Use AI Without
Risking Your
Licence

• You're a practising mortgage broker, accountant, financial planner, or advisor
• You've tried ChatGPT or Claude but stopped because you weren't sure about client confidentiality
• You want to save hours on admin but won't risk breaching your professional obligations
• You'd rather learn from someone who runs a regulated practice — not a tech trainer who's never held a licence
• You want to walk out with tools built for YOUR profession that you'll actually use Monday morning

• You're looking for a generic "AI for beginners" seminar — plenty of those exist
• You don't work with confidential client data or regulated obligations
• You want to learn coding, programming, or developer tools
• You're after a certificate to hang on the wall — this is about capability, not credentials

The Day.

• —Get Claude configured for professional practice
• —The right plan, privacy settings, and memory controls
• —Your obligations under APP 8, APES 110, NCCP, and FASEA — in practical terms
• —Run a real professional task through a compliant workflow

• —Two modes: Claude as thinking partner, Claude as build engine
• —Set up your workspace, projects, and practice rulebook
• —Learn what to share with AI and what to protect
• —Prompt engineering basics — and how to spot a hallucination before it reaches a client
• —Security hygiene and backup practices

• —You'll build a professional webpage from scratch using Claude — but that's not the point
• —The point is learning the workflow: how to brief AI, shape the output, review it, and deploy it
• —Once you learn this process, you'll use it for everything — client documents, compliance templates, practice resources
• —Step-by-step, with direct support in a 12-person room
• —135 minutes of hands-on building

• —Build your first custom AI skill — for YOUR specific workflow, including when to hand tasks off to sub-agents
• —Profession-specific AI tools and compliance templates handed over
• —Your personal AI action plan for Monday morning
• —Certificate and private community access

Yes, you'll build and deploy a real webpage during the workshop. But what you're actually learning is the workflow — brief, shape, review, deploy. The same process works for client documents, compliance templates, and anything else your practice needs. The website is proof you can do it. The skill is what you keep.

Claude set up properly for your practice — your obligations, your communication style, your industry context. Every session you open after today, Claude already knows how you work.

Not one of ours — yours. Built for your specific workflow, by you, in the room. Learn to build skills and you'll never stop building them.

Custom AI skills built for your industry's actual tasks — ready to install in Claude. Not generic prompts. Brokers get loan scenario modellers and compliance checklists. Accountants get BAS prep notes and client file summaries. Advisors get SOA narratives and review meeting prep. Your profession, your skills.

Engagement letter AI clause, a compliant workflow flowchart, and a security checklist — all tailored to your professional obligations. Three documents. Pin them next to your monitor. Ready Monday.

A pre-structured Claude Project for your practice, plus a session management guide so nothing gets lost. Clone the project, follow the system, keep going after the day.

Certified AI Practitioner — Regulated Professionals, issued by Comma Advisory. Plus access to an invite-only group of professionals who completed the same workshop. Post-workshop support and a direct line to the facilitator.

What to Expect

• Small room, real attention.

  12 seats maximum. No lecture theatre. You'll get direct, personalised help — not a webinar with 200 strangers.

• Your profession's tools, not generic prompts.

  Every AI skill, template, and custom instruction is built for YOUR industry. Brokers get broker tools. Accountants get accountant tools. Advisors get advisor tools. Same room, different toolkits.

• An AI assistant vs. an AI agent — and why it matters.

  You'll leave understanding the difference in plain terms, so you know exactly what you're deploying in your practice and when.

• Hands-on from after lunch.

  The morning gives you the knowledge and the compliance framework. The afternoon is all building. You will create, test, and deploy something real.

• Built for professionals, not developers.

  No coding. No terminal commands. No jargon. If you can write an email, you can do everything we'll cover.

• This website was built exclusively with Claude Design.

  The website you're reading right now was created using the same tools you'll learn in the workshop — you'll leave knowing how to build something similar yourself.

Hetas doesn't teach AI from a tech background — he teaches it from a practice that runs on it.

As a licensed business broker and advisory founder, he uses Claude daily on real client work: valuations, cashflow diagnostics, engagement letters, compliance workflows. He's built the systems, tested the boundaries, and worked out where the lines are — so you don't have to.

He's not here to impress you with what AI can do. He's here to show you what it can do for your practice, within your obligations, starting Monday.

5 custom Claude skills built for YOUR profession — not generic prompts everyone gets.

Install in one click — they work every time you need them.

A ready-to-use paragraph for your engagement letters that discloses AI use and obtains client consent. Written for your profession's standard letter format. Reviewed, practical, yours to keep.

A one-page flowchart: before you put client data into Claude, run through these checks. Covers APP 8 disclosure, APES 110 confidentiality, consent, and data handling. Pin it next to your monitor.

A pre-written instruction block tailored to your profession. Paste it into Claude and it immediately behaves like a professional assistant who understands your industry, your obligations, and your communication style.

A pre-structured Claude Project for your practice — folder structure, custom instructions, initial context. Clone it and start working on real client tasks immediately.

How to organise your Claude work so nothing gets lost — when to start fresh, how context windows work, how to separate thinking from building, and how to keep Claude on track across multiple sessions.

What to share with Claude, what never to share, how to limit access, and backup practices. One page. No jargon.

Invitation to the private practitioners-only group. Post-workshop support, shared use cases, weekly tips, and a direct line to the facilitator when you get stuck.

Some familiarity with Claude or ChatGPT is helpful but not required. We don't spend the morning on basics — we get you set up properly and move into real work quickly. If you've never used AI at all, reach out before applying and we'll point you to a few things to try first.

Claude by Anthropic. We chose it because it has the strongest privacy and data handling options for professionals working with confidential client information. You'll need a Claude account — we'll help you set one up before the day.

Not currently. The content is designed to meet the substance of continuing professional development in AI governance and practice management. We're exploring accreditation pathways — check with your professional body for formal recognition.

We'll touch on how Gemini, ChatGPT, and Grok compare so you leave with a clear view of the landscape, but all hands-on work is with Claude — the platform we use and trust for professional work.

A laptop with a Claude account (paid plan preferred). We'll send you a setup guide before the day covering exactly what to prepare — including setting up a free Cloudflare account for the website deployment.

Yes — the seat is transferable to a colleague in the same profession who meets the application criteria.

If by the end of the day you genuinely feel it didn't deliver, tell us and we'll refund your seat in full. No drama. Tickets are otherwise non-refundable but transferable.

Brisbane, QLD. The exact venue is confirmed when your application is accepted. Apply and we'll let you know the next available date.

Two reasons. We only accept regulated financial professionals — brokers, accountants, and financial advisors — so the compliance content and tools are directly relevant to everyone in the room. And we cap at 12 so you get real attention, not a lecture. The application ensures the room is right for you — and you're right for the room.

Yes. The core skills — setting up Claude properly, compliance frameworks, building with AI, deploying a website — apply across all financial professions. The compliance teaching covers APP 8, NCCP, APES 110, and FASEA so every profession is addressed. And your handover toolkit (skills pack, custom instructions, templates) is built specifically for YOUR profession. You'll also learn from seeing how other financial professionals use AI — brokers and accountants already work in referral ecosystems, and the cross-pollination is a bonus.