Advanced AI

6- Unique AI Conduct & Skills

This course introduces Unique AI Conduct, an experimental agentic feature for executing multi-step financial workflows, and skills, the mechanism for encoding desk procedures and team conventions. Together, they enable AI assistants to deliver consistent, governed outputs — from client briefings to risk reports — without manual steering at every step.

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Average Time for Course Completion : 2.5 hours

Course content

    • Welcome!
    • Introduction
    • Module 1 - Unique AI Conduct
      • What is an Agent Harness?
      • Conduct Configuration
      • SKill in Conduct
      • Module 1 Conclusion
      • Module 1 - Test
    • Module 2: Skills in AI Agents
      • How LLMs work in agents?
      • Challenge: Context, Consistency & Capability
      • Skills as a solution
      • Skills vs. Tool Calling vs. MCP
      • Module 2 - Test
    • Module 3 - Demo
    • Conduct vs. Unique AI
    • Conclusion
    • Course Survey