Responsible Use of AI in Financial Services eLearning
Overview
This course provides practical guidance on how to use AI responsibly and highlights the general risks (e.g. governance and explainability) and the specific challenges (e.g. hallucinations, bias and privacy) that can arise in relation to AI.
The course and assessment can be tailored to incorporate client-specific content.
Who is this for?
The course is suitable for all staff.
Course Details
Introduction
- Understanding the risks and benefits of AI
- What is AI?
- Rules-based AI
- Generative AI
- Agentic AI
AI in Financial Services
- How is AI used in financial services (benefits and risks)?
- AI law and regulation (UK, Global and UAE versions)
- AI governance in firms
Transparency and Ownership
- Video case study exploring the issues
- In the news
- Navigating the risks
- Shadow use of AI
- Transparency
Reliability and Reliance
- Video case study exploring the issues
- In the news
- Navigating the risks
- Risk of errors/hallucinations
- Importance of verification/judgement
Bias and Discrimination
- Video case study exploring the issues
- In the news
- Navigating the risks
- Limitations of training data
- Importance of human oversight
Privacy and Information Security
- Video case study exploring the issues
- In the news
- Navigating the risks
- Be aware of the risks associated with inputs
- Links to privacy laws and regulations
Your responsibilities
- Summary of key things to consider (e.g. use of approved tools, risks associated with fraud, importance of systems and controls and need to escalate concerns)
Assessment
- 10 questions to test understanding of the course content
Delivery
Our interactive learning is delivered online, so all you need is an internet-connected device – we’ll do the rest.
We handle every part of the set-up process, from customising your individual Learning Management System (LMS), loading staff data, setting up a deployment and reminder schedule and reporting on progress.
In addition, administrators can also have access to all of these tools too, giving you the flexibility to be involved as much or as little as you prefer.
eLearning Previews
See examples taken from a range of our eLearning courses in the gallery below.