FANZ to offer AI training for advisers
Financial Advice New Zealand has launched a 12-week certificate programme to help advisers with their use of AI.
Thursday, October 9th 2025, 8:18AM
The AI in Advice Certificate starts on 24 October and delivers 25 accredited CPD hours. Its modules cover prompt engineering, client engagement automation, content marketing, and business systems.
It was developed in response to global research from the Financial Planning Standards Board, which showed that 78% of advisers believe AI will help them better serve clients. 41% already use it for client communications including onboarding and follow-ups.
Nick Hakes, CEO of Financial Advice New Zealand said: “AI is no longer a competitive advantage - it's a necessity.”
The course details
The course will be taught by Panos Leledakis, a US-based AdviceTech innovator and founder of IFAAcademy. Leledakis has over 25 years' experience in financial planning and has received 11 global innovation awards, including recognition from MIT.
Advisers can begin with an optional in-person Immersive Masterclass on prompt engineering, running in Christchurch on 14 October, Auckland on 15 October, and Wellington on 16 October.
The full certificate then continues online via live webinars starting 24 October, covering practical applications from building custom chatbots to automating email campaigns and creating lead generation funnels.
Each module includes hands-on exercises, including recording and analysing client meetings with AI tools, creating 30 days of content in under an hour, and building automation workflows.
Upon completion, participants receive the AI in Advice Certificate and a digital badge credential.
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