Tuesday, July 23 | 11:00 a.m. - 12:40 p.m. | Concurrent Session
Artificial Intelligence Implemented the Right Way
2 CPE for AFSP, EA, CFP®, CPA, CRTP
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AI is one of the hottest buzzwords in the industry right now, but with its usage comes ethical and security-related requirements. Looking at strategies and implementation opportunities, we will perform a cost-benefit analysis on its possible impact. Will include hands-on demonstrations.
Objectives
Upon completion of this session, you will be able to:
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Understand the ethical impact of the usage of AI in your firm, from marketing to client management and representation
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Understand the security-related impact of using AI and the risks of improper data management
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Build basic AI-related prompts and scripts to use properly within your firm’s ethical bounds
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Design a plan for implementing AI correctly and safely in your firm
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CPE information
Duration: 100 minutes
Course level: Update
Prerequisite: Basic understanding of AI
Advanced preparation: None
Delivery method: Group Live