Generative 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.

Programme Details: 

• 15 minutes per day
• 6 weeks
• Certificate of achievement
• Hands-on Projects

• 100% online, self-paced

• Course Fee: 

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.

"Generative AI will revolutionise client interactions and bring new efficiencies to advisor practices"

Andy Saperstein (Co-President, Morgan Stanley)

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...

Master GenAI in Wealth Management

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. 

Explore real-world AI applications

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.

Optimise investment strategies

Develop skills to utilise AI-enabled data analytics for optimising investment returns and risk management, all while enhancing client engagement.

Master Generative AI Applications

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

Drive GenAIstrategies on 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.

From basic to advanced concepts

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: The Landscape of GenAI in Wealth Management

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

Week 4: Use cases of GenAI in Wealth Management

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)

Week 5: From Theory to Practice

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

Week 6: Opportunities & Risks in Wealth Management

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

Experts you will be learning from

Huy Nguyen Trieu

Co-Founder at CFTE

Huy Nguyen Trieu is co-founder of the Centre for Finance, Technology and Entrepreneurship. He is also the CEO of The Disruptive Group – a business builder and advisory firm in innovation and finance. Prior to The Disruptive Group, Huy was a Managing Director at Citi, and previously at RBS and SG. Before banking, he was the CEO of Ukibi, a VC-funded startup in the US. He is a frequent keynote speaker in Europe and Asia, likes to teach and share with students and entrepreneurs, and is regularly quoted in articles on innovation and finance. He writes the blog Disruptive Finance, is a Fintech Fellow at the Centre for Global Finance and Technology at Imperial College, an Entrepreneurship Expert at Oxford Said Entrepreneurship Centre. He is also a member of ESMA’s Consultative Working Group for financial innovation and a founding member of the Asian SuperCharger, one of the largest Fintech accelerators in Asia.

KH Chan

Wealth Management & Digital Innovation Expert