Become the AI-fluent advisor your clients expect.

Ask Aria Anything

The AI-mastery platform built for financial advisors — learn the tools, build the prompts and workflows you actually use, and keep every bit of it compliant.Sign up free to ask Aria anything — your question comes with you.

Includes free CFP Board–approved CE — earn credits while you learn.

Or choose what you need help with:

A real curriculum, not a crash course

A leveled path from AI foundations to advanced, compliant advisory workflows — with guided tracks for how you actually work.

27 modules124 lessons5 guided tracksChatGPT · Copilot · Claude · Gemini

Explore the full curriculum

Calculate Your ROI

See how much you could save with AI-powered learning

Illustrative example — not a measured result. Your results will vary.

300%

Example ROI

200+

Example hours saved

3 mo

Example payback period

✓ CFP Board–Approved CE Sponsor

Earn CFP® CE credit while you learn

Self-study courses reviewed and approved by CFP Board — take them on your schedule, and we report your completion to CFP Board for you.

AI Ethics for Financial Advisors

CFP Board–approved for 1.0 CE credit

AI Compliance and Regulation

CFP Board–approved for 1.0 CE credit

AI Applications in Tax Planning for Investment Advisers

CFP Board–approved for 1.0 CE credit

AI in Investment Practice

CFP Board–approved for 1.0 CE credit

Start earning CE — free to begin

One AI hub for your whole practice

FinSay is where advisors keep up with AI — master every tool from ChatGPT to Copilot in Excel and Outlook, with a weekly briefing and Aria always on hand.