Europe, Asia, Middle East – [20th September 2024] CFTE is excited to announce the launch of its new online certificate course, “Generative AI for Wealth Management in Financial Services” tailored to help professionals harness the power of Generative AI to maximise their value in the rapidly evolving wealth management industry, the course is set to launch in September 2024.
- Insights directly from experts, from the fundamentals of Generative AI to use cases of Wealth Management in Financial Services
- Master AI-driven tools and strategies – enhancing every stage from summarising client conversations to generating tailored portfolios
- Join a community of over 10,000 professionals, gaining access to life-long learning industry insights and updates
75% of wealth managers are now integrating AI to enhance client decision-making and interactions, with 66% of wealth management firms prioritising Generative AI as a key strategic focus. It is clear that Generative AI is transforming wealth management by providing personalised client service and financial solutions, making it crucial for staying competitive in the wealth management industry.
Throughout the programme participants will learn directly from real-world use cases directly by industry experts, covering every stage from client management to making financial strategies, using AI-powered tools in managing and predicting risk to further streamline client experience.
“Generative AI is revolutionizing wealth management, offering advisors the tools to enhance efficiency and deepen client relationships. This course empowers professionals to transcend traditional methods, gaining insights from successful industry applications. By personalising client experiences and adopting cutting-edge technology, participants will secure their competitive edge. Embrace the future—build the ‘car,’ not just a faster horse—and innovate your approach to wealth management.”
KH Chan Wealth Management & Innovation expert
The “Generative AI for Wealth Management in Financial Services” course, is part of CFTE’s AI in Finance Academy where we successfully trained over 20,000 professionals, aims to demystify Generative AI for senior leaders, executives, and academic professionals.
Participants will have the opportunity to learn from Huy Nguyen Trieu, Co-Founder and Programme Director at CFTE, brings his extensive experience from Citi and other major financial institutions. With our industry expert, KH Chan, Wealth Management & Digital Innovation Expert, Former Chief Digital and Information Officer at a top global bank, offers deep insights from his wealth management and digital innovation expertise.
Driving the evolution of Wealth Management through industry insights
Since the launch of the AI in Finance Academy in 2018, CFTE has been committed to advancing AI knowledge across various industries. Our global community, spanning from Singapore, Europe, and MENA, with leading experts from renowned companies, all focused on meeting the growing need to harness the power of Generative AI.
This course provides structured knowledge, featuring AI tools, real-world use cases, and hands-on projects led by experts in the wealth management sector.
From the basics to advanced concepts, the curriculum is structured into:
- Generative AI Fundamentals: The definition, the inner mechanisms, and the evolution of Generative AI
- The Landscape of Generative AI: Stating the key players such as infrastructure providers, model providers and application providers
- Generative AI in Wealth Management Landscape: Background of Wealth Management and the comparison of traditional approaches vs AI-driven approaches
- Applications and Use Cases in Wealth Management: Practical applications and strategies for Generative AI showcasing successful case studies
- From Theory to Practice: Navigating the use of GenAI tools, from mastering prompt engineering to applying advanced analytics and strategic advisory
- Opportunities & Risks in Wealth Management: Key success factors for integrating AI, with a focus on data privacy and ethical considerations
The wealth management industry is undergoing a significant transformation with the advent of Generative AI, this course addresses the challenges and opportunities for integrating AI, and helping wealth managers to stay competitive in the digital finance
Delivered online and self-paced, participants can learn at convenience and will receive a certificate of achievement upon completion, boosting their professional credentials in the digital era. Supercharge your journey in Wealth Management! https://courses.cfte.education/generative-ai-for-wealth-management-in-financial-services/
