Welcome to AdviserStream

Only Human: AI Training for Financial Advisers

Financial Technology | Professional Ethics

🛡️ IDD Aligned | 🕝 4 hours

Episodes: How AI Works, AI History, AI Ethics

Woman promoting CPD programmes for financial advisers.

CII AF Exam Inspired CPD Programmes

🛡️ Partially IDD Aligned | ➡️ Partially PTS Aligned | 🕝 18 hours

Tax & Trust Planning, Pension Planning, Investment Planning.

More to come!

AdviserStream 2026 Livestreams

🛡️ Partially IDD Aligned | 🕝 72 hours

Livestreams: Financial Crime, Crypto & AI, Cashflow Modelling, Pension Transfers & Switches, Philosophy & Ethics, Income Tax, Investment, Protection, Brilliant Mistakes, IHT and CGT, Suitability Reports & Annual Review, Budget Update

Woman holding a glass, promoting financial philosophy and ethics training.

Financial Philosophy & Ethics

Behaviour | Compliance | Ethics

🛡️ IDD Aligned | 🕝 6+ hours

Episodes: Finance on Film, Too Big to Fail, Money & Music, The Conduct Rules, Press Continue, Cost & Value

Dark Finance

Financial Crime | AML | Scams

🛡️ IDD Aligned | 🕝 6+ hours | ➡️ Partial PTS

Episodes: Ponzi Schemes, Money Launderers, Insurance Fraudsters, Bribery & Corruption, The Loan Charge, and Pension Poachers.

The Income Tax Codex 2025/26

Income Tax | Top Slicing Relief | The Annual Allowance

🛡️ Partially IDD Aligned | 🕝 6+ hours

Episodes: Part I, Part II

Understanding Crypto

Cryptocurrency | Compliance | Ethics

🛡️ IDD Aligned | 🕝 3+ hours

Episodes: The Basics, The History, and The Warning

Diverse Perspectives

Women in Finance | LGBTQ+ | Financial Planning

🛡️ IDD Aligned | 🕝 1+ hours

Episodes: From Foundation to Finish, and

AdviserStream 2025 Livestreams