Exhibit Hall Classroom: AI in Action: Exploring the Use of ChatGPT in Financial Planning
AI in Action: Exploring the Use of Chatgpt in Financial Planning
Wednesday, September 27, 2023
2:15 PM – 2:45 PM MST
Location: PCC: Exhibit Hall Classroom
CE: .5 CFP CE Credit(s)
This session delves into the potential of AI in financial planning, focusing on the practical applications and limitations of ChatGPT, a state-of-the-art AI language model. Attendees will learn how ChatGPT can enhance client communication, education, and operational efficiency in financial planning practices, while also gaining insight into the challenges posed by AI integration.
Learning Objectives:
Understand the practical applications of ChatGPT in financial planning and how it can enhance client communication and education.
Gain insight into the limitations and challenges of using AI in financial planning.
Learn how AI can assist, not replace, financial planners in their practice.
