Generative AI for Financial Insight: Summarization & Strategy Workshop (with certificate)

What to learn in this workshop?

Designed for professionals and curious learners alike, this session explores how AI-driven summarization and strategic prompting can extract key insights from complex financial data. Learn techniques to interpret earnings calls, market reports, and financial news with speed and clarity. Discover real-world use cases that demonstrate how Generative AI enhances analysis, supports decision-making, and streamlines workflow. Led by industry experts, this hands-on experience equips you with the tools to turn information into impact—redefining how financial strategy is shaped.


Learning Objectives
Equip participants with practical skills to:

•  Use Generative AI to summarize lengthy financial documents

•  Extract key takeaways

•  Generate investment directions based on AI-driven insights


Workshop Agenda

Session 1: Foundations of Generative AI in Finance

•  What is Generative AI?

•  How LLMs (Large Language Models) process financial text

•  Hands-on exercises


Session 2: Prompt Engineering for Financial Summarization

 •  Crafting effective prompts for summarizing financial documents

•  Techniques to extract key metrics, trends, and risks

•  Hands-on exercises


Session 3: Generating Investment Directions from AI Summaries

•  How to guide LLMs to produce strategic investment suggestions

•  Aligning AI output with portfolio objectives

•  Hands-on exercise


Session 4: Building a Mini AI Assistant for Analysts

•  Automating the workflow: from report ingestion to investment memo

•  Hands-on exercises


Workshop Information & Fees:

Date: 26 September 2025

Time: 2:00pm-6:00pm (Call time: 01:45pm)

Venue: Oval Room, Smart-Space FinTech 1, Level 6, Core E, Cyberport 3

Format:   Lecture + Hands-on Exercises + Group Discussion

Target Audience:
 
•  Portfolio managers
•  Quantitative analysts
•  Risk and compliance officers
•  Financial strategists
•  Data scientists in finance

Language: Putonghua

Speaker: Dr. Xu Weidi, Chief Algorithm Engineer, INF Hong Kong Limited

Remarks: Participant are required to bring their laptop for attending the workshops

 Fee:
*Early bird price:
 - HK$1,200 per head (with early bird code: ABSU250926PM)
Promotion Period: This offer is valid from now until 12 September 2025.

*Regular price:
- HK$1,500 per head.

 
*Cyberport Community Start-ups, including Cyberport current incubatees, current CCMF grantees, and Cyberport alumni. The individuals are required to pay 100% of the training fee in advance and reimburse 75% of the training fee from Cyberport through the following two funding schemes upon successful completion of the training (MUST NOT be absent or late for more than 15 minutes per module):

1. Incubation Programme for Smart Living Start-ups (CLP-SLS): please refer to the Guides and Notes for reimbursement requirements, process and details at https://bit.ly/4n2Gh1r; or

2. Market Development Support Scheme (MDSS): please visit MDSS official webpage for funding application, and details at https://www.cyberport.hk/en/entrepreneurship/
overseas_mainland_market_development_support_scheme_mdss/

2.1 To apply for reimbursement of 75% of the training fee under the Market Development Support Scheme (MDSS), applicants must submit their application at least seven (7) working days before the commencement date of the workshop

*All monies collected will be used for Cyberport’s public mission start-up events and activities
 
 Learners will NOT be given any certificate and attendance record if they are late and absent for more than a total of 15 minutes