CFA UK careers pathway: Unlocking AI for everyday efficiency - Practical tips to work smarter with AI
Thursday 25 June 2026 | 17:00 - 18:00 | Webinar
Are you truly harnessing the power of AI or only tapping into a fraction of what it can do? Unsure where to start or what it could help with?
Join Tab Betts, Director of AI Innovation AI and Tech Product Management at CFA Institute for an interactive, hands‑on webinar / workshop that will show you how to boost your productivity, enhance decision‑making, and transform the way you work using today’s most effective AI tools and techniques.
Through live demonstration, working through case studies and your scenarios, you’ll learn practical ways to use AI more confidently and more efficiently in your everyday tasks.
You'll learn:
- How to think like an AI power user, what to ask, how to prompt, and how to refine AI outputs for maximum accuracy
- Tips and tricks for getting the most out of AI, from automating simple everyday tasks to streamlining processes
- How to build simple AI tools, for example, evaluators that check quality, consistency, compliance, or accuracy
- Common pitfalls and how to avoid them so you get faster, more reliable results
- Reformat and streamline documents, convert tables, restructure spreadsheets, rewrite summaries
- Automate repetitive manual tasks, freeing time for strategic thinking
- Create reports faster, including summaries, charts, and scenario comparisons
Help Shape the Session
Ahead of the webinar, all delegates will receive a short survey about their current AI use. Your responses will directly influence the content of the session so we can tailor examples, demos, and tips to your specific needs and workflows.
Who should attend?
This session is designed for early or intermediate AI adopters, those keen to increase their adoption of AI tools in the investment process and those looking for productivity and efficiency gains.
Registration: 16:55
Event: 17:00 - 18:00
Click here to view our event terms and conditions.
Speaker
François Trahan - President and founding partner of The Macro Institute
François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.
François is currently President and founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.
François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of "The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground," published by Wiley & Sons in August 2011.