Cours en Intelligence Artificielle / Comprendre et maîtriser les Outils IA

Agentic AI for Trading and Finance

On-site or online · 3 sessions of 2 hours · 6 hours of training

This course enables finance professionals to understand how artificial intelligence and agentic workflows can be integrated into their financial analysis and trading activities.

Through practical use cases, you will learn how to leverage AI, structure a working environment using your own data and business rules, and design workflows capable of analysing information, interacting with tools and automating specific tasks.

No prior knowledge of artificial intelligence or programming is required.

Objectif

  • Understand the fundamental principles of generative AI, Large Language Models (LLMs) and AI agents.
  • Move beyond prompting towards task delegation and agentic workflows.
  • Structure an AI working environment incorporating context, documents, business rules and data sources.
  • Understand the role of APIs and how AI can interact with external tools.
  • Design an initial agentic workflow tailored to finance and trading use cases.
  • Identify which tasks can be delegated to AI and which require human oversight.

Public

  • Traders
  • Financial analysts
  • Finance professionals looking to integrate AI into their workflows
  • Anyone working with financial data and information who wishes to explore agentic workflows

No prior knowledge of artificial intelligence or programming is required.

Méthode

The course combines theoretical foundations, demonstrations and hands-on exercises based on real-world finance and trading use cases.

Participants will progressively learn how to establish an AI-assisted working environment and move from conversational AI interactions to designing fully functional agentic workflows.

Training takes place in small groups, encouraging discussion, experimentation and the practical application of concepts to participants’ professional activities.

The course is delivered in English but can also be taught in French.

Formateurs

The course is delivered by a specialist in artificial intelligence applied to finance, with a practical focus on the use of LLMs, AI agents and agentic workflows.

Programme

1. Understanding AI and Moving Towards Agentic Workflows

  1. Understand the fundamental concepts of generative AI, LLMs and AI agents.
  2. Explore Claude and Claude Code and their different modes of interaction.
  3. Understand how an AI agent explores, plans, acts and verifies results.
  4. Understand the agentic loop.
  5. Identify which tasks can be delegated to AI and which require human validation.
  6. Address reliability, confidentiality and data security considerations in a financial context.
  7. Hands-on exercise: delegate an initial task to AI.

2. Structuring Context — Projects, CLAUDE.md, Tools and APIs

  1. Understand what an API is and how applications and data sources communicate.
  2. Distinguish between user interfaces and APIs, and understand their respective roles in automation.
  3. Structure a working environment using context, documents, instructions and rules.
  4. Use CLAUDE.md to define persistent instructions and conventions in Claude Code.
  5. Connect AI to external tools and data sources.
  6. Build a business-specific context incorporating terminology, internal rules, constraints and procedures.
  7. Finance and trading use case: analyse market information within a structured environment, incorporating documented sources and validation rules.

3. Building Your First Agentic Workflow

  1. Use Artifacts to quickly create a dashboard, analytical tool, simulator or interactive interface.
  2. Move from prompts to objectives — assign AI a mission rather than a sequence of individual instructions.
  3. Break down complex tasks into manageable steps and define the necessary validation checkpoints.
  4. Understand the differences between traditional workflows, AI-assisted workflows and agentic workflows.
  5. Understand how an AI agent selects and uses tools to achieve a specific objective.
  6. Build a complete end-to-end agentic workflow.
  7. Explore trading use cases, including market monitoring, macroeconomic analysis, multi-source data collection, data processing, report generation and the automation of repetitive tasks.

Prérequis

Participants must bring their own laptop.
No prior knowledge of artificial intelligence is required.
No programming skills are necessary.

 

Certificate of Attendance

Prochaine session

26.01.2027 - 09.02.2027

Attestation de suivi de cours
Voir les informations pour le financement

Tarif: CHF 900 .-

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Informations supplémentaires


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