Gen AI for Research Analysts in Financial Services
Reduce research time from hours to seconds with Generative AI
Generative AI is significantly changing the research industry. You can now reduce research time with Generative AI – enabling you and your team to focus on other crucial tasks. Enrol now to start learning.
Enroll Immediately
15 minutes per day
6 weeks
Certificate of achievement
Hands-on Projects
Programme Instructors
Huy Nguyen Trieu
Co-founder, CFTE
Yangcheng Huang
AI Researcher, Alphasense
A programme part of the AI in Finance Academy, training +20,000 professionals globally.
Research doesn't have to take hours, just seconds.
Generative AI is disrupting the financial services industry, and research is an area that is highly impacted by the technology. Financial institutions are implementing cutting-edge GenAI tools to extract and summarize information more precisely and efficiently.
Leveraging AI technology, including machine learning and large language models for natural language processing, allows for real-time data-driven insights. This reduces time-consuming tasks for research analysts and provides valuable insights through case studies of generative AI applications.
The global generative AI in banking and finance market size is anticipated to achieve by 2032
(Precedence Research, 2023).
Estimated percentage of labor time that can be automated using Generative AI in Finance
(Bain&Company, 2023).
Faster for business plans draft and deployment in finance, with Gen AI
(McKinsey, 2023).
Generative AI heralds a new frontier for efficiently leveraging data, extracting insights, and creating content that evolves from an enabler of our work to a collaborator.
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 research.
Join the global community
Lifetime access to our community of 10K+ visionaries.
Real-World Applications and case studies
Discover how leading organisations are harnessing generative AI for research and enhance your skills with our hands-on exercises and learn from industry best practices.
Delivered by Yangcheng Huang – AI Researcher
Staff AI Researcher at Alphasense specialising in Generative AI and Large Language Models (LLM) at AlphaSense. Recipient of the 2023 Global GenAI Award for Individual Innovation.
Your All-Access Pass to research
Dive into a world of learning with flexible video and reading courses. Plus, get the inside scoop from top sustainability experts around the globe. You will get to understand the intricacies of sustainability efforts at globally.
Complete GenAI for Research Toolkit
Accelerate your research 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 research landscape and value chain only 15 minutes per day for 6 weeks.
You will get the chance to understand the generative AI applications in climate change and how other companies are implementing generative AI to drive research.
Learn how to use the cutting-edge generative AI tools in research from market research, analysing data and making informed decisions, all driven by Gen AI.
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 research domain and compare traditional research approaches with AI-driven methods.
- Day 11: Introduction and background of Research
- Day 12: Challenges in Research
- Day 13: Traditional approaches vs AI-driven approaches in Research
- Day 14: Current landscape of Generative AI in Research
- Day 15: Expert interview: TBC
This week discusses Generative AI applications and current initiatives and use cases in research.
- Day 16: Applications of Generative AI in Research (1/2)
- Day 17: Applications of Generative AI in Research (2/2)
- Day 18: Case studies (1/2)
- Day 19: Case studies (2/2)
- Day 20: Expert interview (TBC)
This week focuses on practical applications of generative AI tools in research.
- Day 21: Navigate key Generative AI tools
- Day 22: Understanding the 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 research and teaches the privacy and data usage in Generative AI in research.
- 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.
Who should take this course?
Professionals in Financial institutions, Central Banks, Fintechs, Startups, Consultancy and more across these roles
Market Research Analysts
Data & Financial Analysts
Business Intelligence (BI) Analysts
Investment Analysts
Economists
Why our alumni love our programmes
Delivered by Top Industry Experts
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.
Yangchen Huang
Staff AI Researcher (GenAI/LLM) at AlphaSense; 2023 Global GenAI Award – Individual Innovator; Ex-JPMC
Staff AI Researcher specialising in Generative AI and Large Language Models (LLM) at AlphaSense. Recipient of the 2023 Global GenAI Award for Individual Innovation. Extensive research and professional experience in machine learning, deep learning, natural language processing (NLP), and computer vision.
Current research interests include large language models, document summarization, text generation, information retrieval, semantic parsing, and natural language understanding.
Experts you will be learning from
Top CEOs, CIOs, Founders and industry leaders will share knowledge
Huy Nguyen Trieu
Co-Founder at CFTE
Yangchen
Staff AI Researcher (GenAI/LLM) at AlphaSense; 2023 Global GenAI Award - Individual Innovator; Ex-JPMC
Programme Details
Start date
October, 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.
Learn Generative AI for Research in Financial Services
40% discount valid until September 1st
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 Research Analysts 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 Research.
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 Research, current and future applications in Research, 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 Research 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.
