AI for Financial Advisers: A Gentle Introduction
Are you curious about AI but find all the tech talk and information overwhelming? You’re not alone.
Join us for a friendly, jargon-free hour where we’ll explore what AI means for financial advisers – explained in plain English. No technical knowledge needed!
Our only aim with this introductory session, is to motivate and inspire you, and to provide you with a clear path to AI success.
What You’ll Learn
- What AI actually is (without the complicated tech talk)
- How other advisers and their teams are starting to use it in their daily work
- What it can and can’t do (separating fact from fiction)
- Simple ways to start exploring AI at your own pace
Perfect for advisers and their teams who
- New to AI and see themselves as beginners
- Consider themselves “non-technical”
- Want to understand AI without the pressure
- Are curious but unsure where to start
Upcoming Session Dates
Tuesday,6 May 2025- Tuesday, 8 July 2025
- Wednesday, 22 October 2025
Time: 11:00 AM to 12:30 PM SAST
Duration: 1 hour 30 minutes
Location: Online via Zoom
Simple connection instructions will be sent after registration