Jesus Lopez - datons

Agentes IA en Trading: Noticias & Modelos ML

ENGIE

Iberdrola

University of Oxford

Banco Bilbao Vizcaya Argentaria

Santander

Jesús López

Instructor @LinkedIn Learning | Python Aplicado al Trading Algorítmico

Automatiza el procesamiento de datos financieros con Python para mejorar la eficiencia y precisión.

Automatiza el Análisis de Datos Financieros

Aprende a usar Python para integrar noticias en tiempo real y mejorar las decisiones de trading.

Integra Noticias en Tiempo Real en el Análisis

Desarrolla sistemas automatizados con Python para tomar decisiones financieras basadas en datos.

Construye Sistemas de Decisión Basados en Datos

Everybody is talking about AI. But nobody shows you how to use it for Finance. Pioneer Finance Professionals using ChatGPT, Copilot, Gemini and Python are already boosting their career. How?They are more productive.Their emails and writing look more professionals.They showcase more valuable input to management. You want to stay relevant and secure your career? Join this cohort to be part of the innovative group of Finance Professionals who want to leverage AI for their career. This is the only course to give you the methodology and the use cases to use ChatGPT / Copilot / Gemini for Finance and Accounting.&nbsp;After this course you will be able to do the following: • Give advanced instructions to Generative AI• Use Generative AI for Financial Analysis• Solve the Confidential Data issue• Build your own GPT for Finance• Use Python with Generative AI&nbsp;In this course we show you our secret method to make Financial Analysis on your own data while still using the power of Generative AI.&nbsp;&nbsp;New:We will cover GPT Builder, the underrated function to build your own GPT tailored with your data and documents.Learn how to build your own AI GPT in less than 15 minutes.&nbsp;We will cover the "Advanced Data Analysis" from ChatGPT 4o and ChatGPT 4:With this function you can upload, analyze, edit and download Excel files. We will also provide a Python Learning Training Path for absolute beginners complemented with a collection of 31 Python notebook exercises, useful for finance professionals. Dates:Tuesday 14 January 2025Thursday 16 January 2025 When:15:00 PM New York Time (ET)21:00 PM Berlin Time (CET)12:00 PM Los Angeles Time (PT)

Leverage AI for Finance Analysis to Boost Productivity & Accelerate your Career

<ul><li>Recap of ChatGPT’s input and output formats</li><li>Fine-tuning ChatGPT for domain-specific applications in FP&amp;A</li><li>Advanced text generation techniques using ChatGPT, including controlling output, conditional generation, and prompt engineering</li></ul>

ChatGPT Fundamentals

<ul><li>Overview of Python and ChatGPT for FP&amp;A professionals</li><li>Introduction to Google Colab, a cloud-based Jupyter notebook environment for Python</li><li>Setting up Python environment in Google Colab and familiarizing with its features</li></ul>

Introduction to Python, ChatGPT, and Google Colab

<ul><li>Basics of Python syntax, data types, variables, and basic operations</li><li>Python Libraries (what are they and how to use them)</li><li>Advanced data manipulation with Pandas, including data filtering, aggregation, and transformation</li><li>Exploring advanced NumPy features for numerical computing in FP&amp;A</li></ul>

Python Basics for FP&A Professionals

<ul><li>Quick Introduction to PVM analysis as a key technique in financial performance analysis</li><li>Hands-on exercises for calculating and interpreting PVM effects using Python and Pandas</li><li>Advanced PVM analysis techniques, such as sensitivity analysis and visualization using Python libraries</li></ul>

PVM (Price-Volume-Mix) Analysis with Python and ChatGPT

<ul><li>Overview of three-way financial models for integrated financial statements (Income Statement, Balance Sheet, and Cash Flow Statement)</li><li>Hands-on exercises for building three-way models using Python and Pandas</li></ul>

Building a Three-Way Model with Python & ChatGPT

<ul><li>Recap of the key topics covered in the course</li><li>Tips for further exploration and advanced applications of Python and ChatGPT in FP&amp;A</li><li>Final Q&amp;A session to address any remaining questions or concerns</li></ul>

Conclusion and Next Steps

We will teach you how to upload Excel files into ChatGPT, edit, analyze them and download new Excel files.

New: Analyze Excel files in ChatGPT


We will teach you how to use ChatGPT Pluggins and get the best out of it.

New: ChatGPT Plugins


-ChatGPT for Finance Guide (PDF Guide of 92 pages with 22 use cases for Finance)-1 hour recorded video tutorial to explain you how to start ChatGPT

BONUS: ChatGPT for beginners

Course syllabus

New York Time: 15:00 ETBerlin Time: 21:00 CETLos Angeles Time: 12:00PM PT﻿<ul><li>ChatGPT Fundamentals</li><li>ChatGPT 4</li><li>Create your GPT</li><li>Introduction to Python, ChatGPT, and Google Colab</li><li>Python Basics for FP&amp;A Professionals</li></ul>

Tuesday 14 January, 2025 (2 hours)

New York Time: 15:00 ETBerlin Time: 21:00 CETLos Angeles Time: 12:00PM PT <ul><li>Financial Analysis with Python &amp; ChatGPT</li><li>Automate Finance with Python &amp; ChatGPT</li><li>Conclusion and Next Steps</li></ul>

Thursday 16 January, 2025 (2 hours)

<ul><li>How to start using ChatGPT</li><li>Real use cases for Finance</li></ul> If you have never used ChatGPT, you can go through this video course to get ready for the advanced part!

ChatGPT for Finance Video Course + PDF

Course schedule

You want to use ChatGPT / Copilot / Gemini for Financial Analysis

You have already used ChatGPT / Copilot / Gemini but want to go to the next level

You want to be a pioneer in using technology and Generative AI to boost your work in Finance

Who is this course for

What you’ll get out of this course

We will train you to write complex instructions to ChatGPT / Copilot / Gemini. Once you know how to write to ChatGPT, you will be able to use as your assistant and second brain for finance tasks.

Know how to give advanced instructions to ChatGPT / Copilot / Gemini

You want to know what is the impact on your margin when you change sales volume or the price of product? Learn how to use ChatGPT to perform quick analysis.

Speed-up your financial analysis

You will learn how to use Python for financial analysis without having to learn how to code! This is becoming important for all Finance professionals because this is the language ChatGPT is using when doing its Financial analysis!

Use Python for Financial Analysis without Learning How to Code

Learn how to connect ChatGPT to the Internet and how to use the ChatGPT GPTs.

Connect ChatGPT to the internet

You will get our secret method to make financial and data analysis on your confidential data while still using the power of ChatGPT / Copilot / Gemini.

Learn our secret method to work on confidential data

You get: • 4h Live Course via Zoom with 2 experts ($899 value)• 2h ChatGPT Video Course ($197 value)• 1h Prompt Engineering Video Course ($97 value) • PDF ChatGPT for Finance ($97 value)• Python Crash Course ($199 value)• Booklet ($47 value) Total Value: $1536Price: $599

Save $937 if you enroll now

Learn Advanced Financial Analysis with Generative AI (ChatGPT, Copilot, Gemini and Python)

Nicolas Boucher

Finance Thought Leader with 1 million followers on social media and 15+ years' experience in multinational groups & leading auditing firms

Christian Martinez

Finance Automation Manager at Kraft Heinz Founder of The Financial Fox

Cohort 10

Cohort 11

Over 6 weeks, I will teach the essentials of AI through practical examples, from simple report automation to fine-tuning LLMs for unique use cases. Each weekly session will consist of hands-on examples (with code) that you can adapt to your projects and use cases. 📖 Course Overview: Acquiring a practical understanding of AI through building projects, lectures will center around specific use cases that students can leverage in developing their projects. Students learn the basics of AI, data engineering, machine learning, generative AI, prompt engineering, RAG, fine-tuning, and AI project management. 🎯 Learning Objectives1. Define key terms and concepts associated with AI2. Eﬀectively use AI tools to accelerate existing workflows3. Transform project ideas into valuable prototypes and MVPs with Python4. Develop custom AI systems using OpenAI and Hugging Face APIs5. Identify which AI techniques are best suited to a particular problem ✅ Who should take this course?This course is designed for people at the start of their AI engineering journey. While this can include many backgrounds, basic coding skills (&gt;1 year, preferably Python) are highly recommended. • IT Professionals seeking hands-on experience with AI• Researchers looking to use AI more effectively• Software Engineers building with AI systems• Business Leaders and Product Managers leading AI initiatives and teams• Entrepreneurs building AI-native products and services• Data scientists and ML Engineers new to LLM development and GenAI** **Sessions 1 and 2 will serve as a review for those with a solid grasp of ML and data science concepts. ❌ Who should NOT take this course?• People seeking mathematical and algorithmic details behind AI development.• People who want to learn LLMOps 🧑‍💻 10 example projects we will build in this course... • Automated analytics report emailer• Gmail ETL data pipeline• Machine learning email classifier• Research paper summarizer• LLM-based text classifier• (Local) Document QA Chatbot• Structuring unstructured survey data• Semantic search over Blog Posts• RAG Chatbot with LLM Blog series• Fine-tuning LLM response style

Learn AI by Building It

Provide a brief description for each module as a way to sell the value of what students will be learning throughout the course.

First Module

Second Module

Third Module

Weekly live lectures with instructor and fellow cohort members.

Fridays

(Optional) reading and video content to prepare for the upcoming session.

Session Pre-work

(Optional) weekly homework to put your learnings into practice.

Weekly projects

Technical professionals—Get hands-on experience with AI and build the practical skills you need to advance your career in tech.

Business leaders and product managers—Gain the technical foundation needed to&nbsp;effectively lead AI initiatives&nbsp;and teams.

Entrepreneurs—Learn essential AI and ML engineering skills for developing AI-native products and services.

Create AI systems using machine learning, prompt engineering, fine-tuning, and beyond. Build functional prototypes that demonstrate your AI solutions as POCs.

Build custom projects from start to finish.

Build a solid foundation in Python for AI. Learn to automate tasks, create scripts, and understand key Python concepts that power AI solutions, setting the stage for more advanced AI techniques.

Develop essential Python skills.

Explore the evolution of AI, from Software 1.0 to Software 3.0, and learn how modern AI technologies like LLMs, GenAI, and prompt engineering are transforming industries and shaping the future of intelligent systems.

Understand the AI landscape.

Master a 5-step AI project management framework to guide you from problem formulation to deployment. Learn to structure AI projects efficiently, ensuring successful implementation and measurable results.

Manage AI projects effectively.

This is not about theories and abstract ideas. Rather, the guiding learning principle is to learn by building.

Shaw Talebi

Cohort 1

Cohort 2

AI &amp; Machine Learning Modeling2:00 PM—4:30 PM (EDT) January 7th, 2025&nbsp; Programming with Python2:00 PM—5:00 PM (EDT) January 9th, 2025&nbsp; Machine Learning Data Prep with Python2:00 PM—4:30 PM (EDT) January 14th, 2025&nbsp; Introduction to Machine Learning &amp; AI2:00 PM—4:30 PM (EDT) January 16th, 2025&nbsp; Large Language Models &amp; Fine-Tuning2:00 PM—4:30 PM (EDT) January 23rd, 2025&nbsp; Introduction to RAG – Retrieval Augmented Generation2:00 PM—4:30 PM (EDT) January 30th, 2025&nbsp; Introduction AI Agents2:00 PM—4:30 PM (EDT) February 6th, 2025&nbsp; Build and Launch Your AI Project2:00 PM—4:30 PM (EDT) February 13th, 2025&nbsp; If you’ve missed any, don’t worry—you still have access to the 13 sessions that passed including our On-Demand courses: * Data &amp; Generative AI Literacy*.Data Wrangling With SQL* Linear Algebra* Statistics and Hypothesis Testing* Introduction to Math for Data Science You have access to:* All 13 recordings (30 hours)* All code notebooks ( ~ 20)* All 13 slide decks From AI Novice to Job-Ready AI Skills By the end of this AI Bootcamp, students will transform from AI novices to confident practitioners, equipped with the skills and knowledge to tackle complex data challenges and build sophisticated AI systems. They'll move from understanding basic concepts to applying advanced AI techniques in real-world scenarios, gaining the hands-on experience and expertise needed to drive innovation and lead in the rapidly evolving AI landscape. In this bootcamp, you'll be learning from a leading expert in the field of AI, ensuring that you receive top-tier instruction and insights. The program includes optional on-demand prerequisite courses to build your foundation, followed by 10 live, hands-on sessions that dive deep into AI concepts and applications. You'll have access to take-home exercises to reinforce your learning, and all sessions are recorded so you can revisit the material anytime. Additionally, weekly office hours are available to provide personalized support and help you succeed in mastering the course content.

🚀 Our next AI Mini Bootcamp live session is happening on Tuesday - January 7th

Live Courses: Weekly on Wednesdays

3 optional on-demand prerequisites will be available 2 weeks before the bootcamp start date.

ON-Demand Prerequisites

Held weekly, office hours day may vary based on student cohort preferences.

Weekly Support Office Hours

Each weekly course will include take-home exercises that include solution code notebooks

Weekly Exercises

NOVICES: This course is designed for AI novices, including professionals, students, and enthusiasts eager to dive into the world of AI

ENGINEERS: Software engineers and other technical professionals seeking to deepen their understanding of AI and enhance their skills

Product managers and Builders who want to understand and build AI into their products, leveraging AI-powered innovation to stay competitive

Regardless of your current skill level, this AI bootcamp will help transform you from AI novice to  confident practitioner

In this bootcamp, you'll complete a total of 8 courses, including 5 live, hands-on training sessions and 3 optional prerequisite courses, all taught by a leading expert in the field. You'll also receive code notebooks, comprehensive slides, and access to weekly office hours

A Comprehensive AI Bootcamp with Expert Guidance and Resources

Develop a strong command of Python programming, with a focus on the essential libraries and frameworks used in machine learning. This includes mastering data structures, control flow, and functions, as well as advanced topics like data manipulation with Pandas

Python Proficiency: Gain expertise in Python programming, specifically tailored for machine learning applications.

Build a solid foundation in machine learning by understanding and implementing key algorithms and concepts. You'll explore essential topics such as supervised and unsupervised learning, model training and evaluation, feature engineering, and data preprocessing.

Fundamental ML Concepts: Understand and implement key machine learning algorithms and concepts.

Master the critical techniques for transforming raw data into a format ready for machine learning models. You'll learn how to clean and preprocess data by handling missing values, detecting and removing outliers, normalizing and scaling features, alongside feature engineering

Machine Learning Data Preprocessing: Learn techniques for data cleaning, preparation, and feature engineering.

A deep dive into the architecture and inner workings of large language models (LLMs). You'll explore the foundational principles that power these models, including transformer architecture, attention, and the process of training on vast datasets. In addition to prompt engineerin

LLM Comprehension: Understand the architecture and functioning of large language models (LLMs) and Prompt Engineering

Gain hands-on experience in designing and building sophisticated AI agents that can autonomously perform complex tasks. Learn core principles including how to integrate decision-making algorithms,and create responsive and intelligent agents. Additionally, you'll explore RAG

AI Agent & RAG Development: Learn to design and build AI agents capable of performing complex tasks autonomously.

Each class is hands-on to ensures practical proficiency in Python, ML concepts,, model, LLMs, prompt engineering, AI agents, and RAG,

Over 6 weeks, gain a comprehensive understanding of AI, from foundational concepts in coding and machine learning to LLMs,AI Agents & RAG

Sheamus McGovern

January 2025 AI Mini-Bootcamp

Every business struggles with inefficiency, inconsistent messaging, and manual tasks that take up valuable time. Teams often get bogged down with repetitive work like lead generation, competitor analysis, and data entry, leaving little room for strategic focus. This leads to slow decision-making, increased human error, and missed growth opportunities.This course is designed to solve those problems by teaching you how to leverage AI agents to automate critical but tedious tasks. Imagine having systems in place that not only reduce mistakes but also ensure that your team spends less time on manual work and more time driving business growth. AI agents allow you to scale faster, streamline processes, and maintain brand consistency across all channels. Why You Need This Course:• Automate lead generation and competitor analysis: Say goodbye to the hours wasted on research and data entry, and let AI handle it for you.• Improve accuracy and efficiency: With fewer manual processes, your team will make fewer mistakes and work smarter.• Maximize team focus on strategic goals: Free your team from tedious tasks so they can concentrate on what really matters—driving real results for your business. The Problems This Course Helps You Solve:• Inefficient operations: Your team wastes time on tasks that should be automated.• Inconsistent messaging: With AI, you ensure consistency across every channel, avoiding the misalignment that slows growth.• Growth bottlenecks: By reducing human error and increasing speed, you’ll see faster results without compromising quality.

Let your team tackle high-impact work, not waste time on busywork.

Kick off with an introduction to AI agents and their role in automating GTM strategies. Learn how to identify tasks AI can automate and begin building your AI-driven GTM plan.

Week 1

Dive into hands-on sessions for creating and deploying AI agents. Learn how to automate key GTM processes like lead generation and competitor analysis, without needing any coding experience.

Week 2

Master the skills to scale your AI agents across multiple channels, ensuring consistency and efficiency. We’ll also cover strategies for troubleshooting and optimizing AI agents to ensure ongoing performance.&nbsp;

Week 3

For the final project, you’ll build, deploy, and optimize an AI agent that automates a key part of your Go-to-Market strategy. You’ll gather data, define your goals, and implement a working AI agent that can automate lead generation, competitor analysis, or data management.

Final Project 

Course Structure

CMOs or Senior Marketing leaders who are responsible for scaling marketing efforts across various channels.

Sales Executives looking to automate repetitive sales processes, improve lead scoring, and enable their teams to focus on higher-value tasks

AI and Digital Transformation Leaders leading AI or digital transformation initiatives in mid-to-large businesses.

You’ll learn to create AI agents from scratch, automating tasks like lead generation and follow-ups. Through hands-on projects, you'll actively build workflows that can be applied to real-world business scenarios.

Design and Build AI Agents

You’ll dive into case studies and simulations to understand how AI can improve lead quality, automate scoring, and streamline customer engagement. By the end of the course, you’ll know how to apply AI solutions to boost your team’s productivity.

Apply AI to Solve Marketing Challenges

You’ll experiment with top AI tools and platforms, gaining practical experience in automating repetitive tasks like data entry and competitor analysis. These skills will help you reduce errors and increase operational efficiency.

Optimize Workflows with AI Tools

You’ll learn the step-by-step process for integrating AI agents into existing systems, focusing on scalable solutions that grow with your business. Through interactive assignments, you’ll deploy AI solutions that can handle increased workloads without extra staff.

Implement and Scale AI Systems

Learn how to build AI agents to automate lead gen, competitor analysis, and data entry, boosting your GTM strategy and productivity.

Lightning Lessons

Agentes IA en Trading: Noticias & Modelos ML