Training

AI and the Advice Profession: Governance, Ethics and Practice for South African Financial Advisers

Artificial Intelligence is rapidly reshaping the financial advice profession. This comprehensive CPD programme equips South African financial advisers with the knowledge and practical skills required to understand, govern and apply AI responsibly within their practices.

The course covers:

• What AI is and how it works
• AI and the South African regulatory framework
• FAIS, POPIA and automated advice considerations
• The six principles of ethical AI
• Practical guidance on AI tools used by advisers
• AI and client relationships
• AI governance frameworks for practices and firms
• The evolving Advicetech AI landscape in South Africa

The programme consists of seven modules, each including a knowledge assessment with a 70% pass requirement before progression. Learners will gain practical insights into AI adoption, governance, compliance and professional accountability while maintaining a client-centric approach to advice.

If you have any questions about this course, please email [email protected] and our team will be happy to help.