Integrating AI in Financial Planning Education

Artificial intelligence (AI) is transforming the financial planning profession — how can the classroom prepare? Join distinguished faculty from select CFP Board Registered Programs for a forward-looking discussion on how AI is being integrated into financial planning education. Panelists will share practical strategies, lessons learned and insights on preparing students for an AI-enabled profession.

Participants in this webinar will:

• Compare and contrast implementation approaches for AI integration in the classroom;
• Explore how to select the integration approach that best fits the needs of the students and the resources available in their institution;
• Identify the challenges associated with AI implementation in their institution;
• Learn about the impact of AI integration on teaching and faculty development;
• Identify opportunities to develop instructional policy that facilitates the integration of AI in the classroom; and
• Discuss the future of AI in financial planning education and identify how Registered Programs can adapt to align with evolving expectations.