AI is coming

Artificial Intelligence is now a reality in finance. But exactly what is AI? What are its applications in finance? How shall professionals prepare for an AI world?  AI in Finance is a structured course that will help finance professionals and technologists acquire the right foundations to be part of the AI revolution.

Philip Watson

Learn from an experienced practitioner

Philip Watson is Managing Director at Citi Private Bank. He is Head of the Global Investment Lab, and Chief Innovation Officer for the Private Bank. The Investment Lab provide ultra high net worth individuals and their family offices with expertise and advice in portfolio construction, risk analytics and investment strategy. The Innovation Office supports clients by sharing insights and perspectives on key trends and emerging technologies. The office is also engaged in a range of innovation initiatives at the Private Bank and Citi - including the Growth Board, accelerator programs, and initiatives designed to improve the client experience. In addition to these roles, Philip serves on a number of committees and boards at Citi. These include voting membership within the Global Investment Committee, which defines the strategy for the Private Bank, and membership on the Multi-Asset Class Committee, responsible for informing decisions on the management of discretionary portfolios at Citi. Philip has nearly 20 years of financial experience, 15 at the Private Bank. Prior to this, he worked within Citi’s Investment Bank where he held roles within Equity Derivatives, Risk Management and Warrants Trading. Philip has a Chartered MCSI designation from the Chartered Institute for Securities and Investments, and holds a Level 6 Certificate in Private Client Investment Advice and Management. He previously graduated from the University of Leeds.

Philip Watson

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Course curriculum

  • 01

    ➖➖INTRODUCTION ➖➖

  • 02

    1. AI, Machine Learning and Deep Learning

  • 03

    2. Building AI: From Data to Models to Training

    • Challenge

    • ➖➖➖➖ Senior Lecture ➖➖➖➖

    • Building an AI system

    • Identifying the problem, Preparing Data and Choosing Algorithms

    • Training Algorithms

    • Language for AI

    • Summary

    • Challenge

    • ➖➖➖➖ Industry View ➖➖➖➖

    • AI system and its needs

    • Cleaning data and working with a bank

    • How to choose the algorithms?

    • Implementing an AI system in a bank

    • Readings
  • 04

    3. Natural Language Processing

    • Challenge

    • ➖➖➖➖ Senior Lecture ➖➖➖➖

    • What is NLP?

    • How does NLP work?

    • The application of NLP to Finance

    • Summary

    • Challenge

    • ➖➖➖➖ Industry View ➖➖➖➖

    • NLP progress over the years

    • Steps to build NLP

    • How to implement GDPR at Snips?

    • The widespread applications of NLP

    • Snips compared to Alexa or Siri

    • Applying NLP into Finance

    • Thriving in an AI-empowered world

    • Readings

    • Exam
  • 05

    4. Recommendation Engine

    • Challenge

    • ➖➖➖➖ Senior Lecture ➖➖➖➖

    • Recommendation Engine

    • How does it work?

    • Approches used by recommendation engines

    • The application of recommendation engines to Finance

    • Summary

    • Challenge

    • ➖➖➖➖ Industry View ➖➖➖➖

    • AI at IBM

    • Use cases of recommendation engines

    • Watson for Financial Services

    • Pre-requisites to implement Watson's recommendation engine

    • Success factors

    • Hype vs Reality in AI

    • Readings

    • Exam
  • 06

    Congratulations!

    • Congratulations & Welcome to CFTE Community!

    • We Want To Learn From YOU!

From the industry, for the industry

A short online course

  • Online & On demand

    Best minds of the industry sharing insights and best practices - at your fingertips.

  • 2 Hours to Complete

    Learn on your own schedule, whenever you want, wherever you want.

  • Shareable Certificate

    Earn an Accredited Certificate from CFTE to validate your completion of the course.

Course 2 of the AI in Finance Specialization

Get a 360 view of today's AI in finance from 20+ world experts in 4 short online courses.

"AI Technologies" is the second course of the AI in Finance Specialization - CFTE's programme designed to bring awareness, and understanding of Artificial Intelligence technologies and their impact on the Financial Services industry.
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Artificial Intelligence in Finance

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What you'll walk away with

This is the second Course of the AI in Finance Specialization

Get a 360 view of today's AI in finance from 20+ world experts in 4 short online courses.