This course is designed to show you what the future of advisory really looks like — and how to lead with clarity, confidence and connection in a world powered by AI. It’s your people-first guide to building a modern firm with a focus on how you lead and advise today. It consists of:

• 8 short, fast-paced video lessons
• A walkthrough of Navi, an AI-powered reflection tool
• A real example of how Navi can help you improve your advisory and leadership presence
• A deeper understanding of how AI can make you more human, not less

FAQs

Q: Who is this course for?
This course is for accountants, firm leaders and advisors who want to grow their leadership and advisory skills in a more modern, scalable way. Whether you’re solo, part of a firm or leading a team — if you’re curious about AI and committed to better conversations, this is for you.

Q: Do I need to know anything about AI to take this course?
Nope! We built this course for real people, not tech experts. You'll get a clear, practical introduction to AI that focuses on how it helps you lead and advise, not just automate tasks.

Q: What if I’m not in advisory (yet)?
That’s okay! This course is about helping you become a better advisor. If you lead client conversations, manage people or want to grow your firm’s impact, these concepts will help yo see how AI can help you develop advisory skills.

Q: Is this really free?

Yes! This course is completely free. It’s part of our commitment to helping firms and leaders join the AI-X movement and start leading differently.

Why It Works

You can’t transform your firm if your people aren’t growing. This course shows you how AI can teach you how to think differently. With reflection, real data and real tools, you can become a better advisor, coach and leader — one call at a time.

No pressure. No jargon. Just a fresh start for a better kind of advisory.