AI courses for UK accountants and financial advisers

Two self-paced written courses on using AI tools in UK practice work: one for accountants and bookkeepers, one for financial advisers. Each one is a single payment of £195 + VAT, with no subscription.

The tools make mistakes. Every lesson shows what to check, and you stay responsible for anything you send.

• Written lessons on real practice jobs, each with a prompt to copy, a sample input, a labelled example output and a list of what to check.
• Most lessons name the job they replace and say what to try on your next working day.
• A free placement test. The placement test recommends where to start and marks earlier lessons “Optional for you”.
• Free sample lessons to read before you buy.

The two courses

• AI for Accountants

  For UK accountancy practices: client letters, onboarding, numbers and research.

  £195 + VAT. One payment. No subscription.

  See the courseFind where to start

• AI for Financial Advisers

  For UK financial advice firms: file notes, fact-find summaries, suitability report sections, client emails and pension rule research.

  £195 + VAT. One payment. No subscription.

  See the courseFind where to start