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Generative AI in Banking and Finance Training in London and Live Online

Generative AI in Banking and Finance

Explore generative AI for financial information workflows, reporting and customer communications. Build review practices that protect data and keep financial judgements with qualified professionals.

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Beginner to intermediate

Have basic computer and internet skills.

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Course overview
Course dates
  • In Classroom
  • Live Virtual
  • 1 - 1 Training
  • Corporate Training
  • Onsite Training
Introduction
Explore generative AI for financial information workflows, reporting and customer communications. Build review practices that protect data and keep financial judgements with qualified professionals.


Explore guided examples and develop a practical use case for your organisation. No advanced programming is required.
The course covers responsible use, data handling, verification and human review alongside practical techniques. Tools and exercises are selected for the training requirements and available licences. This is professional development training; attendance does not confer a third-party vendor certification.
What the course covers
Flexible Ways to Learn

Study your way with flexible learning options designed to fit around your schedule.

Small Groups

With small groups of students, our instructors can work closely with each student

Flexible Class Schedules

Our class schedules are flexible on weekdays, weekend or evening to suit your schedule.

Experienced Instructors

Our instructors follow a modified and personalised approach to engage students during class

Hi-Tech lab Facilities

Lab arrangements vary by course. Confirm access and equipment requirements before booking.

Prerequisites
What you’ll gain

Apply foundations and scope to a practical course scenario.

Apply financial information workflows to a practical course scenario.

Apply working with financial data to a practical course scenario.

Apply report drafting and analysis to a practical course scenario.

Develop skills for your next step
Relevant career pathways
Business Professional:

Use AI to support everyday work with appropriate review.

Business Analyst: Document needs, evaluate outputs and measure improvements.

Team Leader:

Assess use cases and guide responsible adoption.

Syllabus

Foundations and scope
Understand generative AI capabilities and limitations for this subject. Define suitable tasks and criteria for success.

Identify appropriate assistance tasks across reporting, document summarisation and research preparation.

Structure sample data, check calculations independently and distinguish retrieved facts from generated explanations.

Draft management commentary from validated inputs. Evaluate completeness, consistency and unsupported claims.

Create and review sample explanations and service responses with clear escalation to a responsible employee.

Define access restrictions, audit evidence, review responsibilities and boundaries around regulated decisions.

Compare manual and assisted workflows using accuracy, timeliness and review effort as measures.

Develop a use-case prototype using non-sensitive sample data. Evaluate results, document limitations, assign human review and plan adoption.

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FAQs

Who is this course for?
Professionals and teams looking to apply this topic in their work.

Advanced programming is not required for this course.

Explore generative AI for financial information workflows, reporting and customer communications. Build review practices that protect data and keep financial judgements with qualified professionals.

This course provides professional development training. It does not award a third-party vendor certification.

The trainer confirms suitable tools and exercises for the agreed learning needs. Features depend on current product availability and licences.

Confirm account, subscription and lab requirements with London IT Training before booking.

Contact London IT Training to discuss classroom, live online and corporate delivery arrangements.

Contact the training team for current fees, duration, available dates and any additional costs.

Need help choosing the right course?

Talk to one of our advisers about dates, delivery options and certification routes. We’ll call you back within 1 working day.

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