{"id":39978,"date":"2026-10-22T11:27:13","date_gmt":"2026-10-22T15:27:13","guid":{"rendered":"https:\/\/cfamontreal.org\/?post_type=tribe_events&p=39978"},"modified":"2026-10-22T13:31:50","modified_gmt":"2026-10-22T17:31:50","slug":"ai-agents-workshop","status":"publish","type":"tribe_events","link":"https:\/\/cfamontreal.org\/en\/evenement\/atelier-agents-ia\/","title":{"rendered":"AI Agents for Investment Professionals: A Hands-On Workshop"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tThis hands-on workshop will introduce participants to how to guide an AI agent to automate everyday tasks and streamline workflows in the investment industry.<\/strong><\/br><\/br>\n\nThrough practical exercises, participants will learn how to write effective instructions, manage the agent\u2019s context, and validate its outputs. They will then put these skills into practice by transforming an unstructured Excel file into an automated, reusable workflow connected to real-time data through the Bank of Canada\u2019s Valet API.\n<\/br><\/br>\nWorkshop Agenda:<\/strong>\n
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  1. Guide an AI agent:<\/strong> define objectives, provide clear instructions, refine outputs through iteration, and manage context.<\/li><\/br>\n \t
  2. Automate a recurring task:<\/strong> transform an Excel file into a structured, automated, and reusable workflow.<\/li><\/br>\n \t
  3. Integrate AI into your workflow:<\/strong> connect the agent to data sources and professional tools while applying best practices for validation, security, and confidentiality.<\/li>\n \t
  4. <\/li>\n<\/ol>\n

    ****<\/p>\nTechnical Requirements and Prerequisites<\/strong><\/br>\n\nParticipants will be required to install an AI agent and Python on their computers before the workshop.\n<\/br><\/br>\nAdditional details regarding tools and technical requirements will be provided ahead of the event, taking into account participants\u2019 backgrounds, interests, and technical constraints.\n<\/br><\/br>\nCFA Montr\u00e9al members receive priority registration for this event. Registration will open to non-members on February 1, 2027.<\/em>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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    Instructor<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \r\n\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t
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    \r\n\t\t\t\t\t\t\tJean-Philippe Lejeune, CFA\t\t\t\t\t\t<\/h3>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\tSenior Data Engineer\t\t\t\t\t\t<\/span>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\tLearn more \t\t<\/span>\r\n\t\t\t\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\r\n\t\t\t<\/div>\r\n\t\t<\/div>\t\r\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    Cet atelier pratique vous permettra de d\u00e9couvrir comment piloter un agent d\u2019intelligence artificielle pour automatiser des t\u00e2ches courantes et optimiser vos processus de travail dans le domaine de l\u2019investissement. \u00c0 […]<\/p>\n","protected":false},"author":8428,"featured_media":0,"template":"","meta":{"_acf_changed":false,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"Tribe__Tickets_Plus__Commerce__WooCommerce__Main","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"1","_tribe_ticket_global_stock_level":"40","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[{\"id\":39991,\"type\":\"default\",\"title\":\"Non-Membre\",\"description\":\"\",\"capacityType\":\"global\",\"price\":60,\"capacity\":40,\"available\":40,\"sharedCapacity\":40,\"sold\":0,\"shareSold\":0,\"isShared\":true,\"currencyDecimalPoint\":\".\",\"currencyNumberOfDecimals\":2,\"currencyPosition\":\"prefix\",\"currencySymbol\":\"$\",\"currencyThousandsSep\":\",\"},{\"id\":39989,\"type\":\"default\",\"title\":\"Membre CFA Montr\\u00e9al\",\"description\":\"\",\"capacityType\":\"global\",\"price\":45,\"capacity\":40,\"available\":40,\"sharedCapacity\":40,\"sold\":0,\"shareSold\":0,\"isShared\":true,\"currencyDecimalPoint\":\".\",\"currencyNumberOfDecimals\":2,\"currencyPosition\":\"prefix\",\"currencySymbol\":\"$\",\"currencyThousandsSep\":\",\"}]","_tribe_ticket_has_attendee_info_fields":false,"_tribe_events_status":"","_tribe_events_status_reason":"","_tribe_events_is_hybrid":"","_tribe_events_is_virtual":"","_tribe_events_virtual_video_source":"","_tribe_events_virtual_embed_video":"","_tribe_events_virtual_linked_button_text":"","_tribe_events_virtual_linked_button":"","_tribe_events_virtual_show_embed_at":"","_tribe_events_virtual_show_embed_to":[],"_tribe_events_virtual_show_on_event":"","_tribe_events_virtual_show_on_views":"","_tribe_events_virtual_url":"","footnotes":"","_tec_slr_enabled":"","_tec_slr_layout":""},"tags":[71],"tribe_events_cat":[56],"class_list":["post-39978","tribe_events","type-tribe_events","status-publish","hentry","tag-connaissances","tribe_events_cat-seminaire-de-formation-technique","cat_seminaire-de-formation-technique"],"acf":[],"yoast_head":"\nAgents IA pour professionnels de l'investissement : atelier pratique - 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