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AI for Financial Planners

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

Join The Waitlist

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

This course is being run in partnership with LIA - the Centre of Excellence for the Education and Development of Finance Professionals

To find out more and book, PLEASE VISIT THE LIA WEBSITE >

Course Structure

Module 1: 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: 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: 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: 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.

About the Instructor

Scott Wilkinson

Scott Wilkinson leads this course designed for finance industry professionals. With extensive experience serving global financial institutions and B2B clients, Scott brings practical insights on how to augment key tasks in finance including creating, analysing, and reporting. His track record includes building digital solutions for major financial services firms and working alongside Richard Branson.

Check out what other learners have said about us

What I got from your course has proved to be invaluable.

I do at least twice as much work using AI tools

with no extra time or effort.

The results are speaking for itself, the growth is obvious. I use ChatGPT4 in all aspects of my work, from HR, research, customer service, answering emails etc. I created and trained my own marketing GPT, and downloaded other GPTs for various tasks for HR and Midjourney prompts.

Georgia Visnyei, Artessa Coffee

Each lesson was laid out in a practical manner and there was plenty of time to practice newly learnt skills and ask questions.

Maryrose is clearly very knowledgeable in this brave new world of AI for Marketing and it was a pleasure and very beneficial to be on her course.

I was a bit apprehensive that the course would be quite technical and I’d find it hard to keep up and engage. Although it is technical, it was very manageable primarily due to Maryrose’s skill as a trainer.

Maura O’Hea,

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Top class and would highly recommend this course and the course facilitator. Game changer!

Donal Duggan

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Highly recommend this course. You'll get actionable tips on how to apply AI to your sales efforts. Great presenter and well delivered.

Brian Kearns

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It’s great to get a better understanding of what is possible to do while using AI in sales. Danny has been brilliant, and very informative and his approach to guiding how to introduce AI for sales makes this a must-do course. Would highly recommend it.

Adam Power

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What I got from your course has proved to be invaluable.

I do at least twice as much work using AI tools

with no extra time or effort.

Georgia Visnyei, Artessa Coffee

Each lesson was laid out in a practical manner and there was plenty of time to practice newly learnt skills and ask questions.

Maryrose is clearly very knowledgeable in this brave new world of AI for Marketing and it was a pleasure and very beneficial to be on her course.

Maura O’Hea,

CEO, Next Generation Recruitment

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I really enjoyed it for 2 main reasons: 1. Keeping fresh on tools and ideating on how to use, and 2. The networking. There is such a spirit of sharing and everyone is willing to contribute and learn. You’re developing a community I want to be part of. I think it was a great balance of delivery and interaction and 1 hour is perfect. The way you have structured it means it’s not over-complicated and you are not trying to do too much in that hour. We’re still left wanting more and will return again!

Louise Leonard

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What I got from your course has proved to be invaluable.

I do at least twice as much work using AI tools

with no extra time or effort.

Georgia Visnyei, Artessa Coffee

Each lesson was laid out in a practical manner and there was plenty of time to practice newly learnt skills and ask questions.

Maryrose is clearly very knowledgeable in this brave new world of AI for Marketing and it was a pleasure and very beneficial to be on her course.

Maura O’Hea,

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The quickest and best ROI in my entire education. I got a whole tool kit to help me do my job better. Thank you.

Ronan McNamara

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This was an excellent course. It covered so much and I know my whole team will benefit from what I've learned. If anything, I'd love to have a practical module, where we spend a few hours trying everything we've learned together.

Thanks so much!

Shayna Healy

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Worth your time! The course is worth your time. With AI taking shape in every industry, you have no choice but to learn how to work with it.

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What I got from your course has proved to be invaluable.

I do at least twice as much work using AI tools

with no extra time or effort.

Georgia Visnyei, Artessa Coffee

Each lesson was laid out in a practical manner and there was plenty of time to practice newly learnt skills and ask questions.

Maryrose is clearly very knowledgeable in this brave new world of AI for Marketing and it was a pleasure and very beneficial to be on her course.

Maura O’Hea,

CEO, Next Generation Recruitment

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The quickest and best ROI in my entire education. I got a whole tool kit to help me do my job better. Thank you.

Ronan McNamara

Managing Director

Cumara Performance

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Shayna Healy

Branded Content Editor

Image Media

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Julie Rothwell

B2B Marketing Specialist

Digitaliser

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Worth your time! The course is worth your time. With AI taking shape in every industry, you have no choice but to learn how to work with it.

Faith Tangara

Technical Writer

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Check out what other learners have said about us

What I got from your course has proved to be invaluable.

I do at least twice as much work using AI tools

with no extra time or effort.

Georgia Visnyei, Artessa Coffee

Each lesson was laid out in a practical manner and there was plenty of time to practice newly learnt skills and ask questions.

Maryrose is clearly very knowledgeable in this brave new world of AI for Marketing and it was a pleasure and very beneficial to be on her course.

Maura O’Hea,

CEO, Next Generation Recruitment

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This was a brilliant course. It's jam-packed with useful information and peppered with really useful insights. The course is fast-paced and Maryrose brings so much energy - she's funny, warm and explains things so clearly. I've learned SO much and can't wait to put it into practice. Thank you!

Hannah Quinn

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Maryrose Lyons is a high-energy teacher whose enthusiasm for the topic is infectious. I learnt hands-on, practical ways to improve my productivity with AI tools that are easy to apply.

Aoife Garvan

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Before starting the course I was unsure how this would add value or help me with my work. After finishing the course I feel like I am no longer one-dimensional in terms of using AI. I am confidently using all the tools that I have learnt about via this course. Thank you!

Vishrut Gupta

Teacher

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It helps your job, not replaces it! I'm going to set up these tools to improve our future planning marketing for each brand. Marketers. With a few years of experience, it helps your job, not replaces it.

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Ai Institute FAQs

How are your courses different from others?

Other Ai courses simply can't keep up with the blistering pace of innovation we see daily. As soon as an intriguing new feature or model drops, at the Ai Institute, we rebuild our materials and exercises around it right away.

Our instructors come from breakthrough companies adopting and using Ai in their businesses who are able to share through real life experiences and practical examples. If you’re looking to gain in-demand skills to thrive in Ai, choose us. Our courses will immerse you at the bleeding edge so you become a leader in shaping AI’s future in your business or organisation. Check out what previous course participants have to say.

What if I'm a complete beginner - can I still take your course?

We have Ai courses for everybody! You can start your journey with the Ai Essentials course. Or advanced marketing practitioners can take the Advanced Course for Marketers. Check out our full course listing and you will discover a course for you.

What's included in the course materials?

We are probably one of the most generous course providers! We have brought together top class instructors who are active in the field and who have a great ability to convey their experience of what works in an energetic and fun course environment.

All the sessions are recorded. Previous course participants say they love to play them back or catch up if they missed a session. You will receive a workbook before every session with prompts and exercises and follow up information. And throughout the course, you can contact us for support. All this at great value prices. Check out the full range of Ai courses on offer.

Will I need the paid version of ChatGPT or Copilot?

ChatGPT4o is recommended for AI Essentials, AI for Sales, and AI for Marketing courses because you get the full experience of what the tool has to offer with no limitations and full customisation options such as creating GPTs. You are not required to use ChatGPT for Midjourney or Copilot courses! For Copilot, you need Copilot for MS365 (or Copilot Pro for personal accounts).