Applications of artificial intelligence in financial advice CPD survey

To gain this CPD certificate, you must pass the test with 80% or above. You will receive a confirmation email upon successful completion.

The learning objectives of this publication are as follows:

• Understand how the development of artificial intelligence is shaping the future landscape of financial advice through its impact on client experience and it’s influence on investment management
• Identify the key reasons as to why artificial intelligence is being adopted in the financial services industry and the areas in which it adds value
• Assess the main challenges, barriers and ethical issues associated with integrating artificial intelligence into financial advice and wealth management