This course offers a practical guide to safely integrating artificial intelligence into the financial advisory process while managing associated risks and regulatory requirements. Professionals will learn to distinguish between AI-assisted and fully automated advice, identify critical reliability risks like hallucinations and bias, and ensure their AI use complies with existing FAIS, TCF, and POPIA obligations regarding client privacy and data security.
 
By mastering the "6P Adviser AI Check" and maintaining robust human oversight, learners will be equipped to defend against deepfake threats, verify AI-generated outputs, and constructively engage with clients who bring AI-sourced financial information into the advice process.

This course will be available for completion from 27 July 2026 to 26 July 2027.
This course value is 2 CPD point