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Prompt course · 8 lessons · 24 prompts · 1 hour · Beginner

AI for Financial Advisors

A practical prompt course for financial advisors. Learn to turn client notes, market news, and plan details into clear conversations and useful documents.

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What you'll learn

  • Discovery meetings: Turn raw client notes into clear goals and questions for the next meeting.
  • Retirement options: Sketch income scenarios and explain Social Security timing in plain words.
  • Risk conversations: Explain investment risk with simple examples and calm language.
  • Portfolio reviews: Turn performance data into a client-friendly review you can walk through.
  • Insurance choices: Compare coverage scenarios and explain what each option protects.
  • Market updates: Shape market news into short education notes and answers to common questions.
  • Plan documents: Draft plan documents, catch compliance issues, and write plain-English summaries.

What's inside

8 lessons · 24 prompts
  1. Before you start · framework course CARE Prompt Framework: Context, Action, Result, ExampleFor financial advisors, CARE turns client scenarios into clear plans, like drafting a retirement income proposal from one strong client example.
  2. Start here Priya's Thursday, two waysA day in the life of a Financial Advisor, before and after these prompts.
  3. 01 Lesson 1 · 3 prompts Client Discovery and Goals
  4. 02 Lesson 2 · 3 prompts Retirement Planning Basics
  5. 03 Lesson 3 · 3 prompts Explaining Investments and Risk
  6. 04 Lesson 4 · 3 prompts Investment Strategy Drafting
  7. 05 Lesson 5 · 3 prompts Portfolio Reviews and Updates
  8. 06 Lesson 6 · 3 prompts Insurance and Risk Protection
  9. 07 Lesson 7 · 3 prompts Market Trends and Education
  10. 08 Lesson 8 · 3 prompts Plan Documents and Compliance

About this course

7 topics

Prompts for financial advisors, meeting to review

This course gives you prompts that fit the daily work of a financial advisor. You will use them to prepare discovery meetings, sketch retirement options, explain investments, and write plan summaries.

Each lesson is short and focused. You can try a prompt, adjust it to your client situation, and keep the wording that sounds like you.

  1. The lessons
    1. Client Discovery and Goals: Use AI to prepare sharper discovery meetings, turn raw notes into clear goals, and explain basic terms without jargon.
    2. Retirement Planning Basics: Use AI to sketch retirement income scenarios, explain Social Security timing, and estimate spending needs.
    3. Explaining Investments and Risk: Use AI to explain investment and risk concepts in plain language and prepare better risk conversations.
    4. Investment Strategy Drafting: Use AI to draft investment strategy documents and explain portfolio decisions to clients.
    5. Portfolio Reviews and Updates: Use AI to turn performance data into client-friendly reviews and calm, clear market updates.
    6. Insurance and Risk Protection: Use AI to explain insurance options and compare coverage scenarios for clients.
    7. Market Trends and Education: Use AI to turn market news into client education and ready-made answers to common questions.
    8. Plan Documents and Compliance: Use AI to draft plan documents, catch compliance issues, and create plain-English client summaries.
  2. What the course covers

    You work through eight lessons that follow the client relationship. They start with discovery and goals, then move through retirement, investments, reviews, insurance, market education, and plan documents.

    Each lesson gives you prompts you can copy and adapt.

  3. How the lessons connect

    The lessons build on each other like a client conversation. A discovery prompt helps you set goals, and those goals feed into retirement scenarios, investment explanations, and reviews.

  4. How to use prompts well

    Give the AI the context it needs, such as the client's age range, goal, and comfort with risk, but leave out private details. Then ask for two or three versions and choose the one that fits your client.

  5. Who this course is for

    This course is for financial advisors who write their own notes, prepare their own meetings, and want clearer client communication. It works for solo advisors, small teams, and anyone who supports client plans.

  6. Safety and privacy for this job

    Never paste client names, account numbers, or private health details into a public AI tool. Use the course checklists to anonymize examples, and follow your firm's rules for storing and sharing information.

  7. Your next step

    Pick one prompt from the first lesson and try it before your next client call. Save the version that works, then move to the next lesson when you are ready.