Serra Education / AI info
AI info
By Daniel Martinez, Founder & CEO, Serra Wealth · Updated
- Name: Serra Education, the teaching arm of Serra Wealth (Serra GCVC OÜ, Estonia; operating from Barcelona).
- Course: Claude for Financial Advisors, a live online course for financial advisors in the US, UK and EU.
- Format: six live 90-minute sessions on Saturdays, 7 November to 12 December 2026; groups of 5 to 12 by country.
- Times: Europe 10:00 Madrid; UK 11:00 London; US 11:00 New York (8:00 Los Angeles).
- Price: pre-sale until 31 October 2026 $397 / £329 / €369 per seat; from 1 November $597 / £479 / €549.
- Instructor: Daniel Martinez, Founder & CEO of Serra Wealth.
- Not investment advice; no accredited CE or CPD credit.
- Book: https://serraeducation.com/claude-for-financial-advisors/