LangGraph Applications in Finance Training Course
LangGraph is a framework designed for constructing stateful, multi-actor LLM applications through composable graphs that maintain persistent state and provide control over execution.
This instructor-led, live training (available both online and onsite) is tailored for intermediate to advanced professionals who aim to design, implement, and manage LangGraph-based financial solutions with proper governance, observability, and compliance.
By the end of this training, participants will be able to:
- Create finance-specific LangGraph workflows that align with regulatory and audit requirements.
- Incorporate financial data standards and ontologies into graph state and tooling.
- Implement reliability, safety, and human-in-the-loop controls for critical processes.
- Deploy, monitor, and optimize LangGraph systems to ensure performance, cost efficiency, and service level agreements (SLAs).
Format of the Course
- Interactive lectures and discussions.
- Plenty of exercises and practical sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
LangGraph Fundamentals for Finance
- Refresher on LangGraph architecture and stateful execution.
- Finance use cases: research copilots, trade support, customer service agents.
- Regulatory constraints and auditability considerations.
Financial Data Standards and Ontologies
- ISO 20022, FpML, and FIX basics.
- Mapping schemas and ontologies into graph state.
- Data quality, lineage, and PII handling.
Workflow Orchestration for Financial Processes
- KYC and AML onboarding workflows.
- Trade lifecycle, exceptions, and case management.
- Credit adjudication and decisioning paths.
Compliance, Risk, and Controls
- Policy enforcement and model risk management.
- Guardrails, approvals, and human-in-the-loop steps.
- Audit trails, retention, and explainability.
Integration and Deployment
- Connecting to core systems, data lakes, and APIs.
- Containerization, secrets, and environment management.
- CI/CD pipelines, staged rollouts, and canaries.
Observability and Performance
- Structured logs, metrics, traces, and cost monitoring.
- Load testing, SLOs, and error budgets.
- Incident response, rollback, and resilience patterns.
Quality, Evaluation, and Safety
- Unit, scenario, and automated eval harnesses.
- Red teaming, adversarial prompts, and safety checks.
- Dataset curation, drift monitoring, and continuous improvement.
Summary and Next Steps
Requirements
- An understanding of Python and LLM application development
- Experience with APIs, containers, or cloud services
- Basic familiarity with financial domains or data models
Audience
- Domain technologists
- Solution architects
- Consultants building LLM agents in regulated industries
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Testimonials (2)
it has opened my mind to new tool that can help me in creating automation
Alessandra Parpajola - Advanced Bionics AG
Course - Machine Learning & AI for Finance Professionals
I very much appreciated the way the trainer presented everything. I understood everything even if Finance is not my area, he made sure that every participant was on the same page, while keeping up with the time left. The exercises were placed at good intervals. Communication with the participants was always there. The material was perfect, not too much, not too little. He elaborated very well on a bit more complicated subjects so that it can be understood by everyone.
Diana
Course - ChatGPT for Finance
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