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💰 AI Course for Financial advisors

Corso AI per Consulenti finanziari

By profession · from zero · 1h 12m · 6 lessons · Free to start

AI as a senior colleague: explaining a product to a client, preparing a portfolio review, reassuring a client scared by markets. Every exercise gets a 0-100 score across 7 dimensions, with advice to climb.

Who it's for

Financial advisors who want concrete results from AI right away. Starts from zero: 20 minutes a day in the browser is enough.

What you get

• Ready-to-use prompts for your real work cases
• The 7-dimension method applied to your role
• Attendance certificate and a path to verifiable certification

Course structure

1. Foundations: AI in financial advice (12 min)
2. The 7-dimension method (12 min)
3. Explaining a product to a client (12 min, scored exercise)
4. Preparing a portfolio review (12 min, scored exercise)
5. Answering a client scared by the markets (12 min, scored exercise)
6. Toward certification: the final challenge (12 min, scored exercise)

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📱 Download the Android app (beta) iOS coming soon

Say what you mean. Get what you need.

Grace Certified, the AI coach that trains and certifies your prompt engineering, by Agora Intelligence.