Now let's delegate the pressure of financial data and reports to AI agents.

From enterprise analysis to report automation, an overwhelming workflow from financial experts that changes the game of practice!

Why are vast amounts of financial data and public disclosure data a hindrance that slows down the speed of work?

An “AI partner” that can see through complex information is essential.

“Optimize real-time market data scattered all over the place for your work.”

Your own 'AI reporting agent' structures complex analysis processes and helps you make immediate decisions.

— Identify financial market flows faster than anyone else by summarizing scattered economic indicators

— Catch signs of corporate risk early with real-time news and financial analysis

— Propose financial products that are much more attractive than competitors through customized analysis of customer profiles

— Overwhelmingly speeds up report writing by automating drafts that are repeated every day

We'll give you back time lost in reviewing extensive documents.

Now just add your sharp 'final opinion' that penetrates the risks in the field!

AI for financiers: Credit, Audit, PB, Risk, and Job-specific Practical Prompt Curriculum Features

This is a practical course to build an AI automation system that optimizes time and financial practices that turn complex data into results.

1. Designing prompts tailored to financial practices

Technology that reduces data research time by 90% or more with sophisticated instructions reflecting difficult financial constraints

2. Complete customer-specific financial product proposals

The process of entrusting data analysis to AI agents and maximizing actual contract success rates and profits as key promotion points

3. Capture and analyze credit screening risk signs

Moving away from simple document review to becoming a decision maker that clearly determines approval and rejection with indicators selected by AI

4. AI agent-based report automation workflow

An environment dedicated only to sharp judgments that influence performance by handing over repetitive indicator collection tasks to the system

5. Job-specific practical application and safe compliance guide

The process of fully controlling security risks and solidifying one's position as an irreplaceable veteran leading in the digital finance era

Leave simple data gathering and document summarization to an AI agent.

Now you only need to focus on 'key decisions' that prove your expertise.

The real value of a report = your sharp judgment!

What if you miss important market trends and red flags in the pile of information and documents pouring in every day?

We will teach you a 'repost automation' strategy that adds depth to analysis by capturing only key signals from overflowing data.

About knowledge sharers

I can confidently recommend it to people like this.

— A corporate analyst who wants to quickly select the decisive risk signals of 'credit screening' from vast news data

— PBs and sales representatives who need high-quality proposals reflecting customer-specific asset management strategies and the latest 'tax-legal information'

— Practitioners who want to automate the simple routine of “market conditions and economic analysis” that is repeated every day and immerse themselves in high-value planning work

— Digital personnel who want to go beyond simply using chatbots and introduce an 'AI agent' system throughout the financial business

Are you using AI only as a simple search tool?

Now go beyond the limits of writing complex financial reports by designing an 'AI agent' that understands the practical context.

Course features

STEP 1. Evolving from a simple chatbot to an 'AI partner' well-versed in financial practices

Build a prompt design environment that accurately understands the context of financial operations and proposes optimal products rather than simply answering questions

STEP 2. Real-time data analysis ensures the accuracy and speed of 'credit screening' at the same time

Improve the accuracy of loan review reports by immediately capturing corporate risk signs from extensive news data and analyzing them in depth

STEP 3. Establishing a 'financial dashboard' system that can be understood at a glance

Visually structure economic trends, industry analysis, and competitor comparison data to secure clear decision-making grounds even in complex market conditions

STEP 4. Operation of an 'AI Report Agent' to complete simple repetitive reporting tasks

Reduce manual work time by automating the generation of market information and corporate analysis reports, and focus only on strategic planning

STEP 5. Use of the 'Finance Job-specific AI Practice Package' that is immediately applied to the business

Provides an immediate application guide focusing on actual financial field cases, such as new product FAQs, tax-legal information gathering, and stablecoin strategies

Data is overflowing, so why is work efficiency in place?

When AI is optimized for financial practices, the “core tasks” you need to immerse yourself in become clear.

Beyond simply gathering information, creating an overwhelming “depth of analysis”

Design your own AI agent now!

Expected Questions Q&A

Q. Can I take the course if I don't have a background in AI technology or prompt design?

A. Yes, it's quite possible. Instead of complicated coding or difficult AI theory, this course focuses on securing competencies that financial practitioners can apply directly to the business. It covers practical know-how that goes beyond the simple use of chatbots to turn financial business language into effective AI directives, so even beginners can follow along without problems.

Q. Are there any requirements or required programs to take the course?

A. You don't need to install a separate paid development tool. It is designed so that popular generative AI services such as ChatGPT and Gemini are sufficient to perform financial product analysis and report creation. Since corporate disclosure PDF or Excel data is used during the training process, learning is possible if basic document tools can be used.

Q. Do I need to buy a paid AI solution to take this course

A. No, a separate paid solution subscription is not required. The course covers in-depth research and methodology for designing agent workflows using freely accessible, general-purpose Gen AI tools. It is designed so that it can be immediately applied to practice, so there is no hindrance to learning.

Please check before taking the course!

Since this is a practice-oriented course, it is a good idea to prepare a dual monitor or an extra device that can separate the lecture screen from the practice screen.

Also, since exercises are conducted based on Windows OS, we recommend taking courses in a Windows environment.

Lecture plan and practice files are <00. It is located in the Textbook Download Center> section.

AI for financiers: credit, review, PB, risk, and job-specific practical prompts that can be copied and written directly

AI for financiers: credit, review, PB, risk, and job-specific practical prompts that can be copied and written directly