Section	Candidate Type	Eligible?	Typical Requirement	Notes
Primary fit	financial advisors, planners, and wealth management teams	Yes	Basic familiarity with AI for financial advisors	Primary target group for this course.
Primary fit	Team leads and managers	Yes	Experience coordinating team workflows	Strong fit for building shared prompt systems and execution standards.
Primary fit	Individual contributors in related roles	Yes	Interest in AI-assisted productivity	Can apply modules directly to day-to-day tasks.
Adjacent backgrounds	Professionals transitioning into this domain	Yes	Domain basics are helpful	Course structure supports onboarding into role-specific workflows.
Adjacent backgrounds	Operations, admin, or support specialists	Yes	Comfort with process-oriented work	Useful for documentation, coordination, and quality-control tasks.
Adjacent backgrounds	Freelancers and consultants	Yes	Client-facing delivery experience	Helpful for faster turnaround and standardized deliverables.
Experience level	Absolute beginners with no prior AI background	Yes	No strict prerequisite	Starts from practical basics and ramps up with repeatable templates.
Experience level	Mid-level practitioners	Yes	Current role-based workflow ownership	Best fit for improving consistency, speed, and collaboration.
Experience level	Senior leaders and decision-makers	Yes	Process improvement responsibility	Useful for system design, governance, and team-wide adoption.