The demand for planners to learn how to prepare for AI in financial planning continues to grow as clients’ expectations of services increase and their willingness to pay for asset management decreases. The contributors of the January's Journal of Financial Planning will discuss the anticipated changes, and be ready to answer questions to help planners learn how to adopt phases of leveraging scaled technology now and in the future, preparing practices and clients for the technology shift. It will include an audience Q and A, and be moderated by an FPA volunteer.


Level of Complexity: Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject