Understand what AI can do, where it can fail, and how to make sensible decisions about using it inside a regulated business. Non-technical, practical, and built around the work your firm actually does.
Your people don’t need to become AI specialists. They need to know what they’re using, where it helps, where it goes wrong, and when a decision needs governance or compliance review — taught with examples from the work regulated firms actually do.
How generative AI, machine learning and automation differ, and where each one’s limits sit.
Prompting, summarising, drafting, research and meeting notes — and where human judgement still matters.
What happens to information entered into AI tools, and the questions to ask about client data.
Hallucinations, omissions and bias — and why a confident answer is not a correct one.
Human oversight, approved use, escalation, and when a case needs risk or compliance.
Examples from advice, suitability, client reviews, administration, investment analysis and reporting.
Advisers, paraplanners and operations teams using AI in client and administrative work.
Senior managers, compliance and risk teams deciding how AI may be used safely.
Fintech, PE, VC, lending and payments teams assessing AI internally or across investments.
Video conference
£250
1 hour · up to 4
A focused introduction to AI, its practical uses, limitations and key risks, using examples relevant to your firm.
Video conference
£375
2 hours · up to 10
Adds a hands-on session where your team examines its own workflows against opportunity, risk, data and human oversight.
At your offices · most popular
£2,500
Half day · whole team
Run at your offices around your firm’s own people, systems and processes. Full day by arrangement.
| Feature | AI Fundamentals£250 | Workshop£375 | In-House£2,500 |
|---|---|---|---|
| Session length | 1 hour | 2 hours | Half day · full day by arrangement |
| Participants | Up to 4 | Up to 10 | Your whole team |
| Delivered | Video conference | Video conference | At your offices |
| Core session fundamentals, sector examples, risk & compliance, Q&A | ✓ | ✓ | ✓ |
| Hands-on workshop | — | ✓ | ✓ |
| Opportunity mapping | — | ✓ | ✓ |
| Your firm’s own workflows worked through | — | Selected workflows | Across the team |
| Written use-case shortlist your firm keeps | — | — | ✓ |
A clear, non-technical explanation of AI and its limits.
Real examples of good and bad AI use in regulated work.
Work through examples from your own processes.
Identify what needs controls, and what stays human-led.
MoiraCorp implements AI automation inside UK financial advice workflows. The examples in the session come from systems we have put into production — not from a course written about the sector.
Understand
Govern
Apply
Build
No. It is designed for non-technical teams.
Yes — and in the workshop and in-house formats, that is the point of them.
No. It is built for regulated financial firms, with the examples adapted to who is in the room.
No. It is practical applied training rather than a professional qualification.
A 30-minute Readiness Review: what AI is already in use in your firm, and which format your team actually needs.
