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AI in Finance Specialisation

AI is changing roles, workflows and expectations across financial services. Build the finance-specific capability to understand what matters, evaluate real applications and contribute confidently to AI-related decisions.

4 courses
Expert-led
15 hours
Self-paced, 100% online
72+
Industry expert interviews
CPD & IBF
Accredited certificate

What you will be able to do

01Explain the main AI technologies
Understand the differences between AI, Machine Learning, Deep Learning, Natural Language Processing, Generative AI and Agentic AI.
02Recognise valuable financial use cases
Identify how AI is being applied across fraud detection, compliance, customer service, operations, credit, insurance and wealth management.
03Assess how an AI system is built
Understand the role of data, models, training, infrastructure and people in the development and implementation of an AI system.
04Evaluate AI with greater confidence
Consider the business value, limitations, data requirements, risks and governance implications of different AI applications.
05Understand Generative and Agentic AI
Explore how newer AI systems generate content, support decisions, complete tasks and interact with financial workflows.
06Apply the learning to your own role
Connect AI developments to your function and participate more effectively in conversations about technology, risk, adoption and change.

Four courses from foundations to financial application

4 courses19 modules~15 hours, self-pacedCPD & IBF accredited
015 modules

Foundations of Artificial Intelligence: Applications and Trends

What AI is, why it has developed so quickly, and how Predictive, Generative and Agentic AI are being applied inside and outside finance.

View modules+
  • Introduction to Artificial Intelligence
  • Use Cases of AI Outside of Finance
  • Use Cases of AI in Finance
  • Industry Drivers of AI in Finance
  • AI Trends and Future Developments
024 modules

AI Technologies: Machine Learning, Generative AI and Agentic AI

The technologies behind modern AI, from Machine Learning to Generative and Agentic AI, explained without needing to be a technical specialist.

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  • Machine Learning, Generative AI and Agentic AI
  • Building AI: Data, Models and Training
  • Natural Language Processing
  • Recommendation Engines
034 modules

Implementing AI in an Enterprise: Technology, Skillsets and Regulation

What it takes to move an AI idea into a real organisation: strategy, infrastructure, people, ethics, regulation and risk.

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  • Integration of AI at a Strategic Level
  • Infrastructure for AI
  • The Role of People
  • Ethics and Risks
046 modules

Applications of AI in Finance: Use Cases from the Industry

How AI is being applied across major areas of financial services, the value it creates and the organisations using it.

View modules+
  • Wealth and Asset Management
  • Insurance
  • Customer Services
  • Robotic Process Automation
  • Credit Scoring
  • Compliance and Fraud Detection
Start the programme – £600 →Or pay in 3 monthly instalments of £200

Learn from experienced practitioners

Huy Nguyen Trieu
Huy Nguyen Trieu
Co-Founder & CEO
CFTE
Philip Watson
Philip Watson
Former Chief Innovation Officer
Citi Private Bank
Shameek Kundu
Shameek Kundu
Chief AI Officer
Abu Dhabi Commercial Bank
Stephan Murer
Stephan Murer
Former Global CTO
UBS

Built for finance professionals who need to understand AI

Risk and compliance professionals
Operations and technology leaders
Investment and wealth managers
Strategy and innovation leaders
Banking executives and digital transformation professionals

What finance professionals say about the programme

Excellent
★★★★★
Reviewed by finance professionals at Prudential, Santander UK, ICBC and more
★★★★★
✓Verified learner
The content was really relevant. I really liked that it gave a lot of examples on how AI can be applied in the industry, the companies that are successful implementing AI and high level view on what AI is really about.
ML
Magdalene Loh
SVP and Head of Innovation, Prudential Singapore
★★★★★
✓Verified learner
Since I finished the course, I raised suggestions to my team to integrate different technologies and AI in the different parts of the organisation.
GK
Goh Theng Kiat
Chief Customer Officer, Prudential Singapore
★★★★★
✓Verified learner
CFTE’s course is more engaging than the rest of the online courses that I’ve done because of the course format and expert interviews included.
DV
David Vinagre Solans
Head of Data Science, Santander UK
★★★★★
✓Verified learner
I would suggest this course to all my colleagues in order to understand how all our jobs will be influenced by this technological revolution.
MG
Matteo Giovannini
Senior Finance Manager, ICBC

Choose how you take the programme

Pay in 3 instalments
£200/ month × 3

£600 in total, spread over three monthly payments.

Payment3 monthly payments
Courses4
DurationApprox. 15 hours
Access period12 months
AccreditationCPD and IBF

Prices exclude VAT where applicable. All major cards accepted, with Klarna available through Stripe where supported. Your employer can also pay directly or request an invoice.

Let your employer cover the cost

Most learning and development budgets can pay for a programme like this. Use a ready-made email to ask, no drafting needed.

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Build AI capability across your organisation

Whether you are looking to enrol a small team or develop capability across a wider organisation, CFTE can support a learning approach that fits your objectives.

01
Enrol your team
Give multiple employees access to the AI in Finance Specialisation and build a common foundation across your team, with volume-based team pricing.
02
Learn as a cohort
Bring colleagues through the programme together, creating a shared learning experience across teams, functions and levels of the organisation.
03
Tailor the experience
For larger requirements, speak to CFTE about custom cohorts and in-house learning aligned with your organisation's priorities.
Looking to develop AI capability across your team?
Tell us about your organisation and what you are looking to achieve. Our team can discuss the most appropriate approach for your requirements.
Discuss your organisation's needs →

Get the programme brochure

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Frequently asked questions

Do I need technical or coding experience?
No. The programme is non-technical and does not require coding experience. Technical concepts are explained so that finance professionals can understand how the technology works, how it is applied and what questions they should ask.
How long does the programme take, and how long will I have access?
The programme contains approximately 15 hours of self-paced content. You have access for 12 months from the date of enrolment. Contact CFTE if you need additional time.
Will I receive a certificate?
Yes. You will receive a digital CFTE certificate after successfully completing the programme. The certificate has CPD and IBF accreditation and can be shared online or added to your LinkedIn profile.
Can my employer pay for the programme?
Yes. Your employer can pay for your enrolment directly, reimburse you through a professional development budget or request an invoice from CFTE. For teams, see the section on building AI capability across your organisation.
What is the refund policy?
You may request a refund during the first month of the programme, provided you have completed no more than 50% of the programme content.
AI in Finance Specialisation
Duration15 hours of content
Courses4
Format100% online, self-paced
AccreditationCPD & IBF
Enrol for £600
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