AI in Advice Certificate
The adoption of Artificial Intelligence (AI) in Financial Advice isn’t a hypothetical concept for tomorrow - it’s happening today.
Financial Advice New Zealand presents a world-class blended learning programme designed for the Modern Financial Adviser who wants to stay ahead of the curve in a rapidly evolving digital landscape.
The AI in Advice Certificate programme is delivered over 14 modules using an actionable, bottom-up learning approach that enables financial advice professionals to accelerate their understanding of how to implement the latest AI-powered technology directly into their practice.
Click here to learn more or download the AI in Advice Certificate Course Outline.
Advisers who adopt these tools will gain a measurable advantage in client outcomes, efficiency, and professional positioning.
What you will achieve:
- Certificate of Completion: Upon successful completion of the programme and participants receive the AI in Advice Certificate. Completion means:
- attendance of at least 80% of the topics 1,2,3,5,6,7,8,10,11,12,13, and 14 (topics 4 and 9 are optional workshops) via the webinars or online e-modules
- the submission of a content assignment
- a pass mark of at least 70% in the final assessment.
- Professional Development Recognition: Accredited by Financial Advice New Zealand, the programme contributes 30 CPD hours toward your Professional Development Plan (PDP)
Study Plan
The study plan is designed to accommodate the schedules of financial advisers while delivering a rigorous and practical learning experience. The programme involves 14 modules using a combination of live two hour online sessions, self-paced study, and applied practice.
Topic 1: Prompt Engineering & LLM Mastery
- Webinar, Friday 24 April
2 hours | 2 CPD
Topic 2: Local LLMs, Chatbots & NFC Integration
- Webinar, Friday 1 May
2 hours | 2 CPD
Topic 3: AI Productivity Tools & Browser Extensions
- Webinar, Friday 8 May
2 hours | 2 CPD
Topic 4: Implementation Workshop
- Live online workshop, Friday 15 May
2 hours | 2 CPD
Topic 5: AI-Enhanced Content Marketing
- Webinar, Friday 22 May
2 hours | 2 CPD
Topic 6: Lead Generation via AI-Powered Content
- Webinar, Friday 29 May
2 hours | 2 CPD
Topic 7: Social Media Strategy – Part 1
- Webinar, Friday 5 June
2 hours | 2 CPD
Topic 8: Social Media & Lead Conversion – Part 2
- Webinar, Friday 12 June
2 hours | 2 CPD
Topic 9: Implementation Workshop
- Live online workshop, Friday 19 June
2 hours | 2 CPD
Topic 10: Canva Masterclass for Advisers
- Webinar, Friday 26 June
2 hours | 2 CPD
Topic 11: CapCut for Video Marketing
- Webinar, Friday 3 July
2 hours | 2 CPD
Topic 12: Email Marketing with AI
- Webinar, Thursday 9 July (due to Matariki)
2 hours | 2 CPD
Topic 13: Build Your Digital Studio
- Webinar, Friday 17 July
2 hours | 2 CPD
Topic 14: Automation Systems & Business Planning
- Webinar, Friday 24 July
2 hours | 2 CPD
Final Certification: Online Assessment and Content Assignment
- Online, Monday 17 August
2 hours | 2 CPD
Interested in learning more?
Click here to learn more or download the AI in Advice Certificate Course Outline.
Facilitator
Panos Leledakis (US) - President & Chief Executive, International Financial Architects Academy
Panos has an extensive 25 years of experience in insurance and financial planning since 1999, as a top-awarded insurance consultant and a Top of the Table, Million Dollar Round Table (TOT MDRT) member. A pioneer in the insurance industry and an insurance futurist, he is an expert in digital transformation, artificial intelligence, internet marketing strategies, automation, virtual and augmented reality, and cutting-edge technologies in the insurance sector.
Dates: Online commences Friday 24 April 2026 and runs on a Friday for 14 consecutive weeks (see study plan above)
Time/ Duration: 10am - 12noon, 2 hours per online module
Delivery: Online
CPD: 30 hours
Certificate Tuition Fee: Member $1725 (incl. GST) | Non-member $1955 (incl. GST)
A 3 equal credit card payment instalment option is available
Cancellation Policy: Cancellations made before 5pm, 22 April 2026 will incur a $200 administration cancellation fee. No refunds will be issued for cancellations after 5pm, 22 April 2026 except at the sole discretion of Financial Advice New Zealand.