Put AI to work in advice — with the guardrails already in place.
Use ChatGPT, Copilot, Claude and Gemini the way a fiduciary should — and stay current as they change every week.
Accepted by CFP Board for 1 CE hour · Free while spots last · No card
Learn it. Use it. Keep it current.
From the rules, to working prompts in your own practice — and a heads-up when something changes.
Fiduciary duty, privacy and supervision applied to the AI tools you already have. Some earn CE.
Score and fix prompts for client letters, meeting prep and research before anything goes out.
A short Briefing on what changed, in advisor terms — updated daily.
Pick the track for how you work
See all lessons →An AI coach that knows your rules
Ask about a tool, check a draft before you send it, or practice a client conversation. Aria points you to the lesson that goes deeper.
CE that’s worth the hour
Finish a course, pass the check, and we report your completion for you.
NASAA does not endorse any particular provider of IAR CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.
Our standards
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