Stay ahead, change the way you offer Financial Advice
Use AI Training to Open Up the Future of Financial Advisory
Do you want to remain on the leading edge as a financial advisor? Do you wish to guarantee compliance to industry rules, expedite your financial planning, or improve client relationships? You will learn all you need to know to use ChatGPT and other AI tools to improve your advising practice in our 4-session AI training for financial advisors.
Register today and get 30% Discount!
Why Take Our Course for AI Training?
Financial Services AI Course Breakdown
Session 1
Introduction to ChatGPT & AI in FAIS
Session 2
Ethical AI Use & Cybersecurity
Session 3
Advanced ChatGPT for Financial Advisors
Session 4
Final Project: AI in Financial Services
Financial Advisor AI Course Benefits
Remember, using ChatGPT for Financial Advisory or Intermediary Services WILL increase your paycheck, but using it incorrectly could get you debarred.
Use AI to interact with clients in unique, targeted ways.
Simplify financial planning by creating custom financial plans and streamlining repetitive operations with AI.
Use AI capabilities to personalize client interactions and deliver fast and custom responses.
Use AI technologies that automate regulatory checks (in terms of the FAIS Act, regulated by the FSCA) to stay ahead of compliance needs.
Acquire knowledge about how to incorporate AI tools to preserve regulatory compliance and safeguard customer information in accordance with FAIS and POPIA.
Also offer your client enhanced risk management with the ability to evaluate and reduce your clients’ financial risks by leveraging AI’s predictive powers.
Automate monotonous work and concentrate on giving your clients greater value.
With AI, you can quickly and easily create and nurture high-quality leads.
By making better use of ChatGPT, will help you qualify leads through social media platforms, the internet, blogs, advertising platforms and email campaigns.
Why Now?
AI is leading the way in the transformation of the financial services sector. In addition to gaining useful skills, taking our 4-session AI Training will help you draw in and keep clients in a world that is becoming more technologically aware. There has never been a better moment to invest in your future, especially with our 30% discount!
Who Needs to Sign Up?
- Financial professionals hoping to further their careers with in-demand AI skills
- Financial advisors hoping to maintain their competitiveness in an AI-driven market
- Anybody in the financial services industry hoping to use AI into their business and increase productivity
Frequently Asked Questions:
What is the structure of the course?
Four live online sessions are used to offer the course, which includes interactive workshops and real-world tasks.
What is the duration of the course?
Eight hours of training are provided across four sessions, with each session lasting two hours.
Is the course appropriate for beginners?
Yes, both novice and seasoned financial professionals are intended to benefit from this training. You’ll gain the fundamental understanding and practical experience you need to succeed.
Payment Options
We understand that financial challenges can sometimes stand in the way of achieving your goals. That’s why we’re excited to announce that we offer various payment methods and options to make your journey toward obtaining your FAIS AI training even more accessible!
Why do we offer you payment options?
- Flexible Payments: Spread out your payments in manageable installments.
- Stress-Free Learning: Focus on your online AI course without worrying about upfront costs.
We know that life can be unpredictable, and we want to support you in every way possible. RE5 Online options are designed with future (and current) financial advisors in mind, making your advisory and intermediary work a little easier!
Don’t let financial worries hold you back from the career you deserve. Sign up today for any of our AI courses in Financial Services and take the next step toward securing your future in the Financial Advisory and Intermediary Services sector.
RE5 Online payment solutions:
Available payment options for AI training in the FAIS Sector includes:
We have debit order facilities from as little as R500.00
- EFT/Deposits
- Monthly installments
- Debit Orders
- Mobicred
- Payfast
- Payflex
- NetCash
- Atm Deposits
- RCS Store Cards
Pay for your training with your RCS Store Card!
We give you the freedom to pay for your AI training using your RCS store cards. View the participating retail and clothing stores that you can use to pay here:
Enroll now and Save 30%
For a limited time, enjoy a 30% discount when you sign up before 31 December 2024.
Join us in January 2024 for this cutting-edge course, designed to transform your approach to financial services and improve your Financial Advisory Practice!