AI Leadership in Wealth Management: From Basics to Practical Implementation – PIMFA

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Standard online tutorials and outdated training on AI often create more confusion than clarity. The ‘AI Leadership in Wealth Management programme’ aims to fix that. Whether you're new to AI or already experimenting with it, this geek and jargon-free programme supports senior managers in PIMFA member firms to:

1. Make sense of what AI is and how it is deployed in wealth management.
2. Understand and follow the FCA’s latest guidance on AI
3. Explore Your AI Readiness, deciding with confidence when and how to adopt AI ethically in your firm.
4. Build an AI implementation plan to solve a specific business challenge.
5. Develop, with the support of expert’s, how to execute their AI implementation plan.

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By registering your interest to PIMFA’s AI Leadership in Wealth Management Programme you consent to being updated and informed about forthcoming training, webinars, podcasts and thought leadership on Customer Vulnerability offered by PIMFA. This consent can be withdrawn at any time by emailing learning@pimfa.co.uk. *

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