Digital PA for Financial Advisers
SUPERFA 01 · 3-hour workshop with Don · First run 11 Dec 2026
S$499.00S$350.00
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 AI safely as your digital PA and 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
What to bring
A charged laptop and accounts on at least two AI tools (for example Claude, ChatGPT or Gemini). For advisers who already use AI.
Early bird: S$350 instead of S$499. Or take all three workshops for S$999.
Compliance segment with Winston in every workshop. Everything you make is built to go to your firm for approval. Education only. Not financial advice.