Prompt Engineering for Financial Tasks and Analysis

Transforming Financial Analysis with Prompt Engineering

This 1-day course is meticulously crafted for finance professionals aiming to revolutionize their financial processes and decision-making with AI technologies. By understanding the fundamentals of prompt engineering, participants will learn to create tailored prompts for AI tools that automate repetitive tasks, enhance data analysis, and provide actionable insights. This hands-on course bridges the gap between advanced AI capabilities and practical financial applications, empowering participants to improve efficiency and precision within their organizations.

Practical Applications for Financial Excellence

Through interactive modules, participants will gain the expertise to design prompts that streamline budgeting, forecasting, and financial reporting. In addition to theoretical knowledge, the course emphasizes practical exercises, enabling attendees to apply these strategies in real-world scenarios. By mastering prompt engineering, finance professionals can transform workflows, enhance collaboration, and stay ahead in the rapidly evolving financial landscape.

Remarks: Learners are required to bring an internet-enabled laptop for the course

By the end of this course, participants will be able to:

• Understand Prompt Engineering Fundamentals: Grasp the basics of prompt engineering and its relevance to financial processes.
• Automate Financial Tasks: Design effective prompts for automating tasks such as budgeting, forecasting, and financial reporting.
• Analyze Data with AI: Utilize AI tools and structured prompts to extract actionable insights from complex financial data.
• Optimize Workflows: Integrate best practices of prompt engineering into daily financial workflows, enhancing collaboration and efficiency.
• Enhance Decision-Making: Leverage AI-driven insights to inform strategic financial decisions.

Learning Methodology

Interactive Lectures: Engaging presentations that introduce key concepts.

Hands-On Activities: Practical sessions where participants create and refine prompts.

Group Work: Collaborative discussions to share experiences and insights.

• Real-world scenarios to analyze and develop solutions using prompt engineering.

This course is ideal for:

• Finance Professionals: Looking to enhance their expertise with cutting-edge AI technologies.
• Accountants and Financial Analysts: Interested in automating repetitive financial tasks for improved efficiency.
• Budget and Risk Managers: Seeking to leverage AI tools for data-driven insights and robust financial planning.

"The trainer provided helpful real-world examples and introduced useful prompts that I was previously unaware of."

- Song Ling, Senior Executive, MHA (2024)

"The instructor is patient and clear in his explanation. He uses useful and easy-to-understand examples to illustrate his points."

– Sylvia Sim, Senior Manager (Strategic Engagement), Elections Department

Dwight Nuwan Fonseka – AI and Financial Analytics Expert

Dwight Nuwan Fonseka brings over a decade of expertise in data analytics, machine learning, and AI-driven solutions, with a special focus on transforming financial workflows. Holding a Master's in Education from NTU, Microsoft Certification in SQL, and Advanced Certificate in Learning and Performance (ACLP), Dwight combines deep technical knowledge with a talent for making complex concepts accessible and actionable.

Dwight’s professional journey includes serving as Data Governance Officer at Plano Pte Ltd, where he developed predictive analytics models and implemented data protection frameworks. His extensive experience as an adjunct lecturer at institutions such as Aventis Graduate School has equipped professionals with the skills to harness AI tools for data visualization, financial modeling, and decision-making.

Known for his hands-on approach, Dwight’s courses empower participants to directly apply prompt engineering strategies to their financial operations. His engaging teaching style ensures learners leave with actionable tools to enhance productivity, precision, and financial decision-making.