You’re a financial advisor, not a typist — so why does it feel like your evenings disappear into emails, meeting notes, and documents? ChatGPT for Wealth Management is built for non-technical advisors, planners, and wealth managers who want practical AI skills without the jargon and without the compliance headaches.
Starting from absolute zero, you’ll set up your free account, learn one simple prompting framework you’ll reuse forever, and then apply it to the actual work of an advisory practice: prospecting emails that get replies, seminar follow-up sequences, meeting-prep briefs built from your CRM notes, post-meeting summaries and annual review packets, market-update letters clients actually read, plain-English summaries of prospectuses and fund fact sheets, financial plan narratives, and onboarding paperwork checklists.
You’ll also learn to connect ChatGPT to the tools you already use — Outlook, Gmail, SharePoint, Google Drive, and Salesforce — with honest guidance on where Redtail and Wealthbox fit in. And because this industry has rules, there’s a full compliance-safety module: SEC and FINRA marketing and testimonial rules, recordkeeping awareness, and firm-policy guardrails. To be clear: this course is about client-work productivity, not investing advice — nothing here tells you what to recommend.
