Please read these terms before booking or enrolling. Last updated 5 September 2026.
These terms are issued by AI for Finance Circle Ltd, a company registered in England and Wales under company number 17423995, whose registered office is at 128 City Road, London EC1V 2NX, United Kingdom ("AI for Finance Circle", "we", "us", "our").
By booking, enrolling or contacting us, you confirm that you have read and accept these terms.
Our services are delivered by qualified accountants working as practising CFOs, engaged by us. Where an engagement is delivered in whole or in part by an associate, we remain responsible to you for that work.
We will tell you who is delivering your session before you book. If that person becomes unable to deliver it, we will tell you as soon as we know and offer you either a replacement of equivalent standing or a new date.
Claude is a product of Anthropic PBC. We are an independent training provider. We are not affiliated with, endorsed by, sponsored by, or acting on behalf of Anthropic. Claude and Anthropic are trademarks of their owner. We do not resell Claude subscriptions and we receive no commission on them.
Corporate services are not bought through this website. The prices shown are for guidance, so that you can judge whether a service fits your budget before contacting us.
When you enquire, we will discuss what you need and issue a written proposal setting out the service, the dates, delegate numbers, the fee and anything specific to your engagement.
Every corporate engagement is governed by a separate written agreement between us, signed before delivery. That agreement sets out the terms in full, including cancellation, ownership of what is built, confidentiality, data handling and liability. Where anything in that agreement differs from these terms, that agreement applies.
These website terms apply to your enquiry and to your use of this site. They are not the terms of your engagement.
Prices shown on this website are current at the date shown above and may change. The price that applies to you is the one set out in your proposal.
Prices are per session or per engagement, not per person, and include the number of places stated. Additional places above that number are charged at the rate shown, up to the stated maximum.
Where any tax applies to our fees, it is charged in addition and shown on your invoice.
Our fees include delivery online, and delivery in person anywhere within Greater London.
For delivery in person outside Greater London, travel, accommodation and other out-of-pocket costs are charged in addition, at cost. We will:
We will not incur an expense that materially exceeds the estimate without asking you first.
We deliver in other countries through associates engaged by us. Where we do, your engagement agreement will set out the entity contracting with you, how the fee is invoiced and in what currency, and how local taxes are handled.
The course is four live online sessions. You may buy all four, or buy individual sessions.
With every session you buy:
If you buy all four sessions:
Where you buy an individual session and have not taken an earlier one, we will provide the completed working files from that earlier session so that you can follow.
You choose a date for each session you buy, and sessions may be taken in different groups. Sessions build on one another, and we recommend taking them in order. Bookings close three working days before a session begins. We may make small changes to the timetable or content to improve the course.
The fee is the amount shown on the enrolment page at the time you enrol, and applies per person. Payment is taken securely through Stripe at the point of enrolment.
Your place is confirmed once payment completes and you receive confirmation from us, which we aim to send within 24 hours. We send joining details at least 24 hours before each session.
One enrolment entitles one named person to attend. Access, recordings and materials are for that person only, and may not be shared with or used by anyone else.
You may buy a place for yourself, or an employer may buy a place for a named employee.
Missing a session is not a cancellation, and no refund is due for it. If you do not attend a session you have booked, it counts as delivered. You keep the recording, the handout and the practice dataset for it.
Moving to a later group. If you cannot attend a session you have booked, tell us in writing at least 5 working days before it begins and we will move you into the same session in a later group, subject to an administration fee of £25 and to a later group running with places available.
You may move a booking once only. The new date must fall within 12 months of the original date. If you move a booking and then cancel it, the full fee for that session remains payable.
A request to move a session made less than 5 working days before it begins is treated as a cancellation under section 13.
Where an employer has booked a place, you may substitute a different named person at no charge, provided you tell us at least 2 working days before the session so that we can issue the CPD record correctly.
This section applies if you are an individual buying the course for reasons that have nothing to do with your trade, business or profession. It sets out rights the law requires us to tell you about, and they apply in addition to section 10.
If you are buying for reasons connected with your work, your business or your profession, including as a self-employed person or a sole trader, section 13 applies to you instead, whichever card you pay with.
Your right to cancel. You have 14 days from the day after your payment is made to cancel your booking, without giving a reason, and receive a refund.
If a session you have booked falls within those 14 days. We ask you at checkout to confirm that you want that session to go ahead anyway, and to acknowledge that your right to cancel ends once every session you have bought has taken place. You keep your right to cancel until that point, but if you cancel after a session has taken place, we may retain a proportionate amount for what has already been provided.
That amount is calculated in proportion to the total price of what you bought, not by reference to the individual session price. For example, if you bought all four sessions for £480 and cancel after two have taken place, we retain £240 and refund £240. The saving on the four-session price is not lost.
When the right to cancel ends. Once every session you bought has taken place, your right to cancel ends.
How to cancel. Email info@aiforfinancecircle.com and tell us that you wish to cancel. You may use the model cancellation form, but you do not have to.
Refunds. We will issue your refund to the original payment method within 14 days of receiving your notice. Depending on your bank or card provider, it may take a few days longer to appear on your statement.
Nothing in these terms affects your statutory rights.
The right to cancel set out in section 12 does not apply.
All cancellations must be made in writing to info@aiforfinancecircle.com.
Where a session is cancelled inside the 10-working-day window, we may at our discretion offer you the same session in a later group instead. This is a courtesy and not a right.
If we need to reschedule a session, we will give you as much notice as we can, and provide the recording if you cannot attend the new time. If we cancel a group entirely, you may choose a full refund or a place in another group.
Our responsibility in these circumstances is limited to the fee you paid.
Sessions are recorded so that you can catch up or revisit them. Recordings are provided only for the sessions you have bought, are available for 90 days from the date of each session, and are for the registered participant's personal use only. Access is not permanent.
You may not download, copy, share, publish or resell the recordings, handouts, datasets or any other course material, or use them to deliver training to anyone else.
You need your own paid Claude subscription to take part. This is not included in the fee, and its cost and terms are set by Anthropic.
You need a suitable device and a stable internet connection to join the live sessions.
We provide a practice dataset for the course. You should not upload confidential, client or employer data during a session, and you remain responsible for your own data handling obligations if you choose to.
We teach methods for using Claude in finance work. AI tools can produce results that are incorrect, incomplete or confidently wrong. You are responsible for reviewing and verifying any output before you rely on it or use it in your own work. We do not warrant that any AI tool will produce a particular result.
This is the point of what we teach. The checking does not go away, and it stays with the qualified person who signs the work.
Our services are provided for learning and development. We do not guarantee any particular qualification, promotion, commercial result or organisational improvement, unless we have agreed it with you in writing.
Our services and materials are for training and educational purposes. Nothing we provide is accounting, tax, legal, financial or investment advice, and it should not be relied upon as such. You remain responsible for the professional judgement you apply in your own work.
Our methods, course structure, slides, handouts, prompt libraries, templates and practice datasets remain ours. We grant you a licence to use them within your own business or your own work, for as long as you want.
You may not sell them, publish them, use them to deliver training to anyone outside your business, or use them to build a competing training or enablement service.
Ownership of anything built specifically for a corporate client during an engagement is dealt with in that client's engagement agreement.
Nothing in these terms limits our liability for death or personal injury caused by our negligence, for fraud or fraudulent misrepresentation, or for anything else that cannot be limited by law.
Subject to that, our total liability in connection with the Claude Finance Playbook is limited to the fee you paid. Our liability in connection with a corporate engagement is set out in that engagement's agreement.
We are not liable for loss of profit, loss of revenue, loss of anticipated savings, loss of or damage to data, loss of business or business interruption, or for any indirect or consequential loss.
You remain responsible for your own financial reporting, your own accounting judgements and your own compliance obligations. Our services are training and enablement. They do not transfer that responsibility to us.
Where we invoice you as a business and payment is not made by the due date, we may charge statutory interest and fixed sum compensation under the Late Payment of Commercial Debts (Interest) Act 1998, and may withhold certificates or suspend delivery until the account is settled.
CPD hours are issued on a self-certified basis. We state the hours delivered and issue a certificate recording them.
Professional bodies including ACCA and ICAEW do not require third-party accreditation for learning to count as CPD. What they require is that the learning is relevant to your role and that you can evidence it. Our certificates are designed to give you that evidence. It is your responsibility to record the hours with your professional body in line with its rules, and to judge whether the learning is relevant to you.
Where you tell us something in confidence during an enquiry or a discovery conversation, we will keep it confidential and use it only to prepare our proposal. Fuller confidentiality terms, running both ways, are set out in the engagement agreement.
Neither of us is responsible for failing to perform where the cause is outside our reasonable control, including serious illness, bereavement, transport failure, industrial action, power or network failure, or government restriction. The affected party will tell the other as soon as it can, and we will agree a new date. If the event continues for more than 60 days, either of us may end the affected booking, and we will refund any sum paid for anything undelivered.
If something goes wrong, email info@aiforfinancecircle.com and we will respond within five working days. We would rather hear it directly and put it right.
Entire agreement. These terms, together with your enrolment confirmation or your engagement agreement, are the whole agreement between us on their subject matter, and replace anything said or written before.
Order of precedence. Where there is a conflict, your engagement agreement comes first, then your proposal, then these terms, then any other document we have sent you.
Assignment. Neither of us may transfer our rights or obligations without the other's written agreement, except that we may transfer them to a company that acquires our business.
Third parties. Nobody other than you and us has any right to enforce these terms under the Contracts (Rights of Third Parties) Act 1999.
Severability. If any part of these terms is found to be unenforceable, the rest continues to apply.
No waiver. If we do not enforce something straight away, that does not mean we have given up the right to enforce it later.
Notices. Written notice may be given by email to the address each of us uses.
We may update these terms from time to time. The version that applies to your booking or enrolment is the one published on this page at the time you book or enrol. The date this page was last updated is shown at the top.
These terms, and any dispute arising from them, are governed by the laws of England and Wales, and subject to the exclusive jurisdiction of the courts of England and Wales.
If you are an individual resident outside England and Wales, you keep the benefit of any protection given to you by the mandatory law of the country where you live.
AI for Finance Circle Ltd
Registered in England and Wales, company number 17423995
Registered office: 128 City Road, London EC1V 2NX, United Kingdom
Email: info@aiforfinancecircle.com
Last updated 5 September 2026.
This policy explains what personal data we collect, why we collect it, who we share it with, and what rights you have. It applies to this website and to everything we do.
We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
AI for Finance Circle Ltd is the data controller for the personal data described in this policy.
Registered in England and Wales, company number 17423995
Registered office: 128 City Road, London EC1V 2NX, United Kingdom
Email: info@aiforfinancecircle.com
If you have a question about how we handle your data, email us at info@aiforfinancecircle.com.
When you enquire or contact us. Your name, email address, telephone number if you give it, your employer or business, and whatever you tell us in your message.
When you enrol on the Claude Finance Playbook. Your name, email address, telephone number, billing details, the sessions and dates you have chosen, your attendance, and the CPD record we issue you.
When we deliver a corporate engagement. The names, roles and work email addresses of the people attending, notes from the discovery conversation, and attendance records for CPD certificates.
When you join our community or mailing list. Your name, email address, and where the community runs on a third-party platform, whatever that platform requires and shows to other members.
When you use this website. Technical information such as your IP address, browser type, the pages you visit and how you arrived. This is collected through cookies and similar technology. See section 37.
We do not collect special category data, and we ask that you do not send it to us.
Almost always from you directly, when you fill in a form, send us an email, enrol, or take part in a session.
Occasionally we collect business contact details from public sources such as a company website or a professional networking site, in order to contact someone about our services. Where we do, we tell them where we found their details the first time we write.
| What we use it for | Lawful basis |
|---|---|
| Responding to your enquiry and preparing a proposal | Our legitimate interests in answering people who contact us, and steps taken at your request before entering a contract |
| Taking payment, administering your booking, and delivering the course or engagement | Performance of our contract with you |
| Issuing CPD certificates and keeping the attendance record behind them | Performance of our contract, and our legitimate interests in being able to confirm attendance if your professional body asks |
| Running and improving our services, including anonymised analysis of what works | Our legitimate interests in running and improving our business |
| Sending you occasional updates about our work | Your consent, or our legitimate interests where you are an existing customer and the update concerns similar services |
| Keeping accounting records and meeting our legal obligations | Legal obligation |
| Establishing, exercising or defending legal claims | Our legitimate interests in protecting our position |
Where we rely on legitimate interests, we have considered whether those interests are outweighed by your rights and freedoms, and concluded that they are not. You may object at any time. See section 38.
We will only send you marketing where you have agreed to it, or where you are an existing customer and the message concerns services similar to those you have already bought.
Every marketing message contains an unsubscribe link. You may also email us at any time and we will remove you. Withdrawing consent to marketing does not affect anything else we do for you.
We use trusted service providers to run our business. They process your data on our behalf, under written contract, and only on our instructions. They fall into these categories:
We also work with associates and support staff who may see your data where they are involved in delivering or administering your booking. They are bound by confidentiality obligations to us.
We share data with our accountants, insurers and professional advisers where necessary, and with a public authority or court where the law requires it.
If you would like to know which specific providers we use, email info@aiforfinancecircle.com and we will tell you.
We do not sell your data, and we do not share it with anyone for their own marketing.
If our business is sold or transferred, your data may transfer with it. We would tell you before that happened.
Cookies are small files placed on your device by a website.
No cookies until you agree. This site sets no cookies when you arrive. The banner shown on your first visit asks whether you accept analytics cookies. Your answer is kept in your browser's local storage (an entry named aifc-consent, kept for 12 months) so that we do not ask again. That entry is not a cookie and identifies nobody.
Analytics cookies, set only if you accept. We use Google Analytics 4 to see which pages are read and how people arrive, so that we can improve the site. It sets two cookies: _ga, which tells one browser from another (kept for 2 years), and _ga_MW8L9RS3T3, which keeps the pages of one visit together (kept for 2 years). Google Analytics 4 does not store IP addresses, and we keep its reports for 14 months. Google processes this data on our behalf; see section 39 on international transfers.
You can change your choice at any time using the "Cookie settings" link in the footer of every page. Choosing Reject after having accepted stops further collection and removes the analytics cookies from your browser.
Most browsers also let you block or delete cookies.
Under the UK GDPR you have the right to:
To exercise any of these, email info@aiforfinancecircle.com. We will respond within one month. There is no charge, unless a request is clearly unfounded or excessive.
We do not make decisions about you by automated means, and we do not carry out profiling that produces legal or similarly significant effects.
Some of our providers, associates and support staff are located outside the United Kingdom. This means your personal data may be transferred internationally.
Where we transfer personal data outside the United Kingdom, we do so only where the destination is covered by UK adequacy regulations, or under the International Data Transfer Agreement or the UK Addendum to the Standard Contractual Clauses, together with any additional safeguards required.
If you would like to know which countries are involved for a particular transfer, and what safeguards apply to it, email info@aiforfinancecircle.com and we will tell you.
| What | How long |
|---|---|
| Enquiries that do not become bookings | Two years from your last contact with us |
| Booking and engagement records | Six years after the engagement ends, to meet accounting and legal obligations |
| Attendance records behind CPD certificates | Three years, so that we can confirm attendance if your professional body carries out a review |
| Session recordings | 90 days from the session date |
| Mailing list | Until you unsubscribe, and for a short period afterwards so that we do not contact you again |
| Accounting records | Six years, as required by law |
After these periods we delete the data or anonymise it so that it can no longer identify you.
We keep your data on business systems protected by access controls, multi-factor authentication and encryption in transit. Access is limited to people who need it. We do not store card details; payments are handled by our payment processor.
No system is completely secure. If a breach occurred that was likely to result in a risk to your rights and freedoms, we would tell the Information Commissioner's Office, and you, as the law requires.
If you are unhappy with how we have handled your data, please tell us first at info@aiforfinancecircle.com so that we can put it right.
You also have the right to complain to the Information Commissioner's Office at ico.org.uk, or by telephone on 0303 123 1113.
We may update this policy from time to time. The current version is always the one published on this page, and the date it was last updated is shown at the top.