AI is going to change the world, at least that’s what’s being reported. But how will it change the financial planning process? How you serve and support clients.
Join financial planners Eric Ludwig and Chet Bennetts when they share how they use AI tools to generate recommendations for investment portfolios and other financial strategies. They will show you how they have refined their prompts when using AI.
Key Points of Discussion
1. Introduction to Generative AI: Uncover the basics of generative AI technology and its revolutionary impact on the financial industry. Learn how these tools are not just automating tasks but are transforming them to add unprecedented value.
2. AI-Driven Financial Planning: Dive deep into how generative AI is being integrated into financial planning. From automated data analysis and risk assessment to personalized financial advice, discover how AI can handle complex calculations and scenarios much faster than traditional methods.
3. Improving Client Interactions: Explore how AI tools like ChatGPT can free up time for financial advisors by handling routine inquiries and operational tasks, allowing them to focus on providing more personalized and strategic advice to their clients.
4. Case Studies: Examine practical examples and case studies where financial advisors have successfully implemented AI tools to enhance efficiency, accuracy, and client satisfaction in their financial planning processes.
5. Navigating Challenges: Address the challenges and limitations of implementing AI in financial planning. Discuss strategies to integrate human expertise with AI capabilities to maximize benefits and mitigate risks.
*CE/CPE Eligible: 1.0 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1.0 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
