CAA™ Curriculum

Eight modules. Twelve weeks. One credential.

The Certified AI Advisor curriculum is built around eight modules, each delivered in a working evening session and reinforced with practical homework you can apply at your day job the same week. Below: every module, in full.

Module 01

Foundations of Modern AI & LLMs

The first module is a working foundation in modern AI, what a large language model actually is, how it differs from the chatbot era that preceded it, and where the current frontier sits. We cover the major model families (OpenAI, Anthropic, Google, Meta, Mistral, Cohere), the practical differences between them, and the conceptual building blocks an advisor needs: tokens, context windows, embeddings, retrieval, multimodality, and the economics of running these systems at scale. By the end, you will be able to explain to a senior client why a $30/month assistant and a $30,000/month enterprise deployment can both be the right answer depending on context.

Module 02

Advanced Prompt Engineering

Prompting is not a personality trait, it is a discipline, and the gap between an amateur prompt and a professionally engineered one is the gap between an AI demo and an AI deployment. Module two covers structured prompting, role and persona design, few-shot patterns, chain-of-thought reasoning, evaluation engineering, prompt libraries, version control, and the unglamorous skill of debugging a prompt when it stops working. You will leave with a personal prompt library worth, conservatively, several months of saved time.

Module 03

Building Intelligent AI Agents

An agent is a language model with tools, memory, and the ability to take actions in the world. Module three walks through the agent design pattern from first principles, planners, tool calls, memory, evaluation loops, and then builds a working multi-step agent in front of you. We cover the major frameworks (LangGraph, the OpenAI Assistants API, Anthropic's tool-use patterns, and lightweight in-house orchestration), with explicit guidance on which framework is appropriate for which problem. You will ship a working agent before the module ends.

Module 04

Workflow Automation with n8n & Zapier

Most useful AI deployments are not single chat sessions, they are pipelines that connect models to calendars, inboxes, CRMs, spreadsheets, and databases. Module four is a deep working session in n8n and Zapier, the two automation platforms most relevant to Canadian SMBs. We cover trigger design, authentication patterns, conditional logic, error handling, and the under-discussed art of building automations that a non-technical client can maintain after you hand them over.

Module 05

AI-Powered Content, Video & Web

The content layer is where many of our advisees see their first meaningful ROI. Module five covers AI-assisted writing at a professional standard, the current state of AI image generation (Midjourney, Imagen, Ideogram, the Adobe stack), video generation and editing (Runway, Pika, Descript), AI-augmented web work (Cursor, v0, Webflow's AI features), and a critical look at where these tools are actually good and where they still embarrass you in front of a client.

Module 06

Custom AI Tools for Specific Industries

Generic AI advice is mostly worthless. Module six is six industry mini-lectures, taught by guest practitioners working in each: professional services, real estate, healthcare, insurance and brokerage, retail and e-commerce, and construction and trades. Each mini-lecture covers the specific workflows that actually move the needle in that industry, the regulatory environment, the typical objections from senior leadership, and a worked example of a real CBEA-graded engagement.

Module 07

AI Ethics, Privacy & Canadian Compliance (PIPEDA, AIDA)

If you cannot speak confidently about privacy, you cannot be a serious advisor in Canada. Module seven is a working briefing on PIPEDA, the proposed Artificial Intelligence and Data Act, the OPC's published guidance on AI, provincial private-sector privacy law in Quebec, BC and Alberta, and the practical document templates a CAA™ uses on every engagement: a data inventory, a vendor review, an AI risk register, and a client-facing privacy memo. Co-taught with Canadian privacy counsel.

Module 08

Capstone Advisory Engagement

The capstone is a four-week paired engagement with a real Canadian small or mid-sized business. CBEA sources the client, you scope the engagement, and you produce four deliverables: a current-state audit, a recommended workflow design, a privacy and risk review, and a final executive presentation. Your work is reviewed by senior faculty and graded against the published CAA™ rubric. Pass the capstone, and you are a Certified AI Advisor.

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