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Artificial Intelligence
Artificial Intelligence
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CFTE

Generative AI for Project Management in Financial Services

  • up to 6 weeks
  • Intermediate

This course equips project management professionals with the skills to leverage generative AI tools in creating compelling user stories, optimizing project schedules, and delivering projects with precision. Learn how to integrate AI into project planning and execution processes to automate repetitive tasks and improve resource allocation.

  • AI Integration in Project Planning and Execution
  • Enhanced Risk Management Techniques
  • Improving Communication and Collaboration
  • Data-Driven Decision Making
  • Ethical and Regulatory Compliance

Overview

Participants will learn to use project management tools for data-driven decision-making, project plans, meeting notes, and project reports, saving time and improving project performance. The course covers AI-powered techniques for risk management, predictive analytics, and task management, helping professionals stay current, stand out from peers, and maximize their impact within project teams.

  • Web Streamline Icon: https://streamlinehq.com
    Online
    course location
  • Layers 1 Streamline Icon: https://streamlinehq.com
    English
    course language
  • Professional Certification
    upon course completion
  • Self-paced
    course format
  • Live classes
    delivered online

Who is this course for?

Project Managers

Professionals looking to enhance productivity and stay competitive in their jobs.

Product Managers

Individuals aiming to integrate AI tools into their product management processes.

IT Managers

Managers seeking to leverage AI for optimizing project schedules and resource allocation.

Why should you take this course?

Artificial Intelligence

This course equips project management professionals with the skills to leverage generative AI tools in creating compelling user stories, optimizing project schedules, and delivering projects with precision. Learn how to integrate AI into project planning and execution processes to automate repetitive tasks and improve resource allocation.

Pre-Requisites

1 / 3

  • Basic understanding of project management principles

  • Familiarity with AI concepts

  • Experience in financial services is beneficial but not required

What will you learn?

Week 1: Generative AI Fundamentals
This week explores the definition, the inner mechanisms, and the evolution of Generative AI.
Week 2: The Landscape of Generative AI
This week discusses the Generative AI landscape and key players such as infrastructure providers, model providers and application providers.
Week 3: Current landscape of Gen AI in Project Management
This week delves into the wealth management domain and compare traditional project management approaches with AI-driven methods.
Week 4: Applications and use cases of Gen AI in Project Management
This week discusses Generative AI applications and current initiatives and use cases in project management.
Week 5: From Theory to Practice: Practical Approach
This week focuses on practical applications of generative AI tools in wealth management. Projects include curating compelling user stories, creating optimised schedules and automating reports.
Week 6: Opportunity and risk in Project Management
This week examines the advantages and key success factors of implementing AI in Project Management and teaches the privacy and data usage in Generative AI in Project Management.

What learners say about this course

  • “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.”

    Magdalene Loh

    Senior Vice President and Head of Innovation at Prudential Singapore

  • “The interviews covered in the course introduced the insights that are very important from those with 20+ years experience professionals.”

    Priscilla Cournede

    Deputy Director at Life Reinsurance at Covéa

  • “Since I finished the course, I raised suggestions to my team to integrate different technologies and AI in the different parts of the organisation.”

    Goh Theng Kiat

    Chief Customer Officer at Prudential Singapore

Meet your instructors

  • Huy Nguyen Trieu

    (Co-founder) Programme Director, CFTE

    Huy Nguyen Trieu is a highly accomplished entrepreneur, academic, and investor. He is the co-founder of CFTE, a global Fintech education platform, and an industry fellow at Imperial College. Previously, he was an MD at Citi and Associate Fellow at Oxford.

  • Matt Jackson

    Senior Technical Project Manager, Tower Research Capital

    Matt Jackson is a highly organized and analytical Senior Technical Project Manager with a strong track record of success in the fintech industry. He has over 30 successful deployments under his belt and has built high-performing product launch teams across a variety of industries.

Upcoming cohorts

  • Dates

    start now

£450