AI in Practice Management

Join our exclusive masterclass tailored to the multi-faceted role of Office Managers in Financial Planning firms.



Our Course Includes:

What Do You Get From This Course?

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Limited Time Offer - Get It For Only $119!

Future-Proof Your Skills
Stay ahead of the curve. Enhance your skillset and employability in the future job market.
Revolutionise the way you work
Learn how to leverage AI to save valuable time and resources.

Join the waitlist today and receive an       early-bird course discount.

Interested in using AI to optimise your Statements of Advice?

 Take a look at our other masterclass, specifically designed for Paraplanners.

Created By Industry Professionals

This course is created by professionals with extensive industry experience in financial planning and AI applications. Their insights ensure a rich learning experience, combining up-to-date trends with practical, real-world applications.

Frequently Asked Questions

It is assumed that you have good understanding of practice management as it relates to a financial planning practice. All topics regarding AI will be taught from the ground up and require no prior knowledge.

Three days of focused learning, but you can always break it down to smaller segments and study when you have the time.

Katie Cirjak, a seasoned industry professional, composed this course based on extensive experience in both financial planning and AI technology. Katie brings her practical knowledge and insights into the classroom, ensuring that the course content is not only up-to-date with current industry trends, but also rooted in real-world applications. This combination of theoretical understanding and practical insight will give participants a well-rounded, in-depth view of how AI can be utilised effectively in their role as Practice Managers in financial planning firms.

To read more, please visit our About Us section.

By taking this course, you will acquire skills to integrate AI into your business operations, streamlining processes and improving efficiency. The practical knowledge gained can lead to significant cost and time savings, ultimately contributing to enhanced productivity and profitability for your financial planning firm.

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