Seven sessions. Ten and a half CPD hours. Real skills you will use the same week.
AI is changing financial planning, and Microsoft Copilot is quickly becoming an essential workplace tool. The question is, will you know how to use it effectively?
The FPI has partnered with PROpulsion to bring you a practical seven-session Microsoft Copilot programme designed specifically for financial planners, advisers and support teams.
Led by Francois du Toit, CFP®, the programme combines live demonstrations, hands-on learning and real-world financial planning scenarios, giving you practical skills you can apply immediately.
Every session is practical. Every demonstration is grounded in financial planning scenarios. And every skill you build has a direct application to your work the following week.
What you’ll learn
- Use Microsoft Copilot confidently across Word, Excel, PowerPoint, Outlook and Teams
- Write prompts that deliver better results
- Create professional client-ready content
- Build Copilot Agents to automate repetitive tasks
- Apply AI ethically and effectively in your practice
Live online sessions
Recordings will be available for a limited time after each session.
- FREE Webinar: Beginners Intro to Microsoft Copilot: 13 August 2026 | 11h00 – 12h00
- Session 1: Welcome to AI and Copilot: 26 August 2026 | 11h00 – 12h30
- Session 2: Copilot Chat: Your AI Conversation Partner: 2 September 2026 | 11h00 – 12h30
- Session 3: Creating Visual Content with Copilot: 9 September 2026 | 11h00 – 12h30
- Session 4: Copilot in Your Apps: 16 September 2026 | 11h00 – 12h30
- Session 5: Building Your First Copilot Agent: 23 September 2026 | 11h00 – 12h30
- Session 6: Notebooks and Bringing It All Together: 14 October 2026 | 11h00 – 12h30
- Session 7: Copilot in Your Practice: Real-World Use Cases: 21 October 2026 | 11h00 – 12h30
Pricing (Inclusive of VAT)
FPi Designated member: R3 995.00
Non-Member: R4 795.00