Best AI for AdvisorsFree course · 5 lessons · Updated October 23, 2026
AI for Advisors in 5 Days: a free 5-day course
Five short lessons, each with one task you can finish in about 15 minutes. By Friday you'll have a first use case, a checked meeting workflow, a review habit for AI drafts, a safe way to read documents and a 30-day plan.
Start lesson 1 now; one short lesson a day for five days
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What you'll learn
Day 1 · about 3 min to read, 15 min to do
Start safely: one use case and three ground rules
What AI is good and bad at in an advisory practice, how to pick a first use case, and the rules to set before you start.
Day 2 · about 3 min to read, 15 min to do
Meetings: prep, notes and follow-up
Use AI before, during and after a client meeting, check the summary, and know what has to be kept.
Day 3 · about 3 min to read, 15 min to do
Client emails and content without compliance trouble
Draft emails, posts and newsletters with AI, then catch the claims that get advisors in trouble.
Day 4 · about 3 min to read, 15 min to do
Documents: tax returns, estate plans and statements
Use AI to read the long documents clients bring you, without sending their data anywhere it shouldn't go.
Day 5 · about 3 min to read, 15 min to do
Choose, check and measure: your 30-day plan
Pick a tool, ask the vendor the right questions, measure whether it pays off and set a 30-day plan.
Who it's for
- Advisors and planners at RIAs, broker-dealers and hybrid firms who haven't settled on how to use AI yet
- Operations and client service staff who end up running the tools
- Firm owners who want a sensible first step before buying software
By the end you'll be able to
- Pick one AI use case that's worth your time and safe to start with
- Run a client meeting with AI help, check the summary and know what to keep
- Draft client emails and content with AI and catch the problems before compliance does
- Use AI to read tax returns and estate documents without sending client data where it shouldn't go
- Ask an AI vendor the right questions and measure whether a tool pays for itself
How it works
After you subscribe you can start lesson 1 right away, and your welcome email links it too. Each lesson is a short page on this site that ends with a link to the next one. Do one a day. Each has one idea, a 15-minute task, a copy-and-paste prompt from our prompt library and the compliance guardrail for that topic.
Tools named in the lessons are examples from our directory, not endorsements, and they aren't chosen by sponsorship or affiliate status.
A sample from lesson 1
Start safely: one use case and three ground rules
Most advisors who give up on AI tried to use it for everything at once. The ones who stick with it start with one job they do every week, that eats time and that doesn't need client data to get going. Then they set a few ground rules and build from there.
AI assistants like ChatGPT, Claude, Gemini and Microsoft 365 Copilot are very good at first drafts, summaries, rewrites, outlines and turning messy notes into structure. They're bad at facts they weren't given: tax limits, rule citations, product details and anything about a specific client. They can state wrong numbers with total confidence. That's the whole trade: AI does the typing, you own the accuracy.
So the right first use case is one where you already know the answer well enough to spot a mistake. A meeting agenda, a plain-English explanation of a concept you teach every week, a rewrite of your own email. Not a recommendation, not a tax figure, not anything you'd have to look up to check.
Who wrote it
Written by William Foster, founder of Best AI for Advisors. About us.
FAQ
Is it free?
Yes. You sign up with your email, which also subscribes you to Best AI for Advisors Weekly. You can unsubscribe at any time.
How long does it take?
Each lesson takes about 3 minutes to read and about 15 minutes to do. Do one a day for five days, or go at your own pace.
Do I need ChatGPT or Claude?
You need access to one AI assistant your firm allows: ChatGPT, Claude, Gemini, Microsoft Copilot or one built into software you already use. Every task can be done without paid tools, and without putting client data into anything your firm hasn't approved.
Is it compliance-approved?
No. It's general education, not legal or compliance advice, and it hasn't been reviewed by your firm. Each lesson includes a guardrail based on our fact-checked guides, but check with your CCO before using AI for client work.
Will you sell my email?
No. We don't sell or rent our newsletter list, and we don't share subscriber information with advertisers or data brokers. Our privacy policy has the details.
Can my team take it?
Yes. Each person can sign up with their own email, or you can share the lesson links. Lesson 1 works well as a starting point for a team discussion about which tools and rules your firm wants.
Will I get the lessons by email?
Your welcome email links lesson 1, and each lesson links the next one. After that you'll get the weekly newsletter, not daily course emails.
How we handle your email: privacy policy.
General education, not advice. This course isn't legal, compliance or investment advice. Rules depend on your registration and your firm's policies, so check with your CCO or counsel before using AI with client information.