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ChatGPT for
Financial Professionals

Master how to use ChatGPT to save time, improve client communication, and streamline routine tasks; all within a compliance-conscious framework. This self-paced course delivers the exact skills financial professionals need to apply AI with confidence.

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What's included:

Tailored Learnings
Access to prompts
Compliance-aligned use cases
1-year access to continuous course updates

This course is ideal for:

Financial advisors, planners, bankers, and asset managers
Anyone in financial services looking to reduce manual work
Professionals ready to use AI as a strategic tool, not just a novelty

Learn how top-performing professionals are using ChatGPT to prep for meetings, write better follow-ups, automate research, and free up hours each week.

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Course Curriculum

Our comprehensive curriculum is designed to take you from beginner to professional developer in just 12 weeks.

Base Camp

ChatGPT Functionality AI Overview Advanced Prompting Techniques AI Tools Model Overviews Compliance

Communication

Client Emails Compliance Improved Communication Client Objections Researching Clients Simple vs Optimal Prompt

Content Consumption

Analyzing Documents Knowledge Stacking Meeting Summaries Simplify Complex regulations

Thought Partner

AI as a Thought Partner AI for Management Exploring Pros & Cons Evaluating Ideas

Business Development

AI Marketing Client Events Driving growth with AI Strategic Coach

Summit

Deep Research Custom GPT's Image generation Personal Use Case

Ready to Start Learning

Join thousands of financial professionals who are using AI to save time, strengthen client communication, and streamline their workflows. Choose the course that fits your goals, and get started today.