Data & AI · AI01

Responsible AI and Model Governance for Investment Firms

A practical introduction to AI use cases, data risk, human oversight, model governance and third-party AI controls across investment firms.

COURSE OVERVIEW

Designed for practical application.

A practical introduction to AI use cases, data risk, human oversight, model governance and third-party AI controls across investment firms.

What you will be able to do

  • Identify AI opportunities and material risks in fund workflows.
  • Apply proportionate governance and human oversight.
  • Evaluate third-party tools, data and model limitations.

Course structure

01 AI across the investment lifecycle
02 Data, privacy and confidentiality
03 Bias, explainability and validation
04 Human oversight and accountability
05 Third-party AI due diligence
06 Monitoring, incidents and governance

Assessment and evidence

ASSESSMENT

Use-case assessment; proposed pass mark 70%.

LEARNING EVIDENCE

Completion record and certificate.

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