Artificial Intelligence (AI) for Capital Market Professionals: Documentation and Presentations

ABOUT THE PROGRAMME

Artificial intelligence (AI) is increasingly being adopted across the capital market industry to support the preparation of reports, briefing notes, presentations, market commentaries and other documentation. As AI tools become more widely available in the workplace, capital market professionals are expected to use them effectively to improve productivity and quality of business communication while exercising appropriate professional judgement.

This practical programme focuses on the application of AI to real capital market work where participants will learn structured prompting techniques and the use of AI to prepare documentation, presentations and other communication materials across investment banking, corporate finance, debt and Islamic capital markets, stockbroking, treasury, and asset and wealth management functions. The programme also demonstrates the practical use of commonly available AI tools, including Microsoft Copilot, Google Gemini and other AI assistants, and how to select appropriate AI tools for different day-to-day business tasks.

Through practical exercises and capital market-based scenarios, participants will apply AI to prepare reports, executive summaries, presentations, emails and other documentation more effectively. The programme also highlights key considerations relating to confidentiality, accuracy, professional judgement and the responsible use of AI-generated outputs within a capital market environment.

LEARNING OBJECTIVES

• Explain the practical applications of AI across capital market functions
• Apply structured prompting techniques to prepare documentation
• Develop AI-assisted documentation and presentation materials for capital market scenarios
• Identify key considerations for the responsible use of AI-generated outputs

WHO SHOULD ATTEND

• Junior to middle management professionals in the capital market and financial services industry including Investment Bankers, Corporate Finance professionals, Debt and Islamic Capital Market professionals, Stockbrokers, Remisiers, Dealers, Treasurers, Financial Advisers, Corporate Bankers, Asset Managers, Research Analysts and Wealth Advisors
• Other capital market practitioners involved in preparation of presentations, documentation and communication

PREREQUISITES
Participants are expected to:

• have basic digital proficiency, including familiarity with Microsoft Excel, Word, PowerPoint, Outlook or equivalent workplace productivity tools
• have basic familiarity with at least one AI assistant (e.g. ChatGPT, Microsoft Copilot, Google Gemini or Claude)
• bring a laptop or suitable work device with internet access and the necessary login credentials
• have access to an organisational, enterprise or paid AI account. Participants using free-tier AI tools should note that usage limitations may affect participation in the practical exercises
• refrain from uploading confidential, client-related, proprietary or unpublished information into unauthorised AI tools

SPEAKER
Mr Kelvin Ng
Google Certified Educator Level 1&2 Gemini Certified Educator
Microsoft Office 2019/O365 Expert Microsoft Certified Educator

Kelvin Ng is an experienced corporate trainer with 26 years of training experience, specialising in workplace productivity, Microsoft Office, Google Workspace, data analysis, reporting, presentations, automation and the practical application of Generative AI in the workplace.

His approach to AI focuses on helping professionals understand and apply Generative AI as a practical workplace tool to support everyday tasks such as research, information analysis, documentation, reporting, content development, presentations and productivity. Rather than approaching AI from a technical or model-development perspective, Kelvin focuses on how professionals can integrate AI effectively into existing workplace tools, processes and workflows.

As a Gemini Certified Educator, Google Certified Educator Level 1 & 2, Microsoft Certified Trainer (MCT), Microsoft Office 2019/O365 Expert and Microsoft Certified Educator, Kelvin combines a strong foundation in workplace technology with practical applications of AI-assisted productivity.

His AI-related training covers areas including AI Awareness, AI in Action, AI with Excel, AI for HR, AI and Excel for Customer Service and Operations Teams, AI and Excel for Managers and Decision-Makers, and AI and Excel for Finance and Accounting Professionals.

Kelvin also has extensive experience in Microsoft Excel, PowerPoint, Google Sheets, Google Slides, Power BI, Power Query, dashboards, data analysis, data storytelling and infographics. As a Google Workspace Automation Consultant, he develops customised templates and solutions that help organisations simplify workflows and improve workplace productivity.

His training emphasises hands-on workplace application, helping participants understand not only how to use digital and AI tools, but also how to apply them appropriately to improve the efficiency, clarity and quality of their work.

Throughout his career, Kelvin has trained professionals from organisations including INTEL Penang, Jabil, Baiduri Bank Brunei, Maybank, Petronas, Huawei and Standard Chartered, as well as participants from organisations across Malaysia and internationally.

Beyond corporate training, Kelvin has also contributed to community development programmes, including initiatives under Microsoft YouthSpark, where he supported young people in developing practical digital skills for presentations, résumé writing and financial literacy.

Kelvin’s strength lies in bridging workplace productivity, digital tools and practical Generative AI applications, enabling professionals to use technology more confidently and effectively in their day-to-day work.

Mr Jeffrey Patrick
Trainer, Consultant, & Game Producer

Jeffrey Patrick is a multi-disciplinary trainer, consultant, and game producer with over 24 years of experience across computing, video game development, and cutting-edge software training. He is known for delivering impactful, high-energy training sessions that empower learners across industries—from corporate offices to creative studios and educational institutions.

As the founder of Bless Studio, Jeffrey has led innovation in training and development, specializing in AI tools, Microsoft Excel automation, game design, and industry 4.0 technologies. A certified HRDC trainer (No. 2954), he blends technical mastery with real-world application, ensuring participants gain practical, job-relevant skills.

Jeffrey has trained thousands in Excel, AI tools, and design software, and his past collaborations include public and private sector clients, higher learning institutions, and global Web3 communities. His engaging, hands-on approach turns complex topics like AI, metaverse, and Excel functions into digestible and exciting learning journeys.

With accolades such as the Gold Award at SIGG 2018 and Silver at Malaysia Video Awards 1999, Jeffrey’s unique background in design, technology, and gamification makes him a go-to trainer for future-focused organizations.

VENUE
Bangunan AICB, Kuala Lumpur

FEE
MIBA Member : RM2,100.00 per participant
Non-MIBA Member : RM2,400.00 per participant
*10% discount applies for group registration of 5 or more from the same organisation

The closing date for the registration is on Tuesday, 15 September 2026.

TERMS AND CONDITIONS

Payment
Full payment to the following bank account is required with registration, at least one (1) week prior to the date of the programme :
Pay to: MALAYSIAN INVESTMENT BANKING ASSOCIATION
Account No: 39500115355
Bank Details: Hong Leong Bank Berhad
Please e-mail payment advice to ipay@miba.com.my and state the Invoice No.

Cancellation / Substitution
Cancellations or refunds within one (1) week from the date of the programme will NOT be entertained. Non-attendance does not constitute cancellation and no refund will be given. Substitute(s) will be accepted provided forty-eight (48) hours prior written notice is received.

Data Protection
Personal data is gathered in accordance with the Personal Data Protection Act 2010 (Act 709).

Disclaimer
MIBA reserves the right to change the date, speaker, course contents and programme or cancel the programme in the event of circumstances beyond our control.

For more queries, kindly email education@miba.com.my or contact us at +603-27113991.