AI Training Series
Practical, on-demand AI training built for financial services professionals. From AI foundations and risk awareness to advanced prompt engineering and Microsoft Copilot, learn how to use AI confidently, responsibly, and effectively.
Basic Prompt Engineering
Stop getting generic AI answers. Start with a simple structure for any request, see how assigning AI a role sharpens the response, and use quick follow-ups that turn rough drafts into client-ready briefings and emails.
Intermediate Prompt Engineering
Get accurate, compliant, on-brand output your whole team can rely on. Break complex requests into steps, ground AI in real client documents, apply compliance guardrails, and consistently match your firmā€™s voice.
Advanced Prompt Engineering
Trust AI with your higher-stakes advisory work. Keep AI within your source material, use uncertainty flags to surface assumptions, and run red team prompts where AI plays a skeptical compliance officer.
AI Foundations for Financial Services
Talk about AI with confidence in client and team conversations. Discover how AI, machine learning, and generative AI fit together, how tools like Copilot and Claude produce answers, and where their limits lie.
Risks of AI
Protect your clients and your firm while using AI every day. Youā€™ll know how to catch hallucinations and bias, prevent client data leaks, avoid overtrusting confident answers, and keep a qualified human in the loop on every output.
Thinking in AI
Find the hours AI can give back to your practice each week. Spot the advisory tasks best suited for AI, see why repetitive work is the strongest signal, and apply three simple questions that show when AI helps and when it doesnā€™t.
Basic Prompts for Microsoft Copilot
Get better results from the Microsoft tools you already use. Write clear Copilot prompts, point it at specific files, people, and meetings with slash commands, and refine drafts into client-ready work.
Working with Microsoft Copilot
Use Copilot every day without putting client data at risk. See how Copilot works across Outlook, Word, Teams, and Chat, when to choose Work versus Web mode, and how that data stays protected.
Microsoft Copilot Advanced Training
Turn Copilot into a trusted research analyst for your practice. Find out when Copilot Researcher beats chat for cited reports, how to match each model mode to the task, and how to verify findings.
Working with Claude
Get better results from Claude in your wealth management work. Choose the right model and effort level, decide between a Chat conversation and a Cowork task, and use Projects to give Claude a memory.
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