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Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

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Your kit

Everything in your Financial Advisor AI kit

14SkillsPortfolio analysis and reporting assistant, Financial training assistant, Financial planning assistant, Investment portfolio analyst, Financial goal planner and more
Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.
24PromptsClient Discovery and Goals, Retirement Planning Basics, Explaining Investments and Risk, Investment Strategy Drafting, Portfolio Reviews and Updates and more
Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.
12AI agentsClient Fact-Finding Update Agent, Tax-Loss Harvesting Opportunity Agent, Required Minimum Distribution Tracker Agent, Cash Flow and Spending Review Agent, Client Life Event Response Agent and more
An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.
12Connections (MCP servers)Savvly MCP server, Yahoo Finance MCP server, Box MCP server, SEC EDGAR MCP server, Sugra API MCP server and more
A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.
16AI appsGorilla Terminal, Assembly, Granite, StockInsights AI, SynthSearcher AI and more
The AI apps worth your time in this job, so you don't have to test dozens yourself.
4Apps to buildEvidence-backed investment analysis and portfolio workspace, Assumption-driven market strategy decision workspace, Assumption-driven personal goal planning and follow-through workspace, Evidence-backed equity research and portfolio workspace
Small tools for your job that your AI builds for you with our step-by-step instructions. No code.
11Grok BotsRisk Manager, Trading Risk Manager, Risk Metrics Calculation, Quant Analyst, Trend Analyst and more
Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.
10Tailored learning pathAI for Financial Advisors (Prompt Course), CARE Prompt Framework: Context, Action, Result, Example, ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast, How to Integrate ChatGPT into Microsoft Excel, Microsoft Copilot AI, Full Course For Beginners and more
Video courses in the right order for your job. Each ends with a short check and a certificate you can add to LinkedIn.
✓AI Coach and updates IncludedYour daily brief for financial advisors, new ideas, and everything in your kit kept up to date
A live link between your AI and Complete AI Training: your daily brief, new ideas and lessons in the chat. And every skill, agent, app, prompt and MCP server in your kit kept up to date for you.

And everything else

Full access to our whole library

500+AI kits for every job
6,000+skills
60,000+prompts
4,000+AI agents
4,000+MCP servers
9,000+AI apps
2,000+apps to build
1,800+Grok Bots
700+courses with certifications

Membership

Become a member

Info
  • Your job's AI kit, and every other job's: skills, prompts, AI agents, MCP servers and AI apps
  • Added to ChatGPT, Claude or Microsoft 365 Copilot, and we guide you through every step
  • All AI video courses and prompt courses, with unlimited certifications for LinkedIn
  • The AI Coach: a daily brief, new ideas and a lesson for your job
  • Updates included, and a kit made for you after you join
  • Build your own AI tools, no code
Info
  • You plus up to 50 people on one plan
  • A team page: invite people by email, remove them any time
  • Each person gets AI set up for their own job
  • See everyone's progress, plus a monthly team report
  • Spreadsheet export and an API for your HR systems
Right after payment we take you to your dashboard and walk you through adding the kit to your AI, step by step. Stuck? Email us and we'll help.

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