AI for Financial Planners

Scott Wilkinson

AI for Financial Planners

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This course, developed in collaboration with the LIA, equips financial planners, advisers and paraplanners with the tools to harness AI, enhancing competitiveness and operational efficiency.

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Dates:

20 Nov, 27 Nov, 4 Dec, 11 Dec

Duration:

10 hours (4 x 2.5 hours)

Time:

6pm - 8.30pm (Irish & UK) | 2pm - 4.30pm (EST)

Live Online

€ 700 EUR

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What You'll Learn

Grow your firm and generate higher-quality revenue streams
Streamline workloads while boosting output
Enhance client interactions with personalised AI-driven solutions
Ensure compliance while using AI tools
Gain critical data analysis skills for both client and internal financial management

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Course Structure

Module 1: 20 Nov - Introduction to AI and Ethical Use

Learn the basics of AI, including prompt writing, setting selection, and persona development. Ensure compliant and ethical use of AI, with a focus on data protection.

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Module 2: 27 Nov - Knowlege Management and Content Creation

Develop an AI-driven knowledge base for your practice. Learn to create content for marketing, newsletters, blogs, and LinkedIn, with a focus on SEO optimisation.

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Module 3: 4 Dec - Sales and Pipeline Management

Explore how AI can boost prospecting, sales messaging, meeting management all while uncovering new business opportunities.

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Module 4: 11 Dec - HR and Data Analysis

Leverage AI for HR tasks such as job descriptions, KPIs, and onboarding. Improve your data analysis skills to uncover insights for both client financial planning and your own business operations.

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`Register to the course here.`

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About the Instructor

Scott Wilkinson is a first-generation digital native, agency entrepreneur, marketing director, mentor, coach and is now a co-owner of - and Chief Ops and Purpose Officer at - the AI Institute. Coaching people to achieve greatness with AI is, he says: ‘the most fascinating opportunity I could ever have imagined’. Scott brings with him the insight accumulated from building three agencies servicing some of the world’s largest consumer, financial services and B2B clients, his work with Richard Branson and the setting up of digital investor relations inside Edison Group.

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AI for Financial Planners

Grow your firm and generate higher-quality revenue streams
Streamline workloads while boosting output
Enhance client interactions with personalised AI-driven solutions
Ensure compliance while using AI tools
Gain critical data analysis skills for both client and internal financial management

‍