Your Place to Relive All the Demos, Prompts and More to Pass the Certification Quiz with Flying Colors
Duration: 60 minutes
Focus: How to use the AI Template Builder to build lead qualification forms that screen prospects before they ever reach your calendar and pre-meeting forms that make first calls more productive.
Duration: 60 minutes
Focus: How to use the AI Template Builder to capture a client's story during the first meeting and gather enough detail to build a proposal without overwhelming the prospect.
Duration: 60 minutes
Focus: How to use the AI Template Builder to build a suitability and onboarding form that captures everything needed to open an account without NIGO errors, including trusted contact, beneficiary, risk tolerance and investment objective fields.
Duration: 60 minutes
Focus: How to use the AI Template Builder and web-published forms to run a consistent cadence of check-ins, review prep and feedback collection without adding manual work for the team.
Duration: 60 minutes (includes quiz and certification)
Focus: How to use the AI Template Builder to build milestone and life event forms that adapt to each client's situation and how to build a library of event-based templates your team can deploy in minutes.
Name: PreciseFP AI Certified
Issued by: PreciseFP
Requirements: Attend all five sessions or watch on-demand replays and pass the 15-question quiz with a score of 80% or higher
Format: Digital badge shareable on LinkedIn and a downloadable certificate
When You're Ready, Click Here to Take the Quiz
