Recognized and accepted by leading institutions
Exams are booked through authorized testing partners across 75+ Indian cities.
In 2026,
the finance industry would not only need people with traditional skills, but individuals
capable of comprehending data and using intelligent technologies in
decision-making. The course Artificial Intelligence in Finance by AAFM will
enable students to develop relevant skills required in the modern finance
industry.
The course will enable learners to comprehend the role of artificial intelligence technologies in banking, investment, insurance, wealth and risk management. It will offer an educational path from simple data to the use of intelligent technologies and tools regardless of programming skills of participants.
- AI in Banking: Understand the role of chatbots, automated lending processes, and fraud detection in banks.
- AI in Investments: Explore the impact of robo-advisors, algorithmic trading, and portfolio optimization on investment decisions.
- AI Tools in Finance: Practical experience with using the tools of AI in finance reporting, analysis, and communication within Excel, Power BI, Tableau, ChatGPT, Copilot, and Gemini.
- Skills for the Future-Finance: Understand topic AI, ESG Analytics, deep learning and the future of finance profession in an AI era.
Why structured preparation makes all the difference
- Supports learning process of AI step by step.
- Connects AI with real life finance examples.
- Simplifies understanding of complex concepts.
- Develops skills through easy-to-use AI methods.
- Reduces confusion due to dispersed information.
- Helps learners identify risks, errors and bias.
- Prepares students for future finance career.
Faculty
◆Learn from practitioners, not presenters
Dr. Deepak Jain
Director & Co-founder, AAFM® India
25+ years in wealth management and estate planning. Author of 26 books on finance; has led AAFM India to train 45,000+ individuals including 30,000+ wealth managers.
Saurabh Jain
Faculty, AAFM® India
CA, CS, CFA, FRM, CFP (US), CWM®, CTEP, CISI (UK), CCRA, CIRA, AIM
A multi-credentialed finance professional bringing deep expertise across accounting, risk, wealth management and estate planning.
Himanshu Patodi
VP – HSBC Bank
CWM, CTEP, IIM-Mumbai
A transformational leader with 2 decades of experience in global premier banking, designing wealth strategies that bridge borders, insights and legacies.
Foundation builds your base across markets, tax, insurance, banking, financial planning, and estate transfer. Advanced develops specialist depth in analysis, alternatives, behavioral finance, and portfolio strategy. Every unit maps directly to the CWM® certification exams.
AI for Finance Professionals 7 Lessons 00:00:00
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AI_in_Finance_Launch- Introduction
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Module1 -Foundation of AI for Mutual Fund Distributor
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Module 2 - Data, Machine Intelligence & Mutual Fund Decision Making
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Module3 - AI Applications in Mutual Funds And Wealth Management
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Module4_AI Tools Every MFDs Must Use
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Module5_Advanced_AI_in_Finance
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Module6_Ethics, SEBI Regulations & Compliance For AI First MFD
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Our alumni work at India's leading wealth institutions
CWM® charterholders serve in private banking, wealth advisory, financial planning, and portfolio roles across these organizations — part of a 300,000+ global alumni network.
Global community
◆ AAFM®-certified professionals practise in the world’s major financial centres
Self-paced or live
◆Choose your Study Mode
Two ways to earn the CWM® charter. Both include your student registration fee and 12-month LMS access, both lead to the same charter, and exam fees are separate.
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