Are you curious about AI but find all the jargon intimidating? You’re not alone.

This relaxed two-hour live virtual session is specially designed for financial advisers who want to understand what AI can do for them – without needing any technical background whatsoever – and who want to learn how to effectively prompt AI for the best results.

Join us to demystify artificial intelligence in plain, simple terms.

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

What you’ll learn

We’ll guide you through:

• The basics of AI and how it actually works (explained in everyday language)
• How to use popular AI tools like ChatGPT and Claude with confidence
• Heather Murray’s simple “3 Cs Framework” that helps you get useful responses from AI
• Practical exercises we will do together where you’ll see immediate results (including our fun “Food Truck Challenge”)
• Understanding the limitations and risks in a straightforward way

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

Session Details

Date: Friday, 7 March 2025

Time: 11:00 AM to 1:15 PM SAST

Duration: 2 hours, 15 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 1,195 including VAT per person

Non-members must please book below.

CPD & Recordings

No CPD 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.