Will AI Take My Job?: 8 Artificial Intelligence Tools to Supercharge Your Financial Planning, Counseling and Education Practice

Artificial Intelligence (AI) is rapidly reshaping the financial services landscape, offering powerful tools to improve efficiency, communication, and client engagement. For financial planners, educators, and counselors, AI can serve as a valuable ally—helping streamline tasks, enhance productivity, and deliver more effective client experiences. However, to harness its potential responsibly, professionals must understand not only how to use AI tools but also their limitations, ethical considerations, and best practices for integration into financial planning and counseling. This session will introduce practical applications of AI-powered tools, such as ChatGPT, tailored to the needs of AFCPE® practitioners. Participants will explore how AI can be used to practice client conversations, improve communication strategies, summarize research findings and meeting notes, visualize complex financial data, and create engaging, impactful presentations. The program will also highlight considerations around data privacy, accuracy, and professional responsibility when incorporating AI into practice.