Advice Standards

Q: What is a Claude Code skill and how does the Advice Standards skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Advice Standards is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Content category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Content · Sub-category: content-misc · Last updated: 2026-06-13

Determine when a product, platform, or communication crosses the regulatory line from education into investment advice requiring investment adviser registration. Use when the user asks about the definition of investment advice under Advisers Act Section 202(a)(11), whether a fintech feature or AI chatbot constitutes advice, the publisher's exclusion for newsletters or model portfolios, the broker-dealer solely incidental exclusion, adviser registration thresholds and exemptions, or DOL education vs advice safe harbors. Also trigger when users ask 'do I need to register as an investment adviser', 'does this app give investment advice', 'is this tool just education or advice', 'robo-adviser registration', or 'disclaimer language for financial content'. (For what triggers a 'recommendation' under Reg BI, use reg-bi.)

From the source SKILL.md

Regulatory status current as of June 2026 — verify effective dates, dollar thresholds, and pending rulemakings against current SEC/FINRA/FinCEN sources before advising.

What this skill does

Advice Standards is a community-contributed Claude Code skill in the content-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/advice-standards/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when the user asks about the definition of investment advice under Advisers Act Section 202(a)(11), whether a fintech feature or AI chatbot constitutes advice, the publisher's exclusion for newsletters or model portfolios, the broker-dealer solely incidental exclusion, adviser registration thresholds and exemptions, or DOL education vs advice safe harbors. Also trigger when users ask 'do I need to register as an investment adviser', 'does this app give investment advice', 'is this tool just education or advice', 'robo-adviser registration', or 'disclaimer language for financial content'.

Who uses this skill

The Advice Standards Claude Code skill is built for content creators, marketers, copywriters, SEO professionals, and editorial teams. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 116,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/advice-standards
curl -L https://claudskills.com/skills/advice-standards/SKILL.md \
  -o ~/.claude/skills/advice-standards/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/advice-standards/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/advice-standards/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\advice-standards\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Advice Standards Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/advice-standards/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Advice Standards skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Advice Standards skill?

Use Advice Standards when your Claude Code task falls under the Content category — specifically in the content misc area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Advice Standards" or describe the task and let Claude pick). Browse related skills at /category/content/.

What is a Claude Code skill and how does the Advice Standards skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Advice Standards is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Content category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/JoelLewis/finance_skills/blob/dbac85d0199df52d9b072d02235eec1ebca31db3/plugins/compliance/skills/advice-standards/SKILL.md
License: MIT
Author: JoelLewis

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

JoelLewis. (2026). Advice Standards [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/advice-standards/

BibTeX

@misc{advice-standards-2026,
  author    = {JoelLewis},
  title     = {Advice Standards [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/advice-standards/}
}

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