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SFI Master Classes

Die zeitgemässe Form der Weiterbildung im Finanzsektor

Kontakt

Verónica Reumann

Director Knowledge Exchange and Education

Generative AI and the Finance Industry

Participants are invited to a subsequent networking aperitif.
Datum22 Mai 2025
Zeit13:00 - 17:00
StandortWarwick, Geneva
Prof. Markus Leippold, SFI Senior Chair, Universität Zürich
Tobias Kaymak, Customer Engineer, Google Cloud

This SFI Master Class is offered in cooperation with the Geneva Financial Center (GFC).


Objectives

This Master Class will empower you to harness the might of generative AI for financial applications on Google Cloud.


Participants will:

  • Master the fundamentals of generative AI: learn about different AI models, including large language models (LLMs), and their capabilities in financial contexts.

  • Explore real-world applications: discover how generative AI can revolutionize tasks such as financial analysis, risk assessment, and client service.

  • Gain hands-on experience: participate in interactive workshops and labs to build and deploy your own generative AI solutions on Google Cloud.

  • Discover industry best practices: learn from expert instructors and Google Cloud professionals about responsible AI implementation and ethical considerations.

Content:

  • Generative AI fundamentals: an introduction to generative AI and LLMs, and their capabilities in finance.

  • Building financial applications: develop AI models for financial news analysis, financial statement analysis, and risk assessment.

  • Google Cloud Platform for AI: learn how to leverage Google Cloud's robust infrastructure and tools for generative AI development.

  • Hands-on workshops: practical exercises and project work to build your own generative AI solutions.

  • Case studies and real-world examples: explore successful implementations of generative AI in finance.

Prerequisites:

  • Familiarity with financial concepts and terminology.

  • Access to a Google Cloud account (free tier available).

  • A personal laptop or computer.
     

SFI Master Class Features

SFI Master Classes offer seasoned banking and finance professionals a unique opportunity to exchange knowledge and share their professional views with peers, top-level academics, and industry experts in an interactive learning environment. Master Classes incorporate hands-on group work and opportunities for discussion. An on-site networking event will follow this Master Class.


SAQ Recertification

This SFI Master Class is an acknowledged SAQ recertification measure and comprises four learning hours for the following SAQ profiles: 

  • Wealth Management Advisor (CWMA)

  • Advisor Affluent Clients

  • Advisor Individual Clients

  • Advisor Private Clients

  • Certified Corporate Banker (CCoB)

  • Advisor SME Clients

This SFI Master Class covers the aspects "industry knowledge" and "conduct."


Late cancellations and no-shows

If you have registered for a Master Class but are unable to attend, we kindly ask that you inform us as soon as possible. Places are limited, and late cancellations and no-shows not only prevent those on the waiting list from attending but also result in an inefficient allocation of valuable resources. Your cooperation in communicating any unexpected changes regarding your participation at this Master Class is greatly appreciated.

Registration

Personal Information

Persönliche Angaben

Informations personnelles

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Each SFI Master Class targets experienced specialists and leaders from the banking and finance industries. The profile for participants is:
  • At least 10 years of relevant professional experience; management and leadership experience is considered a plus.
  • Strong analytical skills.
  • Capacity for in-depth, interdisciplinary thinking.
  • A university background or corresponding professional qualifications.

Jede Master Class richtet sich an erfahrene Fach- und Führungskräfte aus der Banken- und Finanzbranche. Das Teilnehmerprofil umfasst:
  • mindestens 10 Jahre einschlägige Berufserfahrung; Management- und Führungserfahrung sind von Vorteil.
  • ausgeprägte analytische Fähigkeiten.
  • Fähigkeit zu tiefgreifendem, interdisziplinärem Denken.
  • eine Hochschulausbildung oder eine entsprechende berufliche Qualifikation.

Chaque Master Class s'adresse à des spécialistes expérimentés et à des dirigeants du secteur bancaire et financier. Le profil des participants est le suivant:
  • Au moins dix années d'expérience professionnelle pertinente ; une expérience managériale est considérée comme un atout.
  • De solides compétences analytiques
  • Une capacité de réflexion approfondie et interdisciplinaire
  • Une formation universitaire ou des qualifications professionnelles correspondantes.
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Data Sharing Approval

Zustimmung zur Datenweitergabe

Autorisation de partage des données

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SAQ Recertification

SAQ-Rezertifizierung

SAQ Recertification fr

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SFI Newsletter

SFI Newsletter

Newsletter SFI

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Terms and Conditions

Geschäftsbedingungen

Conditions générales

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Anwendbares Recht und Gerichtsstand: Der Vertrag über die Durchführung von SFI Master Classes besteht zwischen den einzelnen Teilnehmenden und dem Swiss Finance Institute. Dieser Vertrag unterliegt schweizerischem Recht. Der Gerichtsstand ist die Stadt Zürich.

Disclaimer and Contact

Haftungsausschluss und Kontakt

Clause de non responsabilité et contact

Program management reserves the right to decide whether each SFI Master Class will take place or not.

Kontakt: SFI Master Class Team, masterclass@sfi.ch

Swiss Finance Institute - Genf

Universität Genf
42, Bd du Pont d`Arve
CH-1211 Genf 4

Tel: +41 22 379 84 71
Fax: +41 22 379 84 77
E-Mail: research@sfi.ch
  phd@sfi.ch

Swiss Finance Institute - Zürich

Walchestrasse 9
CH-8006 Zürich

Tel: +41 44 254 30 80
Fax: +41 44 254 30 85
E-Mail: info@sfi.ch

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