Course terms

By Daniel Martinez, Founder & CEO, Serra Wealth · Updated 5 October 2026

These terms apply to seats in the Claude for Financial Advisors live course run by Serra GCVC OÜ (trading as Serra Wealth and Serra Education).

What you buy

One seat for one person in one country group: six live online sessions of 90 minutes on Saturdays from 7 November to 12 December 2026, recordings of those sessions, the templates and prompt library used in them, access to the group's private channel during the course, and a certificate of attendance.

Group size

Each group runs with at least five and at most twelve advisors. If your group does not reach five seats by 31 October 2026, you choose a full refund or a seat in another group.

Refunds

You can cancel for a full refund up to 14 days before the first session (by 24 October 2026). After that, seats can be transferred to a colleague at no cost.

Changes

If a session has to move, we give at least 72 hours' notice and record the replacement session. If we cancel the course, you receive a full refund.

What the course is not

The course is education about using an AI tool in your own practice. It is not investment, legal, tax or compliance advice, and it does not give accredited CE or CPD credit.

Materials

Templates and recordings are for use in your own firm. Please do not resell or publish them.

Payment

Payment is taken by Stripe at booking. You receive an invoice that can include your firm's tax ID.