AI for Financial Advisors & Wealth Managers - Skill.re

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◆ by Skill.re

AI for Financial Advisors & Wealth Managers

Aware

155

learners

17

lessons

100-150 hours

duration

Lifetime

access

FREE

price

Level Aware Capable Proficient Strategic Visionary

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AI in CRM, Operations, Prospecting, and Marketing — Salesforce FSC + Einstein, Wealthbox, Redtail, Pulse360, Catchlight, SmartAsset

reading · M1 · 15 min

AI in Planning, Tax, and Estate — Holistiplan, FP Alpha, Wealth.com, fpPathfinder

reading · M2 · 15 min

AI Vocabulary You Need at Your Next Vendor Call

reading · M3 · 15 min

Bias in Advisor AI — Who Gets the Bad Recommendation

reading · M4 · 15 min

Client NPI, Confidentiality, and the Reg S-P Trap

reading · M5 · 15 min

FINRA Rules 2210, 3110, and 4511 — Communications, Supervision, Recordkeeping

reading · M6 · 15 min

How Generative AI Actually Works — In Advisor Terms

reading · M7 · 15 min

Reg BI and AI-Generated Recommendations

reading · M8 · 15 min

Reg S-P, GLBA Safeguards, NY DFS Part 500, and the State Patchwork

reading · M9 · 15 min

SEC Marketing Rule (Rule 206(4)-1) and AI

reading · M10 · 15 min

The AdvisorTech AI Stack in 2026

reading · M11 · 15 min

The Cardinal Rule: Verify Every Number, Every Citation, Every Recommendation

reading · M12 · 15 min

The Hallucination Problem in Wealth — When AI Invents a Cost Basis

reading · M13 · 15 min

The Meeting AI Revolution — Jump, Zocks, FinMate, Sybill, Zeplyn

reading · M14 · 15 min

What AI Is and Isn't for a Financial Advisor

reading · M15 · 15 min

Where AI Excels for Advisors

reading · M16 · 15 min

Your Personal Accountability as a Registered Person Using AI

reading · M17 · 15 min

course provider

SK

Skill.re

Course provider

FREE ✓ Enroll → lifetime access · 17 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

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Issued Oct 5, 2026

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Issued by: Skill.re
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Cost: Included — free
Required: 17 lessons