AI Ready Advisor - Practical Tools to Enhance your Practice

Two half-days

24 & 25 March 2026, 09:30-12:30 (UK)

This two half-day workshop will equip advisers with the knowledge and skills to leverage AI in their practice.

From automating routine tasks to enhancing client engagement, you’ll learn how to use AI responsibly and effectively in a regulated environment, and discover new ways to expand your business and reach.

Public course booking

Members: £209pp
Non-members: £269pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Dates: 24 & 25 March 2026

Timings: 09:30-12:30 (UK)

 Duration: Two half-days

 No of attendees: 12-16

 Format: Online - Virtual delivery

 CPD: Recognised

Trainer: Paul Archer

Price: £209 Members/£269 Non Members

Workshop Overview

By the end of the workshop, participants will:

• Discover the latest AI tools and platforms for financial advisers.
• Learn how to integrate AI into your daily workflow for efficiency and compliance.
• Understand the ethical considerations and regulatory requirements of using AI in advice.
• Explore real-world case studies where AI has improved client outcomes.
• Leave with practical strategies to future-proof your advice business.

What will I achieve by attending this workshop?

• Boost productivity and accuracy with AI-powered tools.
• Enhance compliance and risk management.
• Deliver more personalised advice and client service.
• Position yourself as a forward-thinking, tech-savvy adviser.
• Unlock new revenue streams and business models using the latest AI innovations.

Who should attend?

• Financial advisers, mortgage brokers, and protection specialists keen to embrace technology.
• Professionals looking to stay ahead of industry trends and deliver better client outcomes.

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this workshop, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.