Learn how to use AI tools to transform your work as a financial advisor. Discover practical techniques for client meeting prep, portfolio and market commentary, financial planning, and compliant client communications — with the privacy and SEC/FINRA guardrails that matter. No coding required. Earn a free certificate for your LinkedIn and resume.
Financial advisors spend a significant portion of their week on tasks that AI can handle in minutes: drafting client emails, writing portfolio commentary, converting meeting notes into CRM entries, and pulling together research on funds or planning strategies. This free course teaches you how to put ChatGPT, Claude, and Gemini to work on exactly those tasks, no coding background required.
Over four hands-on modules, you will move from writing your first advisory prompts all the way to building a custom GPT for client prep and deploying AI under real SEC and FINRA compliance guardrails. Along the way you will practice drafting compliant client communications, running scenario analyses for financial plans, automating prospecting and newsletter content, and streamlining onboarding workflows. Every technique is designed to fit inside the privacy and regulatory boundaries that matter in advisory work.
Whether you are an independent RIA, a planner at a larger firm, or a financial professional who wants to save hours each week, this course gives you a practical, field-tested toolkit. Finish all the lessons and pass the final exam to earn a free certificate of completion you can add to your LinkedIn profile or resume.
6 modules • 16 lessons
The course walks through four modules: AI fundamentals and compliance basics, hands-on use of ChatGPT and Claude for client prep, commentary, emails, and research, workflow automation for meeting notes, financial planning, and onboarding, and advanced topics including custom GPTs and SEC/FINRA deployment guidance. Every lesson is practical and grounded in real advisory tasks.
Yes, the course is completely free. After completing all lessons and passing the final exam, you earn a certificate of completion that you can share on LinkedIn or add to your resume.
No coding is required at any point. The course is designed for practising financial advisors and planners who want to use AI tools in their day-to-day work, not for developers. If you can write an email, you can follow along.
The course focuses primarily on ChatGPT and Claude, with additional coverage of Gemini where relevant. You will also learn how to build a custom GPT for client preparation, so you leave with something you can use immediately in your practice.
A dedicated lesson in Module 1 covers data privacy, client PII handling, and what to avoid when using public AI tools in an advisory context. Module 4 then goes deeper with a full lesson on deploying AI safely under SEC and FINRA requirements, giving you a compliance framework you can apply from day one.
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