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Exploring the Potential of Generative AI (GAI) for Finance and Fintech

Course Information

  • Sessions 4 days
  • Duration 32 hrs
  • Level Beginner
  • Assessment 2 hrs

Venue

12 Woodlands Square #07-85/86/87 Woods Square Tower 1, Singapore 737715. 5 mins walk from Woodlands (NS9) MRT station.

The venue is disabled-friendly.

Skills Framework

TSC Title
Digital Technology Adoption and Innovation
TSC Code
ACC-ICT-5004-1.1 TSC

Learning Outcomes

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

  • LO1: Support Artificial Intelligence (AI) and Generative AI innovations to champion organisation-wide innovation.
  • LO2: Evaluate and implement GAI technologies for the organisation.
  • LO3: Review and adopt new GAI technologies by reviewing use cases in finance operations.
  • LO4: Review AI ethics and governance in organization’s processes for proactive risk monitoring and safety.
  • LO5: Review emerging trends in GAI and strategize cost control measures to support innovation initiatives.
Download Course Brochure

Certification

  • Certificate of Completion from Tertiary Courses - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Courses.
  • 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 - Generative AI for Finance and Fintech

Course Code: TGS-2024046112
  • WSQ
  • SkillsFuture Credit
  • PSEA
  • UTAP
  • SFEC
  • Absentee Payroll
  • MCES

2 Review(s) | Add Your Review

What's This Course About

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.

WSQ Funding

Full Fee $2,000.00 Before GST
GST $180.00 9% of fee
Baseline Nett $1,180.00 SG/PR age 21+ · 50% funded
MCES / SME Nett $780.00 SG age 40+ · 70% funded
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.

Once you are eligible for PSEA, please download and fill up the PSEA Withdrawal Form and email to us. 

Course FeeBefore Funding

$2,000.00 (GST-exclusive)
$2,180.00 (GST-inclusive)

Course Date

* Required Fields

Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

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.

Cancellation & Reschedule Policy

  • You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commences.
  • 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

Course Details

What You'll Learn

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)

Assessment

  • Written Exam
  • Practical Exam

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

  • Log in to your U Portal account to submit your UTAP application upon completion of the course.

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.

Appeal Process

  1. The candidate has the right to disagree with the assessment decision made by the assessor.
  2. When giving feedback to the candidate, the assessor must check with the candidate if he agrees with the assessment outcome.
  3. If the candidate agrees with the assessment outcome, the assessor & the candidate must sign the Assessment Summary Record.
  4. If the candidate disagrees with the assessment outcome, he/she should not sign in the Assessment Summary Record.
  5. If the candidate intends to appeal the decision, he/she should first discuss the matter with the assessor/assessment manager.
  6. If the candidate is still not satisfied with the decision, the candidate must notify the assessor of the decision to appeal. The assessor will reflect the candidate’s intention in the Feedback Section of the Assessment Summary Record.
  7. The assessor will notify the assessor manager about the candidate’s intention to lodge an appeal.
  8. The candidate must lodge the appeal within 7 days, giving reasons for appeal 
  9. The assessor can help the candidate with writing and lodging the appeal.
  10. he assessment manager will collect information from the candidate & assessor and give a final decision.
  11. A record of the appeal and any subsequent actions and findings will be made.
  12. An Assessment Appeal Panel will be formed to review and give a decision.
  13. The outcome of the appeal will be made known to the candidate within 2 weeks from the date the appeal was lodged.
  14. The decision of the Assessment Appeal Panel is final and no further appeal will be entertained.
  15. Please click the link below to fill up the Candidates Appeal Form.

Job Roles

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

Trainers

Dr. Mak Wai Keong

Dr. Mak Wai Keong has a Doctor of Education (EdD.) and has completed his Masters of Science (MSc) degree in Management of Technology in 2000 at the National University of Singapore. In 1994, he obtained his Bachelor of Science (Merit) in Chemistry and Mathematics from the National University of Singapore.

Upon graduation with a BSc degree, he started his career in the area of training and multimedia development, and set up a company in 1997 to focus on multimedia training development for the telecommunications and semi-conductor industries. Being passionate in research and training, and educating the youth, he then moved to the academic and research domains as a lecturer at Temasek and Ngee Ann Polytechnic. His research capacity started at SIM University as a Research Associate, and National Institute of Education (Centre for Research in Pedagogy and Practices (CRPP). He was able to apply his experience in Learning Technology areas at the Singapore Polytechnic and Yale-NUS College where he was the Associate Director for Educational Resources & Technology.

Dr. Mak last appointment was at the Institute for Adult Learning, Innovation Lab (iN.LAB) as the Senior Learning Innovator before starting out on his own. He curated 4 major programs for iN.LAB, namely InnovByte, InnovLogue, InnovJam and InnovPlus.

He is author and co-author of numerous international journal and conference papers. Currently, he is the Group CEO of Edtrix Group – comprises Edtrix Solutions Pte. Ltd., Edtrix Innovation Pte. Ltd., Edtrix Enterprise Pte. Lte. and SmartzWerkz Pte. Ltd. His work involves research and development in Learner (and Gamer) Profiling (a psychometric tool that purports one’s learning preference) through Block Chain, Artificial Intelligence (Data, Textual, Auditory and Video [DTAV] Analytics), Supervised, Unsupervised and Reinforcement Learning. He is also into Conscious and Unconscious Learning through Games. He is currently working on various AI projects with Lee Kong Chian School of Medicine, GSK Singapore, as well as consultancy work with SIM GE and ITE College East. He has also extended his skills and knowledge in this area through various consultancy works. Edtrix Solutions is a reseller and distributor of iSpringSolutions software in Singapore

Review

Customer Reviews (2)

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. (Posted on 11/10/2025)
Recommended Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
. (Posted on 11/10/2025)

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