A five-part series showing you exactly how to use PreciseFP’s AI tools from lead qualification through life events — and earn your credential.
Join us every Thursday at 1:00 PM CDT, from May 7 through June 4, 2026
Free for All PreciseFP Users and Firms Evaluating the Platform
The AI Template Builder and AI Report Builder can support every stage of the client relationship. This series shows you how — with live demos, ready-to-use prompts and a reference guide you keep forever.
Each session covers a lifecycle phase with a live demo and a ready-to-use AI prompt for both tools.
Date: May 7, 2026 | 1:00 PM CT
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.
Date: May 14, 2026 | 1:00 PM CT
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.
Date: May 21, 2026 | 1:00 PM CT
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.
Date: May 28, 2026 | 1:00 PM CT
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.
Date: June 4, 2026 | 1:00 PM CT
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
Access your guide, live demos, replays and quiz throughout the series.
The complete stage-by-stage reference with all AI prompts for every session.
Watch a real form or report built live using the AI tools before you try it yourself.
Every session recorded and available within 24 hours. Replays count toward certification.
A every session so you can ask questions and learn from peers doing the same work.
Complete all five sessions and pass a 15-question quiz with a score of 80% or higher. You will receive a digital badge to share on LinkedIn and a downloadable certificate issued by PreciseFP.
The credential signals to clients, prospects and peers that you are running your firm with the tools and systems that modern financial advice requires.
