IMT GHAZIABAD CENTRE FOR FINANCIAL MARKETS (CFM)

presents

AI-Enabled Financial Markets (AEFM) – Level 1

A foundation level certification for AI in Financial Markets

WHAT

Spend a Saturday honing your skills and knowledge – start Monday morning with a working AI toolkit.

5 sessions · 10 frameworks · 4 case studies

WHY

The professionals who win in the next decade will need to have more than just theoretical & generic AI knowledge. They will need to be hands-on and understand how to use AI in domain workflows

WHEN

10:00 AM to 5:30 PM
Saturday, 16th May 2026

WHERE

Online — live, instructor-led and remotely proctored certification exam.

WHO SHOULD ATTEND

Equity analysts

Wealth advisors, RIAs & RMs

Capital markets professionals

Finance students

Program Lead

Mr. Anjan Roy

Founder & CEO

WealthWisers Technologies

IMT Ghaziabad Alumnus (2000)

www.wealthwisers.in linkedin.com/in/anjanr

Anjan has spent his career inside Enterprise Technology, AI, Financial Markets and Wealth Management — across roles spanning product architecture and build, project management, business development, operations and most recently startup founder in WealthTech and Data Governance areas. He has also been an active investor for many years. His focus areas are AI in Financial Markets and Data Security & Privacy

Introduction & Keynote

Dr. Harsimran Sandhu

Associate Dean, PGDM BFS

IMT, Ghaziabad

Head, Centre for Financial Markets

www.imt.edu linkedin.com/in/harsimran-sandhu

Harsimran has over 20 years of experience in banking and financial services, including 16 years at Standard Chartered Bank (SCB). During his tenure with SCB, Harsimran was part of the leadership team for wealth management, branch banking, foreign exchange, and wealth lending. He was also part of the global management group (International Investment Committee), which drives investment strategies for investors. He has published research papers in refereed journals, such as the International Journal of Bank Marketing and Economics Letters.

AEFM Level 1

Foundation Certification

FORMAT Online

DURATION 1 Day (Saturday)

SESSIONS 5

FEE Total amount payable ₹5900
(₹5000+18%GST)

COURSE STRUCTURE : 5 SESSIONS → MCQ EXAM → AEFM LEVEL 1 CERTIFICATE

Session 1

AI Foundations for Finance

3-layer AI stack, RAG basics, India Stack data context, when to use Claude vs ChatGPT vs Perplexity in analyst workflows.

TAKEAWAY Map the AI landscape to your specific role; stop guessing which tool fits which task.

Session 2

NLP & Document Intelligence

Earnings call analysis, SEBI filing extraction, management commentary sentiment, broker report synthesis.

TAKEAWAY Turn a 200-page annual report into a 2-page brief; extract signal from earnings calls without listening through.

Session 3

AI-Enhanced Valuation & Screening

ML-driven factor screening on NSE, factor investing & smart beta bridge, automated comparable company analysis, DCF stress-testing.

TAKEAWAY Screen 2,000 stocks in minutes, connect factor investing to ML, and pressure-test your own valuation work.

Session 4

AI for Wealth Advisory

Suitability automation, robo-advisory where it adds vs subtracts value, SEBI RIA compliance, client communication.

TAKEAWAY Generate compliant, client-ready materials faster while understanding the regulatory boundaries.

Session 5

Responsible AI & Judgment

Hallucination detection, model bias, overriding AI output, professional judgment framework, career positioning.

TAKEAWAY Know precisely when to trust AI and when to override — the core professional skill going forward.

Institute of Management Technology
Raj Nagar, Post Box No. 137
Ghaziabad, Delhi NCR 201001, India

Contact Us
Sudha Ramaswamy
📧 sudhar@imt.edu
📞 +919810356852