Advisors4Advisors

Live Class: Tuesday, September 22, 2026, at 4 p.m. ET

AI can accelerate spreadsheet cleanup and financial-planning analysis—but only when advisors define the assignment, protect confidential information, preserve the original source data, and validate every result. In this live, hands-on class, Craig Turner uses an entirely synthetic financial-planning workbook to show how imperfect household and portfolio data can become useful, reviewable planning information.

The fictional workbook includes households, family information, income, investment accounts, holdings, other assets, liabilities, goals, assumptions, follow-up tasks, a client dashboard, and a 20-year portfolio projection. It also contains deliberately planted defects such as duplicate records, missing information, inconsistent dates and classifications, incorrect totals, mismatched account balances, conflicting risk profiles, missing beneficiaries, allocation errors, and overdue follow-ups.

Attendees will see a practical workflow for preserving source data, creating a working copy, finding and documenting exceptions, standardizing and reconciling records, building formula-driven QA checks, assembling a selected-household dashboard, and reviewing a projection based on documented assumptions. The emphasis is on disciplined spreadsheet work, privacy, auditability, and human review—not AI theory.

The live class is available for $39.99 or is included with A4A Membership. Learners must sign in to A4A to participate. Any CE/CPE credit remains subject to applicable approval and attendance requirements.

Learning Objectives

By the end of this class, participants will be able to:

1. Explain how to define the desired spreadsheet assignment, required inputs, and expected outputs before involving AI.
2. Demonstrate the use of synthetic data and remove or protect confidential client information before submitting spreadsheet data to AI.
3. Preserve the original source data and create a separate working copy for cleaning, analysis, and documentation.
4. Combine household, person, income, account, holding, asset, liability, and goal information using consistent identifying fields.
5. Standardize names, dates, capitalization, classifications, percentages, currencies, and other inconsistent values.
6. Identify duplicates, missing fields, conflicts, allocation errors, stale information, and overdue tasks.
7. Reconcile holdings with account balances and calculate personal income, household income, investable assets, liabilities, dependents, and net worth.
8. Build a selected-household dashboard showing net worth, income, dependents, spending, contributions, savings rate, risk profile, and allocation.
9. Create a formula-driven portfolio projection using documented assumptions for contributions, retirement spending, Social Security, pensions, inflation, and returns.
10. Validate AI-assisted spreadsheet work, document unresolved exceptions, preserve an audit trail, and determine when source information or human review is required.

Who Should Attend

IARs, CFP® professionals, CPA financial planners, CPA/PFS professionals, CIMA® professionals, CFA charterholders, and other financial professionals who want a practical, privacy-conscious workflow for using AI with spreadsheet-based planning data.

Course Information

• Cost: $39.99 or included with A4A Membership
• CE/CPE Credit: Planned for one hour; approval status is shown below
• Prerequisites: None
• Advanced Preparation: None
• Course Level: Intermediate
• Delivery Method: Group Internet-Based

Learning Experience

The live class is organized into four sections that learners complete in sequence:

1. Instructions
2. Live instructor lesson
3. Three polls for CPA and IAR credit
4. Survey

Advisors4Advisors is approved as a provider by

• CFP Board, which regulates CE for Certified Financial Planners.
• North American Securities Administrators Association (NASAA). NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are those of the instructor and do not necessarily reflect the views of NASAA or any of its member jurisdictions.
• National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) Self-Study Provider, enabling CPA CPE credit live and on-demand. State boards of accountancy retain final authority on course acceptance. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors at www.nasbaregistry.org.
• Investments & Wealth Institute, enabling credit for CIMA®, CPWA®, and RMA® professionals.

For information on administrative policies, including refunds, cancellations, and complaints, email [email protected].