Professional groups.
Choose an editable professional workflow for your work context. Establish real source material and human review boundaries first, then download the relevant complete Skill package or stored related Skills.
Choose the task in front of you, not a label for yourself
These 23 groups are work-context entry points, not a judgment of identity, seniority, or professional qualification. Enter through the task closest to today, or compare several groups.
Choose a professional group
Choose quickly by the task at hand. If unsure, compare the two or three closest groups; no occupation declaration is required or stored.
E-commerce, finance & compliance
Sales & client advisory
Professional services
Design, content & media
Organization & product
Investment advisor
- Roles and service work
- Licensed advisers, advisory assistants, wealth-operations staff, client service, and compliance support.
- Real day-to-day task
- Organize authorized client material, formal assessment versions, product documents, communications, and complaint escalation cues.
- Minimum input
- Minimum: one authorized, de-identified or public sample, the task goal, recipient, and deadline; label unknowns as open checks.
- What you get
- A client-material index, product-communication check, and items for licensed review.
- What it does not replace
- It does not replace suitability conclusions, investment advice, trade instructions, return promises, or licensed review.
For students and career switchers: try one small task
No real customer, patient, transaction, or confidential material is needed. Use a public, fictional, or de-identified safe sample to learn the role’s document structure and checking habits.
Use fictional client material only to practice checking product-document versions and risk disclosures.
Four-step guide
- 01
What to review first
Start by confirming authorized data, formal assessment status, product-document versions, communication purpose, applicable jurisdiction, and the responsible licensed reviewer.
For whom: Fits licensed advisers and advisory support staff who need compliant, traceable workflows for client preparation, product communications, periodic reviews, and complaint handling.
What comes up: KYC records, formal risk assessments, product documents, and communications are often fragmented, while administrative drafts must never become suitability conclusions or performance promises.
- 02
What to download first
The complete ZIP and detail link appear once the original Skill is merged into the catalog.
skills-si-investment-advisory-workbench
skills-si-investment-advisory-workbench
Investment advisory workbench for licensed advisors: KYC and constraint records, multi-scenario allocation drafts, product checks, risk disclosure, review reports and wording self-checks; not investment advice.
Original source & licenseskills-si/original-skills · skills-si-investment-advisory-workbench · MIT
- 03
What to prepare
Prepare authorized real material, applicable current rules, the recipient, and deadline; de-identify sensitive information or obtain permission first.
- 04
Pre-delivery check & next step
Before delivery, verify assessment source and currency, product risk and fee versions, disclosures, conflicts, open items, and review status.
After download, retain sources and open checks in the template; the responsible qualified person makes the final judgment and sign-off.
Original Skills are written by Skills-SI with AI assistance, MIT licensed, and supplied as editable workflows/templates; they have not received independent human professional review or been tested in real Agent runs.
For high-risk professions—finance, investment advice, banking, compliance, law, medicine, biopharma, cost engineering, architecture, HR, real estate, and journalism—output is only a draft for review by licensed or qualified professionals. It is not investment, legal, medical advice, or an approval decision.
No efficiency, income, or business outcome is guaranteed.