Now enrollingClaude for Financial Advisors
Six live Saturdays from 7 November 2026. Set up Claude in your practice and leave with one workflow running.
Format · 6 × 90 minutes · groups of 12
Serra Education teaches AI, live, to
Six live Saturdays to set up Claude in your own practice, inside your own regulator's rules.
Your weekCLAUDE DRAFTING
MON
Meeting notes
Client review
Emails
Client time
TUE
Quarterly reports
Client review
Client time
WED
Emails
Compliance log
Client call
Client time
THU
Client review
Research note
Client time
FRI
Compliance log
Meeting notes
Emails
Client time
1
Meeting notes in your CRMfollow-ups drafted for review
2
Quarterly report draftsfrom custody exports
3
AI use recorda supporting record for your file (e.g. MiFID II Art 16(6))
Claude drafts the admin. You review and sign. The time comes back to clients.
How Serra Education works with financial advisors
Programmes for financial advisors
One live course now, built for advisors who run their own practice.
Claude for Financial Advisors runs in small groups by country, so the rules in every session are your own.
Now enrolling
For your firmTrain your whole team
The same skills taught in-house for your colleagues, on your firm's templates and rules.
Format · workshop, cohort or set-up
For universitiesTeach the next advisors
Programmes for teachers, students, MBAs and Master in Finance cohorts.
Format · guest session to full module
Claude for Financial Advisors: the first live course, open for the November cohort.
6Saturdays7 November to 12 December 2026
90Minutes eacha short demo, then you build it live
12Seats per groupgroups run from five advisors
3Rulebooksone group each for the US, UK and EU
Seats are counted live from paid bookings. Pre-sale price until 31 October: €369.
For wealth firms
Your firm's own Claude, set up inside your rules.
After the course, or instead of it: we train your team in-house and set up Claude for your firm. Your rulebook becomes a Project, your best workflows become Skills, and connectors reach the tools you already use. Every output is logged with the advisor who signs it.
meeting_notesclient_reportcompliance_logresearch_note
Ask about a firm setup