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 Portrait

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.

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"

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.

Use cases

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.

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

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.

Video library toolkit

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.

BESPOKE WORKSHOP

Empower your team with a
Generative AI workshop.

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

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.

Huy Nguyen Trieu

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

Portrait of Huy Nguyen Trieu

Shonali Krishnaswamy

Expert in AI and Machine Learning, Mobile and Distributed Analytics, Intelligent Systems. CTO at AIDA Technologies Pte Ltd

Dr. Shonali Krishnaswamy is the Chief Technology Officer at AIDA Technologies, a leading AI and machine learning company in Singapore. With a Ph.D. in Computer Science from Monash University, she has held significant roles such as Head of Data Analytics at A*STAR and Associate Professor at Monash University. Her career spans over 15 years in data science and intelligent systems, during which she has published over 150 research papers and led one of Singapore’s largest analytics teams.

Dr. Krishnaswamy has received numerous accolades, including the Institute of Engineers Singapore Prestigious Engineering Award and the ASEAN Outstanding Engineering Award, and was named one of Singapore’s Inaugural 100 Women in Technology in 2020

Portrait of Shonali

Delivered by Top Industry Experts

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.

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

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.

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Register your interest to Generative AI in Wealth Management now

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

Learn GenAI for Wealth Management in financial services

Enrol now to get started

Days
Hours
Minutes
Seconds

Pay in full

£ 450
  •  

Pay in 3 instalments

£ 150
  •  

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.

Learn GenAI for Wealth Management in financial services

Sale extended until December 6th

Days
Hours
Minutes
Seconds

Enrol now

£450
£ 315
  •  
Sale

For GenAI 360 Alumni

£450
£ 225
  •  

Pricing includes:

  • 6 chapters and 4 hours of expert content
  • Guest experts video (Coming Soon)
  • 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.

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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