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Financial Liverpool - How AI can positively impact the Financial Planning Profession
Thursday 5 March 2026, 10:00 am - 11:15 am
Josh Pedlar, Advisory AISam Hannon, Investment Manager, 7IM
CPD

How AI can positively impact the Financial Planning profession
You are invited to join our next online session, bringing to life the impact that AI is having on the Financial Services sector, both from an investor and market perspective and overlaid with real practical insights and support.
After this session, you will:
- Understand how AI can help Adviser businesses reduce their administrative burden.
- Understand how firms can utilise AI to redesign processes whilst ensuring compliance and human judgement remain in place.
- Understand how AI has and will continue to impact investment markets.

CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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Little Leaf One Fine Day
CPD
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Thu 5 Mar 2026, 6:30 pm - 11:00 pm
The Titanic Hotel
Annual event
