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Advanced CPD for financial advisers who want a grounding in Artificial Intelligence (AI),
and be able to use it efficiently, productively and ethically in their financial planning work.
This is not just a course. It’s a mirror. It will make you look. It will make you think. It will make you better.

Each module includes a video. Watch the entire video without skipping sections — key concepts build throughout. Take brief notes if it helps with your reflective answers.

Each module includes a set of 10 reflective questions. Your responses should demonstrate understanding of key ethical and behavioural concepts, reflection on how these apply to your own professional practice, and a clear link between theory and client outcomes. Aim to spend at least 3–5 minutes per answer for sufficient depth.

By signing, you confirm you have completed the video in full, and have answered all reflective test questions personally. The declaration and Reflective CPD Test serve as your evidence of structured CPD. Retain all documents on your personal CPD file.
A clear, practical, and entertaining guide to how AI actually works behind the scenes, without jargon, hype, or corporate fluff. You’ll learn what AI is good at, where it fails, why it hallucinates, and how advisers can use it responsibly without letting it replace their professional judgement. This episode empowers you to treat AI as a tool, not a crutch, and to collaborate with it safely, ethically, and intelligently.
⏰ 90 minutes | 🛡️ IDD
An unforgettable tour through the strange, chaotic, and sometimes frightening evolution of artificial intelligence. From early chatbots to cursed internet videos, from deepfakes to multimodal models, this episode reveals the moments that shaped modern AI; the breakthroughs, the failures, the scandals, and the wake-up calls. Understanding where AI came from is essential to understanding how to use it today… and why its future must be handled with care.
⏰ 90 minutes | 🛡️ IDD
The psychological heart of the series, and the most important episode for every professional using AI today. You’ll discover why AI always agrees with users, how it mirrors emotion, how it unintentionally reinforces bias, and how its validation can distort thinking, decision-making, and professional judgement. This episode exposes the seductive illusion of “helpful” AI, and teaches the ethical rule that keeps intelligence human, grounded, and safe.
⏰ 90 minutes | 🛡️ IDD
This course is provided for educational and professional development purposes only.
It does not constitute financial advice, tax advice, legal advice, or regulatory guidance.
While every effort has been made to ensure the accuracy and relevance of the content, neither the presenter nor Practical Financial Exams Ltd accepts any liability for actions taken or refrained from being taken as a result of this course. Some figures referenced in this course are taken from contemporary accounts and historical reporting. They are used narratively to illustrate the scale and nature of events, rather than for forensic or academic precision. The purpose of this course is to explore the ethical, behavioural, and regulatory lessons, not to conduct a financial audit of history.
Delegates remain responsible for applying their own professional judgement, complying with regulatory requirements, and seeking appropriate professional or legal advice where necessary.
Use of Third-Party Media in Educational Content
Our CPD courses may include the use of third-party audio-visual materials such as music videos, film clips, or other cultural media. All such materials remain the property of their respective copyright holders. Use of these materials is carried out under the fair dealing provisions of the Copyright, Designs and Patents Act 1988, specifically for the purposes of education, commentary, and critique.
We take the following steps to ensure compliance:
1. All third-party clips are used strictly to illustrate educational points within structured training content.
2. No audio is reproduced. All clips are muted and accompanied by original commentary and analysis.
3. Where appropriate, clips may be cropped or partially displayed to support transformative use.
4. Content is hosted solely within educational CPD programmes and is not made available for standalone playback.
5. The amount of material used is limited to what is necessary to meet the educational purpose of the training.
6. This use is transformative in nature, is not a substitute for the original works, and is designed to enhance professional learning and critical reflection.
7. Individuals wishing to access the original works are encouraged to do so via official and licensed sources.
Any concerns regarding the use of third-party media in our educational content can be addressed to contact@practicalfinancialexams.co.ukand we will respond promptly and constructively.