This 1-Day AI & Wealth Planning Workshop is an intensive program designed to equip financial professionals with advanced knowledge of AI-driven financial advisory and wealth planning administration. The course integrates key financial management concepts with AI-powered solutions to optimize client acquisition, compliance, policy servicing, and professional development.
Participants will explore real-world applications of AI in financial services, including automated investment strategies, digital client relationship management, and AI assisted regulatory compliance. Through hands-on exercises and case studies, attendees will develop a future-ready approach to wealth planning and advisory.
Pre-requisites: Basic computer literacy and prior use of ChatGPT or similar AI tools
By the end of the workshop, participants will be able to:
• Understand AI’s Role in Financial Advisory – Learn how AI is transforming wealth management, investment advisory, and estate planning.
• Execute AI-Enhanced Client Engagement Strategies – Leverage AI-driven marketing, sales tracking, and client communication.
• Apply AI to Regulatory Compliance & Risk Management – Learn AI solutions for KYC, AML compliance, and risk profiling.
• Optimize Wealth Planning Administration with AI – Use AI for account servicing, policy management, and investment strategy automation.
• Future-Proof Financial Advisory Careers – Stay ahead with AI-driven continuous learning and industry insights.
Wealth Managers, Financial Advisers, Insurance Advisers, Estate Planners, Will-Writers, Bankers, Relationship Managers
With a degree in IT, a background in banking, and a passion for connecting with people, Winston’s approach to wealth management is equally personal, practical, and high-tech. Results-driven professional with over 15 years of progressive experience spanning healthcare analytics, financial advisory, and technology implementation, he now leverages technology to streamline the process. He completed advanced certifications in data visualization and artificial intelligence, including Power BI development and ChatGPT applications, demonstrating commitment to emerging technologies and continuous learning.
Experience Financial Planner and ACLP-certified Facilitator with over 18 years of cross functional expertise in financial services, training, and business operations. Specializes in helping professionals and organizations adopt Generative AI and digital productivity tools to enhance efficiency and performance. Skill in designing and delivering engaging learning experiences across digital and in-person formats, with a strong foundation in financial planning, sales enablement, and business operations. Proven ability to collaborate with stakeholders, curate professional development programs, and drive continuous learning initiatives.
