AI for Financial Advisors & Wealth Managers - Skill.re

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AI for Financial Advisors & Wealth Managers

Visionary

303

learners

18

lessons

100-150 hours

duration

Lifetime

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FREE

price

Level Aware Capable Proficient Strategic Visionary

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Agentic AI in Advisor Workflows — What's Plausible, What's Regulated, What's Banned

reading · M1 · 15 min

AI-Enabled Pricing and Service Tiers

reading · M2 · 15 min

AI Ethics, Client Disclosure Framework, and the 2027-2028 Trajectory

reading · M3 · 15 min

AI for ADV Part 2A Annual Amendment — Year-over-Year Diffing and Off-Cycle Filing Triggers

reading · M4 · 15 min

AI-Guided Behavior Coaching During Drawdowns — Personalized Sequence-of-Returns Narratives

reading · M5 · 15 min

AI Transformation at Scale — Aggregators, OSJs, Wirehouse Channels, and the Executive Interlocks

reading · M6 · 15 min

Building an AI-Literate Advisor Workforce at Scale

reading · M7 · 15 min

Data Governance and Integration Strategy

reading · M8 · 15 min

Dynamic Spending Rules and SWP Strategy Translation — Guyton-Klinger, Kitces Ratchet, Bengen Revisited

reading · M9 · 15 min

Enterprise AI Policy for an RIA Network

reading · M10 · 15 min

Form U4 DRP Narrative Drafting — Customer Complaint, Regulatory Inquiry, Termination

reading · M11 · 15 min

Identifying Novel AI Applications in Wealth and Building Proprietary Workflows

reading · M12 · 15 min

Industry Consolidation and the AI Valuation Spread

reading · M13 · 15 min

New Roles — Chief AI Officer, AI Operations Lead, Prompt Librarian, AI Compliance Specialist

reading · M14 · 15 min

Piloting, Scaling, and Killing — A Practice's AI Innovation Discipline

reading · M15 · 15 min

Tax-Equivalent Yield Comparison Across Muni, Treasury, Corporate, and Preferred — Daily Fixed-Income Workflow

reading · M16 · 15 min

The AI-Augmented Client Portal and 24/7 Concierge

reading · M17 · 15 min

Trust Accounting and Form 1041 Coordination — UPIA/UPAIA Principal-vs-Income, K-1 DNI Timing

reading · M18 · 15 min

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Skill.re

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FREE ✓ Enroll → lifetime access · 18 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

CERTCS-WEALTH-L5-••••-•••••

Issued Sep 15, 2026

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Issued by: Skill.re
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Expires: Never
Cost: Included — free
Required: 18 lessons