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Prompt engineering for financial planners is designed to equip financial planners with the tools to harness AI like ChatGPT effectively. This course does a deeper dive on prompt engineering — a critical skill for customizing AI responses. Led by industry experts Eric Ludwig and Chet Bennetts, this session provides demonstrations of ChatGPT, focusing on practical applications in marketing, client communication, and financial planning. Viewers will learn how better prompt engineering can streamline their practice, providing a hands-on understanding of how to leverage AI for efficiency and client engagement. Additionally, the course will address the responsible use of AI, highlighting best practices for integrating technology ethically and effectively.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Understand the Role and Functionality of AI and Prompt Engineering in Financial Planning
- Develop Skills in Crafting and Utilizing Effective Prompts
- Recognize and Apply Ethical and Responsible AI Practices
Presenters
Eric T. Ludwig, PhD, CFP®, RICP®
Chet R. Bennetts PhD, CFP®, ChFC®, CLU®, RICP®, CLF®
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
AI, Prompt Engineering and Financial Planning
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