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CFTE

Generative AI for Project Management in Financial Services

  • up to 6 weeks
  • Intermediate

This course equips project management professionals with the skills to leverage generative AI tools in creating compelling user stories, optimizing project schedules, and delivering projects with precision. Learn how to integrate AI into project planning and execution processes to automate repetitive tasks and improve resource allocation.

  • AI Integration in Project Planning and Execution
  • Enhanced Risk Management Techniques
  • Improving Communication and Collaboration
  • Data-Driven Decision Making
  • Ethical and Regulatory Compliance

Overview

Participants will learn to use project management tools for data-driven decision-making, project plans, meeting notes, and project reports, saving time and improving project performance. The course covers AI-powered techniques for risk management, predictive analytics, and task management, helping professionals stay current, stand out from peers, and maximise their impact within project teams. Additionally, the programme addresses how to mitigate risks and incorporate real-world applications of AI in project management to enhance collaboration among team members and achieve superior project outcomes.

  • 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?

Project Managers

Professionals looking to enhance productivity and stay competitive in their jobs.

IT Managers

Managers aiming to integrate AI tools into project planning and execution processes.

Business Analysts

Analysts seeking to leverage AI for predictive risk management and data-driven decision making.

This course equips project management professionals with the skills to leverage generative AI tools in creating compelling user stories, optimizing project schedules, and delivering projects with precision. Learn how to integrate AI into project planning and execution processes to automate repetitive tasks and improve resource allocation. Ideal for project managers, IT managers, and business analysts looking to enhance productivity and stay competitive in their jobs.

Pre-Requisites

1 / 3

  • Basic understanding of project management principles

  • Familiarity with AI concepts

  • Experience in financial services is beneficial but not required

What will you learn?

Week 1: Generative AI Fundamentals
This week explores the definition, the inner mechanisms, and the evolution of Generative AI.
Day 1: Definition of Generative AI
Understanding what Generative AI is and its core principles.
Day 2: Differences between traditional Machine Learning and Generative AI
Comparing traditional machine learning techniques with generative AI.
Day 3: Transformers: a revolutionary breakthrough
Exploring the impact of transformers in AI development.
Day 4: Scaling transformers
Understanding how transformers can be scaled for various applications.
Day 5: LLMs as a new human/machine interface
Learning about Large Language Models and their role in human-machine interaction.
Week 2: The Landscape of Generative AI
This week discusses the Generative AI landscape and key players such as infrastructure providers, model providers and application providers.
Day 6: Model providers
Identifying key model providers in the Generative AI space.
Day 7: Infrastructure providers
Understanding the role of infrastructure providers in supporting Generative AI.
Day 8: Application providers
Exploring various application providers and their contributions to Generative AI.
Day 9: Hands-on project: Getting started with ChatGPT and Customer Personas
Practical project to get started with ChatGPT and creating customer personas.
Day 10: Hands-on project: Analysing & extracting information from PDF Reports with AI
Using AI to analyze and extract information from PDF reports.
Week 3: Current landscape of Gen AI in Project Management
This week delves into the wealth management domain and compare traditional project management approaches with AI-driven methods.
Day 11: Introduction and background of Project Management
Overview of project management principles and practices.
Day 12: Challenges in Project Management
Identifying common challenges faced in project management.
Day 13: Traditional approaches vs AI-driven approaches in Project Management
Comparing traditional project management methods with AI-driven approaches.
Day 14: Current landscape of Generative AI in Project Management
Exploring the current use of Generative AI in project management.
Day 15: Expert interview: TBC
Interview with an expert in the field (To Be Confirmed).
Week 4: Applications and use cases of Gen AI in Project Management
This week discusses Generative AI applications and current initiatives and use cases in project management.
Day 16: Applications of Generative AI in Project Management (1/2)
Exploring various applications of Generative AI in project management.
Day 17: Applications of Generative AI in Project Management (2/2)
Continuing the exploration of Generative AI applications in project management.
Day 18: Case studies (1/2)
Reviewing case studies of Generative AI in project management.
Day 19: Case studies (2/2)
Continuing the review of case studies in Generative AI.
Day 20: Expert interview (TBC)
Interview with an expert in the field (To Be Confirmed).
Week 5: From Theory to Practice: Practical Approach
This week focuses on practical applications of generative AI tools in wealth management. Projects include curating compelling user stories, creating optimised schedules and automating reports.
Day 21: Navigate key Generative AI tools
Learning to navigate key Generative AI tools.
Day 22: Understanding the Prompt Engineering
Understanding the principles of prompt engineering.
Day 23: Use Case 1
Exploring the first use case of Generative AI in project management.
Day 24: Use Case 2
Exploring the second use case of Generative AI in project management.
Day 25: Use Case 3
Exploring the third use case of Generative AI in project management.
Day 26: Use Case 4
Exploring the fourth use case of Generative AI in project management.
Week 6: Opportunity and risk in Project Management
This week examines the advantages and key success factors of implementing AI in Project Management and teaches the privacy and data usage in Generative AI in Project Management.
Day 27: Advantages / Key Success Factors of AI implementation in Project management
Identifying the advantages and key success factors of AI implementation in project management.
Day 28: Impact and assessment
Assessing the impact of AI in project management.
Day 29: Data, Risk, Privacy and Ethical considerations
Understanding data, risk, privacy, and ethical considerations in AI.
Day 30: Changes in skills
Exploring the changes in skills required for AI-driven project 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

    Co-founder, CFTE

    Huy Nguyen Trieu is an entrepreneur, academic, investor, and banker. He is the co-founder of CFTE, a global Fintech education platform, and a Venture Partner of Mundi Ventures, an Insurtech fund.

  • Matt Jackson

    Financial Advisor, RBC Wealth Management

    Matt is a dedicated financial advisor at RBC Wealth Management, specializing in assisting Millennials build long-term wealth. With his passion for establishing strong client relationships, Matt strives to provide comprehensive financial guidance tailored to individual goals and aspirations.

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