Certification programme
AI Fluency for Wealth
Practical AI judgement for the wealth desk, certified level by level.
Three levels · about five hours · 80% to pass
Three levels · about five hours
- 01Level 1: Foundations17 lessons
- 02Level 2: Intermediate17 lessons
- 03Level 3: Advanced15 lessons
Specimen
Certificate of Completion
This certifies that
Your name
has successfully completed the assessed learning programme and demonstrated applied judgement in the responsible use of generative AI for wealth management.
AI Fluency for Wealth
FoundationsLevel 1
What this certifies
Uses generative AI safely on the desk: spots invented specifics, verifies figures before they travel, keeps sensitive client information protected and owns every output sent under their name.
- 80% to pass
- Unlimited retakes
- Verifiable certificate per level