AI Foundations for Finance Professionals - HKPC Academy
AI Foundations for Finance Professionals
P0000355
HKPC Building 78 Tat Chee Avenue Kowloon
2026-10-07
Ms. WAI 2788 5794

[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.]

Download Course Pamphlet

Programme Highlights

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.

Course Content

  • 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

Date

7 Oct 2026 (Wed)

Time

14:30 – 17:30

Duration

Total 3 hours

Venue

HKPC Building

Medium

Cantonese

Course Fee

HKD 1,500

(We offer group discount for enrolment of 2 or more people, early-bird discount HKD 1,350 will be offered to participants who settle payment by 23 Sep)

Trainer

Ms. Winnie Leung, MBA
Co-Founder, SkillSpark Limited, Founder and CEO, WYNI Technology Limited
Winnie Leung is a serial tech entrepreneur with over 10 years of experience in technology, specializing in AI, machine learning, and data science. As Founder and CEO of multiple AI-driven ventures, she has led transformative projects in natural language processing, predictive analytics, and scalable AI systems for global enterprises.