Artificial Intelligence (AI) in Financial Advice isn’t a hypothetical concept for tomorrow - it’s happening today. Already supporting advice delivery from automating admin tasks to enhancing client engagement, AI is proving to be transformational in lifting speed, efficiency and consistency for financial advisers embracing the technologies. The skills to optimise Large Language Models (LLMs) will be a real game changer to achieve the results you need, and to do that you need mastery in how to ask the right questions.
The modern financial adviser knows how to amplify their value through the integrating technology which delivers a seamless and enhanced client experience.
You’ll learn how to turn average AI answers into powerful insights that drive better client outcomes and stronger trust. Whether you’re new to financial advice or a seasoned professional, you will leave this masterclass with practical skills that drive results from day one.
Three cities, three opportunities, don’t miss your chance to attend in Christchurch, Auckland, or Wellington.
Learning Outcomes
On completion of this masterclass, you'll be able to:
- Leverage ChatGPT, Claude, Gemini, and other LLMs with confidence
- Apply fundamentals and advanced techniques in prompt engineering
- Use specialised prompts tailored for financial advice scenarios
- Apply AI to prospecting, client engagement, and research
- Build efficiency and client trust while maintaining a personal, human touch
In partnership with Asteron Life 
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.
He is the inventor of two innovative software solutions for insurance needs analysis and financial planning, implementing the science of risk management, artificial intelligence, and extensive neuroscience and behavioral economics research on risk perception and decision-making. His work has earned him 11 global innovation awards from organizations like MIT.
He holds a certification in "AI for Business" from the University of Pennsylvania (Penn) and is furthering his expertise in artificial intelligence through ongoing studies at MIT. He also holds certifications in LUTCF, IRMA, BRMA, and is pursuing additional studies with PRMIA (Professional Risk Management Association).
In 2020, he was honored with the esteemed global award for "Top 25 Insurtech CEOs of 2020". A dynamic public speaker, he has inspired audiences in over 45 countries with his motivational and engaging style. Originally from Greece, he relocated to the USA, living in New York and Miami, after 2020.
He holds a certification in "AI for Business" from the University of Pennsylvania (Penn) and is furthering his expertise in artificial intelligence through ongoing studies at MIT. He also holds certifications in LUTCF, IRMA, BRMA, and is pursuing additional studies with PRMIA.
CPD: 3 hours
Masterclass Fee: Member $287.50 (incl. GST) | Non-member $359.40 (incl. GST)
Cancellation Policy: Cancellations made before 7 October will incur a $50 cancellation fee. No refunds will be provided for cancellations received on or after 7 October, unless approved by Financial Advice New Zealand.