Have you ever wished you had an assistant who could handle your repetitive tasks, draft client communications, or help with research? Without having to explain everything from scratch each time?

That’s exactly what custom AI tools can do for your financial planning practice.

In this friendly, jargon-free virtual workshop, you’ll discover how to create your very own AI assistants tailored specifically to your needs – no coding or technical expertise required.

All the details and how to book can be found below.

What you’ll learn

We’ll guide you through:

• How to build custom AI tools that understand your business, clients, and communication style
• The step-by-step process of creating a Custom GPT or Claude Project
• Practical examples of how financial planners are using these tools to save time and improve client service
• Best practices to ensure your AI tools produce consistent, quality results
• Security considerations to keep your information safe

This isn’t about complex coding or technical skills. It’s about giving you practical knowledge you can use straight away to save time and enhance your client service.

The session is relaxed, interactive, and designed for people who normally avoid technology. You’ll be surprised at how accessible and useful these tools can be when explained properly!

Perfect for advisers and their teams who

• Consider themselves “non-technical”
• Want to understand and engage well with AI without the pressure
• Are new, but curious and unsure where to start
• Have some experience from self-learning
• Completed the introductory session (not a requirement)
• Not an advanced user, although they are most welcome to also attend and share knowledge

This workshop is specifically designed for financial planners who don’t consider themselves “tech savvy.” If you’ve been curious about AI but felt overwhelmed by the technical aspects, this is your opportunity to learn in a supportive, understandable environment.

Important Prerequisites

To get the most from this workshop, you’ll need:

• To have completed our “Prompt Like a Pro” training session OR feel confident in your ability to effectively prompt AI chatbots – we will not teach prompting in this session
• A paid subscription to either ChatGPT Plus or Claude Pro (the free versions don’t offer custom tool-building features)
• A computer with internet access and Zoom

Session Details

Date: Tuesday, 15 April 2025

Time: 15:00 to 17:30 SAST

Duration: 2 hours, 30 minutes

Location: Online via Zoom

Simple connection instructions will be sent after registration

Pricing

PROpulsion Members: Exclusive 50% discount

If you are a member in good standing, please click here to get your promotional code.

Non-members: R 748 including VAT per person

Non-members must please book below.

CPD & Recordings

No CPD is offered for this session.

This is a live only event, no recordings will be available. We will share resources that you can download.

Want to learn more about PROpulsion and becoming a member?

Please click here.