Your inbox, this morning.
That client reply still unwritten at 7pm.
Claude for Financial Advisors. A live course for financial advisors. You learn to set up Claude so it drafts your meeting notes, client reports, compliance log and research, inside your firm's rules. You review and sign every draft.
- 6 live Saturdays7 Nov to 12 Dec, 90 minutes
- Groups of 12US, UK and EU, each with its own rules
- €369 pre-saleuntil 31 Oct · £329 · $397
Sorted · example
Try it: pick an email, press Draft it, then sign. Fictional clients; nothing you do here leaves this page.
The six Saturdays · 10:00 to 11:30 Madrid
What you just tried is part of session 2.
SESSION 1Ground rules and set-up
Which client data can go where, choosing a Claude plan, your jurisdiction's rules; Projects and a firm knowledge base.
SESSION 2Client meetings
Notes into your CRM and follow-up drafts. The part you just tried.
SESSION 3Client reporting
Quarterly report drafts from custody exports, reviewed by you.
SESSION 4The AI compliance record and marketing inside the rules
A record for every use, and posts written within your rules.
SESSION 5Research and market notes with sources
Notes that list where every claim came from.
SESSION 6Your first Skill and connectors (MCP)
Capstone: one workflow running in your practice within 30 days.
Full refund if your group does not reach five, or up to 14 days before the start. Certificate of attendance (9 hours) for your own CPD/CE records; no CE/CPD credit is claimed.
Reserve a seat