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Artificial intelligence, or AI, in the media and workplace conversations is pervasive. Some people say that it’s going to be among the biggest disruptions to our personal and work lives that we’ve experienced – like the industrial revolution, which brought progress, efficiency and ingenuity to our economic and social systems. Others are fearful that it will disrupt our way of life and create robots that will not only take our jobs, but also impact our well being in negative ways. This presentation will only cover a small part of the ethical considerations relating to AI – we will focus only on Chat GPT and similar generative AI products, and how their features might impact clients, advisors, and other stakeholders in financial services
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Develop an understanding of ChatGPT, and other similar AI products
- Gain insight into categories of ethical issues of certain generative AI products
- Acquire a practical tool for navigating ethical considerations in the workplace relating to these tools
Presenters
Azish Filabi, JD, MA
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 ethics 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 Ethics in Financial Services: Ethical Considerations of ChatGPT
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