Orientation Session
The AI Powered Financial Planner Welcome Guide
Your quick guide to the program, tools, and first steps.
Timestamps and Analysis
Quickly navigate key moments and review the main insights from each session.
Preparation and Setup
Every command in this book, on one sheet.
Module 1
Prompt Engineering & LLM Mastery – Part 1: Foundations of Professional AI Use
Projects & Instructions
Build an AI workspace that knows your business.
AI Privacy & Compliance
Use AI confidently while protecting client data.
Timestamps and Analysis
Quickly navigate key moments and review the main insights from each session.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
Module 2
LLM Mastery, Part 2: Advanced Features, Agentic AI, Local LLMs & Professional Guardrails
The Financial Planner Prompt Vault
Ready-to-use AI prompts for financial planners.
AI Prompts for Financial Planners
AI prompts to transform and streamline your financial planning practice
The AI Command Cheat Sheet
Power commands to get smarter, sharper results from AI
Mastering AI Direction
Learn to direct AI for smarter, more actionable results
AI Skills Made Simple
Turn the way you work into reusable AI skills that save time and deliver consistent results
Business Mastery Prompts
AI prompts to grow, optimize, and elevate your financial planning business
GPT Persona Design
Build smarter, purpose-driven AI personas
Timestamps and Analysis
Every command in this book, on one sheet.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
Module 3
AI Client Assistants: Text Chatbots, Voice Agents & Interactive Avatars
AI Note Takers Cloud vs Financial Planner Specific vs Local LLMs
A quick comparison of AI note-takers for financial planners.
Bring AI to Your Laptop Made Easy
A simple guide to running AI privately and locally on your laptop.
Clone Yourself The Financial Planner Edition
A practical guide to cloning yourself with AI for smarter, more efficient advisory work.
Instant Avatar Instructions
A quick guide to creating a professional Instant Avatar with HeyGen.
Interactive Avatar Filming Tips
A quick guide to filming high-quality footage for your HeyGen Interactive Avatar.
Timestamps and Analysis
Every command in this book, on one sheet.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
Module 4
The Financial Planner's AI Toolkit: Research, Presentations & Content Creation
The Financial Planners AI Stack
The essential AI toolkit for financial planners.
Timestamps and Analysis
Quickly navigate key moments and review the main insights from each session.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
1st Implementation Workshop
Timestamps and Analysis
Quickly navigate key moments and review the main insights from each session.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
Build Your AI-Powered Second Brain: A Master Prompt for Canadian Financial Planners
A master prompt to help Canadian financial planners build their AI-powered Second Brain.
Module 5
Build Your Professional Virtual Studio with OBS
The AI Financial Planner Studio Guide
Guide to building a professional broadcast and virtual studio setup.
Timestamps and Analysis
Quickly navigate key moments and review the main insights from each session.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
Module 6
Canva & CapCut for Professional Content Creation
Timestamps and Analysis
Quickly navigate key moments and review the main insights from each session.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
Module 7
AI-Powered Content Marketing for Financial Planning Professionals
Financial Planner content SKILL .md file
AI content creation for financial planners with built-in compliance checks.
Build Your Content Machine
A guide for building a personalized, compliance-aware content creation system.
Confident Content Guide
Practical guide to confident, compliance-aware content creation.
Timestamps and Analysis
Every command in this book, on one sheet.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
