AI Literacy Toolkit for
Financial  Professionals

Stay Ahead. Stay Compliant. Stay Relevant.

AI is reshaping financial services. This CPD-accredited course gives you the tools, language, and confidence to use it responsibly and strategically.

Who It's For

  • Independent Financial Advisers (IFAs)

  • Wealth Managers & Planners

  • Compliance & Risk Leaders

  • Principals of Boutique Firms


What You'll Learn

A concise 8-module course covering:

  • AI Fundamentals & Governance

  • UK & Global AI Regulations (2025 landscape)

  • Building Your AI Policy

  • Prompt Engineering & AI Agents

  • Client Engagement & Team Readiness

Estimated time to complete: 3.5 to 4.5 hours
Self-paced | No jargon | Just what you need to know

What You Get

  • 8 short-form videos (5–10 minutes each)

  • Downloadable PDF factsheets per module
  • Knowledge checks to track learning
  • Bonus templates: AI risk register and AI policy
  • Full AI Glossary
  • CPD Certificate upon completion


Why This Course?

Built by financial professionals - for financial professionals.

This isn't theory. It's a practical, no fluff AI toolkit designed by a team who understand your challenges:
regulatory scrutiny, client expectations, governance frameworks, and the risks of getting it wrong.

We've worked with our in house financial advisers, wealth managers, and compliance leads across the U to design a course that fits your reality:

  • Rooted in regulation: Compliance is the baseline

  • Designed for busy professionals: Watch, read, quiz  in under 40 mins per module

  • Focused on the practical: Write your firm's AI policy, assess vendor risk, build adoption plans

  • Ethically grounded: Covers transparency, bias, accountability, and safe use

The AI shift is underway. This toolkit equips you to step forward with clarity, not scramble in response


Choose the Right Plan for Your Firm

Individual Licence

Perfect for sole practitioners or individual team members.


£495

Small Teams (2-5 users)

£425 per person. Ideal for boutique practices building AI Competency

£425 pp

Medium Firm (6-15 users)

£375 per person. Great for growing firms creating consistent standards 

£375 pp

Large Firm (16-30 users)

£325 per person. Comprehensive training for established teams

£325 pp

Enterprise  (31-50 users)

£275 per person. Volume pricing for firm wide implementation

£275 pp


Custom Pricing Available for 50+ users  

Contact: Support@clarendon.ie


For solo practitioners and independent advisers, immediate access is available. Begin your AI Literacy journey today. Purchase here.

Team Licences: 

To proceed with a team purchase, simply request a quote or invoice via our contact form confirming the number of licences required. We will then process your order and provide clear instructions for each team member to gain access. This ensures a seamless and professional setup for your entire firm.