Webinar

PreciseFP AI Certified Webinar Series

Learn the AI tools. Master the data. Earn the credential.

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.

Sessions:
Thursday, May 7, 2026 1:00 PM – 2:00 PM CDT
Thursday, May 14, 2026 1:00 PM – 2:00 PM CDT
Thursday, May 21, 2026 1:00 PM – 2:00 PM CDT
Thursday, May 28, 2026 1:00 PM – 2:00 PM CDT
Thursday, Jun 4, 2026 1:00 PM – 2:00 PM CDT

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