

Beyond Chat: Claude for Finance and Investment (WA-201A)
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WA-201A · Level 2 · The finance edition of Beyond Chat
You already know how to chat with AI. This course teaches you to put Claude to work on the decisions that matter most: your income, savings, CPF, property, insurance and investments.
Why join?
Go beyond chatting: learn to delegate real work to Claude, using your own money questions as the material
Master Claude's power tools such as Cowork: Claude's autonomous desktop agent that plans, executes and delivers finished work while you step away
Apply Claude to your personal finances, Singapore style, drawing on a decade of the 1M65 Movement
Level 2 course: builds on our AI Mastery and Foundations series, which sold out. No coding needed.
Format
Full Day: 09:00 – 18:00
Venue: Lecture Theatre [Level 2], Lifelong Learning Institute (right beside Paya Lebar MRT)
Hands-on throughout: bring your laptop and follow along
What to bring
A laptop (not tablet or phone)
Your laptop charger. Power outlets are available at the venue.
Before class (required)
Subscribe to Claude Pro (USD 20/month) at claude.ai/upgrade
Download the Claude Desktop app from claude.com/download
Detailed setup instructions will be emailed to registered participants prior to the course commencement
Questions
For general questions, email us at support at wellty dot ai.
Ready to take your AI skills to the next level? Sign up — seats are limited.