Online Certificate

Generative AI for Wealth Management in Financial Services

Wealth management is going through a rapid industry shift with Generative AI and you shouldn’t be left behind. Our programme is designed for professionals to maximise their value in Wealth Management. In only 15 mins per day, over 6 weeks, learn how to perform advanced data analytics, quickly generate informed insights and more.

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 Wealth Management? Why Now?

You can now unlock new possibilities with Generative AI as 66% of wealth management firms have already prioritised this cutting-edge technology as a key strategic focus for their business.

0 %

Firms prioritising personalised client services & customised financial solutions
(Capgemini, 2024)

0 %

Wealth Managers integrating AI to enhance client decision making & client interactions
(Morgan Stanley, 2023)

0 %

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"

Our programme equips wealth management professionals with the skills to leverage Generative AI in client engagement and financial strategies.

Participants will learn how to integrate AI-powered and generative AI tools in risk management, project management, and predictive analytics to stay current, stand out from peers, and maximise their impact within advisory teams.

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.

Join the gobal community

Lifetime access to community with 10K visionaries.

Learning outcomes

Gain expertise in using Generative AI to enhance client engagement, personalise financial advice, and streamline internal processes.

Learn how to leverage AI tools to automate routine tasks, manage large volumes of data, and enhance overall operational productivity

Develop skills to utilise advanced data analytics for optimising investment returns and risk management.

Understand the importance of combining AI with human oversight to maintain deep personal engagement and build trust with clients

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.

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)
KH Chan as an instructor on a CFTE Banner for Generative AI in Wealth Management

2. Learn directly from the Former Chief Digital and Information Officer at a top global bank

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.

4. Explore successful Generative AI initiatives

Learn how companies in the Wealth Management industry have adopted Generative AI to increase customer satisfaction by offering more personalised advisory services at scale.

Programme content

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

The course covers real-world applications, including using AI in project management for data-driven decision-making, task management, and creating project plans. It also teaches how to use project management tools for meeting notes, project reports, and improving project performance, saving time and enhancing team member collaboration. 

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 Wealth Management

This week delves into the wealth management domain and compare 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

Week 4: Applications and use cases of Gen AI in Wealth management

This week discusses Generative AI applications and current initiatives and use cases in wealth management.

  • Day 16: Applications of Generative AI in Wealth Management (1/2)
  • Day 17: Applications of Generative AI in Wealth 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 using AI for advanced analytics and personalised advisory.

  • 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 Wealth Management

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

  • Day 27: Advantages / Key Success Factors of AI implementation in Wealth 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.

KH Chan

Seasoned banker with extensive expertise in wealth management and digital innovation and Former Chief Digital and Information Officer at a top global bank.

As the Chief Digital and Information Officer at a top global bank for Wealth Management, KH led digital transformation initiatives to enhance client experience, operational efficiency, and regulatory compliance. With over 25 years in the financial services industry, he has a proven track record of delivering valuable business and technology solutions. 

His extensive experience in wealth management and digital innovation, combined with consulting insights, enables him to provide practical and strategic advice on AI applications in wealth management.

A Portrait of KH Chan, Former Chief Digital and Information Officer at UBS

Programme Details

Starts date
Enrol immediately

Programme Tuition
£450 

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: 

  • Wealth Managers
  • Financial Advisors
  • Investment Analysts
  • Portfolio Managers
  • Client Relationship Managers
  • Compliance Officers
  • Risk Management Professionals

Earn an industry-accredited certificate

Certificate template for GenAI in Wealth Management for Financial Services

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 Wealth Managment in Financial Services

Pre-enrol with 40% discount

The programme will start on 1st of September

Days
Hours
Minutes
Seconds

Enrol now

£450
£ 270
  •  

Apply the code to claim the discount: genai40wealth

For GenAI360 Alumni

£450
£ 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). 

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.

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 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.

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