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Description
As artificial intelligence (AI) continues to reshape the financial services industry, understanding its impact is crucial for advisors looking to stay ahead of the curve. In "AI and the Future of Advice," fintech expert Jason Pereira examines how AI is influencing the delivery of financial advice, transforming client-advisor relationships, and streamlining operational processes. This session will explore current trends, practical applications, and ethical considerations of AI in financial planning. Advisors will leave with actionable strategies to leverage technology effectively while maintaining a client-centric approach that aligns with CFP Board standards.
Learning Objectives
Identify the role of AI in financial planning and assess its potential to enhance the delivery of advice, in alignment with CFP Board's focus on advancing client outcomes. Apply AI tools and technologies to improve data analysis, streamline financial planning workflows, and support informed decision-making.Evaluate the ethical considerations surrounding the use of AI in financial planning, including client confidentiality, data security, and the fiduciary duty to act in clients’ best interests.