AI Literacy Whitepaper

CFTE's foundational whitepaper on AI literacy, defining levels of competency and pathways for development in financial services.

March 30, 2026

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research-report

This whitepaper sets out CFTE's framework for AI literacy in financial services, defining three levels — awareness, tool proficiency, and system thinking — and the competencies associated with each. It provides a foundation for institutions designing AI capability programmes and for professionals assessing their own development needs.

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