新西兰从2025年10月24日开始为金融顾问开办为期12周的AI培训课程,以改进AI在客户服务中的使用。 New Zealand launches a 12-week AI training course for financial advisers, starting Oct. 24, 2025, to improve AI use in client service.

金融咨询新西兰推出了AI in Advice证书,这是一个为期12周的高管课程,从2025年10月24日开始,旨在帮助金融顾问有效地使用AI工具. Financial Advice New Zealand has launched the AI in Advice Certificate, a 12-week executive course starting October 24, 2025, designed to help financial advisers use AI tools effectively and compliantly. 该方案是现代金融顾问课程的一部分,通过12个模块提供25个经认证的国家方案文件小时,涵盖即时工程、客户入职和AI整合。 The program, part of the Modern Financial Adviser curriculum, offers 25 accredited CPD hours across 12 modules covering prompt engineering, client onboarding, and AI integration. 其中包括一名由全球咨询技术专家Panos Leledakis领导的面对面主讲班,对那些继续领取完整证书的人给予287.50美元的回扣。 It includes an in-person masterclass led by global AdviceTech expert Panos Leledakis, with a $287.50 rebate for those continuing to the full certificate. 该倡议响应了顾问对实际的、以合规为重点的AI培训的需求,以提高客户服务和咨询质量。 The initiative responds to adviser demand for practical, compliance-focused AI training to enhance client service and advice quality.