AI.MASTER: What’s Coming, What Matters, and What IFAs Must Prepare For
Overview
Financial planning is entering a new era where AI influences:
• Client expectations
• Adviser workflows
• Compliance oversight
• FCA audit requirements
• Legal risk and liability
• Ongoing service and retention
This programme is designed to make advisers ready for that shift.
Good to know
Highlights
- 1 hour
- Online
Location
Online event
Module 1 — The New Financial Planning Landscape
What AI Is Doing to Money, Advice, and Consumer Behaviour.
Module 2 — Regulatory Expectations & FCA Direction of Travel
Attendees gain a clear view of regulatory expectations, where scrutiny will intensify, and how to remain compliant as AI is adopted.
Module 3 — AI & Compliance Transformation
Understand how AI can significantly reduce risk, strengthen Consumer Duty outcomes, and enhance compliance oversight.
Organized by
AND Capital Projects Limited
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