Powering Up With AI - Opportunities vs Risks Of AI in Financial Planning

Tue Nov 18 2025 at 09:30 am to 02:30 pm

DoubleTree by Hilton Manchester - Piccadilly | Manchester

Personal Finance Society
Publisher/HostPersonal Finance Society
Powering Up With AI - Opportunities vs Risks Of AI in Financial Planning
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Join us on Tuesday, 18 November, for a Practice and Personal Development Day built by advisers, for advisers - register your place!
About this Event

Our packed agenda will show you real examples of the following:

* What AI is being used to make your work and that of your business more efficient

* What are the rules and regulations around AI, and what you must do to be compliant

* Microsoft to demonstrate Copilot as your AI assistant

* How cybersecurity threats paralyse businesses and how to protect your work

* How to use digital tools to gain extra Time, Energy, and Focus

This is designed by advisers for advisers and we will show you real examples of how others are using what is available to get ahead of the game.

By attending, you will

* See an in-depth use of AI in financial services;

* Be aware of (and prepared for) cybersecurity threats;

* Understand how to be compliant with these 3rd party tools

* Get back more time, Energy, and Focus every day by using evidence-based methods you can deploy immediately

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Event Venue & Nearby Stays

DoubleTree by Hilton Manchester - Piccadilly, 1 Auburn Street, Manchester, United Kingdom

Tickets

GBP 0.00

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