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AI and Personal Finance – Best Alternatives for Personal Investment Considerations 1 Credit

AI and Personal Finance – Best Alternatives for Personal Investment Considerations 1 Credit

  • Rating

    4.5
  • Reviewed on

    January, 2024
  • Subject Area

    Finance

Learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To discuss real-world examples of AI applications in investment and financial planning and how AI is transforming the personal finance landscape
  • To explore cutting-edge AI tools and platforms assisting in strategic investment decisions
  • To know about role of AI in risk management and enhancing portfolio diversification.
  • To explore ways AI can be integrated into financial planning, identification and management of assets for effective financial strategies
  • To know legal framework surrounding AI applications in financial planning, and ethical implications of AI in personal finance and navigate challenges
  • To discuss how to educate clients about the benefits and limitations of AI in personal finance to build trust and transparency.


Course Overview

In today's fast-paced and technology-driven world, the financial industry is undergoing a profound transformation. 

Recognizing the importance of making informed decisions in personal investments has never been more critical. The course we offer here is a gateway to a new realm of financial expertise, one that harnesses the potential of artificial intelligence (AI) to redefine personal finance.

This CPE Finance Webinar is meticulously designed to empower professionals with the knowledge and tools required to navigate the ever-evolving landscape of AI-driven personal finance strategies. We understand that the financial sector is constantly evolving, and to thrive in this environment, professionals need to adapt and embrace technological advancements. From making smart investment choices that leverage AI-driven insights to exploring the integration of AI in estate planning, participants will embark on a comprehensive journey that explores the full spectrum of practical applications and strategies.

By the time participants complete this course, they will emerge as experts well-equipped to leverage AI technologies for personalized investment considerations. This knowledge isn't just about seizing opportunities; it's also about understanding the ethical and legal dimensions of incorporating AI into financial practices responsibly. We aim to bridge the gap between traditional expertise and cutting-edge financial technologies, offering a transformative webinar that equips you with the tools and insights to thrive in a dynamic and AI-powered financial landscape.

Major Topics Covered:

  • The Role of AI in Personal Finance
  • AI-Powered Investment Tools
  • Risks and Challenges
  • Best Practices for AI-Driven Investments
  • Case Studies
  • Future Trends

Join us on this journey and embrace the future of finance with confidence. Prepare to redefine your approach to personal finance, enhance your client services, and lead the way in a world where AI is shaping the financial landscape like never before.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321343)

    Valid upto : Dec 31, 2024

  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Financial Planning for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
  • 1 PL Credit of Financial Planning for CIPM
  • 1 CE Credit of Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.5

Excellent

Very Good

Average

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MH

Mike Hendon, CPA (US)

This is my 2nd ondemand webinar with Drew Stevens and I look forward to many more. He's a fantastic presenter who lays out the information in an understandable way. I do find it helpful to have captioning on with him as he mentions very technical subjects that I research later. Really enjoyed the AI & Personal Finance webinar, bring on more AI webinars!

JC

Julian Conner, IA LPA

AI has been growing in popuarity. It has some criticisms but this class has definitely disspelled those. I got another perspective on how AI can have an impact in finances.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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