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Course Outline
Introduction to Ollama in Finance
- Understanding local LLM deployment
- Benefits of on-device AI in finance
- Key capabilities and limitations of Ollama
Setting Up Ollama for Financial Environments
- System setup and model installation
- Configuration techniques for financial tasks
- Managing secure environments
Core Finance Use Cases
- Automated financial reporting
- Risk assessment and analysis assistance
- Market summarization and insights
Customizing and Fine-Tuning Models
- Prompt engineering for finance scenarios
- Domain-specific data enhancement
- Balancing accuracy and performance
System Integration and Automation
- API connections and workflows
- Integration with financial systems and tools
- Scripting for automated financial processes
Governance, Security, and Compliance
- Ensuring data confidentiality
- Compliance with financial regulations
- Best practices for secure deployment
Model Evaluation and Validation
- Accuracy measurement techniques
- Risk mitigation and validation workflows
- Continuous model improvement
Operational Deployment and Support
- Monitoring and optimization strategies
- Versioning and updating models
- Resolving common technical issues
Summary and Next Steps
Requirements
- An understanding of financial workflows
- Experience with data analysis or financial systems
- Familiarity with basic AI or machine learning concepts
Audience
- Finance professionals
- Financial IT teams
- Analysts and technical administrators
14 Hours
Testimonials (2)
it has opened my mind to new tool that can help me in creating automation
Alessandra Parpajola - Advanced Bionics AG
Course - Machine Learning & AI for Finance Professionals
I very much appreciated the way the trainer presented everything. I understood everything even if Finance is not my area, he made sure that every participant was on the same page, while keeping up with the time left. The exercises were placed at good intervals. Communication with the participants was always there. The material was perfect, not too much, not too little. He elaborated very well on a bit more complicated subjects so that it can be understood by everyone.
