All Modules 101 Prompting Projects Skills
The VPF Lab

AI Training Hub

Four modules that take you from "I've never used this" to building reusable AI workflows for your practice. Built on your team's actual processes.

Learning Path
1

ChatGPT 101

Start here -- no experience needed

What ChatGPT is, how the interface works, which model to use for what, and your first conversation.

Interface Tour Two Models Quick Reference First 5 Minutes
15 min read
2

Prompting

Get useful output on the first try

The CTCO framework, copy-paste prompt templates for every VPT role, and the 5 mistakes that waste your time.

CTCO Framework 8 Prompt Templates Copy to Clipboard Common Mistakes
20 min read
3

Projects

Stop re-explaining yourself every chat

Set up persistent workspaces with VPT's voice, compliance rules, and meeting types built in. Plus Memory setup.

Create Projects Instructions File Uploads Memory
15 min read
4

Skills

Build workflows that run the same way every time

Create reusable, shareable AI skills that automate your most repetitive tasks across the whole team.

Create Skills Share with Team VPT Skill Ideas Admin Controls
10 min read

Compliance reminder: Never enter full client names, Social Security numbers, account numbers, or specific portfolio holdings into ChatGPT. First names only when necessary. Anonymized situations are safe. This applies to every module and every prompt in this training. When in doubt: would you be comfortable if this text showed up in an SEC audit?

Built for your schedule

Each module is 10-20 minutes. Do one per day this week, or binge them all in an hour. Every prompt is copy-paste ready so you can practice immediately.

VPT-specific, not generic

Every example uses your meeting types, client scenarios, and compliance rules. This is not a YouTube tutorial with "write me a poem" examples.

For the whole team

Advisors, ops, marketing, and executive support each get role-specific prompts and project setups. Everyone starts from the same foundation.