Serra Education teaches AI, live, to
How Serra Education works with financial advisors
Programmes
Claude for Financial Advisors: the first live course, open for the November cohort.
6Saturdays7 November to 12 December 2026
90Minutes eacha short demo, then you build it live
12Seats per groupgroups run from five advisors
3Rulebooksone group each for the US, UK and EU
Seats are counted live from paid bookings. Pre-sale price until 31 October: €369.
For wealth firms
Your firm's own Claude, set up inside your rules.
After the course, or instead of it: we train your team in-house and set up Claude for your firm. Your rulebook becomes a Project, your best workflows become Skills, and connectors reach the tools you already use. Every output is logged with the advisor who signs it.
meeting_notesclient_reportcompliance_logresearch_note
Ask about a firm setup