港大學合規與規管法學碩士。