Member login

Contact

We're here to help. Whether you have questions about our services, want to schedule a consultation, or explore partnership opportunities, feel free to reach out. 

Get In-touch

Office:
(925) 402-1678

Email:
[email protected]

Frequently Asked Questions

Find answers to common questions about our courses and platform

Who is this platform for?

This platform is built for Financial Planners, Analysts, Compliance Officers, and other professionals in financial services who want to learn how to safely and effectively use AI to improve productivity and decision-making..

Do I need to be tech-savvy to use the platform?

Not at all. Our courses are built for busy professionals with little to no technical background. We break everything down into simple, guided lessons and no jargon, no fluff, just practical steps..

Do you update the content as AI tools change?

Yes. Our team monitors updates from OpenAI and Microsoft, and we update the content regularly to ensure it reflects the latest features, use cases, and compliance considerations.