AI in Practice.
The AI curriculum built for the way advisory firms actually work.
8 tracks. 40+ modules. No vendor pitch, no theory. Built by the team wiring AI into wealth management firms.
Who This Is For
Built for the people running firms, not building them.
Two audiences. One curriculum. The material meets you where you are.
Financial Advisors
RIAs, wealth managers, and planners ready to use AI in their client workflow — without the vendor pitch.
Firm Leaders
Principals, COOs, and practice managers leading the adoption curve and building firm-wide AI capability.
What You'll Be Able To Do
- Evaluate AI tools with a practitioner's eye, not a vendor's pitch
- Deploy AI in your client workflow without compliance anxiety
- Lead your team's AI adoption with a clear, defensible framework
- Automate the repetitive so you can focus on the irreplaceable
- Speak fluently with clients who ask about AI in their portfolio
The 8 Tracks
Start anywhere. Build the full picture.
Each track covers a distinct domain. Take them in order or jump to what your firm needs most right now.
What Learning Looks Like
Concise. Specific. Applicable in your next client meeting.
What Is a Language Model?
A language model is a system trained to predict the next word in a sequence of text. For advisors, the practical implication is significant: these systems have internalized patterns across enormous amounts of writing — including financial research, regulatory filings, and client communications. They don't understand, but they can generate, summarize, and surface patterns in ways that directly accelerate your work.
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Your firm's AI advantage starts with the right foundation.
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