Online Certificate

Generative AI for Project Management in Financial Services

With the advent of Generative AI, Project management is changing. Be a part of this change with our programme designed for professionals to maximise their value in Project Management. In only 15 mins per day, over 6 weeks, learn how to curate compelling user stories and optimise project schedules.

Enroll Immediately

15 minutes per day

6 weeks

Certificate of achievement

Hands-on Projects

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

Why Generative AI in Project Management? Why Now?

You can now do more with Generative AI as 41% of experts from a survey reported that they have seen a significant increase in project delivery since they adopted AI-driven methods. Our programme equips project management professionals with the skills to leverage generative AI tools in creating compelling user stories, optimizing project schedules in seconds, and delivering projects with precision.

0 %

Firms that invested in AI that have seen a positive return on investment (Business2Community, 2023)

0 %

Senior leaders that anticipate an impact of AI on project management in their firm.
(Economic Times, 2023)

0 %

The percentage of project management tasks that will be run by AI by 2030.
(BCG, 2023)

"Using AI, project-based businesses benefit from cost savings that make projects more profitable"

The course covers cutting-edge 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.

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. 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. The integration of Social Media strategies will also be discussed to further elevate project visibility and engagement.

What you'll learn

30+ constantly updated courses

Enable you to stay up to date in the industry

Industry recognised certification

Get the accredited certificate issued by trusted organisation

Hands-on projects for practical uses

Learn how to use generative AI tools in marketing.

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Learning outcomes

You will learn how to integrate AI tools into project planning and execution processes to automate repetitive tasks, optimise scheduling, and improve resource allocation. This includes understanding how AI can enhance traditional project management practices by providing data-driven insights and real-time adjustments

You will gain knowledge on leveraging AI for predictive risk management. They will learn how to use AI to identify potential project risks early, analyse patterns, and develop proactive mitigation strategies to ensure project stability and success.

The course will teach you how AI can facilitate better communication and collaboration within project teams. This includes using AI-driven tools for automated updates, sentiment analysis, and real-time language translation, ensuring that all stakeholders are informed and engaged effectively.

You will develop skills in data analysis and interpretation, understanding how to use AI-generated data to make informed decisions. This involves learning how to extract actionable insights from AI analytics to enhance project outcomes and efficiency.

The course will cover the ethical considerations and regulatory requirements related to AI in project management. You will understand the importance of complying with data protection laws, maintaining transparency in AI operations, and addressing potential biases to ensure responsible AI deployment in projects.

Skills you’ll get

Programme Highlights

1. Get a solid foundation of Generative AI

15-min lessons per day, over 6 weeks

GenAI landing page image (2)
Banner for Matt Jackson for the Generative AI for Project management course

2. Learn directly from the Former Chief Digital and Information Officer for Wealth Management at UBS HK

Learn Gen AI in Wealth Management from KH Chan, a seasoned banker with extensive expertise in wealth management and digital innovation.

3. Learn real-world applications and use cases and apply in your organisation

Grasp the latest industry insight from the best minds in AI and learn how to use it with 7+ hands-on projects.

Generative AI in Project Management

4. Explore successful Generative AI initiatives

Learn how companies in the project management industry have adopted Generative AI to increase project delivery and efficiency through schedule optimisation and task automation.

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, 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

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

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
  • Day 12: Challenges in Project Management
  • Day 13: Traditional approaches vs AI-driven approaches in Project Management
  • Day 14: Current landscape of Generative AI in Project Management
  • Day 15: Expert interview: TBC

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

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
  • Day 22: Understanding the Prompt Engineering
  • Day 23: Use Case 1
  • Day 24: Use Case 2
  • Day 25: Use Case 3
  • Day 26: Use Case 4

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
  • Day 28: Impact and assessment
  • Day 29: Data, Risk, Privacy and Ethical considerations
  • Day 30: Changes in skills

About the lecturers

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.

Matt Jackson

Expert in Project Management, FinTech Innovations, and bridging Traditional Tech with Cutting-Edge Financial Solutions to solve complex project and business problems.

With over a decade of experience in both traditional technology roles and dynamic positions in FinTech, Matt brings a wealth of knowledge to the table. His career includes managing various products and services at a large technology company and later transitioning to FinTech as a project manager.

With 7+ years of FinTech project experience in Asia and 10+ years of delivering complex IT services across multiple industries, Matt has managed enterprise-level services at a large technology company and implemented cutting-edge financial technologies in emerging markets.

Programme Details

Starts date
Enrol immediately

Programme Tuition

Program Format
100% online, self-paced

What did our alumni say?

Who should take the programme?

Professionals in Financial institutions, Central Banks, Fintech Companies, Startups, Financial Advisory and Consultancy Agencies and more across these roles:

  • Project Managers
  • Product Managers
  • IT Managers
  • Business Analysts
  • FinTech Professionals
  • AI Specialists
  • Data Analysts
  • Software Engineers

Earn an industry-accredited certificate

Generative AI in project management certificate template

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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Learn Generative AI for Project Management

Pre-enrol with 40% discount

The programme will start on 1st of July


Enrol now

£ 270

Apply the code to claim the discount: genai40project

For GenAI360 Alumni

£ 225

Generative AI 360 Alumni only

Pricing includes:

  • 6 chapters and 4 hours of expert content
  • Guest experts video
  • 7+ Hands-on projects
  • 10+ Handbooks
  • Glossary
  • 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). 

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.

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.


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 Project Management.

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 marketing, current and future applications in project management, and 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 project management 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 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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