A practical introduction to using AI in everyday financial services work.
This free short course supports LIA members as they build confidence with AI and understand how it can enhance productivity, accuracy and communication in their daily roles.
What to Expect
The course includes nine 15–20 minute on-demand micro-lectures, each centred on a real-world task or workflow commonly used across financial services.
Every session concludes with AI in Action, giving a clear demonstration of how the tools work in practice and how they can be applied immediately in your own work.
Why LIA Created This Series
LIA is committed to helping members adapt and thrive in an evolving profession. AI is becoming part of everyday professional work. This course was developed to help members adapt early, understand the opportunities and risks, and use AI safely and confidently within a regulated environment.
Continue Your AI Journey
If you’d like to build on the skills gained in the AI Foundations Series, you can take the next step with the AI Accelerator course, commencing in February.
This 12-month advanced course is designed for professionals who already understand the basics of AI and want to develop more practical, up-to-date skills.
Whether you have just completed the AI Foundations course or previously completed another AI short course, the AI Accelerator will help you deepen your knowledge through six live, expert-led sessions followed by twice-yearly update lectures.
You’ll gain current insights on AI’s role in financial services and learn how to apply new tools confidently and compliantly as the technology evolves.
For more information about this course please contact our education team education@lia.ie or 01 456 3890. Alternatively, you can register your interest here to receive more information.
- What's happening when you chat with AI
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Why it's useful for financial planning
AI in Action: Watch AI read a 40-page pension scheme document and answer specific technical questions in 30 seconds
- GDPR basics for AI use
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The EU AI Act
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Central Bank considerations
AI in Action AI scans a client email draft and flags 3 compliance risks you might have missed
- The anatomy of a good prompt
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One live demo with financial planning scenario
AI in Action: Take a vague 2-line prompt and transform it into one that produces a complete, usable client review letter
- Using AI as a thinking partner
- Quick wins for problem-solving
AI in Action: Give AI a tricky client scenario (50-year-old, divorce, business sale) and watch it generate 10 creative planning strategies in 90 seconds
- Email templates that sound like you
- One example: complex concept simplified
AI in Action: Write 12 personalised monthly newsletter emails (one per month) in 3 minutes - each in your voice, each with different financial topics
- What AI can do with your spreadsheets
- Your first analytical prompt
AI in Action: Upload a messy Excel file with 200 clients, ask "Who should I contact this month?" - get prioritised list with reasons in seconds
- One complete example: portfolio insights or client segmentation
- Your second analytical prompt
AI in Action Take 5 years of client portfolio data, generate a comprehensive performance report with trends, outliers, and recommendations - in under 2 minutes
- When to tell clients you're using AI
- Maintaining professional responsibility
- Creating your disclosure statement
AI in Action: Generate 5 different client disclosure statements tailored to different client types and contexts - in 60 seconds
- Quick wins to implement tomorrow
- How to go deeper - run-down on the paid program
AI in Action: Watch an entire workflow: research a financial product → draft client explanation → create follow-up email sequence → generate meeting talking points - all in one conversation
This course is delivered through LIA Elevate and includes:
- 9 on-demand micro-lectures (15–20 minutes each)
- Certificate of Completion included
- Practical examples specific to financial services
- No assessment – the focus is on practical, ongoing upskilling