AI for Financial Advisors & Wealth Managers - Skill.re

←

4.9 (20)

◆ by Skill.re

AI for Financial Advisors & Wealth Managers

Proficient

429

learners

25

lessons

100-150 hours

duration

Lifetime

access

FREE

price

Level Aware Capable Proficient Strategic Visionary

👀

Preview the lessons free

enroll to mark lessons complete and track your progress

✓ Enroll →

529, ABLE, and the SECURE 2.0 529-to-Roth Provision

reading · M1 · 15 min

Advanced Vehicle Decision Tree — SLAT / ILIT / CRT / CLAT / DAF / Private Foundation

reading · M2 · 15 min

AI for ESG / Values-Aligned Client Conversations and Charitable Strategy

reading · M3 · 15 min

AI-Generated RMD Calendar Across the Book

reading · M4 · 15 min

Backdoor and Mega-Backdoor Roth Flowchart

reading · M5 · 15 min

Business Owner Retirement Plan Selection — SEP, Solo 401(k), Defined Benefit, Cash Balance

reading · M6 · 15 min

Business Sale Planning — QSBS Section 1202 (Dual Regime Post-OBBBA), Installment Sale, CRT Funding Pre-Sale, Opportunity Zone

reading · M7 · 15 min

Concentrated Stock Position Decision Memo

reading · M8 · 15 min

Divorce and Special-Needs Planning Workflow

reading · M9 · 15 min

Estate Document Intake — Wealth.com or FP Alpha Auto-Extraction

reading · M10 · 15 min

Inherited IRA 10-Year Rule Workflow

reading · M11 · 15 min

ISO / NQSO / RSU / ESPP Exercise Modeling

reading · M12 · 15 min

Map Your Practice — The Advisor Workflow Audit

reading · M13 · 15 min

Medicare IRMAA Two-Year Lookback and Coordinated Income Smoothing

reading · M14 · 15 min

Per-Client Conversion Sizing Memo

reading · M15 · 15 min

Persona Engineering and Chain-of-Thought for Advisor Calculations

reading · M16 · 15 min

Prompt Retention and Rule 2210 / Marketing Rule Pre-Use Review of AI-Generated Content

reading · M17 · 15 min

Reg BI-Compliant Recommendation Memo, Execution, and Archiving

reading · M18 · 15 min

Retrieval-Augmented Workflows — Connect AI to Your Firm's Document Vault

reading · M19 · 15 min

Social Security Claiming and Coordination Memo

reading · M20 · 15 min

The 50-Household Roth Conversion Screen With Tax-Bracket Optimization

reading · M21 · 15 min

The Estate Gap and Beneficiary Audit Memo — Funding, Titling, Digital Assets, Incapacity

reading · M22 · 15 min

The Human-AI Handoff — Where Judgment Re-Enters

reading · M23 · 15 min

The Three-Tier Verification Pattern at Workflow Scale

reading · M24 · 15 min

The Zocks-to-Wealthbox-to-Smarsh Pipeline

reading · M25 · 15 min

course provider

SK

Skill.re

Course provider

FREE ✓ Enroll → lifetime access · 25 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).

trending with learners like you

+429 429 currently enrolled

💬 course discussion

Ask questions, share what clicked, and help each other through AI for Financial Advisors & Wealth Managers.

Sign in to read and join the course discussion.

✓ VERIFIABLE

SKILL.REPROFICIENT

PROFESSIONAL CERTIFICATION

IS HEREBY AWARDED TO

Your Name

AI FOR FINANCIAL ADVISORS & WEALTH MANAGERS

CERTCS-WEALTH-L3-••••-•••••

Issued Sep 15, 2026

✦ ✦ ✦

CSVERIFIED

PROFICIENT

sample — your name & serial appear here

🎓 what you earn

The Proficient certificate

Finish AI for Financial Advisors & Wealth Managers and Skill.re issues you a real credential — carrying its own serial number, a scannable QR, and a link a recruiter can check in seconds.

🔗 Shareable link & PDF ♾️ Never expires 💸 Free

📋 how to earn it

Enroll Free — no card needed.
Complete 25 lessons Tick each one off as you go — the progress bar tracks the rest.
Claim it 🎉 “Get certificate” appears on the course. Your credential is minted with its own serial, ready to share.

✦ the details

Credential: Proficient certificate
Issued by: Skill.re
Verification: Serial + QR
Expires: Never
Cost: Included — free
Required: 25 lessons