Gen AI for Wealth Management in Financial services
The Only Gen AI Course for Wealth Management in financial services.
Attract, retain, and delight high-net-worth clients. Our exclusive course teaches you how to leverage Generative AI to build deeper relationships, deliver exceptional service, and drive growth.
Enroll Immediately
15 minutes per day
6 weeks
Certificate of achievement
Hands-on Projects
Programme Instructors
Huy Nguyen Trieu
Co-founder, CFTE
KH Chan
WM & Innovation expert
A programme part of the AI in Finance Academy, training +20,000 professionals across organisations.
A programme part of the AI in Finance Academy, training +20,000 professionals globally.
Deliver personalised wealth management services at scale with GenAI.
Generative AI is transforming wealth management. By delivering hyper-personalised experiences at scale, firms can delight clients and drive retention.
With 66% of wealth management firms already prioritising AI and Generative AI, it’s clear that this technology is the future of the industry. Unlock new opportunities and gain a competitive edge with generative AI.
Firms prioritising personalised client services & customised financial solutions
(Capgemini, 2024).
Wealth Managers integrating AI to enhance client decision making & client interactions
(Morgan Stanley, 2023)
Firms viewing advanced data analytics as critical for optimising investment returns and risk management.
(BCG, 2023).
"Generative AI will revolutionise client interactions and bring new efficiencies to advisor practices"
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 wealth management.
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 wealth management and enhance your skills with our hands-on exercises and learn from industry best practices.
Delivered by KH Chan – WM Expert
A seasoned banker with over 25 years of extensive wealth management and digital innovation experience. He is also the Former Chief Digital and Information Officer at a top global bank and has consulted for one of the largest global consulting firms.
Your All-Access Pass to Wealth Management
Dive into a world of learning with flexible video and reading courses. Plus, get the inside scoop from top experts around the globe. You will get to understand the intricacies of wealth management at global organisations.
Complete GenAI for Wealth Management Toolkit
Accelerate your wealth management 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, the current Wealth Management landscape, and the value chain in only 15 minutes per day for 6 weeks.
You will get the chance to understand the generative AI applications in wealth management and how other companies are implementing generative AI to drive successful outcomes and increase conversion rates.
Develop skills to utilise AI-enabled data analytics for optimising investment returns and risk management, all while enhancing client engagement.
Gain expertise in using Generative AI to enhance client engagement, personalise financial advice, and streamline internal processes.
The course enables you to understand the current implementation of generative AI and key success factors of the user journey. You will be able to apply the strategic framework to your team.
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
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 wealth management and compares traditional wealth management approaches with AI-driven methods.
- Day 11: Introduction and background of Wealth Management
- Day 12: Challenges in Wealth Management
- Day 13: Traditional approaches vs AI-driven approaches in Wealth Management
- Day 14: Current landscape of Generative AI in Wealth Management
- Day 15: Expert interview: TBC
This week discusses Generative AI applications and current initiatives and use cases in Wealth Management.
- Day 16: Framework of Generative AI for Wealth Management in Financial Services
- Day 17: Current applications of GenAI in Wealth Management
- Day 18: Case study – RBC, Clarity AI, Finatix
- Day 19: Case study – (2/2)
- Day 20: Expert interview (TBC)
This week focuses on practical applications of generative AI tools in wealth management. Projects include using AI for advanced analytics and personalised advisory.
- Day 21: Custom GPT – Insights Generator 1/2
- Day 22: Custom GPT – Insights Generator 2/2
- Day 23: Custom GPT – Conversation Summariser
- Day 24: Custom GPT – Portfolio Generator 1/2
- Day 25: Custom GPT – Portfolio Generator 2/2
- Day 26: Use case 4
This week examines the advantages and key success factors of implementing AI in wealth management and teaches privacy and data usage in Generative AI for Wealth Management.
- Day 27: Advantages of Integrating AI in Wealth Management
- Day 28: Regulations, Ethics & Challenges
- Day 29: Best Practices for Data Consideration
- Day 30: Skills Transformation & Future outlook
Who should take this course?
Professionals in Financial institutions, Central Banks, Fintechs, Startups, Consultancy and more across these roles
Wealth Managers
Financial advisors
Investment Analysts
Portfolio Managers
Client Relationship Managers
Compliance Managers
Risk Management Professionals
Why our alumni love our programmes
Experts you will be learning from
Top CEOs, CIOs, Founders and industry leaders will share knowledge
Huy Nguyen Trieu
Co-Founder at CFTE
KH Chan
Wealth Management & Digital Innovation Expert
Download the programme brochure
Get more information on the programme content, hands-on projects and industry experts.
Programme Details
Start date
Starts Immediately
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 GenAI for Wealth Management in financial services
Enrol now to get started
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.
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 Wealth 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 wealth management, current and future applications in wealth 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 wealth 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 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.
