AI in Finance Specialisation
Gain a competitive edge with AI
AI is changing how work is performed across banking, insurance, payments, wealth management and capital markets.
Build the practical knowledge to understand what AI means for your role, work more confidently with AI and make better decisions as financial services evolve.
Start immediately
6 Expert-led courses
100% online, self-paced
72+ industry expert interviews
CFTE Certificate, CPD & IBF accredited
Monthly Expert Sessions
AI Readiness Assessment
Trusted by professionals from leading financial institutions.
AI is changing the work, not just the technology
of UK financial services firms are already using AI.
(Bank of England & FCA, 2024)
of firms only partially understand the AI they use.
(Bank of England & FCA, 2024)
annual AI profit potential for retail banks by 2030
(BCG, 2025.).
AI will affect virtually every function, application and process in the company.
The cost of standing still
AI capability is becoming part of professional capability. The longer you rely only on your existing knowledge, the harder it becomes to understand new developments, assess AI-related decisions and demonstrate that your skills are keeping pace with the industry.
Work less effectively
Without a practical understanding of AI, it becomes harder to identify useful applications, assess outputs and recognise where human judgement is still required.
Depend on others to interpret AI
When AI conversations move quickly, limited understanding can make it difficult to ask the right questions, challenge assumptions or contribute confidently.
Allow the capability gap to grow
Professionals who understand how AI connects to finance, risk and decision-making will be better prepared as roles and expectations continue to evolve.
Built for finance professionals who need to understand AI
This programme is designed for professionals who want to understand how AI is changing financial services and what those changes mean for their own work.
The programme is non-technical and does not require coding experience. It focuses on helping you understand AI concepts, evaluate real applications and connect what you learn to your professional responsibilities.
Risk and Compliance Professionals
Operations and Technology Leaders
Investment and Wealth Managers
Strategy and Innovation Leaders
Banking Executives
Digital Transformation Professionals
Capability outcomes, not topic coverage
Evaluate AI systems with the confidence to challenge vendors and internal teams
Apply AI frameworks to your specific function in risk, operations, or strategy
Build and communicate the internal case for AI adoption
Navigate the governance and ethics constraints that make or break AI projects in finance
Work with Generative AI and Agentic AI as a practitioner, not just a spectator
Contribute to your organisation’s AI strategy with credibility and context
Risk and Compliance Professionals
Operations and Technology Leaders
Investment and Wealth Managers
Strategy and Innovation Leaders
Credit and Lending Specialists
Digital Transformation Professionals
Gain a future-proof career edge by mastering how AI is reshaping banking, payments, insurance, and wealth management.
Learn from real-world case studies and expert insights, building practical knowledge that makes your CV stand out.
Access a global alumni community, opening doors to internships, mentorship, and job opportunities worldwide.
Explore AI’s role in shaping jobs of the future, preparing you for the skills employers will demand most
Develop a comprehensive understanding of AI applications in finance, from fraud detection to wealth management, compliance, and customer service.
Build confidence in AI concepts, tools, and use cases, enabling you to collaborate effectively with data scientists, fintechs, and regulators.
Position yourself as a driver of digital transformation within your organisation by understanding how AI can cut costs, improve efficiency, and unlock new opportunities
Earn a globally recognised certificate to demonstrate your expertise and commitment to innovation.
Discover proven AI use cases in payments, lending, insurance, and wealth management that can inspire and validate your product roadmap
Learn from global industry leaders and case studies, helping you anticipate customer needs and design scalable fintech solutions.
Navigate regulatory landscapes by understanding how AI is supervised in finance and the ethical considerations of deploying it.
What finance professionals say about the programme
AI learning designed specifically for financial services
Move beyond generic explanations of AI through a structured programme built around financial use cases, experienced practitioners and professional application.
Finance-specific, not generic
Learn how AI is being applied across banking, insurance, wealth management, credit, compliance, payments and financial operations.
Learn from experienced practitioners
Hear directly from senior professionals who have worked across financial institutions, technology, regulation, data and AI implementation.
Grounded in real applications
Explore more than 25 case studies from financial institutions, fintech companies and other organisations applying AI in practice.
Recognised professional development
Complete the programme and earn a digital CFTE certificate with CPD and IBF accreditation.
What you will be able to do
By the end of the programme, you will have a structured understanding of the technologies, applications and risks shaping AI in financial services.
Understand the differences between AI, Machine Learning, Deep Learning, Natural Language Processing, Generative AI and Agentic AI.
Identify how AI is being applied across fraud detection, compliance, customer service, operations, credit, insurance and wealth management.
Understand the role of data, models, training, infrastructure and people in the development and implementation of an AI system.
Consider the business value, limitations, data requirements, risks and governance implications of different AI applications.
Explore how newer AI systems generate content, support decisions, complete tasks and interact with financial workflows.
Connect AI developments to your function and participate more effectively in conversations about technology, risk, adoption and change.
Learn how experienced practitioners think about AI
The programme brings together perspectives from professionals who have worked across financial services, technology, data, regulation and enterprise AI. Their insights help you understand not only what the technology can do, but how experienced professionals evaluate its value, risks and practical application.
David Hardoon, Former Chief Data Officer and Special Advisor for AI, Monetary Authority of Singapore shows why AI innovation in finance must be guided by governance, safety and judgement, helping institutions ask not only what AI can do, but what it should do.
Catherine Havasi, Former CEO and Co-founder of Luminoso shows how NLP helps financial-services firms understand customer service, complaints compliance and business KPIs, turning AI into practical insight grounded in real customer and sector data.
Shameek Kundu, Former Group Chief Data Officer, Standard Chartered explains why successful AI implementation needs more than data scientists. It requires business designers, orchestrators and governance roles who connect models to real business outcomes.
Learn directly from practitioners across finance and technology
Huy Nguyen Trieu
Co-Founder at CFTE
Tan Ching Ching
Director of the Sandbox, Ngee Ann Polytechnic Specialisation Programme Director
Ayesha Khanna
CEO at ADDO.AI
Philip Watson
Chief Innovation Officer at Citi Private Bank
Stephan Murer
Former Global Chief Technology Officer at UBS
Winnie Cheng
Director AI Lab at PwC
Jon-Tzen Ng
General Manager, Technology & Innovation at New World Group
Six courses to build your AI understanding from foundations to application
Progress from the foundations of Artificial Intelligence to the technologies behind it, the realities of implementation and the financial use cases already affecting professional roles.
The final two courses introduce Generative AI and Agentic AI, helping you understand how the newest generation of systems is changing financial work.
Build the foundation needed to understand what AI is, why it has developed so quickly and how it is being applied inside and outside financial services.
You will explore core concepts, industry drivers, financial use cases and the trends likely to shape the next stage of AI adoption.
Modules
- Module 1: Introduction to Artificial Intelligence
- Module 2: Use Cases of AI Outside of Finance
- Module 3: Use Cases of AI in Finance
- Module 4: Industry Drivers of AI in Finance
- Module 5: AI Trends and Future Developments
Understand the technologies behind common AI applications without needing to become a technical specialist.
Explore the relationship between AI, Machine Learning and Deep Learning, and learn how data, models and training contribute to the development of an AI system.
Modules
- Module 1: AI, Machine Learning and Deep Learning
- Module 2: Building AI: Data, Models and Training
- Module 3: Natural Language Processing
- Module 4: Recommendation Engines
Understand what it takes to move an AI idea into a real organisational environment.
Explore implementation strategy, technology infrastructure, the changing role of people and the ethical, regulatory and risk considerations surrounding AI.
Modules
- Module 1: Integration of AI at a Strategic Level
- Module 2: Infrastructure for AI
- Module 3: The Role of People
- Module 4: Ethics and Risks
Explore how AI is being applied across major areas of financial services.
Each module focuses on a specific function, helping you understand the use case, the value it can create and the organisations applying the technology.
Modules
- Module 1: Wealth and Asset Management
- Module 2: Insurance
- Module 3: Customer Services
- Module 4: Robotic Process Automation
- Module 5: Credit Scoring
- Module 6: Compliance and Fraud Detection
Understand how Generative AI is changing financial services and the work performed by finance professionals.
Explore data quality, prompting, accuracy, applications across financial functions, responsible use and the skills professionals need as Generative AI becomes more widely adopted.
Modules
- Day 1: Introduction to Generative AI in Finance
- Day 2: Data, Prompts and Accuracy
- Day 3: Applications Across Financial Functions
- Day 4: Responsible and Ethical AI in Finance
- Day 5: The Future of Work in Finance with Generative AI
Explore AI systems that can plan, take actions and work across tools to complete tasks.
Understand how AI agents differ from traditional Large Language Model use, where they can fit into financial workflows and how they should be designed, supervised and governed.
Modules
- Day 1: Foundations of Agentic AI
- Day 2: Agentic AI in Financial Workflows
- Day 3: Building a Financial AI Agent
- Day 4: Risks, Governance and Human-in-the-Loop
- Day 5: Strategy and the Future of Agentic AI in Finance
Understand your current AI readiness with AIQ Core
Keep your AI knowledge current
AI is developing quickly, which means professional learning cannot end with a fixed curriculum.
Your enrolment includes access to monthly Generative AI expert sessions covering emerging developments, new financial-services use cases and changing industry practices.
All sessions are recorded, allowing you to watch them at a convenient time or revisit previous discussions as your knowledge develops.
Show what you have learned
Complete the AI in Finance Specialisation and earn a digital CFTE certificate with CPD and IBF accreditation.
Your certificate is shareable and can be added directly to your LinkedIn profile, helping you demonstrate your commitment to developing relevant AI knowledge for financial services.
The programme has been used within professional development initiatives involving institutions including Citi, Prudential and Standard Chartered.
Programme Details
Start date
Start Immediately
Tuition
£600 or 3 x £200 monthly
Format
100% online & self-paced
Live Sessions
Monthly Webinars
Licence
AIQ AI Assessment
Duration
15 hours of Content
Certificate
CPD & IBF Accredited
Pay in Full
- Excluding VAT where applicable
Six expert-led courses - Approximately 15 hours of learning
- 72+ industry expert interviews
- 25+ financial-services case studies
- Monthly expert sessions and recordings
- Complimentary AIQ Core assessment
- CFTE Certificate with CPD and IBF accreditation
- Access to CFTE’s global community
Pay in 3 Instalments
- Three monthly payments of £200, excluding VAT where applicable.
- Six expert-led courses
- Approximately 15 hours of learning
- 72+ industry expert interviews
- 25+ financial-services case studies
- Monthly expert sessions and recordings
- Complimentary AIQ Core assessment
- CFTE Certificate with CPD and IBF accreditation
- Access to CFTE’s global community
Bundle: AI in Finance + GenAI 360
- AI in Finance Specialisation
- Generative AI 360 for Financial Services
- Finance-specific AI foundations and applications
- Generative AI use cases across financial functions
- Expert interviews and financial-services case studies
- Monthly expert sessions and recordings
- Complimentary AIQ Core licence
- Access to CFTE’s global community
Payment methods
We accept all major credit and debit cards. Klarna is also available through Stripe where supported.
Employer reimbursement
Your employer may be able to reimburse the programme as professional development. Use our sponsorship template to explain the relevance of the programme to your role. Use this template
Instalment plan
Choose to pay the full tuition at enrolment or divide the cost into three monthly payments.
Ask your employer to support your development
Get your employer to sponsor you
Looking for a team or organisational enrolment? We work with financial institutions on custom cohort enrolments, group pricing, and bespoke in-house delivery. For employer sponsorship, we can generate an invoice directly.
Need more information before you decide?
The full programme brochure includes the complete curriculum, faculty profiles, institutional case study list, accreditation details, and guidance on employer sponsorship. Download it before or after your enrolment decision.
FAQ
Before you enrol
The AI in Finance Specialisation is designed for professionals who want a structured and practical understanding of how AI is changing financial services.
It is particularly relevant for people working in risk, compliance, operations, strategy, technology, transformation, credit, investment, insurance, wealth management and related functions.
The programme is suitable when you want to understand AI and apply that understanding professionally without becoming a programmer or data scientist.
No.
The programme is non-technical and does not require coding experience. Technical concepts are explained so that finance professionals can understand how the technology works, how it is applied and what questions they should ask.
You will build a structured understanding of the main AI technologies affecting finance, including Machine Learning, Natural Language Processing, Generative AI and Agentic AI.
You will also explore financial-services use cases, implementation requirements, data, governance, ethics, risk and the changing role of people in AI-enabled organisations.
The programme will help you understand how AI relates to your work, engage more confidently in AI-related discussions and assess opportunities and risks more effectively.
It will also give you a recognised certificate that you can add to your professional profile.
Yes.
The programme is delivered completely online and can be completed at your own pace. You can organise the learning around your work and other commitments.
The programme contains approximately 15 hours of content.
Your completion time will depend on your pace and how much time you spend reviewing the interviews, case studies and supporting materials.
You will have access to the programme for six months from the date of enrolment.
This gives you flexibility while still encouraging you to maintain momentum. Contact CFTE when additional time is required.
Yes.
Enrolment includes access to monthly expert sessions focused on Generative AI, emerging developments and financial-services applications.
Recordings are available, allowing you to catch up or revisit previous discussions.
Yes.
Your enrolment includes complimentary access to AIQ Core. The assessment helps you understand your current AI readiness, identify strengths and gaps, and determine your next learning priorities.
You can also download your personal assessment report.
Yes.
You will receive a digital CFTE certificate after successfully completing the programme. The certificate has CPD and IBF accreditation and can be shared online or added to your LinkedIn profile.
A specialisation is a structured learning pathway made up of several connected courses.
Rather than covering only one aspect of AI, the AI in Finance Specialisation takes you from foundational concepts through technology, implementation, financial applications, Generative AI and Agentic AI.
General AI courses often focus on broad concepts or individual tools.
This programme is designed specifically for financial-services professionals. It combines AI foundations with banking, insurance, wealth, credit, compliance, operations and other finance-specific applications.
It also includes interviews with experienced industry practitioners and more than 25 case studies.
Yes.
Your employer can pay for your enrolment directly, reimburse you through a professional development budget or request an invoice from CFTE.
You can use the employer sponsorship template to help explain how the programme relates to your role and professional development.
You can pay the £600 tuition in full or choose three monthly payments of £200.
Major credit and debit cards are accepted. Klarna is also available through Stripe where supported.
VAT may apply.
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