AI Training & Consulting for Financial Services

Worked with and trained >20,000 advisors and financial professionals across Fortune 500 companies, advisory firms, broker-dealers, asset managers and insurance.

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Trained on the tools your firm uses

ChatGPT Microsoft Copilot Claude

Our Services

1. AI Training Options

Live training every month, 2–3 new lessons added monthly, and year-long access to the AI Learning Center.

01

Advisory Teams <20 People

Year-long AI training: 70+ online lessons in the AI Learning Center, monthly live training, ready-to-use prompts, and two AI certificates.

From $35/seat/month (billed annually) Up to 20 seats Online + monthly live Starts immediately

See advisor plans

02

Advisory Teams >20 People

Live training built around your approved tools and internal policy, delivered role by role: advisors, operations, home office, leadership.

Contact Sales 20 to 10,000+ people Live and online

See firm solutions

2. AI Consulting

For firms that need more than training, built around the tools and policies you already run.

01AI strategy and roadmap: where AI fits in your firm and what to prioritize first

02AI policy, governance and supervision aligned to your compliance requirements

03Workflow design and custom assistants built on your approved tools

04Rollout support so the team keeps using it after we leave

Explore AI consulting

National speakers

We speak at your conferences

National conferences, breakout sessions, workshops and territory presentations for advisory firms, broker-dealers and industry associations.

Countries reached: 40+
Net promoter score: 72

Industry focused

Financial services is our only focus

Every program is built for the constraints of a regulated firm, not adapted from generic corporate AI training.

Advisory Firms

Comprehensive AI training for independent advisors and RIAs to enhance client service and efficiency.

Broker-Dealers

Firmwide AI training for home office, supervision, and the advisors across your network.

Asset Managers

Empowering portfolio managers and analysts with AI workflows for research, reporting, and client service.

Investment Banks

AI training & consulting for global investment banking teams across trading, research, and advisory.

Financial Institutions

Scalable AI adoption programs for banks and financial institutions of all sizes.

Insurance Companies

Educational keynotes, webinars, and territory presentations on AI adoption and practical application.

Testimonials

What professionals say

“We paid for our investment in the course in less than one week. If you do not investigate and implement AI into your practice, then you will fall behind.”
Charles P., President/CEO, Financial Advisor

“Their course accelerated my knowledge and understanding to where I feel more comfortable engaging with the technology.”
Paul P., Financial Advisor

“It’s easy to follow and implement, even for someone like me who isn’t very tech-savvy. I’ve saved so much time already.”
Dave M., Financial Services Professional