June 12, Skills webinar 2 of 3: Automated Fundamental Analysis with Agentic AI

When:  Jun 12, 2025 from 17:00 to 18:00 (UTC)

Join us for a practical session with Hanane Dupouy, Director, Algorithmic Trader, CFA, an experienced finance professional, technologist and an expert in Generative AI, LLMs, AI Agents, and RAG. Discover how to build a multi-agent AI system to gather and summarise financial insights autonomously and enhance your work.

What You’ll Learn:

  • How to use autonomous AI agents to analyse financial data 
  • Agentic AI vs. Traditional AI: Understand the key differences 
  • Understand Limitations and biases of AI-driven analysis
  •  Practical Skills: Build AI agents with clear, system prompts and tool usage 
  • Create specialised AI Agents – such as profitability and liquidity agents, to analyse financial ratios and deliver valuable insights

  • Leverage the AgentWorkflow class from LlamalIndex to streamline agent orchestration and execution

Speakers: Hanane Dupouy
Host: Carlos Salas

Location

Online Instructions:

Contact

Aya Pariy
07869253142
apariy@cfauk.org