AI in Finance Specialisation

Make AI an advantage in your finance career

Name: AI in Finance Specialisation
Price: 600 GBP
Availability: InStock

AI is changing how work is performed across financial services. Build the practical, finance-specific knowledge to understand the technology, evaluate real applications and contribute confidently to AI-related decisions, without needing a technical background.

Start immediately

4 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 becoming part of every finance role

You do not need to become a data scientist. But you do need to understand what AI can do, where it can add value, where it can go wrong and how it affects decisions in your area of work.

The AI in Finance Specialisation turns fast-moving developments into practical knowledge you can use in workplace conversations, projects and decisions.

By completing the programme, you will be better prepared to ask the right questions, evaluate AI opportunities and risks, and contribute confidently as expectations around your role continue to evolve.

0 %

of UK financial services firms are already using AI.
(Bank of England & FCA, 2024)

0 %

of firms only partially understand the AI they use.
(Bank of England & FCA, 2024)

$ 0 B

annual AI profit potential for retail banks by 2030
(BCG, 2025.).

AI will affect virtually every function, application and process in the company.
Jamie Dimon, JPMorganChase

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

For Students
For Finance Professionals
For Startup Founders

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

"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."

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

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

“I would suggest this course to all my colleagues in order to understand how all our jobs will be influenced by this technological revolution.”

“CFTE’s course is more engaging than the rest of the online courses that I’ve done because of the course format and expert interviews included.”

“AI in Finance is really world class course. I acknowledge team efforts for building and bundling such a beautiful contents and reading materials.”

“I’ve gained a lot from the courses CFTE has put out. It’s good that they covered different areas from Fintech to AI.”

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.

Explain the main AI technologies

Understand the differences between AI, Machine Learning, Deep Learning, Natural Language Processing, Generative AI and Agentic AI.

Recognise valuable financial use cases

Identify how AI is being applied across fraud detection, compliance, customer service, operations, credit, insurance and wealth management.

Assess how an AI system is built

Understand the role of data, models, training, infrastructure and people in the development and implementation of an AI system.

Evaluate AI with greater confidence

Consider the business value, limitations, data requirements, risks and governance implications of different AI applications.

Understand Generative and Agentic AI

Explore how newer AI systems generate content, support decisions, complete tasks and interact with financial workflows.

Apply the learning to your own role

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.

Dr David R. Hardoon, Head of Advanced AI for Southeast Asia at Accenture and former Chief Data Officer at the Monetary Authority of Singapore, explores how financial institutions can adopt AI responsibly through strong governance, safety and human judgement.

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, Chief AI Officer at Abu Dhabi Commercial Bank and former Group Chief Data Officer at Standard Chartered, explains why successful AI adoption requires more than technical expertise, it needs strong governance and people who can connect AI to real business outcomes.

Learn directly from practitioners across finance and technology

Huy Nguyen Trieu

Huy Nguyen Trieu, Co-Founder of CFTE, former Managing Director at Citi and the first Fintech Resident Expert at Oxford Saïd Business School, explains how AI is reshaping financial services and the capabilities professionals need to remain relevant.

Philip Watson

Phil Watson, CEO of Lightbox Wealth and former Chief Innovation Officer at Citi Private Bank, explores how AI, data and human judgement can improve investment decisions and transform wealth management.

Dr. David H. Hardoon

Head of Advanced AI for Southeast Asia at Accenture and former Chief Data Officer at the Monetary Authority of Singapore, explores how financial institutions can adopt AI responsibly through strong governance, safety and human judgement.

Catherine Havasi

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.

Huy Nguyen Trieu

Co-Founder of CFTE and former Managing Director at Citi, exploring the skills finance professionals need in an AI-driven industry.

Philip Watson

CEO of Lightbox Wealth and former Citi Private Bank innovation leader, exploring AI’s impact on investing and wealth management.

Dr. David H. Hardoon

Head of Advanced AI for Southeast Asia at Accenture, sharing how financial institutions can adopt AI responsibly.

Catherine Havasi

Former CEO and Co-Founder of Luminoso, showing how NLP turns customer data into practical business insight.

Dr Stephan Murer

Oxford Visiting Professor and former UBS Group CTO, sharing how financial institutions can implement AI successfully at scale.

Winnie Cheng

Managing Director at Accenture’s Center for Advanced AI, turning emerging AI technologies into practical business value.

Jon-Tzen Ng

Former digital and innovation leader at Swire Properties and New World Group, connecting AI to business transformation.

Shameek Kundu

Chief AI Officer at ADCB and former Standard Chartered CDO, connecting AI strategy, governance and business outcomes.

Four 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.

Course 1: Foundations of Artificial Intelligence: Applications and Trends

Build the foundation needed to understand what AI is, why it has developed so quickly and how Predictive AI, Generative AI and Agentic AI are being applied inside and outside financial services.

You will explore core concepts, industry drivers, financial use cases and the trends shaping 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

Course 2: AI Technologies: Machine Learning, Generative AI and Agentic AI

Understand the technologies behind modern AI applications, from Machine Learning and Deep Learning to Generative AI and Agentic AI, without needing to become a technical specialist.

Explore how data, models and training contribute to AI systems, and learn how Generative AI creates content while Agentic AI plans, uses tools and executes connected tasks.

Modules

Module 1: Machine Learning, Generative AI and Agentic AI
Module 2: Building AI: Data, Models and Training
Module 3: Natural Language Processing
Module 4: Recommendation Engines

Course 3: Implementing AI in an Enterprise: Technology Skillsets and Regulation

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

Course 4: Applications of AI in Finance: Use Cases from the Industry

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

Get a personalised AI readiness assessment with AIQ Core

Start the programme with a clear understanding of where you stand today.

Your enrolment gives you complimentary access to AIQ Core, CFTE’s AI readiness assessment. It benchmarks your current knowledge, highlights your strengths, identifies the gaps that could hold you back and shows you where to focus your development.

You will receive a personalised report that you can download and use to track your progress throughout the programme.

Keep learning with monthly Generative AI expert sessions

Your learning does not stop when you complete the core curriculum.

You will also gain access to monthly expert-led sessions covering the latest developments in Generative AI, emerging financial-services use cases and the changes shaping the industry.

Join live to hear directly from leading practitioners, or watch the recordings in your own time. This gives you an ongoing way to keep your knowledge current long after you enrol.

BEYOND THE CORE CURRICULUM

Exclusive monthly sessions with leading AI and finance experts

Your enrolment gives you access to live discussions with senior practitioners and industry leaders. Join future sessions and watch recordings of previous discussions to keep your knowledge current long after you complete the core curriculum.

Add David Hardoon webinar image

PREVIOUS EXPERT SESSION

Agentic AI in Financial Services: From Governance to Operationalisation

Dr David R. Hardoon Managing Director & Head of Advanced AI, Southeast Asia at Accenture; former Chief Data Officer at the Monetary Authority of Singapore