CPD hours
CPD hours

Powering Up With AI - Opportunities vs Risks Of AI in Financial Planning

Tuesday 18 November 2025, 9:30 am - 3:15 pm
In person
DoubleTree by Hilton Manchester - Piccadilly
pfs
ai
financial planning
Join us on Tuesday, 18 November, for a Practice and Personal Development Day built by advisers, for advisers - register your place!

Our packed agenda will show you real examples of the following:

* What AI is being used to make your work and that of your business more efficient

* What are the rules and regulations around AI, and what you must do to be compliant

* Microsoft certified partner to demonstrate Copilot

* How cybersecurity threats paralyse businesses and how to protect your work

* How to use digital tools to gain extra Time, Energy, and Focus

This is designed by advisers for advisers and we will show you real examples of how others are using what is available to get ahead of the game.

By attending, you will

* See an in-depth use of AI in financial services;

* Be aware of (and prepared for) cybersecurity threats;

* Understand how to be compliant with these 3rd party tools

* Get back more time, Energy, and Focus every day by using evidence-based methods you can deploy immediately

Join us on Tuesday, 18 November, for a Practice and Personal Development Day built by advisers, for advisers - register your place today!

Learning objectives:  

  • See an in-depth use of AI in financial services.
  • Be aware of (and prepared for) cybersecurity threats. 
  • Understand how to be compliant with these 3rd party tools.
  • Get back more time, energy, and focus every day by using evidence-based methods you can deploy immediately.

 

Venue

DoubleTree by Hilton Manchester - Piccadilly
1 Auburn Street
Manchester
M1 3DG
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CPD hours

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 5 3/4 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.
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Tue 18 Nov 2025, 9:45 am - 3:00 pm
In person
National Space Centre