About The Course

The financial services industry has entered the Artificial Intelligence (AI)  phase with the industry expected to generate $1.2 trillion additional value by 2035. 

AI is a modern, disruptive technology used to radically transform key business process in the financial services industry. By nature, AI is a competitive innovation — but how can you embrace it without understanding its fundamental forces? 


In this course, together with 20+ industry leaders, you will learn the basics of modern AI as well industry-relevant content and applications impacting the finance industry.

This course will help you take your first steps into the revolutionary field of AI. It aims to open your eyes tot the substantial impact AI has in the finance industry, shifting your awareness in Fintech away from just "news browsing" and much deeper into defining common AI terminologies, spotting potential opportunities and what AI realistically can and cannot do.


Global Industry Experts

This course is for you if

  • You are tired of reading the latest tech news without understanding its implications

  • You do not feel equipped enough to parse the "hype" from the reality of Artificial Intelligence

  • You want to thoroughly understand how AI works and the reason behind its innovation potential in the financial services industry

  • You are looking to lead disruptive strategies and transformation projects that leverages on Artificial Intelligence

  • You want to boost your professional profile with an industry-recognised AI certification

Course Information

After this course, you will be able to

  • Explain the fundamentals of AI technologies and the key differences between machine learning, deep learning, natural language processing, machine vision and beyond

  • Share concrete use cases of AI execution in insurance, fraud detection, customer service etc.

  • Identify implementation opportunities for AI - from business processes subject to Robotic Process Automations to business applications for Machine Learning

  • Navigate and lead AI transformation projects using best practices and impact frameworks

PARTICIPANTS WILL ACCESS HIGH QUALITY KNOWLEDGE AND GAIN FIRST HAND EXPERIENCE FROM AI PRACTITIONERS THEMSELVES


Course Curriculum

  • 01

    Introduction

    • Welcome to AI in Finance

    • About the course

    • Format of the course and Tips

    • Certificate of Completion

    • Preliminary Survey

    • Intellectual Property

    • Global Community

    • Meet your fellow participants!

  • 02

    Chapter #1 An Industry Overview of AI

    • Chapter Overview

    • 1.1 INTRODUCTION TO ARTIFICIAL INTELLIGENCE

    • 1.1 Video lecture

      FREE PREVIEW
    • 1.1 Readings

    • Interview with Dr Cao Yang

    • 1.1 Quiz

    • 1.2 USE CASES OF AI OUTSIDE OF FINANCE

    • 1.2 Video lecture

    • 1.2 Readings

    • 1.2 Interview with Dr Catherine Havasi

    • 1.2 Quiz

    • 1.3 USE CASES OF AI IN FINANCE

    • 1.3 Video lecture

    • 1.3 Readings

    • 1.3 Interview with Diane Nolan

    • 1.3 Quiz

    • 1.4 INDUSTRY DRIVERS OF AI

    • 1.4 Video lecture

    • 1.4 Readings

    • 1.4 Interview with Ramneek Gupta

    • 1.4 Quiz

  • 03

    Chapter #2 AI Technologies

    • Chapter Overview

    • 2.1 AI, MACHINE LEARNING AND DEEP LEARNING

    • 2.1 Video lecture

    • 2.1 Readings

    • 2.1 Interview with Frank Chen

    • 2.1 Quiz

    • 2.2 BUILDING AI SYSTEMS

    • 2.2 Video lecture

    • 2.2 Readings

    • 2.2 Interview with Martin Markiewicz

    • 2.2 Quiz

    • 2.3 NATURAL LANGUAGE PROCESSING

    • 2.3 Video lecture

    • 2.3 Readings

    • 2.3 Interview with Dr Rand Hindi

    • 2.3 Quiz

    • 2.4 RECOMMENDATION ENGINE

    • 2.4 Video lecture

    • 2.4 Readings

    • 2.4 Interview with Jean-Philippe Desbiolles

    • 2.4 Quiz

  • 04

    Chapter #3 Implementing AI in an Enterprise

    • Chapter Overview

    • 3.1 INTEGRATING AI AT A STRATEGIC LEVEL

    • 3.1 Video lecture

    • 3.1 Readings

    • 3.1 Interview with Siew Kai Choy

    • 3.1 Quiz

    • 3.2 INFRASTRUCTURE FOR AI

    • 3.2 Video lecture

    • 3.2 Readings

    • 3.2 Interview with Dr Gurjeet Singh

    • 3.2 Quiz

    • 3.3 THE ROLE OF PEOPLE

    • 3.3 Video lecture

    • 3.3 Readings

    • 3.3 Interview with Shameek Kundu

    • 3.3 Quiz

    • 3.4 ETHICS AND RISKS

    • 3.4 Video lecture

    • 3.4 Readings

    • 3.4 Interview with Dr David Hardoon

    • 3.4 Quiz

  • 05

    Chapter #4 Applications of AI in Finance

    • Chapter Overview

    • 4.1 WEALTH AND ASSET MANAGEMENT

    • 4.1 Video lecture

    • 4.1 Readings

    • 4.1 Interview with Dr David Andre

    • 4.1 Quiz

    • 4.2 INSURANCE

    • 4.2 Video lecture

    • 4.2 Readings

    • 4.2 Interview with Thibault Antoine

    • 4.2 Quiz

    • 4.3 CUSTOMER SERVICES

    • 4.3 Video lecture

    • 4.3 Readings

    • 4.3 Interview with Dr Jason Mars

    • 4.3 Quiz

    • 4.4 ROBOTIC PROCESS AUTOMATION

    • 4.4 Video lecture

    • 4.4 Readings

    • 4.4 Interview with Matthew Davey

    • 4.4 Quiz

    • 4.5 CREDIT SCORING

    • 4.5 Video lecture

    • 4.5 Readings

    • 4.5 Interview with Dr Shonali Krishnaswamy

    • 4.5 Quiz

    • 4.6 COMPLIANCE AND FRAUD DETECTION

    • 4.6 Video lecture

    • 4.6 Readings

    • 4.6 Interview with Erkin Adylov

    • 4.6 Quiz

  • 06

    Congratulations

    • Congratulations for completing the course

    • Feedback Survey

How You Will Learn

Testimonials

“I received plenty of information on what is happening in fintech today. One thing that I could highlight is that you get to learn from the true experts on that field. ”

Community Builder at CaixaBank

Ayshah J Butt

“CFTE’s course, I found to be more engaging than the rest of the online courses that I’ve done because of the format of very short online videos that gives you the ability to revisit at different times.”

International Proposition Risk Director at Santander

David Vinagre

60,000+ professionals use CFTE to grow their knowledge.

FAQ

  • How does the AI in Finance Specialisation compare with other courses in the market?

    Although there are some very good courses on AI you can find online, The AI in Finance Specialisation, developed by CFTE and Ngee Ann Polytechnic, is the very first online course that walk you through you foundations of Artificial Intelligence, its applications in the finance industry, as well as the opportunities and risks of AI in the sector. We believe The AI in Finance Specialisation is unique because: We have designed a reference course with the industry for the industry. Participants will be given a comprehensive overview on the most relevant trends through a very structured curriculum. Participants will learn from industry leaders who work at the largest financial institutions, fast growing startups, investors and regulators. It gives an overview of the potential and challenges of AI in Finance, from insights of entrepreneurs who are developing AI to leaders implementing AI in financial institutions.

  • Who should take the AI in Finance Specialisation

    This course is suited for a wide range of professionals who are keen to master the key elements of AI and want to understand its applications in finance. We welcome finance professionals, technologists, entrepreneurs, consultants, lawyers and all the people who are ready to take a deep dive into the future of finance.

  • What are the prerequisites for this course?

    There are no pre-requisites for taking the course. This course is largely non-technical to learn the business aspects of AI. Participants can get the most out of the course if they have a general knowledge of Fintech and innovation trends in finance. This could be achieved through a structured course such as CFTE’s Fintech Foundation course, Oxford’s Fintech course, MIT’s Fintech course or similar courses

  • What do I get with the free trial?

    In the free trial you will receive access to one free module in the course. You will experience course content, structure, the level of senior academics, experts, readings and a quiz to test your knowledge.

  • What will I learn in the course?

    The course has been designed to give a solid foundational knowledge about Artificial Intelligence, and how it applies to different sectors of finance. On completion of the course, participants will be expected to: Have a good understanding of the main concepts behind Artificial Intelligence, including machine learning, deep learning, natural language processing, machine vision, etc. Appreciate the developments of AI, especially in the context of financial services, and recognise its potential and limitations Learn to identify potential use cases of AI in different sectors of finance Be able to understand the opportunities and challenges of implementing AI Understand future applications of AI by applying conceptual frameworks Think of ways to apply AI to the financial industry. You will learn a lot in a structured way, and at your own pace.

  • How much time do I need to complete the Specialisation?

    Completing the specialisation takes around 15 hours. The course is structured in 4 courses of 4 modules, which each module lasting 30 to 45 minutes. Participants can take the course at their own pace – either in one go or over a period of several weeks or months. The course is available for 6 months from the start date.

  • How can I pay for the course?

    We offer flexible payment options in either in full or in 3-month instalments. We accept all major credit cards and debit cards.