🎦 Format
Online event hosted on Zoom. Access details will be sent to registered participants the day before the event.
📝 What will we cover?
Discover how AI is reshaping the financial advice landscape and why the most meaningful elements of financial planning remain firmly human. This session equips financial planners with clear insights into the strengths and limits of AI, the behavioural realities that influence client decision‑making, and the enduring value of goals‑based planning.
✍ Learning Outcomes
1. Understand what AI can, and cannot, do in financial advice. Learn where AI excels (like modelling and optimisation) and where human judgement remains irreplaceable, especially around emotions, uncertainty, and evolving goals.
2. Gain insights into the behavioural biases that drive client decisions.Explore how loss aversion, overconfidence, and emotional reactions shape financial choices and how advisers can help clients navigate them.
3. Learn why goals‑based planning is more relevant than ever. See how focusing on client priorities, life transitions, and personal trade‑offs creates deeper engagement and better long‑term outcomes.
4. Strengthen your role as a behavioural coach. Understand how advisers create real value by guiding decisions, reducing emotional errors, and supporting clients through volatility.
5. Prepare for the future of AI‑augmented advice. Explore how AI will transform the advisory profession and how CFP® professionals can adapt, reposition, and thrive in this new environment.
🙋♂️ Who should attend?
CFP® professionals seeking to shift their value proposition from technical optimisation to true behavioural coaching, goal‑clarification, and long‑term decision support in an AI‑augmented world.
