Work Smarter with AI: Building Your Own Custom ChatGPT Agent for Finance Professionals

A CFA Society Seattle Sponsored Event
 

Artificial intelligence is becoming an essential productivity tool across the finance profession—from research and portfolio analysis to client communication, compliance support, and workflow automation. The key challenge is knowing how to use AI effectively, responsibly, and in ways that complement professional judgment.

Join Cindy Lin for an interactive webinar on how financial professionals can design and deploy a custom AI agent using ChatGPT to support a wide range of day-to-day workflows. The session will cover current AI tools used in finance, highlight emerging AI agents, and include a live demonstration showing how to build a custom GPT tailored to your specific professional needs.

Attendees will learn how custom AI agents can assist with tasks such as synthesizing research, drafting client materials, summarizing earnings calls and policy documents, generating scenario analyses, streamlining reporting, and improving overall efficiency—while maintaining appropriate governance and human oversight. This webinar is designed to help CFA charterholders and candidates understand how to thoughtfully integrate AI into their practice to enhance productivity and decision-making.

SPEAKERS
 Cindy Lin | Cindy Lin is the Founder of Mindful Data, an AI innovations newsletter focused on applications in quantitative research and finance. She is also a faculty member at WorldQuant University, where she teaches quantitative finance. With over 20 years of industry experience, Cindy has held senior quantitative roles, most recently as Senior Director of Data Sciences and Quantitative Portfolio Manager at Bundles. Her work centers on leveraging open-source and AI tools to streamline workflows and broaden access to careers in finance. Cindy also serves as a committee member of 100 Women in Fintech, where she supports and mentors future financial professionals. Back To Top ^^^