Artificial intelligence is quickly becoming an essential tool for financial professionals—but getting meaningful results requires knowing how to use it effectively. In this practical webinar, Financial Experts Network founder Tom Dickson will demonstrate how financial planners can use AI to research complex issues, evaluate information, organize ideas, and create polished client presentations more efficiently. He will also share important guidelines for asking better questions, verifying AI-generated information, and avoiding common mistakes.
Tom will also provide a guided tour of the Financial Experts subscriber dashboard, showing participants how to monitor their CFP® and IAR continuing education credits, register for and attend live webinars, access CE-eligible self-study programs, and take full advantage of the educational resources included with their subscription. The program will conclude with a preview of upcoming IAR CE programs and the Retirement Accounts Masterclass launching in October. Attendees will leave with practical strategies for using AI more confidently and a clearer understanding of how Financial Experts can help them stay informed, satisfy their CE requirements, and continue growing professionally.
