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AI Training for Financial Planners
Artificial Intelligence is going to change financial planning forever. We're here to help you ride the wave, rather than being swept away by it.
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12 x 90-minute online sessions
(2 per month)
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Email Support & Advice from an expert
Recordings available 24/7
What will be covered?
Introduction, history and terminology + risks and limitations
Tools for personal productivity
LLMs: ChatGPT, Claude, Gemini and Copilot explored
Real life AI use cases in financial planning
Creating automated AI workflows
Prompting Foundations: 3 Cs Framework, lots of relevant examples
Tool demos and scenario run-throughs
Next-Level Prompting: Chain of thought, mega-prompts, structured prompting
Creating Custom GPTs
Exploring building autonomous AI agents
Meet your trainer
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Heather Murray
Heather is an AI expert, Top 20 MarTech influencer, international speaker and Founder of AI for Non-Techies. Regularly featured in Forbes magazine, Heather brings energy and enthusiasm to the world of AI, her jargon-free approach helping people overcome confusion or fear when it comes to where to start.
Heather has formed powerful working partnerships with Salesforce, Nokia and Starling and drove $75m in client pipeline in 2023, all with the help of AI. Passionate about purposeful business, Heather and her team uses 20% of all profits to run hands-on work with isolated elderly people.
Why should you take part?
You’ll learn new skills to excel in the digital age.
You will get a certification at the end of the Programme.
You get a massive saving on the price of the original Programme.
Ready to get started?
Sign up to NextGen Planners Business Membership today and get access to the next cohort of the training programme, plus much more!
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Find out more about Business Membership here.
Monthly Cost:
£100 + VAT
per month
(two months free!)
Annual, one-off Cost:
£1,000 + VAT
per year
Just want training?
No problem! You can join us for a one-off cost of £500 + VAT per person today.