FANZ to offer AI training for advisers
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.
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