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 12 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, participants receive the AI in Advice Certificate and a digital badge credential. (Participants must attend at least 80% of the modules for successful completion)
- Professional Development Recognition: Accredited by Financial Advice New Zealand, the programme contributes 25 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 12 modules using a combination of live two hour online sessions, self-paced study, and applied practice.
Begin your learning journey in the live masterclass or online.
Topic 1: Live immersion masterclass: Prompt Engineering & LLM Master (Foundation course)
Topic 1: Online masterclass: Prompt Engineering & LLM Mastery (Foundation course)
- Live Webinar, Friday 24 October
2 hours | 2 CPD
Topic 2: Local LLMs, Chatbots & NFC
- Live Webinar, Friday 31 October
2 hours | 2 CPD
Topic 3: AI Productivity Tools & Browser Extensions
- Live Webinar, Friday 7 November
2 hours | 2 CPD
Topic 4: AI-Enhanced Content Marketing
- Live Webinar, Friday 14 November
2 hours | 2 CPD
Topic 5: Lead Generation via AI Content
- Live Webinar, Friday 21 November
2 hours | 2 CPD
Topic 6: Social Media Strategy – Part 1
- Live Webinar, Friday 28 November
2 hours | 2 CPD
Topic 7: Social Media & Lead Conversion – Part 2
- Live Webinar, Friday 5 December
2 hours | 2 CPD
Topic 8: Canva Masterclass for Advisers
- Live Webinar, Friday 12 December
2 hours | 2 CPD
Topic 9: CapCut for Video Marketing
- Live Webinar, Friday 16 January 2026
2 hours | 2 CPD
Topic 10: Email Marketing with AI
- Live Webinar, Friday 23 January 2026
2 hours | 2 CPD
Topic 11: Build Your Digital Studio
Topic 12: Automation Systems & Business Planning
- Live Webinar, Thursday 5 February 2026 (Due to Waitangi Day)
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 October 2025 and runs on a Friday for 12 non-consecutive weeks (see study plan above)
Time/ Duration: 10am - 12noon, 2 hours per online module
Delivery: Online
CPD: 25 hours
Certificate Tuition Fee: Member $1725 (incl. GST) | Non-member $1955 (incl. GST)
A 3 equal credit card payment instalment option is available
The fee paid for the live immersion masterclass will be deducted from the Certificate Tuition Fee. The rebate is capped at $287.50 (incl. GST).
Registration for the live immersion masterclass can be transferred to the online masterclass with approval from Financial Advice New Zealand
Cancellation Policy: Cancellations made before 5pm, 20 October will incur a $200 administration cancellation fee. No refunds will be issued for cancellations after 5pm, 20 October except at the sole discretion of Financial Advice New Zealand.