AI in Advice Certificate Launched
Financial Advice New Zealand has launched an AI in Advice Certificate, a 12-week executive short course designed to help financial advisers embed AI tools into their professional practice.
The organisation says the certificate, which starts on October 24, responds to a demand for practical, adviser-specific AI education that supports both innovation and compliance.
“It’s a strategic addition to the Modern Financial Adviser professional development curriculum, based on the feedback received from advisers across the country.”
Nick Hakes, CEO of Financial Advice, says AI is no longer a competitive advantage – it’s a necessity.
“This certificate recognises that embedding AI into advice can feel complex. Our goal is to give advisers a clear, practical learning experience which builds confidence and technical fluency in AI, while maintaining compliance and client trust.”
Financial Advice NZ says global research from the Financial Planning Standards Board in 2024 found:
- 78% of advisers believe AI will help them better serve clients
- 60% say it will improve the quality of financial advice
- Already, 41% are using AI for client communications – from onboarding to engagement and follow-up
