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Find answers to common questions, explore platform features, or reach out to our support team.

Platform Features

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Learning Modules

Structured curriculum with lessons, examples, and knowledge checks designed specifically for financial advisors.

Start Learning
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Spaced Repetition

Review system that schedules concepts at optimal intervals for long-term retention.

Review Cards
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Prompt Builder

Interactive tool to practice and refine your prompting skills with real-time feedback.

Build Prompts
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Knowledge Dashboard

Track your mastery of individual concepts and identify areas for improvement.

View Dashboard
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Progress Tracking

Monitor your learning journey with streaks, achievements, and retention scores.

My Progress
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AI Tutor Aria

Get instant help and answers to your questions from our AI learning assistant.

Click chat button

Frequently Asked Questions

🚀Getting Started

After signing up and completing the onboarding questions, you'll be taken to the Learn page where you can start with the AI Foundations module. We recommend completing modules in order, as each builds on concepts from the previous ones.

Start with AI Foundations to understand the basics, then move to Prompt Basics to learn effective prompting techniques. After that, you can explore specialized modules like Copilot in Excel, Client Communications, or AI Compliance based on your immediate needs.

The full curriculum takes approximately 6-8 hours to complete. However, we recommend spreading this over several weeks, completing 15-20 minutes per day. This approach improves retention through spaced learning.

While we recommend following the suggested path, you can access any unlocked module. Some advanced modules require completing prerequisites to ensure you have the foundational knowledge needed.

📚Learning & Modules

Each lesson includes an introduction, learning objectives, rich content with images and examples, step-by-step guides where applicable, key takeaways, and knowledge check questions. Some lessons also include practice prompts you can try in our Prompt Builder.

Yes, some modules require completing earlier modules first. The Learning Path view shows these dependencies. Prerequisites ensure you have the background knowledge to succeed in advanced topics.

After reading through the lesson content, you'll see a "Mark as Complete" button at the bottom. If the lesson has a knowledge check, you'll need to score at least 70% before you can mark it complete.

Absolutely! You can revisit any completed lesson at any time. This is encouraged for review and to refresh your memory on key concepts.

🏆Achievements & Progress

Mastery tiers represent your overall AI proficiency level: Foundational, Developing, Proficient, Advanced, and Expert. You progress through tiers by maintaining a high retention score, completing lessons, and earning achievements.

Your retention score is based on four factors: review accuracy (how well you perform in spaced repetition reviews), concept retention (how well you maintain knowledge over time), review consistency (how regularly you complete reviews), and streak bonus (bonus points for learning streaks).

Achievements are earned by reaching milestones like completing your first lesson, finishing modules, maintaining streaks, achieving high retention scores, and mastering concepts. Check your dashboard to see available achievements and your progress toward earning them.

If you miss a day, your current streak resets to zero. However, your longest streak is preserved and displayed as a personal best. Don't worry - streaks are meant to encourage consistency, not create stress. Just start again!

🔄Spaced Repetition

Spaced repetition is a learning technique where you review concepts at increasing intervals over time. This is scientifically proven to improve long-term retention. Our system schedules reviews at optimal times based on how well you know each concept.

Go to the Review page from the navigation menu. You'll see how many cards are due for review. During a review session, you'll rate how well you remembered each concept, and the system adjusts future review timing accordingly.

We use the SM-2 algorithm, which adjusts intervals based on your performance. If you remember a concept easily, the next review is scheduled further out. If you struggle, reviews come sooner to reinforce the concept.

Rate each card from 1-5: (1) Complete blackout - didn't remember at all, (2) Incorrect - remembered incorrectly, (3) Difficult - remembered with difficulty, (4) Good - remembered with some effort, (5) Easy - remembered effortlessly. Be honest for the best results.

⚙️Account & Settings

Go to Settings from the user menu to update your profile information, learning preferences, and notification settings.

Yes, you can update your skill level in Settings. This affects the curriculum recommendations you receive, though all content remains accessible.

Yes, we take data security seriously. Your personal information is encrypted, and we follow industry best practices for data protection. We do not share your data with third parties without your consent.

You can reach our support team by using the Aria chat assistant (click the chat button), or email support@ailearn101.com. For urgent issues, contact your organization administrator.

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Still need help?

Our AI tutor Aria is available 24/7 to answer your questions. Click the chat button in the bottom right corner to get started.