AI, Prompt Engineering, and Financial Planning
Our thought leaders present on the intersection of AI and financial planning, including how the science of prompt engineering can empower you with the skills to use AI to its greatest potential in your workplace and on behalf of the clients you serve. College and CFP® CE credit is available!
This webcast is only open to members of The College’s Professional Recertification Program (PRP) and available in Knowledge Hub+. Log into Knowledge Hub+ via your Learning Hub.
Presenters
What is Knowledge Hub+?
Knowledge Hub+ is a just-in-time learning and CE platform developed by The American College of Financial Services exclusively for The College's Professional Recertification Program members that curates the wisdom of leading academics, change-makers and innovators, financial planning experts, and practice management leaders into one easy-to-use learning experience for financial professionals.
Knowledge Hub+ delivers the added value of automated reporting of CE credit to the CFP Board and The College’s records, making it easier for financial professionals to fulfill their thirty-hour CE requirements every two years without administrative headaches.
With exclusive live events and new content added quarterly, there’s always something new to learn with Knowledge Hub+.
How Advisors Handle Their Most Difficult Clients
Independence in Practice: How a Florida Firm Powers Growth with Retirement Knowledge
Led by Cary Stamp, RICP®, CFP®, CDFA™, CAP®, AIF®, AEP®, a multi-time alum of The College’s programs including the RICP® and the Chartered Advisor in Philanthropy® (CAP®) designation, this registered investment advisor (RIA) firm in West Palm Beach, FL, has experienced significant growth – and many of its advisors credit The College’s programs with propelling that growth.
Stamp says he believes so much in the power and value of continuing education and The College’s programs that he requires all new advisors at his firm to enroll in a College program, whether it’s the RICP®, The College’s CFP® Certification Education Program, or others. In addition, professionals at the firm say they believe foundational knowledge is no longer enough to guarantee success in a competitive business: they see The College’s programs as key to expanding their opportunities through focused, advanced, and specialized knowledge on specific areas of planning. This knowledge, in turn, allows them to have deeper client conversations and foster better planning outcomes.
For more on how The College and its programs can provide specialized knowledge for career success, visit our RIA Resource Center.