Gen AI for Private Banking - Online Certificate

The #1 course for Generative AI in private banking for financial institutions.

Your clients deserve personalised private banking experiences. This course is designed to help private banking professionals understand how to harness Generative AI to augment their operations and offer hyper-personalised banking experiences.

Enroll Immediately

15 minutes per day

6 weeks

Certificate of achievement

Hands-on Projects

Programme Instructors

Huy Portrait

Huy Nguyen Trieu

Co-founder, CFTE

Philip Watson

Philip Watson

Private Banking Expert

A programme part of the AI in Finance Academy, training +20,000 professionals globally.

Your clients deserve hyper-personalised banking

Over the next five years, Artificial intelligence and Gen AI have the potential to transform private banking institutions by automating, speeding up, and improving various aspects such as customer experience.

Our programme is designed to equip finance professionals with the knowledge and skills to identify the current landscape of machine learning, deep learning, and generative AI in private banking, leverage Gen AI tools to enhance productivity, and solve customers’ problems by offering hyper-personalised banking experiences.

0 %

The global generative AI market size is projected to experience significant growth by 2032
(Zion Market Research, 2023).

0 %

of organisations are reinvesting Generative AI savings into innovation.
(Deloitte, 2024).

0 %

Generative AI Spending from Banking Industry to Grow by over 1400% by 2030
(Juniper Research, 2024)

We firmly believe that AI and large language models will play a pivotal role in shaping the future of private banking.

Designed for your success.

Master this topic with our all-round curriculum featuring..

Constantly updated course

You will never miss any new industry updates.

Industry recognised certification

Get an accredited certificate endorsed by trusted bodies.

Hands-on projects for practical uses

Learn how to use generative AI tools for private banking.

Join the global community

Lifetime access to our community of 10K+ visionaries.

Use cases

Real-World Applications and case studies

Discover how leading organisations are harnessing generative AI for private banking and enhance your skills with our hands-on exercises and learn from industry best practices.

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Philip Watson

Delivered by Philip Watson – Private Banking Expert

Head, Platform Development & Innovation of Citi. Wealth management expert with over 24 years of experience in the finance industry spanning wealth management, private banking, platform development and investment advice.

Your All-Access Pass to private banking

Dive into a world of learning with flexible video and reading courses. Plus, get the inside scoop from top private banking experts around the globe. You will get to understand the intricacies of private banking efforts globally.

Video library toolkit

Complete GenAI for private banking Toolkit

Accelerate your private banking career with our carefully curated video library designed to teach you how to leverage generative AI through expert-led tutorials and real-world examples.

At the end of this programme, you'll...

The bite-sized courses enable you to get the basics right from the mechanism of Generative AI, current private banking landscape and value chain only 15 minutes per day for 6 weeks. 

You will get the chance to understand the generative AI applications in private banking and how other companies are implementing generative AI to drive successful outcomes.

Apply generative AI techniques to develop highly personalised banking experiences, including bespoke investment strategies, tailored product recommendations, and customised client communications.

Learn how to use AI responsibly by identifying the opportunities, data management, ethical consideration and regulations worldwide.

The course enables you to understand the current implementation of generative AI and key success factors of user journey. You will be able to apply the strategic framework to your team.

From basic to advanced concepts

15-minute lesson per day over 6 weeks. Aquire all the skills for Generative AI.

This week explores the definition, the inner mechanisms, and the evolution of Generative AI.

  • Day 1: Definition of Generative AI
  • Day 2: Differences between traditional Machine Learning and Generative AI
  • Day 3: Transformers: a revolutionary breakthrough
  • Day 4: Scaling transformers
  • Day 5: LLMs as a new human/machine interface

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: Hands-on project: Getting started with ChatGPT and Customer Personas
  • Day 10: Hands-on project: Analysing & extracting information from PDF Reports with AI

This week delves into the marketing domain and compare traditional private banking approaches with AI-driven methods.

  • Day 11: Introduction and background of private banking
  • Day 12: Challenges in private banking
  • Day 13: Traditional approaches vs AI-driven approaches in private banking
  • Day 14: Current landscape of Generative AI in private banking
  • Day 15: Expert interview: TBC

This week discusses Generative AI applications and current initiatives and use cases in private banking.

  • Day 16: Applications of Generative AI in private banking (1/2)
  • Day 17: Applications of Generative AI in private banking (2/2)
  • Day 18: Case studies
  • Day 19: Case studies
  • Day 20: Expert interview (TBC)

This week focuses on practical applications of generative AI tools in private banking.

  • Day 21: Navigate key Generative AI tools
  • Day 22: Understanding Prompt Engineering
  • Day 23: Use case 
  • Day 24: Use case 
  • Day 25: Use case
  • Day 26: Use case 

This week examines the advantages and key success factors of implementing AI in private banking and teaches the privacy and data usage in Generative AI in private banking.

  • Day 27: Advantages / Key Success Factors of AI implementation in Marketing
  • Day 28: Impact and assessment
  • Day 29: Data, Risk, Privacy and Ethical considerations
  • Day 30: Changes in skills.

BESPOKE WORKSHOP

Empower your team with a
Generative AI workshop.

Who should take this course?

Professionals in Financial institutions, Central Banks, Fintechs, Consultancy and more across these roles

Relationship Managers

Investment Advisors

Wealth Managers

Client Service Representatives

Risk Management Analysts

Portfolio Managers

Why our alumni love our programmes

Delivered by Top Industry Experts

Huy Nguyen Trieu

Co-Founder and Programme Director

Philip Watson

Head, Platform Development & Innovation

Portrait of Huy Nguyen Trieu

Huy Nguyen Trieu

Co-founder and Programme Director, CFTE; Former Managing Director, Citi

Huy Nguyen Trieu is the Co-Founder of CFTE and CEO of The Disruptive Group, an advisory firm in innovation and finance. He is also a Venture Partner at Mundi Ventures, a VC fund in Fintech and Insurtech. 

Passionate about upskilling, Huy co-founded CFTE to help people improve their skills in a tech-driven world. Previously, he was a Managing Director at Citi, and held roles at Royal Bank of Scotland and Société Générale. Huy also led Ukibi, a VC-funded startup in the US.

Philip Watson

Head, Platform Development & Innovation of Citi

Phil Watson is a Wealth Management Expert with over 24 years of experience in the financial industry, specialising in Private Banking, Platform Development, and Investment Advice.

He is recognised for his leadership in innovation and growth, particularly in the application of emerging technologies such as AI, and data analytics within complex organisational settings. Phil has been instrumental in driving transformation and change management, leading global multi-jurisdictional teams, and fostering strategic partnerships that integrate big enterprise solutions with fintech innovations.

Philip Watson portrait with him smiling, wearing a pink dress shirt, a black suit and glasses.

Programme Details

Start date
November 2024

Programme Tuition
£450 

Programme Format
100% online, self-paced

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. Don’t miss this opportunity to stand out in your field.

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Certificate template for Gen AI Private Banking

Learn Generative AI for Private Banking.

40% discount valid until September 1st

Days
Hours
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Enrol now

£450
£ 270
  •  

For GenAI 360 Alumni

£450
£ 225
  •  

Pricing includes:

  • 6 chapters and 4 hours of expert content
  • Guest experts video
  • Hands-on projects
  • 7 Handbooks
  • Lifetime access to global community
  • Accredited Certificate (In progress)

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.

Register your interest to Generative AI for Private Banking now

Save your spot to get a special discount when the course is launched

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.

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 Private Banking.

The course is self-paced, featuring 15-min daily lessons over 6 weeks with hands-on projects, case studies and industry expert interviews. 

The course content covers fundamentals of generative AI, the landscape of generative AI in Private banking, current and future applications, risk management and regulation.

Why this course?

Participants will gain in-depth knowledge of generative AI, understand its applications and underlying mechanisms, and learn about global trends and know how to integrate AI in their organisations.

The course is designed for professionals in Private banking who want to enhance productivity and stay competitive in their jobs.

Accessing this course

Participants can immediately enrol the course, costing £450.

  • Mode of payment– We accept all major credit cards and debit cards.
  • 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 and third during your course. Contact our team at learning@cfte.education for more information.
  • Get reimbursed by your employer. Speak to your employer and get funded for your learning! Here’s how we can help.

You will have access to the course for 6 months from enrolment. This duration is set to ensure you can pace yourself for the best learning outcome. Though not a common request, you can talk to us if you need an extension of the access after the 6 months are up.

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.

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