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Home > IBF-STS > The AI Advantage: A Practical Guide for Brokerages
The AI Advantage:
A Practical Guide for Brokerages
Course Fee applicable to Members of The Society of Remisiers (Singapore) and Vanguard Remisiers
from 7 participating member brokers only
About This Programme
This in-person course equips finance professionals and trading representatives with a practical understanding of Artificial Intelligence (AI) and its applications within the financial services industry.
Through interactive sessions, real-world examples and hands-on creation of use cases, you will acquire the knowledge and skills to use AI tools for more informed decision-making, work productivity and enhanced client communication.
Trainers
Lok YekSoon
Ho Seng Foo
Learning Outcomes
Upon completion of this course, participants will be able to:
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Understand machine learning models and key terminologies
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Applications of artificial intelligence and machine learning
For enquiries and checking other intake dates, contact us at:
register@abmaximus.com
Course Objectives
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Understand the fundamentals of Artificial Intelligence (AI) and Machine Learning (ML)
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Identify financial workplace applications of AI and value add to client communications
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Utilise AI tools to focus financial research, summarise analyst reports and draft email to clients
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Grasp the techniques for drafting effective prompts to extract more relevant and productive outcomes from AI
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Test the use of non-text technical analysis charts with AI tools
Course Outline
Module 1: Demystifying AI & Machine Learning
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Introduction to key AI and ML terminology.
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Focus on real-world examples of AI applications in finance (e.g., fraud detection, sentiment analysis, customer service)
Module 2: Prompt Engineering – What is it and How To
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Grasp the concept of prompt engineering and its impact on AI outputs
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Identify credibility issues and potential bias in prompts.
Module 3: AI tool for Financial Research
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Explore a variety of AI research tools available for stockbrokers.
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Utilise AI tools for deeper analysis of important financial data.
Module 4: AI-assisted Analyst Report Summary
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Leverage AI tools to compare and summarise analyst reports efficiently.
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Identify key insights and investment highlights from reports for more targeted client communications
Module 5: Using charts with AI tools
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Use non-text Technical Analysis (TA) chart with text prompts
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Generate a TA chart for use with text prompt and countercheck outcome for credibility and any bias.
IBF Standards Training Scheme (IBF-STS)
This IBF-STS course is recognised under the Standards Training Scheme (STS) and is eligible for STS claims subject to all eligibility criteria being met.
Please note that in no way does this represent an endorsement of the quality of the training provider and course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
The STS is available to eligible individuals based on the prevalent funding eligibility, quantum and caps. STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$3,000 per candidate per course subject to all eligibility criteria being met.
Find out more on www.ibf.org.sg
SkillsFuture Credit
This programme is eligible for SkillsFuture Credit and this is applicable only for non-company-sponsored individuals on programme fees after IBF-STS funding.
By attending the event, you consent to the use of your photograph and image in any broadcasts of this event. The photographs may be published in the official A.B. Maximus publications and in publicity materials, including the SRS, SAS and SGX websites and social media. All articles, photographs, or video and/or any reproductions of the same in any form, are the property of A.B. Maximus or its associates. It is the responsibility of event participants to remove themselves from group and candid shots/recordings that the photographers/videographers intend to capture, if they do not wish to have their photos/audio-visual recordings taken at the event.