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WSQ - Generative AI for Finance and Fintech

WSQ - Generative AI for Finance and Fintech

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Dive into the dynamic world of Generative AI (GAI) with our comprehensive course tailored for the finance and fintech sector. This course begins with a solid foundation in the basics of AI and Machine Learning, focusing on the pivotal role of Generative AI. Participants will explore essential GAI concepts and how they're applied in finance, including use cases that demonstrate its transformative potential in operations, risk management, and customer service. Through a blend of theoretical knowledge and practical insights, learners will be equipped to support and champion innovation within their organizations.

Building on these foundations, the course delves into core GAI models and technologies, practical applications, and the crucial aspects of AI ethics, governance, and regulatory compliance. Participants will be engaged in evaluating and implementing GAI technologies, understanding ethical considerations, and strategizing for future trends and innovations. By reviewing real-world case studies, including risk management, fraud detection, and algorithmic trading, learners will gain a holistic view of how GAI can drive efficiency, innovation, and strategic advantage in the finance industry.

Learning Outcomes

By end of the course, learners should be able to:

Support Artificial Intelligence (AI) and Generative AI innovations to champion organisation-wide innovation.
Evaluate and implement GAI technologies for the organisation.
Review and adopt new GAI technologies by reviewing use cases in finance operations.
Review AI ethics and governance in organization’s processes for proactive risk monitoring and safety.
Review emerging trends in GAI and strategize cost control measures to support innovation initiatives.

Course Brochure

Download WSQ - Generative AI for Finance and Fintech Brochure

Skills Framework

This course follows the guideline of Digital Technology Adoption and Innovation ACC-ICT-5004-1.1 TSC under Accounting Skills Framework

Certification

Certificate of Completion from Tertiary Infotech - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Infotech.
OpenCerts from SkillsFuture Singapore - After passing the assessment(s) and achieving at least 75% attendance, participants will receive a OpenCert (aka Statement of Achievement) from SkillsFuture Singapore, certifying that they have achieved the Competency Standard(s) in the above Skills Framework.

WSQ Funding

WSQ funding is only applicable to Singaporeans and PR. Subject to eligibility, the funding support is subjected to funding caps.

Effective for courses starting from 1 Jan 2024
Full Fee	GST	Nett Fee after Funding (Incl. GST)
		Baseline	MCES / SME
$2,000	$180.00	$1,180.00	$780.00

Baseline: Singaporean/PR age 21 and above
MCES(Mid-Career Enhanced Subsidy): S'porean age 40 & above

Upon registration, we will advise further on how to tap on the WSQ Training Subsidy.

You can pay the nett fee (after the WSQ training subsidy) by the following :

SkillsFuture Enterprise Credit (SFEC)

Eligible Singapore-registered companies can tap on $10000 SFEC to cover out-of-pocket expenses.Click here to submit SkillsFuture Enterprise Credit

SkillsFuture Credit (SFC)

Eligible Singapore Citizens can use their SFC to offset course fee payable after funding but the $4,000 Additional SFC (Mid-Career Support) cannot be used. Click here for SkillsFuture Credit submission

UTAP

Eligible NTUC members can apply for 50% of the unfunded fee from UTAP, capped up to $250/year and for members aged 40 and above, capped up to $500/year. Click here to submit UTAP

PSEA

Eligible Singapore Citizens can use their PSEA funds to offset course fee payable after funding.

To check for Post-Secondary Education Account (PSEA) eligibility for this course, Visit SkillsFuture (course code: TGS-2024046112)

Scroll down to “Keyword Tags” to verify for PSEA eligibility.
If there is “PSEA” under keyword tags, the course is eligible for PSEA.

Course Code: TGS-2024046112

Course Booking

The course fee listed below is before subsidy/grant, if applicable. We will apply for the grant and send you the invoice with nett fee.

$2,000.00 (GST-exclusive)

$2,180.00 (GST-inclusive)

Mode of Training

Physical Classroom Training
Synchronised Teaching using ZOOM
Corporate Training at Company Premise

Course Date * Course Date

Course Time * Course Time: No. of Participants

Sponsorship *

Self-Sponsored
Organisation-Sponsored

Name(s) on Certificate *

Additional Message or Emails for Course Notification

* Required Fields

Post-Course Support

We provide free consultation related to the subject matter after the course.
Please email your queries to enquiry@tertiaryinfotech.com and we will forward your queries to the subject matter experts.

Course Cancellation/Reschedule Policy

You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commerce.
We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% for any paid amount.
Note the venue of the training is subject to changes due to availability of the classroom

Course Details

Topic 1: Introduction to Generative AI and Its Foundations in Finance

Basics of AI and Machine Learning
Introduction to Generative AI (GAI)
AI and GAI use cases in finance

Topic 2: Core Generative AI Models and Technologies

Large Language Models (LLM) and Transformer model
Text-to-Image and Diffusion model
Text-to-Speech (TTS) and Speech-to-Text technologies
Retrieval Augmented Generation (RAG)
Autonomous AI agents and bots

Topic 3: Practical Applications and Case Studies

Risk management and fraud detection
Customer service agent and chatbot
Generating synthetic financial data
Algorithmic trading
Robo-advisors

Topic 4: Ethical, Legal, and Regulatory Considerations

AI Ethics and Governance in Finance
Deepfakes and voice cloning
Data Privacy and Security
Regulatory Compliance and Governance

Topic 5: Future Trends and Innovations in Generative AI for Finance

Latest Developments and Research in Generative AI
Emerging Applications and Strategic Implications
Preparing for the Future of Finance with AI

Final Assessment

Written Assessment - Short Answer Questions (WA-SAQ)
Practical Performance (PP)

Course Info

Promotion Code

Promo or discount cannot be applied to WSQ courses

Minimum Entry Requirement

Knowledge and Skills

Able to operate using computer functions
Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

Positive Learning Attitude
Enthusiastic Learner

Experience

Minimum of 1 year of working experience.

Minimum Software/Hardware Requirement

Softtware: Windows / Mac

Hardware: Laptop

About Progressive Wage Model (PWM)

The Progressive Wage Model (PWM) helps to increase wages of workers through upgrading skills and improving productivity.

Employers must ensure that their Singapore citizen and PR workers meet the PWM training requirements of attaining at least 1 Workforce Skills Qualification (WSQ) Statement of Attainment, out of the list of approved WSQ training modules.

For more information on PWM, please visit MOM site.

Funding Eligility Criteria

Individual Sponsored Trainee

Employer Sponsored Trainee

Singapore Citizens or Singapore Permanent Residents aged 21 and above
From 1 October 2023, attendance-taking for SkillsFuture Singapore's (SSG) funded courses must be done digitally via the Singpass App. This applies to both physical and synchronous e-learning courses.
Trainee must pass all prescribed tests / assessments and attain 100% competency.
We reserves the right to claw back the funded amount from trainee if he/she did not meet the eligibility criteria.

Singapore Citizens or Singapore Permanent Residents who are DIRECT EMPLOYEE of the sponsoring company.
From 1 October 2023, attendance-taking for SkillsFuture Singapore's (SSG) funded courses must be done digitally via the Singpass App. This applies to both physical and synchronous e-learning courses.
Trainee must pass all prescribed tests / assessments and attain 100% competency.
We reserves the right to claw back the funded amount from the employer if trainee did not meet the eligibility criteria.

SkillsFuture Credit:

Eligible Singapore Citizens can use their SkillsFuture Credit to offset course fee payable after funding.

PSEA:

To check for Post-Secondary Education Account (PSEA) eligibility, goto mySkillsFuture portal and search for this course code.
Scroll down to "Keyword Tags" to verify for PSEA eligibility.
If there is “PSEA” under keyword tags, the course is eligible for PSEA.
And if there is no “PSEA” under keyword tags, the course is ineligible for PSEA.
Not all courses are eligible for PSEA funding.

Absentee Payroll (AP) Funding:

$4.50 per hour, capped at $100,000 per enterprise per calendar year.
AP funding will be computed based on the actual number of training hours attended by the trainee.

SFEC:

If the Training Provider has submitted an enrolment for course fee grant claim in Training Partners Gateway (TPGateway), SSG would be able to derive SFEC funding based on this record. There is no need for enterprise to submit any claim request and the SFEC claim will be automatically generated and disbursed.
Where there is no such record, eligible employers are required to submit an SFEC claim after course completion via the SFEC microsite.
SkillsFuture Enterprise Credit (SFEC) Microsite

Steps to Apply Skills Future Claim

The staff will send you an invoice with the fee breakdown.
Login to the MySkillsFuture portal, select the course you’re enrolling on and enter the course date and schedule.
Enter the course fee payable by you (including GST) and enter the amount of credit to claim.
Upload your invoice and click ‘Submit’

SkillsFuture Level-Up Program

The SkillsFuture Level-Up Programme provides greater structural support for mid-career Singaporeans aged 40 years and above to pursue a substantive skills reboot and stay relevant in a changing economy. For more information, visit SkillsFuture Level-Up Programme

Get Additional Course Fee Support Up to $500 under UTAP

The Union Training Assistance Programme (UTAP) is a training benefit provided to NTUC Union Members with an objective of encouraging them to upgrade with skills training. It is provided to minimize the training cost. If you are a NTUC Union Member then you can get 50% funding (capped at $500 per year) under Union Training Assistance Programme (UTAP).

For more information visit NTUC U Portal – Union Training Assistance Program (UTAP)

Steps to Apply UTAP

Note

SSG subsidy is available for Singapore Citizens, Permanent Residents, and Corporates.
All Singaporeans aged 25 and above can use their SkillsFuture Credit to pay. For more details, visit www.skillsfuture.gov.sg/credit
An unfunded course fee can be claimed via SkillsFuture Credit or paid in cash.
UTAP funding for NTUC Union Members is capped at $250 for 39 years and below and at $500 for 40 years and above.
UTAP support amount will be paid to training provider first and claimed after end of class by learner.

Job Roles

AI Financial Analyst
Generative AI Fintech Developer
AI-Driven Risk Management Specialist
GAI-Enhanced Fraud Detection Analyst
Financial Data Scientist using AI
AI-Integrated Wealth Management Advisor
AI-Powered Regulatory Compliance Officer
Fintech Innovation Strategist with AI
AI-Driven Investment Portfolio Manager
GAI Solutions Architect for Finance
AI-Enhanced Credit Analyst
Financial Technology Product Manager with AI
AI-Driven Financial Planning Consultant
GAI-Based Financial Market Researcher
AI-Enhanced Banking Operations Manager
Fintech Customer Experience Designer with AI
AI-Driven Financial Reporting Specialist
GAI Implementation Consultant in Finance
AI-Enhanced Insurance Underwriter
GAI-Powered Blockchain Specialist

Trainers

James Lee Kin Nam: James Lee Kin Nam is a ACTA certified trainer. James has more than 20 years of progressive training experience in both corporate enterprises and educational institutes. He is certified by Adobe as an Adobe Certified Expert, Instructor and Web Specialist. He holds an Advanced Certificate in Learning and Performance (ACLP Certified Trainer / Assessor) in adult training. He is also an MOE Registered Instructor. Graduated in the area of Computer Studies and Multimedia Development, he specializes in graphics, animation and web technologies.

He was a former Adjunct Lecturer for Singapore Polytechnic, Web Developer for Nanyang Technological University (NTU) and Social Media & Content Specialist for Equinet Academy. He is currently an External Consultant & Training Associate at Boston Consulting Group. He has guided many users in the usage of Adobe applications and website development to achieve greater heights in their career advancement. With his knowledge and experiences, James has the ability to explain and simplify complex concepts. He will be able to make positive contributions to your learning journey.

Allen Wong: Allen Wong is a ACTA certified trainer. He is also a seasoned digital marketing strategist, He brings over eight years of experience across diverse industries - e-commerce, events, FMCG, real estate, and finance. 300% career-wide ROAS, peaking at 1000% in events, he has generated $2M in e-commerce revenue and over $5M in sales. An AI enthusiast and industry pioneer, Allen's innovative approach to data-driven marketing drives high-impact, cost-effective results.

Malcolm Soo: Malcolm Soo is a ACTA certified trainer. He is a chartered Accountant. Have more than 20 years Accounting/Tax Experience. Currently, a freelance accountant and trainer for the following: LCCI 1 & 2, Accounting for Non-Financial Professional and QuickBook.

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About Us

Tertiary Courses, founded in 2014, specializes in providing modular, skill-based courses tailored to Industry 4.0. We are WSQ Approved Training Organization (ATO), and IBF Approved ATO.. We are also Authorized Microsoft Learning Partner, Autodesk Authorized Training Center (ATC), Pearson Vue Authorized Test Center and Kryterion Authorized Testing Center. We offer a comprehensive range of training, certification prep and certification exam services. Additionally, we are a registered supplier with Singapore GeBiz, further solidifying our position as a trusted educational institution in the region.

Training Grants and Subsidies

We have various grants and subsidies for different courses. Please check the respective funding available on individual course page.

WSQ: Company and Singaporeans/PR can apply WSQ 70-90% funding depending on eligibility
SkillsFuture Enterprise Credit (SFEC) - Eligible Singapore-registered companies can tap on $10000 SFEC to cover up to 90% of out-of-pocket expense
SkillsFuture Credit: All Singaporeans aged 25 and above can use their $500 SkillsFuture Credit from the government to pay for a wide range of approved skills-related courses.
IBF-STS Companies and Singaporeans/PR can apply IBF-STS 70-90% funding depending on eligibility
UTAP: NTUC members enjoy 50% subsidy for unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP
SGTech STAR Fund: SGTECH members enjoy $500 grant per pax for SGTech STAR courses