Course Overview
A specialist hands-on course designed for fund administration professionals to master the use of AI for investor services, compliance, secretarial duties, reporting, research, document analysis, and workflow optimisation — without coding.
Stay ahead of AI-driven changes reshaping fund administration and gain a competitive edge, positioning yourself as indispensable in your role. Future proof your career by mastering the AI tools your industry is adopting.
Course Content
AI Fundamentals for Fund Administrators
- What is a Large Language Model and why it matters for fund admin
- Risks, limitations, opportunities in a regulated industry
- Regulatory landscape and emerging trends
Navigating your AI Chatbot & Prompt Engineering for Fund Admin Tasks
- How to craft effective prompts for finance and regulatory tasks
- Hands-on exercises
Practical AI Applications for Fund Admin
- AI for investor and client queries
- AI for research and industry trend analysis
- AI for compliance monitoring and reporting
- AI for preparing presentations and reports
- Summarising market news and fund updates
Secure & Compliant AI Usage
- Confidential data handling
- AI tool risks and how to mitigate them
AI Tools Every Fund Admin Should Know
- Fund-specific AI tools and platforms
- Case Studies
- CoSec Functions
- Regulatory Research and Compliance
- New Fund Research
Course Benefits
By attending this course, you will gain:
- Tailored AI applications for fund administration and financial services
- Real-life, job-specific AI use cases you can apply immediately
- Access to a niche prompt library designed for fund professionals
- Practical exercises and live demos using finance-related data sets
- Practical skills to boost efficiency, accuracy, and regulatory compliance
Prerequisites
This course is for professionals in fund administration and related roles. No prior technical knowledge or AI experience is required. Basic digital skills and a willingness to explore new technologies will help you get the most out of the session. It is recommended to bring a device (laptop, tablet, or smartphone) with access to an AI chatbot like ChatGPT. If you haven’t used one before, please arrive 5 minutes early and Peter will help you get set up
Next Steps
If you would like to book a place on this course, please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 224570. If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course