Live cohort · starts Saturday 7 November 2026
A six-week live course for financial advisors in the US, UK and EU. Small groups of 12 by country, 90 minutes every week live. You leave with one workflow running in your practice.
The six Saturdays
Each session is 90 minutes: a short demo, then you build the same thing for your own practice while Daniel and the group review it. Recordings and templates follow the same day.
Session 1 · Sat 7 Nov
Which client data can go where, choosing a Claude plan, and the rules that apply in your country. Then set up Projects and a firm knowledge base.
a configured Claude workspace and a one-page AI use policy for your firm.
Session 2 · Sat 14 Nov
From a call recording or your notes to a clean meeting note in your CRM, with follow-up drafts you approve before anything is sent.
a meeting-notes workflow you use on Monday.
Session 3 · Sat 21 Nov
Quarterly report drafts built from custody exports, in your voice, with every figure traced back to its source so you can check it fast.
a report template and the prompt chain behind it.
Session 4 · Sat 28 Nov
Log every AI-assisted output with the advisor who owns it, and draft client communications and marketing that pass your rules first time.
a compliance record your reviewer can follow.
Session 5 · Sat 5 Dec
Market and fund research that cites its sources, separates fact from view, and lands in a format your clients already read.
a sourced research note format.
Session 6 · Sat 12 Dec
Package your best workflow as a Claude Skill and connect it to the tools you already use. The capstone: one workflow running in your practice within 30 days.
your first Skill and a 30-day rollout plan.
What you build
Everything is built on your own practice during the sessions, so it is in use before the course ends.
Capstone
Pick the job that costs you most time. By session 6 it runs end to end, with you signing the output.
Templates
The prompts, report formats and policies from every session, ready to copy.
Compliance
A record format that shows who used Claude, on what, and who signed it.
Recordings
Shared within a day, so a missed Saturday is not a lost week.
Group
Advisors under the same rules as you, between sessions.
Certificate
Nine live hours, for your own CPD or CE record.
Your rulebook, by country
We teach how these rules apply to AI-assisted work. This is education, not legal or compliance advice; your compliance officer has the final word.
Groups and times
Same six sessions, taught live to each group in its own time zone, with the rules of its own regulator. A group runs with at least five advisors and stops at twelve.
Your instructor
Daniel runs Serra on Claude every day: client reporting, research, compliance records and agents that draft while people sign. He teaches what he uses.
Pre-sale · until 31 October
Per advisor. Founding cohort price, then €549 from 1 November.
If your group does not reach five seats, you get a full refund or a seat in another group.
Changed your mind? Full refund on request up to 14 days before the first session.
Paying for a team? Book one seat per advisor; invoices include your firm's tax ID.
Reserve your seatSecure payment by Stripe. You receive an invoice with your firm's details.
After the course
Both are optional and only offered to advisors who took the course.
Self-serve
Our advisor Skills, prompt library and rule library, connected straight into your own Claude. Updated as the rules change.
Done with you
A working session where we build your firm's first Skill with your team. Your course fee is credited in full.
Questions
Something else? Write to education@serrawealth.com.
Yes. Bring a paid Claude plan. For client work we show you how to choose between Claude's business plans and the API, and how to check the data terms against your firm's policy. You can start the first session on any paid plan and decide after it.
Only under your firm's policy and the rules of your jurisdiction. Session 1 covers which data can go where, how to anonymise what cannot, and how to record AI-assisted work so a reviewer can follow it.
No. This is an education course about how advisors use an AI tool in their own practice. Nothing in it is a recommendation about any investment or client.
We do not claim accredited CE or CPD credit. You receive a certificate of attendance for nine live hours, which you can log in your own CPD record where your body allows self-recorded learning.
Every session is recorded and shared within a day, with its templates. You can also join another country's group for that week if seats allow.
If your group does not reach five seats, you get a full refund or a seat in another group. You can also ask for a full refund up to 14 days before the first session.
Starts Saturday 7 November
Pick your group, pay securely, and your six calendar invites arrive the same week.
Reserve your seat