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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
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
Course Tutor
Peter Nyarkoh
Peter Nyarkoh, CG Affiliate brings nearly 17 years of cross-sector experience spanning financial services, consulting, and education. An AI & Career Strategist, public speaker, and an experienced trainer, Peter has taught more than 350 professionals in financial mathematics and over 400 undergraduate students in subjects including Statistics, Business Mathematics, and Time Series Analysis & Forecasting. As a recognised thought leader in AI for finance and fund administration, Peter regularly shares insights through articles, training sessions and a growing online community of finance professionals, having previously spent 6 years at a Big 4 accounting firm. Holding both a Master of Philosophy (MPhil) and a Bachelor of Science (BSc) in Mathematics, he is an Affiliated Member of the Corporate Governance Institute (UK & Ireland), and has completed the required examinations and met the professional experience criteria.
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