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Training spots:

15 Spots left

Training date:

25/06/2025

Training time:

9:00 - 16:30

Training price:

€595,- (Free of VAT) - All in price

ChatGPT en Copilot for Financial Services

This training provides you with the knowledge and skills to use ChatGPT/Copilot and AI, explores their potential for business operations, and offers guidance on preventing misuse.

Starting in February 2025, the European AI Act will require companies to ensure AI literacy within their organization. Employees must have a basic understanding of AI, including its risks and ethical aspects, so they can use AI safely and responsibly.

ChatGPT has become an integral part of our lives, both personally and professionally. As a result, it also has significant implications for financial professionals. With the right questioning techniques (‘prompting’), AI allows you to effortlessly gather valuable input for financial analyses and generate time-consuming reports in record time.

But ChatGPT goes even further: by using GPTs, you can summarize text files, ‘converse’ with PDF documents, and analyze complex datasets. However, AI also has a downside: fraudsters, scammers, and other cybercriminals also make use of this tool. This masterclass equips you with the knowledge and skills to use ChatGPT and AI effectively, explores their applications in business operations, and provides guidance on preventing misuse. We will also briefly discuss the implications of the new AI Act for organizations.

In addition to ChatGPT, another groundbreaking development is emerging in the market: Microsoft Copilot. Copilot is based on the same AI technology as ChatGPT but is integrated into the Microsoft 365 environment. This introduces an entirely new way of working with the applications you are already familiar with.

IMPORTANT: Your Organization and the AI Act
Starting in February 2025, the European AI Act will require companies to ensure AI literacy within their organization. Employees must have a basic understanding of AI, including its risks and ethical aspects, so they can use AI safely and responsibly. How AI-literate is your organization? Do you want to know how to comply with the AI Act requirements? Contact us today!
The following topics will be covered:

📌 An introduction to AI and its impact on the work of financial professionals.
📌 Understanding Large Language Models (LLMs), with a focus on ChatGPT.
📌 Recognizing risks such as fraud and cybercrime in relation to AI.
📌 Effectively managing AI technologies in a financial context.
📌 Identifying opportunities that AI offers for financial processes.
📌 Exploring practical AI applications, including Microsoft Copilot.
In the rapidly evolving world of finance, staying ahead means embracing innovation. Trust professionals play a crucial role in ensuring financial integrity, compliance, and strategic decision-making. With the rise of AI-powered tools like ChatGPT and Microsoft Copilot, the financial landscape is changing faster than ever.

This training is designed specifically for trust professionals who want to harness the power of AI in their daily work. Whether you’re managing complex client portfolios, ensuring regulatory compliance, or optimizing financial reporting, AI can be a game-changer. By integrating ChatGPT and Copilot into your workflow, you can enhance efficiency, improve accuracy, and gain deeper insights from vast amounts of data.

More than just a technical training, this course will help you navigate the opportunities and risks of AI in the financial sector. You’ll learn how to use these tools effectively while maintaining the highest standards of security, compliance, and ethical responsibility.

Are you ready to future-proof your expertise and lead the way in AI-driven financial services? Join us and discover how ChatGPT and Copilot can elevate your role in the trust industry.
The result after completing this training:
• Work more efficiently, allowing more time for strategic tasks.
• Enhance your analytical skills through AI.
• Gain deeper insights into risk identification, leading to better risk management.
• Make more accurate predictions by using the right tools.
Thursday 25 June 2025

9.00 – 16.30

Register now:

Ticket type: Ticket quantity: Per ticket price:
ChatGPT en Copilot for Financial Services

PE session

15 Spots left
595,00
Quantity: Total:

Frequently Asked Questions

You’ll receive your results via email within 3 work days.

Our prices are all exempt from VAT.

You are required to attend during the indicated class times. No recording will be made and you cannot take the training in your own time. If customization is required, please let us know, and together we’ll investigate the possibilities.

In that case the training will be rescheduled or canceled. An invoice will not be sent unless the training has enough participants. You will receive the invoice approximately 2 weeks prior to the training. Have you paid via iDEAL? Then the fee will be refunded.

Training prijs: €595,- (Free of VAT) - All in price

Training spots: 15 Spots left

Training date: 25/06/2025

Training time: 9:00 - 16:30

Training duration:

Training level:

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