World Business StrategiesServing the Global Financial Community since 2000

Learning Outcomes

Upon completion students will be able to:

  • Distinguish business workflows, AI-augmented workflows and autonomous AI agents.
  • Combine orchestration, retrieval and RL frameworks for finance.
  • Implement multi-agent crews that plan, code and self-correct using OpenAI Re- sponses,
  • AutoGen and CrewAI.
  • Buildknowledge-integratedagentswithCorrective
  • RAGandthought-tracinghooks.
  • Augment LLM agents with RL reward layers for tool selection, compliance and performance.
  • Evaluate agent safety with AgentBench tasks, tail-risk metrics and audit trails.

Prerequisites

  • Working knowledge of Python programming.
  • Introductory understanding of financial markets and instruments.
  • Basic familiarity with machine-learning concepts; prior RL is helpful but not required

Assessment Methods

  • Practical Labs (60%) – graded coding exercises.
  • Final Project (30%) – finance-sector agent meeting safety & performance targets.
  • Participation (10%) – engagement and peer reviews.

Recommended Resources

  • Frameworks: OpenAI Responses, AutoGen, CrewAI, LlamaIndex, LangChain.
  • RL & Tool-use: ARTIST, ReCall, verl.
  • Benchmarks/Simulators: AgentBench, TradingAgents, FinRL-Meta, SWE-agent.
  • Key Papers: Tree-of-Thoughts, Algorithm-of-Thoughts, CRITIC, Corrective-RAG, Turn-Level
    Credit Assignment, Self-Taught Evaluator.
  • Interpretability: Anthropic Circuits, Thought-Tracing Toolkit.
  • Discount Structure
  • Super early bird discount
    20% until 4th July 2025

  • Early bird discount
    10% until 8th August 2025

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