AI and Personal Finance – Best Alternatives for Personal Investment Considerations 1 Credit
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In today's fast-paced and technology-driven world, the financial industry is undergoing a profound transformation.Â
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:
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.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332196) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
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!
Over 38 years of Financial and Sales/Marketing expertise with investments, insurance, annuities, financial planning, analysis, and educating struggling clients to eliminate debt, increase liquidity, and maximize savings for retirement planning.
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.
MH
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
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.
Mar 14, 12:30 PM ET
Mar 14, 01:00 PM ET
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Mar 14, 04:00 PM ET
Mar 17, 09:00 AM ET
Mar 17, 11:00 AM ET
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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.
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