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Concurrent Session Onsite and Online

PFP2307. Navigating Uncharted Opportunities with AI and Personal Financial Planning

Join our panel discussion featuring CPA financial planning practitioners and FinTech providers as they explore the benefits, risks and possibilities of AI-powered financial planning. Discover how AI is transforming the industry and learn how to leverage this technology to offer more personalized, efficient, and effective financial planning services to your clients.

Learning Objectives:

  • Understand the current landscape of AI-powered financial planning and its impact on the industry.
  • Learn about the benefits and risks associated with using AI in financial planning, and how to manage these risks.
  • Explore how AI-powered tools can help you build more personalized client relationships.
  • Discover how AI can improve the efficiency and effectiveness of your financial planning processes.
CPE Credits
NASBA Field of Study
Computer Software and Applications
3-4 years in the Profession
Advanced Preparation
Session Tags