Financial Advice New Zealand is set to offer a new professional development opportunity for advisers with the introduction of the AI in Advice Certificate.
The 12-week course, launching on 24 October, is designed to help advisers integrate artificial intelligence into their everyday practice, reflecting the sector’s increasing reliance on digital tools.
The AI in Advice Certificate is being introduced in response to feedback from advisers seeking practical guidance on AI implementation.
The course forms part of the Modern Financial Adviser curriculum and aims to bridge the gap between technological innovation and regulatory requirements.
Mr Nick Hakes, CEO of Financial Advice New Zealand, commented that artificial intelligence has shifted from being a differentiator to an essential part of advisory work.
“Our goal is to give advisers a clear, practical learning experience which builds confidence and technical fluency in AI, while maintaining compliance and client trust,” he said.
The certificate begins with an optional in-person masterclass, focusing on large language models and prompt engineering, scheduled for Christchurch, Auckland, and Wellington in October.
This session can be attended independently or as the initial phase of the broader certificate programme, which transitions to an online format from 24 October.
Participants will complete 12 modules over 12 weeks, earning 25 CPD hours. The curriculum covers prompt engineering, productivity tools powered by AI, marketing automation, and strategies for embedding AI throughout the advice process.