The Growing Influence of AI in the Industry & How Advisors Can Use It

1 Hour CFP®, CIMA®, CPWA®, RMA®

The Growing Influence
of AI in the Industry

Plus How Advisors Can Use It

Earn free CFP CE credits while learning cutting-edge AI techniques to boost your financial planning strategies. In this course, learn about the functionalities of ChatGPT, exploring how to leverage its capabilities for various applications, from content creation to problem-solving. Emphasizing dos and don'ts, the audience will gain insights into ethical and responsible AI usage. Drawing parallels to previous industrial revolutions, the talk will discuss how the advent of AI, exemplified by ChatGPT, transforms communication and problem-solving akin to past revolutionary shifts in industry and technology.

Free CE Course

Course Details

3 Lessons
5 Videos
1 Quiz
50 Minutes
1 CE Credit (1 Hour CFP®, CIMA®, CPWA®, RMA®)

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Who Is This For?

Advisors who want to integrate AI tools like ChatGPT into their practice to enhance client interactions and streamline operations
Advisors looking for practical, cutting-edge knowledge that can help grow their business
Advisors looking to provide more value to their clients through the responsible and ethical use of AI

What Will I Learn?

The overall functionality of ChatGPT along with how the revolution of AI we’re currently experiencing is similar to that of revolutions of our past
Understand important do’s and don’t when using artificial intelligence overall
Understand best practices for utilizing ChatGPT in your daily life and how it can be beneficial to you

38% of advisors

consider AI the most disruptive technology trend facing the industry over the next 3 years.¹

Course Curriculum

What is ChatGPT and What It Isn’t
We’ve Been Here Before

Positive and Negative Uses of AI – Part 1
Positive and Negative Uses of AI – Part 2

Conclusion

ChatGPT Cheat Sheet for Advisors

Continuing Education Quiz: This course qualifies for 1 hour of CFP, CIMA, CPWA, RMA continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.

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Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.