ONLINE CERTIFICATE · GENERATIVE AI FOR FINANCIAL SERVICES
The Generative AI programme built for finance professionals
Generative AI is changing how financial professionals research, analyse information, serve clients, manage risk and make decisions.
The real career risk is not that AI will replace every role. It is that professionals who know how to use AI will work faster, contribute more and become more valuable than those who do not.
Learn from experts at NVIDIA, Citi, Google DeepMind, IBM and other leading organisations. Build the practical knowledge to use Generative AI effectively, challenge its outputs and identify where it can create value across financial services.
Enroll Immediately
6 In-depth Courses
Learn at your pace
12+ Expert led videos
CFTE Certificate, CPD & IBF accredited
Monthly Live Expert Sessions
AI Readiness Assessment
TRUSTED BY PROFESSIONALS AND ORGANISATIONS
Part of CFTE’s AI in Finance Academy
Join a global learning community of more than 200,000 professionals developing the capabilities required for the future of financial services.
Turn Generative AI Into Your Organisation's Competitive Advantage
Leading financial institutions are already using Generative AI to increase productivity, accelerate research, automate workflows and improve how employees make decisions.
This is changing what good performance looks like across the industry.
Professionals who can use AI effectively will be able to produce better work in less time, identify new opportunities and contribute to important transformation projects. Those who cannot may gradually become slower, less visible and more dependent on AI-enabled colleagues.
The question is no longer whether Generative AI will affect finance. It is whether you will be prepared to use it, challenge it and help your organisation apply it responsibly.
Designed Around the Realities of Financial Services This programme combines industry-expert perspectives, practical projects and financial-services case studies. It goes beyond generic introductions to ChatGPT by showing you where Generative AI can create value, where it can fail and what responsible adoption requires.
In this course, you will learn how to use Generative AI to:
Extract Key Insights From Financial Documents Use AI to review reports, organise complex information and identify the insights that matter, without losing the human judgement required to verify the output.
Optimise Financial Forecasting and Market Analysis Explore how Generative AI can support research, data interpretation, scenario development and the preparation of more informed financial decisions.
Develop AI-Powered Solutions for Personalised Finance Understand how AI can support more relevant customer experiences, personalised communication and new financial products and services.
Navigate AI Regulations and Ethical Considerations Recognise the risks surrounding privacy, bias, hallucinations, governance and accountability when AI is used in financial services.
The Generative AI Course That Delivers Career Impact
Generative AI knowledge is quickly moving from an optional advantage to an expected professional capability. This programme helps you move beyond awareness. You will develop the understanding to use AI more effectively in your current role, participate confidently in AI-related discussions and identify opportunities that others may overlook. Hundreds of learners have already used insights from CFTE programmes to strengthen their contribution at work. You can join them.
Learn From 12+ Industry Experts
Gain perspectives from leaders and practitioners working across banking, technology, artificial intelligence and financial innovation.
Earn a CPD & IBF Accredited Certificate
Show employers and your professional network that you have completed structured learning in Generative AI for financial services.
Learn From Real Financial Case Studies
Get business insights with 10+ case studies of disruptive companies using Generative AI in finance
Join a Global Network of AI Experts
Connect with professionals who are developing similar capabilities and navigating the same changes across the industry.
Gain Generative AI Skills You Can Apply Directly to Your Work
This programme is not designed to turn you into an AI engineer. It is designed to make you a more capable financial professional: someone who understands the technology, knows where it can add value and can recognise when its outputs require challenge or human oversight. Each part of the course connects Generative AI with practical financial-services activities and decisions.
Understand artificial intelligence, machine learning, deep learning, natural language processing and large language models, and how these technologies connect with financial services.
Build the vocabulary to participate in AI discussions without being excluded by technical terminology.
Explore how AI is being used in risk management, fraud detection, anomaly identification, regulatory compliance and operational workflows.
Learn to identify where automation could improve efficiency and where controls and human review remain essential.
Understand how AI, natural language processing and recommendation systems can support investment research, customer engagement and strategic decision-making.
Move from simply following AI developments to identifying where the technology may create genuine business value.
Explore how AI can support market research, financial analysis, credit assessment and the interpretation of complex information.
Learn how to use AI as a decision-support tool without treating its output as unquestionable fact.
Understand the considerations involved in introducing AI across banking, payments, insurance, operations and digital-transformation projects.
Develop the confidence to contribute ideas, question assumptions and participate in implementation conversations.
Study how financial institutions and AI-led businesses are applying the technology across different functions.
Recognise emerging opportunities early and understand how expectations of financial professionals are changing.
Become AI Literacy Compliant With CFTE’s Generative AI Programmes
CFTE’s Generative AI Programmes can help you and your organisation to stay compliant with AI literacy requirements under the EU AI Act.
While no single course can guarantee full compliance, CFTE’s Generative AI Programmes constitute a solid foundation to increase AI literacy across organisations, by offering structured, expert-led learning that allows participants to develop a deeper understanding of regulatory expectations, responsible AI practices, and risk management in an evolving AI landscape.
Source: EU AI Act
Learn From World-Class AI and Finance Experts
Huy Nguyen Trieu
Co-founder of CFTE
Dr. Prag Sharma
Global Head, Artificial Intelligence Centre of Excellence at Citi
Mehdi Ghissassi
Director & Head of Product at Google DeepMind
Gilles Moyse
Co-founder & CEO at Récital
Yasmina Benkhoui
Strategic Partnerships, Senior Manager at NVIDIA
Jérémie Cornet Vuckovic
Director at Artefact
Petar Petrov
Co-founder & Chief Commercial Officer at Eilla AI
Nikola Lazarov
Co-founder & CEO at Eilla AI
Jean-Philippe Desbiolles
Managing Director Financial Services & Generative AI EMEA Leader at IBM
Shameek Kundu
Executive Director at IMDA
Philip Watson
Wealth Management Expert, Ex-Citi
Alex Lheritier
Co-founder & CEO of Koaloo.Fi
Six Weeks of Expert-Led Learning to Master Generative AI in Finance
Build your knowledge progressively through six focused weeks, 30 bite-sized lessons, expert interviews and practical projects.
You will begin with the foundations of Generative AI, explore how the technology works, examine current and future financial applications, and finish with the risks and governance considerations every responsible professional should understand.
Understand what Generative AI is, how it differs from earlier forms of artificial intelligence and why it represents an important shift for financial services.
By the end of the week, you will be able to explain the essential concepts and participate more confidently in conversations about Generative AI.
- Day 1: Definition of Generative AI
- Day 2: Differences between traditional machine learning and Generative AI
- Day 3: OpenAI and ChatGPT
- Day 4: Hands-on project—getting started with ChatGPT and customer personas
- Day 5: Expert interview
Explore the organisations and technologies involved in developing and delivering Generative AI products.
Understand the difference between infrastructure providers, model providers and application providers so that you can evaluate the AI landscape more confidently.
- Day 6: Model providers
- Day 7: Infrastructure providers
- Day 8: Application providers
- Day 9: Expert interview
- Day 10: Hands-on project—analysing and extracting information from PDF reports with AI
Understand the key concepts behind large language models without needing to become a programmer or data scientist.
Explore transformers, model scaling, pre-training and post-training to understand why Generative AI behaves as it does—and why its responses still require human judgement.
- Day 11: Transformers—a revolutionary breakthrough
- Day 12: Scaling transformers
- Day 13: The pre-training stack
- Day 14: The post-training stack and large language models as a new human–machine interface
- Day 15: Expert interview
See how traditional AI and Generative AI are already being used across financial services.
Connect the technology with practical applications in areas such as research, customer service, data analysis, risk, compliance and decision support.
- Day 16: Current applications of AI in financial services
- Day 17: Early applications of Generative AI in finance
- Day 18: Hands-on project—data analysis with AI
- Day 19: Expert interview
- Day 20: Expert interview
Explore where Generative AI may create value next and what is required to move from experimentation to implementation.
Learn how to assess potential use cases and contribute more effectively to AI initiatives within a financial institution.
- Day 21: Future applications of Generative AI in financial services
- Day 22: Implementing Generative AI in financial institutions
- Day 23: Expert interview
- Day 24: Hands-on project—analysing company financial performance with AI
- Day 25: Hands-on project—creating a customised AI chatbot
Understand the risks that arise when Generative AI is used with sensitive information, consequential decisions or insufficient human oversight.
Explore data privacy, regulation, model risk and responsible decision-making so that you can use AI with greater confidence and care.
- Day 26: Data privacy for individuals and institutions
- Day 27: Generative AI risks
- Day 28: Regulation and governance
- Day 29: Hands-on project—using Generative AI to support better decision-making
- Day 30: Hands-on project—understanding deepfake creation and synthetic-media risk
This Programme Is for Finance Innovators
This programme is for professionals who recognise that Generative AI will influence how their work is performed and want to prepare before AI proficiency becomes an assumed requirement.
You do not need a technical background. You need the willingness to understand the technology, reconsider how you currently work and identify where AI could improve your contribution.
Executives & Senior Leaders
Customer Support & Client Engagement Teams
Risk Management & Compliance Specialists
Operations & Technology Professionals
Finance Associates & Data Analysts
Auditors & Governance Specialists
Who should not take this programme?
This programme is practical, finance-focused and designed for professionals who are ready to adapt how they work. It may not be suitable for you if you are:
Looking for a Coding-Heavy AI Engineering Course – The programme explains the technology but focuses on financial applications, business value and responsible adoption rather than software development.
Looking Only for a Basic AI Introduction – The course moves beyond general awareness and connects Generative AI with implementation, industry use cases and professional application.
Unwilling to Apply the Learning – The programme provides the knowledge and practical projects, but lasting value comes from connecting the content with your own responsibilities and organisation.
Not Open to Changing How You Work – Generative AI will affect established processes and expectations. The programme is most valuable for professionals willing to reconsider current ways of working.
Expecting Instant Expertise – Completing the programme creates a strong foundation, but genuine capability develops through continued use, critical reflection and practical application.
Hear From the Learners of This Programme
Earn an industry-accredited certification
Receive a Certificate in Generative AI issued by CFTE, accredited by IBF and CPD. The certificate online will serve as a stepping stone to further advancement in your career. Don’t miss this opportunity to stand out in your field.
Complimentary AIQ Core Licence included
Learn from Experts in our Generative AI Live Sessions
Get exclusive access to monthly live Generative AI session. These sessions help you stay up to date with the latest developments in AI, explore emerging use cases in financial services, and learn directly from industry experts.
All live sessions are recorded, so you can rewatch them anytime and continue learning at your own pace.
Programme Details
Start date
Immediately
Tuition
£600 or 3 x £200
Format
100% online, self-paced
Live Sessions
Monthly Webinars
Licence
AIQ AI Assessment
Invest in Your Future & Gain AI Skills to Lead in Finance
Pay in full
- 6 weeks and 12+ hours of expert-led content
- Hands-on projects & real-world AI applications
- 6 handbooks with deep-dive insights
- Lifetime access to our global AI & finance community
- Accredited certificate by IBF and CPD
- Live Monthly Webinars from Experts
- Licence to AIQ Assessment
Pay in 3 Instalments
- 6 weeks and 12+ hours of expert-led content
- Hands-on projects & real-world AI applications
- 6 handbooks with deep-dive insights
- Lifetime access to our global AI & finance community
- Accredited certificate by IBF and CPD
- Live Monthly Webinars from Experts
- Licence to AIQ Assessment
Get your employer to sponsor you
Did you know? Companies like JPMorgan Chase offer up to $7,500 in tuition sponsorship. Your employer might sponsor your learning too!
Mode of payment
We accept all major credit cards and debit cards. We also accept Klarna via Stripe
Get reimbursed by your employer
Speak to your manager about the course, and get a reimbursement. Use this template
Installments
You can choose to pay the full amount, or you can opt for a 3-part plan
Bundle: AI in Finance + Generative AI 360 in Finance
Pay in Full
- 5 courses and 24+ hours of expert content
- Includes all content from courses:
• AI in Finance Specialisation
• Generative AI 360 for Financial Services
Download the programme brochure
Get more information on the programme content, hands-on projects and industry experts.
Looking to upskill your organisation? Talk to us.
Interested in training your organisation or sponsoring the course? Contact our team and get more information on the programme.
GENerative AI 360 in Finance - Online Certificate
The Only Generative AI Course for Finance Professionals.
Learn Generative AI and its applications in 15 mins per day.
A programme part of the AI in Finance Academy, training +20,000 professionals globally.
Master Generative AI in 15 minutes a day.
Master AI in 15 Minutes a Day
Bite-sized lessons designed to fit into your busy schedule. Achieve mastery in just 6 weeks.
Build a Strong AI Foundation
Learn essential concepts, applications, and risk management of
Generative AI.
Transform Theory into Practice
Explore real-world use cases in customer service, investment, risk assessment, and more.
Harness AI for Efficiency
Discover how to leverage Generative AI tools for data analysis, research, content creation, and beyond.
Programme content
15-minute lesson per day over 6 weeks. Aquire all the skills for Generative AI.
Week 1: Generative AI Fundamentals
This week explores the definition, the inner mechanisms – machine learning, deep learning, natural language processing, and the evolution of Generative Artificial Intelligence (AI).
- Day 1: Definition of Generative AI
- Day 2: Differences between traditional Machine Learning and Generative AI
- Day 3: Open AI and ChatGPT
- Day 4: Hands-on project: Getting started with ChatGPT and Customer Personas
- Day 5: Expert interview
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
- Day 7: Infrastructure providers
- Day 8: Application providers
- Day 9: Expert interview
- Day 10: Hands-on project: Analysing & extracting information from PDF Reports with AI
Week 3: Technologies of Generative AI
This week explores the Transformers architecture – the engine behind ChatGPT and Google’s Bard, Pre-training and Post-training stack of Large Language Models.
- Day 11: Transformers: a revolutionary breakthrough
- Day 12: Scaling transformers
- Day 13: Pre-Training Stack
- Day 14: Post-Training Stack and LLMs as a new human/machine interface
- Day 15: Expert interview
Week 4: Current Applications in Finance
This week discusses traditional AI applications in finance and first Generative AI applications that are reshaping business process and the finance ecosystem.
- Day 16: Current applications of AI in financial services
- Day 17: First applications of Generative AI in finance
- Day 18: Hands-on project: Data Analysis with AI
- Day 19: Expert interview
- Day 20: Expert interview
Week 5: Future Applications in Finance
This week explores different potential use cases of Generative AI and the essential skills necessary to thrive in an AI-powered world.
- Day 21: Future applications of Generative AI in financial services
- Day 22: Implementing Generative AI in financial institutions
- Day 23: Expert interview
- Day 24: Hands-on project: Analysing Companies Financial Performance with AI
- Day 25: Hands-on project: Create customised AI Chatbot
Week 6: Data, Risks and Regulation
This week teaches the privacy and data usage in Generative AI and the current AI regulations across different jurisdictions.
- Day 26: Data privacy for individuals and institutions
- Day 27: Risks
- Day 28: Regulation
- Day 29: Hands-on project: Using Gen AI for better decision making
- Day 30: Hands-on project: Create your own Deepfake
Download the course brochure
Get more information on the programme content, hands-on projects and industry experts.
What did our alumni say?
Clients’ Success with AI in Finance Academy
CFTE and ADGMA have partnered to co-create the AI in Finance Certification to develop a workforce that understands the innovative possibilities of AI in finance.
The Central Bank of Egypt supports Fintech talent development through training and job opportunities, aiming to become a global Fintech hub. CFTE partners with CBE to empower the digital finance workforce.
Lloyds Bank, a major UK bank, aims to help employees prosper through responsible, sustainable practices. Partnering with CFTE, Lloyds focuses on building a workforce skilled in digital finance and AI.
Prudential, a global insurance and asset management giant, supports skill development in Singapore through in-class and online training. Partnering with CFTE, we train employees in AI and machine learning.
The Central Bank of Hungary (MNB) leads in fintech strategy, empowering members in digital transformation. Partnering with CFTE, MNB's Budapest Institute of Banking trains employees to regulate AI in the financial sector.
As part of the Dubai Fintech Summit, CFTE trained senior leaders from the Arab Monetary Fund (AMF) in Generative AI and how it is being used across institutions.
Through online courses and live sessions including the Generative AI in Finance programme, CFTE played a crucial role in equipping OCBC's team with the skills and knowledge to implement several AI technologies and to become the most data-driven organisation in Asia.
Programme Highlights
Learn real-world applications
Apply Generative AI in your organisation
Earn an industry-accredited certificate
Receive a Certificate in Generative AI issued by CFTE. The certificate online can serve as a stepping stone to further advancement in your career in digital finance. Don’t miss this opportunity to stand out in your field and share your achievement on social media channels.
Learn Generative AI for Financial Services
Mode of payment.
We accept all major credit cards and debit cards.
Get reimbursed by your employer.
Speak to your manager about the course, and get a reimbursement by your employer. Here is how you can do it (with a template provided).
Instalments.
You can choose to pay the full amount, or you can opt for a 2-part payment plan option. The 2-part payment option requires one payment upfront, followed by second during your course.
FAQ
Most frequent questions and answers about our specialisation
What is the course about?
The course is an online certificate programme designed to empower professionals and institutions with skills to use and leverage generative AI in the financial sector.
The course is self-paced, featuring 15-min daily lessons over 6 weeks with 7+ hands-on projects, case studies and industry expert interviews. The course also includes 12 monthly live sessions led by key players in generative AI.
Accessing this course
Participants can immediately enrol the course, costing £450 or £600 with additional 12 live expert sessions.
Yes, you will receive a digital certificate upon successful completion of the course. This certificate is digital so it can be shared at any time and embedded into your online professional profile.
If you decide within one week after enrolling in the course (or 5% of completion) that it’s not the right fit for you, we will issue a full refund.
