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Supercharge Your Practice With Advanced Prompt Engineering

Are you ready to boost your productivity with artificial intelligence (AI) but find it challenging to get high-impact results? Advanced prompt engineering can help you customize AI responses to meet your needs and empower your work.
AI, Prompt Engineering, and Financial Planning is designed to equip you with the tools you need to master AI. Led by industry experts Chet R. Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF®, and Eric Ludwig, PhD, CFP®, this 50-minute course explores practical applications of AI in marketing, client communication, and financial planning.
Through hands-on ChatGPT demonstrations and a deep dive into key AI principles, this course will show how effective prompt engineering can streamline your practice. You will also learn best practices for ethically integrating technology into your workflows.
Upon completion of this course, you will be able to:
  • Understand the role and functionality of AI and prompt engineering in financial planning.
  • Develop skills in crafting and utilizing effective prompts.
  • Recognize and apply ethical and responsible AI practices.

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