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Showing the site for every profession.Showing the site for financial advisers.Showing the site for IFAs and wealth managers.Showing the site for mortgage and protection advisers.Showing the site for accountants.Showing the site for solicitors.

ChangeChoose your profession

For financial advisers

For accountants

For solicitors

AI training written for your profession

Short, practical lessons built around real client work, with a certificate for every module you finish. Free for members.

Eight modules built around real advice work, from client communications to back-office operations and the AI tools already on the market. 8 hours of CPD that counts towards your FCA record. Free for members.

Eight modules built around real practice work, from bookkeeping and bank reconciliation to MTD, audit and forecasting. 7.25 hours of verifiable CPD for your ICAEW or ACCA record. Free for members.

Eight modules built around real legal work, from research and document review to drafting and litigation support. A certificate for every module, to support your SRA continuing competence. Free for members.

Module one of the adviser AI training courseModule one of the adviser AI training courseModule one of the accountants AI training courseModule one of the solicitors AI training course

Three courses, one for each profession

The financial advisers course

The accountants course

The solicitors course

Financial advisers

34 lessons

8 modules

8 CPD hours

Counts towards your FCA CPD. Each module you finish is one hour.

  1. AI fundamentals for financial advisers
  2. Practical AI use
  3. Prompt engineering
  4. Deep dives
  5. Client communications
  6. Back office operations
  7. Third-party AI tools
  8. Email and phone communications
See the financial advisers course

Accountants

30 lessons

8 modules

7.25 CPD hours

Verifiable CPD for your ICAEW or ACCA records.

  1. AI fundamentals for accountants
  2. Data processing and bookkeeping
  3. Bank reconciliation and automation
  4. Tax compliance and MTD
  5. Audit and assurance
  6. Advisory and financial forecasting
  7. Fraud detection and risk
  8. AI tools for accountants
See the accountants course

Solicitors

32 lessons

8 modules

Supports your SRA continuing competence. Keep your certificates as a record of what you covered.

  1. AI fundamentals for solicitors
  2. Legal research with AI
  3. Document review and analysis
  4. Drafting legal documents
  5. Litigation support
  6. Client communications
  7. Compliance and risk management
  8. AI tools for law firms
See the solicitors course

How certificates work

Finish a module and a certificate is ready to download straight away. You can come back to your certificates at any time from your account.

Verify a certificate
  1. Complete a module

    Work through the lessons and practical exercises at your own pace.

  2. Download your certificate

    A PDF with the module, the date and a unique certificate number.

  3. Anyone can check it

    Each certificate carries a QR code that opens its record on this site, so a compliance officer or client can confirm it is genuine.

Start your first module today

Membership is free. One account gives you the training, your certificates and the Workspace.

Join free