AI Mayak
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Law and finance

Financial advisor

Changing

AI gathers data, runs scenarios and drafts reports. Recommendations for a specific person come from an advisor with the right license, and that advisor is responsible for them.

  • 6 lessons
  • 6 tools
  • 4 resources
  • Checked: October 2026

Where this job sits on the map

In the same group: 78 of 100 professions.

What changes

  1. Gathering data, running scenarios and writing client reports take less time

  2. Clients ask chatbots for advice, and the advisor has to explain where that advice ignores their situation

  3. The value shifts toward trust, goal planning and supporting the client through hard moments

AI drafts, the person decides

How the work splits here: AI prepares a draft, the person checks it and makes the call.

AI makes the draft

What AI does

  • Pull a client's income, spending and goals into one spreadsheet
  • Run several scenarios using assumptions you set
  • Draft a client report in plain language
  • Write up meeting notes and a list of agreements, with the client's consent
You check itRead it, check the facts, fix it. Without this check the draft goes nowhere.
You decide and stay responsible

What stays with the person

  • Personal recommendations, and responsibility for them under your regulator's rules
  • Understanding a person's goals, fears and circumstances
  • Helping the client avoid making decisions on emotion
  • Checking the calculations and assumptions the AI made

What to learn first

6 lessons from the course, in order. Start with the first one.

  1. Your first 30 minutes with AI: where to startStarting from zeroYour first 30 minutes with AI: sign up, ask three questions, try seven everyday tasks, learn what never to share and which plan to pick.Start here
  2. How to write a good promptUserHow to give AI a task: the five parts of a good prompt, Plan Mode, and how to refine an answer instead of starting over.
  3. AI ethics and safety: hallucinations, attacks, biasUserHallucinations, prompt injection, bias, privacy and copyright: how not to trust AI blindly.
  4. Break-even and cash flow: when your business pays youUserHow many customers you need to break even, and how to avoid running out of cash while showing a profit on paper.
  5. AI meeting notes with Otter.ai and FirefliesConfident userMeetings with AI: recording and transcription, notes and tasks through Fireflies, Claude and a webhook.
  6. AI presentations with Gamma, Beautiful.ai and ClaudeUserPresentations with AI: Gamma, Beautiful.ai, python-pptx and how to structure a pitch deck in Claude.

Which tools to use

  • AI in Excel: build formulas, pivot tables and charts by asking in plain words.

    Paid

  • Gemini in Google Sheets: tables, formulas and data analysis from a description.

    Paid

  • Upload a spreadsheet or connect a database, ask in plain words, and get analysis and charts.

    Freemium

  • Meeting notes with no bot: it captures your device's audio and builds notes and action items.

    Freemium

  • Presentations, documents and sites from text; Gamma Agent edits a whole deck on request.

    Freemium

  • An AI assistant for long documents, analysis and code, with Claude Code and Cowork on paid plans.

    Freemium

Ready-to-use materials

  • Questions to ask the client, answers to likely objections, and a practice call where AI plays the client.

    Free

  • A same-day recap: the goal, what each side agreed to with dates, open questions and the next step.

    Free

  • A one-month sheet: income, expenses, the balance after every transaction and totals. Pastes into Google Sheets.

    Free

  • A 30-second check before you hit send: what to remove, how to anonymize and what to do if it's already gone out.

    Free

How to earn with AI

We don't promise income: results depend on your niche, your market and your work.

  • Job

    Hand AI the data gathering and the reports and serve more clients, keeping the conversations and the decisions for yourself.

  • Service

    Personal budgeting workshops for families: tracking, an emergency fund, goal planning. No personalized investment advice.

  • Product

    A family budget template with instructions and a walkthrough of common mistakes.

Similar professions

Health, law and finance: AI helps a licensed professional and does not replace one. Nothing here is personal medical, legal or financial advice.

Checked: October 2026