The AI-Powered Financial Planner
Τhe 1st globally AI & Cutting Edge Technology
Certification Training Program
for Professional Financial Planners
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Certified in AI & Technology in Insurance, Risk Management and Financial Planning
Using AI and technology in your practice is more straightforward than it seems.
This certification helps you apply AI with confidence — to save time, strengthen client communication, and build a more efficient advisory practice.
We support you with step-by-step, practical implementation of every idea in this program — we do it together.
You're welcome to invite your assistant to join and learn alongside you, so your team can help put the right digital strategy into practice.
This program is built around practical, real-world tools you can start using immediately — not theory. The focus is on strategies that improve client communication, reduce the stress of prospecting, and increase your productivity.
Program details
Start date: September 22
Format: Weekly 2-hour sessions, 12 sessions total
Duration: 3 months
Payment: Pay in full, or 3 monthly installments
Program Highlights:
1. Prompt engineering and LLM foundations — Build reusable, professional prompts and understand how context and instructions shape AI output. Move from casual experimentation to purposeful, repeatable AI use in your daily work.
2. Advanced AI features, agentic AI, and local LLMs — Use more capable AI tools while protecting client data and applying professional guardrails. Use stronger AI systems without giving up professional control or responsibility.
3. AI client assistants and digital clones — Build a basic chatbot or voice agent, and understand the appropriate boundaries for client-facing AI. Turn trusted knowledge into an accessible digital experience while keeping a human in the loop.
4. The advisor's AI toolkit — Use AI for research, presentations, and content across documents, audio, and video. Choose the right tool for the job, instead of collecting tools without a clear purpose.
5. A professional virtual studio — Set up a reusable, branded studio for meetings, webinars, and recorded content. Build the studio once, then use it across client meetings, education, and content production.
6. Canva and CapCut for content creation — Produce polished graphics and video without design or editing experience. Produce consistent, credible content without becoming a full-time designer or editor.
7. AI-powered content marketing — Turn your expertise into educational content that builds trust with the right audience. Use education to earn attention and trust before asking for a business conversation.
8. A repeatable content system — Move from one-off posts to a sustainable content workflow and social media foundation. Replace random posting with a system you can repeat every week.
9. Social media strategy and engagement — Structure effective posts and turn online activity into real conversations. Build visibility through consistent value and genuine engagement.
10. AI-powered prospecting — Research prospects and prepare personalized, relevant outreach. Approach the right people with better preparation and greater respect for their time.
11. AI email marketing and nurturing — Build newsletters and follow-up sequences that keep you top of mind. Stay useful between conversations with communication that earns continued attention.
12. Practical automation and business strategy — Identify automation opportunities and leave with a 90-day implementation plan. Connect individual AI skills into a realistic operating system for continuous improvement.
A practical guarantee
If you complete the program and don't feel confident applying AI in your practice, we'll refund your payment — no questions asked.
Most participants see a meaningful increase in productivity and confidence with technology by the end of the certification.
Why This Certification Is Different...
We're not tech specialists teaching financial planning. We are insurance professionals teaching AI.
Most AI programs are built by marketers, automation agencies, or generic AI trainers. This one comes from inside the industry — Panos Leledakis, an active insurance advisor since 1999, MDRT and TOT member, and member of the NAIFA AI Tech Force.
- Built by advisors — We teach AI through real advisor workflows we use ourselves, not general tech theory.
- Compliance-first — Built around the regulations that apply in your market, so you use AI without risking your license.
- Real advisor challenges — We show you how to solve them with AI, across prospecting, recruitment, service, and appointments.
Created by advisors. Built for the real world.
Rated 91% Net Promoter Score (NPS)
by NZ Financial Advisers
Measured across participants of the 2025 Certificate programme delivered with Financial Advice New Zealand.
Sue Mihakis
NZ Financial Adviser
"Where do I start! The amount of information Panos packs into this course is absolutely phenomenal — and yet somehow he makes it feel completely manageable. He knows his subject inside out and delivers it with so much enthusiasm and excitement that you almost forget you're learning cutting-edge technology.
He never made it scary. Honestly, it was fun. As Panos says — it's a sprint, not a marathon.
So my advice? Sign up, show up, and dive in!
The world is moving fast and AI isn't waiting for anyone. Panos might say - adapt and fly. As I like to say — adapt and fly, or you'll die!
It was the best decision I've made in 2025!"
Dr. Rodger Spiller
NZ Financial Adviser
"The AI in Financial Advice course quickly provided a strong return on investment of both time and cost.
For example, I was able to create high-quality AI prompts, launch a chatbot for my website, produce a well-structured eBook, and explore best-practice compliance tools.
AI is clearly reshaping aspects of financial advice. This course offers a valuable opportunity to engage with it thoughtfully —
and to use it to enhance the value we deliver, while strengthening the human relationships at the heart of what we do.”
Anna Cuming
NZ Financial Adviser
"Before the course, we used AI only for basic tasks like emails.
Now, it’s fully embedded in our business — improving client communication, marketing, and efficiency.
The biggest breakthrough was learning how to prompt properly. It made AI immediately practical. We’ve even built our own avatar and chatbot. We’re already saving time while improving quality. It’s opened our eyes to what is possible and our business has gone from strength to strength because of it!
Panos went above and beyond with hands-on support.
I would absolutely, 100% recommend it!
Exclusive Benefits
- 24/7 chatbot support: A chatbot trained by IFAAcademy, built on more than 20 years of technology experience and over 3 years of applied AI work, available whenever you need help implementing what you learn.
- AI tools list: A curated list of more than 100 AI tools selected specifically for insurance and financial planning advisors.
- Ongoing support: Support throughout your implementation, including help with any troubleshooting you run into along the way.
- A community of peers: Join the AdaptAndFly community of advisors implementing AI together.
Why Register?
AI and digital tools are becoming a standard part of financial planning work. Building these skills now helps you stay current with how the profession is evolving.
You can start applying what you learn in your own practice as each module progresses.
This program gives insurance and financial planning professionals a solid, hands-on foundation in AI and modern planning tools — so you're well-prepared for how the industry continues to change.
PRICE
Regular Price
C$4,750
Offer Price
C$1,400
Pay in full, or in 3 monthly installments of C$500.
Secure checkout via Stripe.
Prices exclude applicable Canadian taxes (GST/HST) and payment processing fees.
This pricing is available exclusively for FP Canada™ certificants, as part of our collaboration.
Reserve your spot by registering and selecting the payment option that works best for you.
Available to FP Canada™ certificants through our special collaboration.
International Recognition
Guest lecturer at MIT — Artificial intelligence in financial planning
Panos Leledakis was invited as a guest lecturer to a specialized workshop at the Massachusetts Institute of Technology (MIT), at the invitation of Manolis Kellis.
The session focused on the practical application of artificial intelligence in financial planning, insurance, and professional services, emphasizing real-world AI use cases that connect academic research with applied decision-making. Attendees included students, professionals, and senior executives from an international audience.
What industry leaders say
Tony Gordon, Tom Hegna, and Sol Hicks share their perspective on Panos Leledakis's work.
What insurance and financial planning professionals across the U.S. are saying
Take the next step in your professional development.
Prepare for the future of financial planning.
Attend personally or let your assistant attend on your behalf
If your schedule is tight, or the idea of learning new technologies feels overwhelming, your assistant can attend in your place — so your business benefits from the program even if you can't personally attend every session.
All sessions are recorded, so you or your assistant can revisit the material at your own pace. This means valuable content stays accessible even if you miss a live session.
Detailed course topics
MODULE 1
Prompt Engineering & LLM Mastery, Part 1: Foundations of Professional AI Use
Build a strong foundation in professional AI use and learn how to communicate effectively with leading language models. Discover how better instructions, context, and prompt structure improve the accuracy and usefulness of AI-supported work.
After this module, you can:
- Understand how large language models work, including their strengths and limitations
- Apply the foundations of effective prompt engineering
- Understand how context, examples, roles, and clear instructions influence AI responses
- Create clear, reusable prompts for research, communication, planning, and everyday tasks
- Evaluate AI responses and improve them through structured follow-up
Value in practice: Move from casual experimentation to purposeful, repeatable professional AI use — prompts you build once and reuse across client research, correspondence, and planning work.
MODULE 2
LLM Mastery, Part 2: Advanced Features, Agentic AI, Local LLMs & Professional Guardrails
Move beyond basic prompting to explore advanced AI workspaces, agentic capabilities, and local AI models — while protecting confidential information and applying professional safeguards.
After this module, you can:
- Understand advanced features available in leading AI platforms
- Explore how AI agents complete multi-step tasks under human supervision
- Compare cloud-based and locally operated AI models, and when each is appropriate
- Recognize privacy, security, and professional risks specific to financial planning
- Apply a practical review and guardrail process before any client-facing use
Value in practice: Use more capable AI systems without surrendering professional control, client confidentiality, or regulatory responsibility.
MODULE 3
AI Client Assistants: Text Chatbots, Voice Agents & Interactive Avatars
Explore the three main forms of conversational AI and how they can provide information, capture interest, and create a consistent client experience.
After this module, you can:
- Understand text, voice, and avatar-based client assistants
- Learn how instructions, knowledge bases, and guardrails control an assistant's behavior
- Recognize appropriate and inappropriate client-facing uses
- Build and test a basic knowledge-based chatbot
- Create a basic voice agent with a defined purpose and professional tone
Value in practice: Turn your trusted knowledge into an accessible digital experience for clients and prospects, while keeping a human firmly in the loop.
MODULE 4
The Financial Planner's AI Toolkit: Research, Presentations & Content Creation
Work with a practical collection of AI applications for research, knowledge management, presentations, and content production.
After this module, you can:
- Work with documents, websites, audio, images, and video through multimodal AI
- Organize trusted sources and create grounded summaries and briefings
- Turn an idea or document into a structured presentation
- Develop a framework for evaluating new AI tools as the technology evolves
Value in practice: Choose the right tool for the job — research, briefing, or presentation — instead of collecting apps without a clear purpose.
MODULE 5
Build Your Professional Virtual Studio with OBS
Create a reusable, professional virtual studio that improves your meetings, webinars, and recorded content, combining your camera, presentation, screen, and branding in one environment.
After this module, you can:
- Understand the components of an effective virtual studio
- Build OBS scenes, sources, and layouts
- Apply good practice for camera position, lighting, sound, and presentation
- Connect OBS Virtual Camera with your meeting platform of choice
Value in practice: Build the studio once, then reuse the same setup across client meetings, education sessions, and content production.
MODULE 6
Canva & CapCut for Professional Content Creation
Turn ideas, presentations, and raw recordings into polished visual and video content — without requiring design or editing experience.
After this module, you can:
- Apply clear visual communication and consistent branding
- Create graphics, documents, presentations, and social assets in Canva
- Edit video, add captions, and improve pacing in CapCut
- Adapt a single asset across multiple formats and platforms
Value in practice: Produce consistent, credible content without becoming a full-time designer or video editor.
MODULE 7
AI-Powered Content Marketing for Financial Planning Professionals
Turn your professional knowledge into educational content that builds trust, grounded in a clear strategy based on your clients' real questions and priorities.
After this module, you can:
- Understand the role of content marketing in a financial planning business
- Define your audience and identify their most important questions
- Develop content pillars aligned with your expertise and client needs
- Connect content to different stages of the client journey
Value in practice: Use education to earn attention and trust before ever asking for a business conversation.
MODULE 8
Building Your AI Content System & Social Media Foundations
Move from individual content ideas to a repeatable production system, and establish the foundations of a credible social media presence.
After this module, you can:
- Understand the stages of an AI-supported content workflow
- Transform one core idea into several useful formats
- Develop a realistic publishing rhythm and content calendar
- Build a professional social media foundation aligned with business objectives
Value in practice: Replace random posting with a sustainable content system that can be repeated every week.
MODULE 9
Social Media Strategy, Content & Engagement with AI
Develop a practical social media strategy that goes beyond publishing posts — building professional relationships while using AI without losing your authentic voice.
After this module, you can:
- Understand how different platforms support different professional objectives
- Structure effective posts, opening lines, and calls to action
- Use written, visual, and video formats appropriate to your audience
- Turn online activity into meaningful professional conversations
Value in practice: Build visibility through consistent value, genuine engagement, and a recognizable professional voice.
MODULE 10
AI-Powered Prospecting & Client Outreach Strategy
Use AI to make prospecting more relevant, informed, and personal — identifying suitable opportunities and preparing thoughtful approaches.
After this module, you can:
- Understand how AI supports prospect identification and preparation
- Research individuals, companies, and professional situations
- Develop relevant, specific reasons for initiating contact
- Distinguish personalized outreach from automated spam
Value in practice: Approach the right people with better preparation, stronger relevance, and greater respect for their time.
MODULE 11
AI-Powered Email Marketing & Client Nurturing
Create useful, consistent email communication that supports prospects and clients over time, without overwhelming recipients.
After this module, you can:
- Understand email's role within the prospect and client journey
- Segment your audience and adapt communication to different needs
- Build a newsletter, educational campaign, or lead-nurturing sequence
- Improve subject lines, structure, clarity, and calls to action
Value in practice: Stay useful and relevant between conversations with communication that earns continued attention.
MODULE 12
Practical AI Automation & Business Strategy
Bring the program together by connecting AI tools, information, and business processes into a realistic operating system.
After this module, you can:
- Understand triggers, actions, and automated workflow fundamentals
- Explore how Make.com connects commonly used business applications
- Identify tasks suitable for automation, and prioritize by value, complexity, and risk
- Map a business process and build or plan a basic workflow with human review
Value in practice: Leave the program with a practical 90-day AI implementation plan for your business.
Let's start this journey together — practical steps, one module at a time.
