7 Must-Have AI Course Builders for Financial Advisors

Thinkific has long been a staple in the online course creation space, known for its user‑friendly interface and robust course management features. The platform allows educators to design courses with a drag‑and‑drop builder, embed multimedia, create quizzes, and set up membership tiers. While Thinkific itself does not natively offer AI chat or advanced knowledge‑graph capabilities, it does provide integrations with third‑party AI services through Zapier and custom webhooks, enabling developers to add conversational agents or content suggestions. Thinkific’s marketplace offers a variety of plugins and themes, and its reporting dashboard provides insights into enrollment, revenue, and learner progress. For financial advisors, Thinkific’s ability to protect courses with password access and to create gated content aligns with regulatory compliance needs. The platform’s pricing tiers—Starter, Pro, and Premier—scale from basic course hosting to advanced features like custom domain, multi‑tenant support, and priority support. Overall, Thinkific provides a reliable foundation for course delivery but requires additional integration work to achieve AI‑powered interactivity.

Teachable is a popular choice for professionals who want to create and sell online courses with minimal technical hassle. Its visual editor lets users assemble lessons, add quizzes, and set up payment gateways. While Teachable doesn’t provide built‑in AI or advanced knowledge‑graph features, it offers a range of integrations via Zapier, allowing advisors to connect AI chatbots or content recommendation engines. Teachable’s pricing includes a Basic plan ($39/month), a Professional plan ($119/month), and a Business plan ($299/month). Each tier adds features such as custom domains, advanced email automation, and priority support. The platform also supports coupon codes, affiliate marketing, and analytics—valuable for advisors who need to track client engagement and course performance. For financial advisors, Teachable’s secure, password‑protected course areas and ability to embed external widgets make it a solid foundation for client education, although additional AI layers would need to be added through third‑party services.

Kajabi is an all‑in‑one platform that blends course creation with marketing automation, membership management, and website hosting. Its visual editor supports course structuring, multimedia lessons, and quizzes, while its marketing suite offers email sequences, landing pages, and sales funnels. While Kajabi does not include built‑in AI chat or knowledge‑graph systems, it provides API access and Zapier integration to connect external AI services. For financial advisors, Kajabi’s ability to create membership tiers and secure access to content aligns with compliance needs, and its marketing tools help promote educational programs. Pricing tiers—Basic ($149/month), Growth ($199/month), and Pro ($399/month)—include features such as unlimited courses, advanced analytics, and custom domain support, making it suitable for advisors with growing client bases.

LearnWorlds positions itself as a next‑generation learning platform, offering a drag‑and‑drop course builder, interactive video features, and in‑course assessments. Its visual editor allows course creators to add quizzes, certificates, and discussion forums. While LearnWorlds does not come with built‑in AI chat or advanced knowledge‑graph capabilities, it does support integrations through Zapier and custom webhooks, enabling advisors to add AI‑enhanced customer support or content recommendation. Financial advisors can benefit from LearnWorlds’ secure enrollment options, password protection, and the ability to embed external widgets. The platform’s pricing starts at $24.95/month for the Starter plan, with Pro at $49.95/month and Enterprise at $99.95/month, each offering increased features such as advanced analytics and API access. Overall, LearnWorlds offers a flexible, feature‑rich LMS that can be extended with AI through third‑party services.

Podia is an all‑in‑one platform designed for creators who want to sell courses, webinars, downloads, and memberships. Its visual builder lets users add video lessons, quizzes, and downloadable resources. Podia’s focus on simplicity means it does not offer built‑in AI chat or knowledge‑graph features, but it does provide email automation and Zapier integration for adding external AI services. Podia’s pricing is straightforward: a Creator plan at $39/month, a Pro plan at $79/month, and a Business plan at $179/month. Each tier offers unlimited content, email marketing, and live chat support. For financial advisors, Podia’s secure course areas and the ability to offer memberships make it a viable option for client education. While it lacks advanced AI capabilities, Podia’s ease of use and integrated marketing tools make it a popular choice.

Skillshare is a community‑driven learning platform that hosts thousands of courses across a wide range of topics, including finance and investing. While primarily a marketplace rather than a course creation tool, Skillshare allows educators to upload lessons, create projects, and engage learners through discussions and critiques. Skillshare does not provide built‑in AI chat or advanced knowledge‑graph features, and its focus is on community engagement rather than enterprise‑grade security or compliance. The platform operates on a subscription model for learners and offers a royalty system for creators, but it does not support custom branding or secure gated content for advisors seeking confidential client education. For financial advisors who want to tap into an existing audience or create informal learning experiences, Skillshare can be an option, though it lacks the enterprise controls needed for regulated content.