myCPE

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

    February, 2025

  • Subject Area

    Finance

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objectives

  • 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.

On Demand Credits for All Qualifications

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

Additional Information

Credit

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.

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!

About Instructor

Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

  • 4.5
  • rating
  • rating
  • rating
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  • rating

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.

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.

Reviews and Ratings

out of 5

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MH

Mike Hendon, CPA (US)

5

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

5

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.

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