Artificial Intelligence CE For CFPs, IARs & CPA CPE

Practical, Ethical, Professional Use Of AI

Approved for NASAA IAR Ethics CE; Course  ID No. C28198. NASAA's $3 per class filing fee is included with membership ($60/qtr.). This class is approved by CFP Board, IWI and NASBA.    

AI for Financial Advisors Ethics IAR CE on-demand equips financial advisors with practical strategies to apply AI and automation tools in their practices responsibly. AI is a new technology, and this class maps a path for IARs to implement AI ethically and responsibly.  

The class is geared to educating practitioners to use AI to engage clients and prospects in the financial planning process. You are shown ways how to streamline workflows, tighten compliance on client communications and recordkeeping, and boost client engagement through smarter content creation. 

The program also covers advanced marketing tactics, including SEO and GEO (Generative AI Engine Optimization), to boost rankings in AI-powered search results. 

Real-world demonstrations include using ChatGPT for newsletters, social posts, and personalized follow-ups.  a one-credit class, provides practical knowledge about using artificial intelligence (AI) in delivering financial planning advice—helping clients better understand choices, navigate complex scenarios, and engage more deeply in the planning process. Learning objectives include:

Understand AI’s role in advisor productivity Learn to streamline daily workflows with AI.

Apply ChatGPT-5 upgrades in practice Explore voice, images, and smarter automation tools.

Leverage AI for content creation efficiency Save time producing newsletters and blogs.

Optimize communication for compliance and engagement Use AI to flag compliance risks early.

Enhance prospecting with AI research tools Generate tailored insights for stronger outreach.

Automate event follow-ups with personalization Deliver timely, client-specific outreach emails.

Simplify client education with FAQ GPTs Break complex financial topics into plain English.

Adopt PRIME framework for AI readiness Pinpoint goals, integrate, and evaluate outcomes.

Improve SEO and GEO for practice growth Learn strategies to rank in AI-powered search.

Use DropInBlog to maximize organic results Optimize posts with Mention Boost and metadata.


Who Should Attend:
CFPs, IA Reps, CIMAs, CPAs, CPA/PFSs, and other financial professionals who seek to use artificial intelligence in their practice.         

Cost:
Free to Advisors4Advisors members ($60/Qtr).

Credit Details: 1 hour
Submitted for Ethics IAR CE.
Field of Study: Information Technology
Prerequisites: None
Advanced Preparation: None
Course Level: Basics
Course Delivery Method: Live  

Approved CE/CPE Provider:
Advisors4Advisors is approved as a provider of IAR CE by the North American Securities Administrators Association.

Advisors4Advisors is approved by the National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) Self-Study Provider, enabling CPA financial planners to earn CPE credit on-demand via webinars on A4A, as well as on live webinars. 

State boards of accountancy retain final authority on course acceptance. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors at www.nasbaregistry.org.

Advisors4Advisors is approved as a CE sponsor by CFP Board, and by Investments & Wealth Institute, enabling credit for CFP®, CIMA®, and CPWA® professionals. This class may not be approved for credit by CFP Board or IWI.  

For information regarding administrative policies, such as refunds, cancellations and complaints, mail [email protected].

Class curriculum

  1. Instructions

  2. Class Content

  3. Review Exercise

  4. Assessment

  5. Feedback

About this class

  • $39.99
  • 1 hour of video content

Instructor

Craig Turner

Instructor, Artificial Intelligence

Craig Turner is a nationally recognized AI educator, speaker, and consultant who has trained over 900 organizations on integrating artificial intelligence into real-world business operations. As founder of Momentum and co-founder of Momentum AI, Craig specializes in helping chambers of commerce, small businesses, nonprofits, and financial professionals harness AI as a strategic tool — not a shortcut. His practical, engaging approach to teaching demystifies AI by focusing on usable data, ethical implementation, and scalable productivity enhancements. In addition to his consulting work, Craig serves as the interim executive for the Niagara USA Chamber of Commerce, giving him hands-on experience in operational leadership and economic development. A passionate advocate for responsible innovation, he routinely speaks to professional audiences across the country, showcasing live demonstrations and use cases in tools like ChatGPT, Canva, and custom-built GPTs. Craig’s career path into AI began unexpectedly. Craig was a newspaper reporter before he became a business owner and novelist. In 2021, Craig wrote a political thriller imagining an AI generated character running for public office. He soon realized he’d become an AI strategist himself. His commitment to staying ahead of the curve — and helping others do the same — is evident in his philosophy: AI is not about getting things off your plate; it’s about doing everything better. Craig actively shares insights on LinkedIn, encouraging professionals to connect, not just follow, and continue learning beyond the classroom.