About the Trainer Section
Trainer Profile
Patrick Mahdi
O'Neill
AI Fluency Trainer | Finance Professional | Regulated Environments
AI fluency for finance professionals — taught from daily working practice, calibrated to regulated environments. A Dubai-based AI fluency trainer with specialist depth across wealth management, Islamic finance, ESG, GRC, financial crime, and credit risk.
Experience
About the Trainer
Patrick Mahdi O'Neill is a Dubai-based AI fluency trainer for finance professionals, with specialist depth across wealth management, Islamic finance, ESG and sustainable finance, GRC, financial crime, and credit risk. Every programme he now delivers — regardless of subject — runs on the same AI-augmented workflow he teaches.
Across 940+ training days and 200+ engagements for Fitch Learning, LIBF, ADGM Academy, Leoron, and QFC — grounded in 30 years in wealth management, Islamic finance, and regulatory compliance — he holds 19+ professional qualifications from the CISI, CFA Institute, and CII. He is principal of Wealth Focus, an FCA-regulated advisory firm in London, and co-founder of Simply Ethical, the UK's first Islamic IFA.
Qualifications
- CISI Professional Qualifications
- CFA Institute Certifications
- CII Professional Qualifications
- 19+ Professional Qualifications
- FCA-Regulated Advisory (Wealth Focus)
- Co-founder, Simply Ethical (UK's First Islamic IFA)
Industry Expertise
- Wealth Management
- Islamic Finance
- ESG & Sustainable Finance
- GRC (Governance, Risk & Compliance)
- Financial Crime
- Credit Risk
The AI Fluency Ladder
AI fluency develops along a ladder: Literacy → Fluency → Mastery → Leadership. Each tier has a dedicated programme — calibrated to the commissioning function and the GCC, MENA, or UK regulatory context.
Beyond the ladder: Claude-specific one-day deep dive — Claude for Finance Professionals — for teams standardising on one platform. Specialist and bespoke programmes — including Islamic wealth management, the second line of defence, and multi-day adviser curricula — available on request.
Explore Programs
Discover AI fluency tracks curated by Patrick Mahdi O'Neill.