CFA UK careers pathway: Unlocking AI for everyday efficiency - Practical tips to work smarter with AI

Thursday 25 June 2026 | 17:00 - 18:00 | Webinar

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Are you truly harnessing the power of AI or only tapping into a fraction of what it can do? Unsure where to start or what it could help with? 

Join Tab Betts, Director of AI Innovation AI and Tech Product Management at CFA Institute for an interactive, hands‑on webinar / workshop that will show you how to boost your productivity, enhance decision‑making, and transform the way you work using today’s most effective AI tools and techniques. 

Through live demonstration, working through case studies and your scenarios, you’ll learn practical ways to use AI more confidently and more efficiently in your everyday tasks. 

You'll learn: 

• How to think like an AI power user, what to ask, how to prompt, and how to refine AI outputs for maximum accuracy 
• Tips and tricks for getting the most out of AI, from automating simple everyday tasks to streamlining processes  
• How to build simple AI tools, for example, evaluators that check quality, consistency, compliance, or accuracy 
• Common pitfalls and how to avoid them so you get faster, more reliable results 
• Reformat and streamline documents, convert tables, restructure spreadsheets, rewrite summaries 
• Automate repetitive manual tasks, freeing time for strategic thinking 
• Create reports faster, including summaries, charts, and scenario comparisons

Help Shape the Session 

Ahead of the webinar, all delegates will receive a short survey about their current AI use. Your responses will directly influence the content of the session so we can tailor examples, demos, and tips to your specific needs and workflows. 

Who should attend?
This session is designed for early or intermediate AI adopters, those keen to increase their adoption of AI tools in the investment process and those looking for productivity and efficiency gains.  

Registration: 16:55
Event: 17:00 - 18:00

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Other events in the pathway:

24 Feb  CFA UK careers networking event: Market trends & coaching to power your career
24 March CFA UK careers pathway: Critical thinking in the age of AI
21 April  CFA UK careers pathway: Career agility: How to stay relevant and resilient
12 May CFA UK careers pathway: Building influence before you have authority
04 June  CFA UK careers pathway: Stepping up: Strategic career tools for emerging leaders