AI, Prompt Engineering and Financial Planning

Prompt engineering for financial planners is designed to equip financial planners with the tools to harness AI like ChatGPT effectively. This course does a deeper dive on prompt engineering — a critical skill for customizing AI responses. Led by industry experts Eric Ludwig and Chet Bennetts, this session provides live demonstrations of ChatGPT, focusing on practical applications in marketing, client communication, and financial planning. Attendees will learn how better prompt engineering can streamline their practice, providing a hands-on understanding of how to leverage AI for efficiency and client engagement. Additionally, the course will address the responsible use of AI, highlighting best practices for integrating technology ethically and effectively.