PreciseFP AI Certified is a five-part webinar series that shows you exactly how to use PreciseFP’s AI Template Builder and AI Report Builder at every stage of the client lifecycle — from lead qualification through life events.

Each session includes a live demo, a ready-to-use AI prompt and a reference guide you keep long after the series ends. Attend all five sessions, pass the 15-question quiz and earn your PreciseFP AI Certified credential — a digital badge you can share on LinkedIn and a downloadable certificate issued by PreciseFP.

Sessions are 45 minutes, run weekly and are recorded. On-demand replays count toward your certification.

Free for all PreciseFP users. Open to firms evaluating the platform.