Daniel Cheeseman
How to Prompt AI for Financial Advisers
Timeline
24.06.2025
What a prompt actually is and how it should be structured
60 minutes
Which AI chatbot is the best pick for your needs
A range of strong use cases for a financial adviser role
Risks and limitations: how to use these tools safely

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Daniel Cheeseman

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Issue date: June 30, 2025

ID: 5ddded56-d31c-4065-b38d-9dd454f79202

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Type

Webinar

Level

Professional

Format

Online

Duration

60 minutes

Price

Free

Description

Join Heather Murray, Founder of AI for Non-Techies as she guides you through the world of "prompting", i.e. the instructions you give to AI chatbots like ChatGPT. Heather will review all 4 of the main chatbot options: ChatGPT, Copilot, Claude and Gemini, assessing the features, strengths and weaknesses of each one. Next, she will explain her own 3 Cs prompting framework: a practical structure to build powerful prompts. You'll explore examples and leave with a very useful prompt library to go home and try out. As with all of her sessions, this is a strictly jargon-free zone, everything will be explained in a simple, accessible way.

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