Everyday generative AI in finance: safe use
Using ChatGPT, Copilot or your company's assistant without exposing your data or spreading an invented figure: six modules for safe, documented use of generative AI.
Access: an e-mail address is enough, you receive a sign-in code. Free modules need no bank card.
What you will be able to do
- Understand what generative AI does and recognise a hallucination
- Classify data and choose the right tool, respecting professional secrecy
- Structure a professional request and require a verifiable, sourced format
- Check before sharing: recompute figures, go back to the source, second review
- Know the rules that apply: the EU AI Act, the GDPR and DORA
- Apply these habits to business cases: accounting, management control, middle office, compliance
Who it is for
All staff in finance, risk, compliance, middle and back office functions, in banking, insurance and asset management.
Prerequisites
No prerequisites. Having already tried a generative AI assistant is a plus.
Included
- Video with chapters
- PDF slides
- Marked quiz
- Verifiable certificate
Programme
Fundamentals
- 01What generative AI really does
- 02Which data in which tool
- 03Professional prompting in finance
- 04Check before you share
Intermediate
- 05The rules that apply to me
- 06Practical cases by job and final assessment
Training a team? Access for several employees, on quotation. admin@axent-consulting.com