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UID:336303-1853740800-1853773200@www.pimfa.co.uk
SUMMARY:AI for Wealth Management: From Curiosity to Confidence
DESCRIPTION:AI is reshaping wealth management\, but many advice firms are stuck at the exploration stage. This one-day in-house training course prepares your leaders\, managers\, and team members to transition from curiosity to confident adoption\, providing practical insights into how AI supports client service\, compliance\, operations\, and investment advice. \nOur expert trainer Richard Preece demystifies AI\, focusing on real-world use cases from UK advice firms\, regulatory implications\, and the leadership mindsets required for successful adoption. Whether you’re a senior manager shaping digital strategy or a compliance officer navigating new risks\, you’ll gain the insight and language needed to lead informed conversations about AI in your firm. \nCourse Information: \nDelivered in-house\, this course is fully flexible to your preferred date and location. \nDuration: One Day (9:30am – 4:30pm)\nFormat: In-person or virtual delivery course that’s tailored to your specific needs\nTarget Audience: CEOs\, Partners\, COOs\, Investment Managers\, Heads of Compliance\, and Client Service Directors who want to explore AI confidently and responsibly.\nMax # of participants: 15\nFee: Available on request \nEnquiries: To find out more about this in house course contact learning@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/ai-for-wealth-management-from-curiosity-to-confidence/
CATEGORIES:Learning,On Site Training
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