RFF Academy, Royal Family FinanceBack to the Masterclass

AI Masterclass

Register for Your Group

Registration for the AI Masterclass pilot. This pilot is for Royal Family Finance team members and people Charming has invited. We check each registration against our list before we confirm a place.

The AI Masterclass pilot is free. We will not charge you for it.

To follow along in class and fully set up your team the way we do it, you will need a paid Claude plan.

Choose one group. Each group is four live sessions of 2 hours each, in Central Time (CT).

Registering does not hold a seat unless your confirmation email says it does.

The registration page is hosted by HighLevel, our customer platform, not by this site.

The Class Agenda

Four live sessions, 2 hours each, in the week you choose. Dates announced soon.

Show times for your week:

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until Session 1 begins

Claude is not a chat window

  1. StartDoors open, and the class app in 5 moves10 min

    You'll post, reply, and find the live room and the questions channel. Then a quick check-in: your name, Mac or Windows, and one task you want help with.

  2. 10 min inWhy I'm teaching this15 min

    How someone who doesn't code built an AI team by having Claude teach him step by step.

  3. 25 min inClaude has a brain20 min

    The parts of an AI teammate (instructions, memory, skills, connectors, a body and triggers), and which parts each of your 3 tasks needs.

  4. 45 min inFrom five chats to an ecosystem15 min

    How separate chats turn into a team with one job each, a shared memory, and work that starts without you.

  5. 1 hr inYour clients' data10 min

    The class rule, right before you connect anything: no client information goes into the tools we set up in class. Plus how to find where your firm says client documents belong.

  6. 1 hr 10 min inConnect your tools and set up a morning brief35 min

    A short checklist, then Gmail, Calendar and Drive on your personal accounts, not an account that holds client information, and a morning brief set to arrive on its own every weekday. On Outlook or Yahoo? You start your voice skill instead.

  7. 1 hr 45 min inQuestions and catch-up10 min

    Time to finish any connector that's still going, with answers from the questions channel.

  8. 1 hr 55 min inClose5 min

    Your homework for tonight, and a quick check that your morning brief is set to arrive on its own tomorrow.

Times are a guide. We move at the room's pace, and the catch-up time in each session absorbs anything that runs long. Each session is booked for 2 hours.

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