HANDS-ON AI WORKSHOPS FOR FINANCIAL ADVISERS · SINGAPORE
Intelligence is your new advantage.
WHY NOW
Train with AI, build a name people trust, and keep compliance at the centre. That is what we teach.
Agentic training
Personal branding
Regulatory coherence
Brief AI to research, draft and follow up, so you spend more of your time with clients.
Content and visibility skills from Spark Social Lab, adapted for an industry built on trust.
Every skill sits inside MAS rules and your firm's policies. AI drafts, a qualified person approves.
THE WORKSHOPS
Three labs. One connected skill set.
Each workshop stands on its own. Take one for S$350 early bird, or all three for S$999.
SUPERFA 01 · WITH DON
SUPERFA 02 · WITH JEROME
SUPERFA 03 · WITH CHRIS
Digital PA for Financial Advisers
AI Content Creation for Financial Advisers
Lead Generation for Financial Advisers
S$499 S$350
Early bird · You save S$149
3 hours · For current AI users
S$499 S$350
Early bird · You save S$149
3 hours · No video experience needed
S$499 S$350
Early bird · You save S$149
3 hours · ChatGPT Plus needed
From chatting to working: AI that holds up on a real client file.
You already use ChatGPT. This is where it quietly goes wrong on advisory work, what never goes into the box, and how to use it safely as a second reader.
WHAT YOU'LL DO
See why a fluent answer can still be wrong
Write prompts with compliance built in
Use AI as a second reader on proposals and claims
Compare Claude, ChatGPT and others on one task
YOU LEAVE WITH
3 tested prompts for your own tasks
A "never paste this" card
A tool-choice sheet and the three-gate check
Turn the money talk nobody wants to have into a 70-second story people share.
Short vertical stories about the conversations families avoid: legacy, saving for the kids, retirement. AI makes the pictures. You make every decision.
WHAT YOU'LL DO
Find the story and build a reusable cast
Script seven 10-second clips
Run the Video Check before you generate
Generate, fix and finish with captions
YOU LEAVE WITH
One finished 70-second micro drama, ready for firm review
A Story Card and a Prompt Pack
A 4-week episode plan
Research it, angle it, post it, in 30 minutes a week.
Organic social media that earns attention and trust: one idea, no product, no figures, no fear. Written in your voice and checked before it goes out.
WHAT YOU'LL DO
Research what your clients actually ask
Find the angle and write the post
Make a clean, on-brand image with AI
Run the Post Check with Winston
YOU LEAVE WITH
One post and image, ready for firm review
A Prompt Pack of 5 reusable prompts
A 4-week topic list and weekly routine
FROM THE ROOM
In their own words.
Advisers who have trained with us, and what changed for them.
CASE STUDY
Winston
Financial adviser and compliance co-trainer
[PLACEHOLDER: Winston's quote in his own words, approved by him before this goes live.]
[PLACEHOLDER: 2 to 3 lines on what Winston did with AI and his personal brand, and what changed. No income or client-number claims.]
[PLACEHOLDER: quote from participant 1, used with their written permission.]
[Name], [role, firm]
[PLACEHOLDER: quote from participant 2, used with their written permission.]
[Name], [role, firm]
HOW EVERY WORKSHOP RUNS
Hands-on, not slides.
Three hours: half an hour to set up, two hours building, half an hour to ask questions and plan.
01
30 MINUTES
02
2 HOURS
03
30 MINUTES
Set up
Build and check
Ask and plan
Tools signed in and tested, plus a plain look at what AI is good and bad at.
You make the real thing on your own laptop, with trainers on the floor, and run it through a compliance check before it leaves the room.
Open Q&A, then a 4-week plan so the habit sticks.
COMPLIANCE FIRST
Every workshop includes a compliance segment with Winston, and everything you make is built to go to your firm for approval. We teach the habits. Your firm has the final say.
01 Educate, don't advise
Teach ideas. Never recommend a product, fund or trade.
02 No guaranteed outcomes
No "guaranteed", "risk-free" or income claims.
03 Disclose clearly
Say who is behind it, and that AI was used.
FACULTY
Practitioners, not presenters.
Each workshop is led by someone who does this work, with compliance in the room.
DIGITAL PA
LEAD GENERATION
Don
Chris
Leads SUPERFA 01, Digital PA for Financial Advisers.
Leads SUPERFA 03, Lead Generation for Financial Advisers.
QUESTIONS
Before you sign up.
Who are these workshops for?
What do I need to bring?
Financial advisers and planners, agency leaders and finance teams in Singapore. Tied and independent representatives are both welcome. No design or video experience needed.
A charged laptop. Digital PA: accounts on at least two AI tools, such as Claude, ChatGPT or Gemini. AI Content Creation: a Google account with Flow access, and CapCut, both free to start. Lead Generation: ChatGPT Plus, about S$30 a month at your own cost.
Will what I make pass my firm's compliance?
Can I attend more than one workshop?
Everything is built to the MAS guidelines we teach and made to be sent to your firm for review. Your firm's compliance team has the final say, and nothing is posted without its approval.
Yes. Take one, two or all three. All three together are S$999 instead of S$1,497.
WHAT IT COSTS TO HAND IT OFF
Or learn to do the first draft yourself.
There is a place for all of these. But three hours gets you doing the first draft yourself, for S$350 a workshop, or S$999 for all three.
PERSONAL ASSISTANT
Admin and follow-ups
from S$2,800 a month
A full-time assistant to draft client messages and summarise documents. Digital PA teaches you to brief AI for the first draft.
GRAPHIC DESIGNER
Social media posts
S$60 to S$150 a post
Mid-range freelance rates for a single post graphic. Lead Generation shows you how to make a clean, on-brand image yourself.
VIDEOGRAPHER
One talking-head video
S$500 to S$3,000 a video
For a basic shoot and edit. AI Content Creation teaches you to make short AI micro dramas, and keep making them.
MARKETING AGENCY
Monthly social media
S$1,500 to S$5,000 a month
A typical social media retainer. Lead Generation gives you a 30-minute weekly posting routine.
Typical Singapore rates from published 2026 salary and pricing guides (Payscale, Jooble, marketingagency.sg, Shootsta). Actual quotes vary. AI drafts; you and your firm approve.
EARLY BIRD · S$350, USUALLY S$499
Our first run is on 11 December 2026. Register early and pay S$350 instead of S$499 per workshop. We will confirm venue, timing and what to prepare. Small groups, so every participant gets trainer time.
jerome@sparksociallab.com · +65 9247 8801