Your Place to Relive All the Demos, Prompts and More
Each session covers a lifecycle phase with a live demo and a ready-to-use AI prompt for both tools.
Click each box to watch the recorded session. Click the credential box when you’re ready to take the quiz.
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.
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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.
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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.
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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.
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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.
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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
