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CFTE

Generative AI for Wealth Management in Financial Services

  • up to 6 weeks
  • Intermediate

This programme is designed for professionals in wealth management to leverage Generative AI for client engagement, operational efficiency, and investment optimisation. Over 6 weeks, participants will learn to integrate AI tools in their practices, gaining a competitive edge in the industry.

  • Generative AI Applications
  • Operational Efficiency
  • Investment Strategies
  • Client Relationships
  • AI Strategy Implementation

Overview

Participants will gain expertise in using Generative AI to enhance client engagement, personalise financial advice, and streamline internal processes. The course covers practical applications, including AI in project management, data-driven decision-making, and creating project plans. Learners will also explore real-world use cases and industry insights from top experts.

  • Web Streamline Icon: https://streamlinehq.com
    Online
    course location
  • Layers 1 Streamline Icon: https://streamlinehq.com
    English
    course language
  • Professional Certification
    upon course completion
  • Self-paced
    course format
  • Live classes
    delivered online

Who is this course for?

Wealth Managers

Professionals looking to enhance client engagement and personalise financial advice using Generative AI.

Financial Advisors

Advisors aiming to streamline internal processes and improve operational efficiency with AI tools.

Investment Analysts

Analysts seeking to optimise investment returns and manage risks through advanced data analytics.

Unlock new possibilities with Generative AI in wealth management. Enhance client engagement, personalise financial advice, and streamline processes. Ideal for professionals aiming to stay competitive and maximise their impact.

Pre-Requisites

1 / 3

  • Basic understanding of wealth management concepts

  • Familiarity with financial services industry

  • Interest in AI and its applications in finance

What will you learn?

Week 1: Generative AI Fundamentals
Explore the definition, inner mechanisms, and evolution of Generative AI.
Day 1: Definition of Generative AI
Understand what Generative AI is and its core principles.
Day 2: Differences between traditional Machine Learning and Generative AI
Learn the key differences between traditional machine learning and generative AI.
Day 3: Transformers: a revolutionary breakthrough
Study the impact of transformers in AI development.
Day 4: Scaling transformers
Explore how transformers are scaled for various applications.
Day 5: LLMs as a new human/machine interface
Learn about large language models and their role in human-machine interaction.
Week 2: The Landscape of Generative AI
Discuss the Generative AI landscape and key players such as infrastructure, model, and application providers.
Day 6: Model providers
Identify key model providers in the Generative AI space.
Day 7: Infrastructure providers
Understand the role of infrastructure providers in Generative AI.
Day 8: Application providers
Explore various application providers and their offerings.
Day 9: Hands-on project: Getting started with ChatGPT and Customer Personas
Practical project on using ChatGPT for creating customer personas.
Day 10: Hands-on project: Analysing & extracting information from PDF Reports with AI
Learn to use AI for extracting information from PDF reports.
Week 3: Current landscape of Gen AI in Wealth Management
Delve into the wealth management domain and compare traditional approaches with AI-driven methods.
Day 11: Introduction and background of Wealth Management
Overview of wealth management and its evolution.
Day 12: Challenges in Wealth Management
Identify key challenges faced in wealth management.
Day 13: Traditional approaches vs AI-driven approaches in Wealth Management
Compare traditional and AI-driven approaches in wealth management.
Day 14: Current landscape of Generative AI in Wealth Management
Examine the current use of Generative AI in wealth management.
Day 15: Expert interview: TBC
Gain insights from an industry expert (to be confirmed).
Week 4: Applications and use cases of Gen AI in Wealth management
Discuss Generative AI applications and current initiatives in wealth management.
Day 16: Applications of Generative AI in Wealth Management (1/2)
Explore various applications of Generative AI in wealth management.
Day 17: Applications of Generative AI in Wealth Management (2/2)
Continue exploring applications of Generative AI in wealth management.
Day 18: Case studies (1/2)
Review case studies of Generative AI in wealth management.
Day 19: Case studies (2/2)
Continue reviewing case studies of Generative AI in wealth management.
Day 20: Expert interview (TBC)
Gain insights from an industry expert (to be confirmed).
Week 5: From Theory to Practice: Practical Approach
Focus on practical applications of Generative AI tools in wealth management.
Day 21: Navigate key Generative AI tools
Learn to navigate and use key Generative AI tools.
Day 22: Understanding the Prompt Engineering
Understand the principles of prompt engineering in AI.
Day 23: Use Case 1
Explore a practical use case of Generative AI in wealth management.
Day 24: Use Case 2
Explore another practical use case of Generative AI in wealth management.
Day 25: Use Case 3
Explore a third practical use case of Generative AI in wealth management.
Day 26: Use Case 4
Explore a fourth practical use case of Generative AI in wealth management.
Week 6: Opportunity and risk in Wealth Management
Examine the advantages and key success factors of implementing AI in wealth management.
Day 27: Advantages / Key Success Factors of AI implementation in Wealth management
Identify the advantages and key success factors of AI implementation.
Day 28: Impact and assessment
Assess the impact of AI in wealth management.
Day 29: Data, Risk, Privacy and Ethical considerations
Understand the data, risk, privacy, and ethical considerations in AI.
Day 30: Changes in skills
Learn about the changes in skills required for AI in wealth management.

What learners say about this course

  • “The content was really relevant. I really liked that it gave a lot of examples on how AI can be applied in the industry, the companies that are successful implementing AI and high level view on what AI is really about.”

    Magdalene Loh

    Senior Vice President and Head of Innovation at Prudential Singapore

  • “The interviews covered in the course introduced the insights that are very important from those with 20+ years experience professionals.”

    Priscilla Cournede

    Deputy Director at Life Reinsurance at Covéa

  • “Since I finished the course, I raised suggestions to my team to integrate different technologies and AI in the different parts of the organisation.”

    Goh Theng Kiat

    Chief Customer Officer at Prudential Singapore

Meet your instructors

  • Huy Nguyen Trieu

    Advisory Board - Digital Tech Fund, Expon Capital

    Huy Nguyen Trieu serves on the Advisory Board of the Digital Tech Fund at Expon Capital. The fund provides seed financing to innovative startups in the field of Digital Technologies, fostering long-term innovation and supporting the technology startup ecosystem in Luxembourg.

  • KH Chan

    Instructor, CFTE

    KH Chan is an instructor at CFTE who is interested in building interesting and useful things. He has experience as a Software Engineer at Uplimit.

Upcoming cohorts

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£270