Artificial Intelligence (AI) is no longer just a buzzword, it’s a practical tool that can transform how you work, communicate, and deliver value to clients. Over the past two years, we’ve been exploring how AI can support financial advisory businesses in South Africa. This experience has given us valuable insights and hands-on knowledge in areas such as:
These experiences have only strengthened our belief in AI’s potential to positively transform our industry.
We’ve created three practical, hands-on courses to help you get started (or go deeper) with AI in your business:
Who it’s for: Beginners who are curious about AI but don’t know where to start
What you’ll learn:
What AI is and how it works
Real-world use cases for advisors
How to confidently start experimenting with AI tools
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Who it’s for: Anyone using tools like ChatGPT, but not getting great results yet
What you’ll learn:
How to write effective prompts that get better answers
Prompting frameworks and real-life examples
Use cases for admin, communication, and content creation
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Who it’s for: Intermediates ready to build their own tools using GPTs
What you’ll learn:
How to create a custom GPT
Practical ways to use GPTs in your business
Tips for scaling tasks like meeting summaries, FAQs, and more
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In 2025, AI is not a nice-to-have, it’s a competitive edge.
These sessions are designed for busy professionals who want real, practical skills that can be applied immediately in their business.
Pick the course that best suits your current level and book your spot. You’ll walk away with the skills and tools you need to start using AI with confidence and purpose.