Advisors4Advisors

No-Assessment IAR, CFP, CIMA, CPA Credit

NASAA Approved Professional Responsibility IAR CE (C28421) 

This LIVE one-credit class for IARs and professionals shows how to use AI to accomplish common tasks.  

Instructor Craig Turner has taught 2,000 organizations about AI since 2022. He teaches this course about AI for FAs quarterly.  

Among the lessons to be drawn from this 55-minute class, are how to:   

• Shift from creating AI prompts to repeatable systems. Learn how advisors reduce recurring work through deliberate AI design.
• Identify tasks AI should partially remove from workflows. Focus on reclaiming time without eliminating professional judgment.
• Apply the task-process-system-leverage framework. Translate daily advisor work into scalable, repeatable operational systems.
• Design AI tools to eliminate low-value administrative work. Free advisor capacity for client and prospect engagement.
• Evaluate AI time savings using advisor ROI logic. Link reclaimed time directly to business growth opportunities.
• Use AI for client communication preparation, not advice. Support meetings, explanations, and follow-up without recommendations.
• Build ethical guardrails directly into AI instructions. Prevent compliance issues by embedding boundaries upfront.
• Recognize AI as an information intermediary for clients. Prepare for client questions shaped by AI-generated responses.
• Adopt clear, repeatable prompting over creative prompting. Treat AI like a machine rather than a creative collaborator.
• Design advisor systems once and improve them over time. Shift from experimentation toward durable, reusable workflows.

Craig Turner answers questions after his presentation. Please send us your questions to [email protected].

Live participation replaces testing. So, no quiz is is required.  

This class is part of a CE plan enabling IARs to complete the 12-credit NASAA IAR CE requirement over six months in 12 live classes.

Detailed handouts and a reusable toolkit show how to implement all learning objectives while meeting confidentiality, duty-of-care, and regulator-ready recordkeeping requirements.

To earn credit for live classes, CPAs must answer three unscored polls and IARs must answer at least one of the three polls.