AI for Financial Advisors & Wealth Managers - Skill.re

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◆ by Skill.re

AI for Financial Advisors & Wealth Managers

Capable

292

learners

21

lessons

100-150 hours

duration

Lifetime

access

FREE

price

Level Aware Capable Proficient Strategic Visionary

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401(k)/403(b) Rollover Best-Interest Memo Under Reg BI

reading · M1 · 15 min

AI-Generated Onboarding Checklist and NIGO Pre-Check by Account Type

reading · M2 · 15 min

AI-Read a 1040 in Holistiplan — Tax Memo Plus QCD Election Workflow

reading · M3 · 15 min

AI-Read a Trust and Will in Wealth.com or FP Alpha and Flag the Five Most Common Estate Gaps

reading · M4 · 15 min

Difficult-Conversation Drafts — Market Drawdown, Underperformance, Fee Increase

reading · M5 · 15 min

Draft an IPS from a Discovery Meeting Transcript

reading · M6 · 15 min

In-Meeting Note Capture with Compliance-Grade Quality

reading · M7 · 15 min

IPS-to-Trade Reconciliation Against Orion

reading · M8 · 15 min

Live Note Capture in a Discovery Meeting with Jump or Zocks

reading · M9 · 15 min

NUA Decision for the Separating Executive

reading · M10 · 15 min

Post-Meeting Follow-Up, Action Item Routing, and Quarterly SLA Audit

reading · M11 · 15 min

Pre-Meeting Prospect Research — Catchlight + LinkedIn + Public Filings

reading · M12 · 15 min

Pre-Review Prep Pack — Pull Orion + RightCapital + Holistiplan + Wealthbox Into One AI-Generated Brief

reading · M13 · 15 min

Prompt Anatomy for Advisor Tasks — and the Draft-Critique-Regenerate Loop

reading · M14 · 15 min

Quarterly Commentary and Client-Specific Education Memos with Marketing Rule Disclosures

reading · M15 · 15 min

Recognizing Bad Output Before It Hits a Client

reading · M16 · 15 min

Retirement Income Drawdown Memo from RightCapital, eMoney, or MoneyGuidePro

reading · M17 · 15 min

Same-Day Follow-Up Email That Wins the Engagement

reading · M18 · 15 min

Structured Output — JSON, Tables, Markdown for Wealthbox / Redtail / Salesforce FSC Imports

reading · M19 · 15 min

System Prompts and Few-Shot Templates for Advisor Roles

reading · M20 · 15 min

Update an IPS After a Life Event

reading · M21 · 15 min

course provider

SK

Skill.re

Course provider

FREE ✓ Enroll → lifetime access · 21 lessons

about this course

The only 5-level AI certification built for RIA advisors, CFPs, wirehouse FAs, IARs, family office staff, paraplanners, hybrid advisors, OSJ supervisors, CCOs, and practice owners. Workflow-grounded in discovery meetings, IPS drafting, Roth conversions, RMDs, equity-comp exercise modeling, estate gap audits, Marketing Rule testimonial defenses, and the named-tool stack of 2026 (Jump, Zocks, Holistiplan, FP Alpha, Wealth.com, RightCapital, eMoney, MoneyGuidePro, Orion Eclipse, Wealthbox, Salesforce FSC, Smarsh, Global Relay).

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AI FOR FINANCIAL ADVISORS & WEALTH MANAGERS

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Issued Sep 15, 2026

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Issued by: Skill.re
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Cost: Included — free
Required: 21 lessons