Utilizing Artificial Intelligence in Financial Planning Courses - Art of Teaching Friday Forum

Students tend to be a step ahead of faculty with tech, apps and even AI tools. Where the words “AI in the Classroom” may invoke feelings of cheating and ChatGPT generated essays, AI tools can be leveraged for the greater good. AI tools can help students and faculty create and fuel innovation. AI can help faculty better focus time on their mission and goals; automating structural tasks that in the past were time intensive. In this session, Presley Fee, Financial Planning Program Coordinator, will join Dr. Craig Lemoine, CFP(R), Financial Planning Program Director, for an innovative exploration of AI tools across financial planning and wealth management classrooms.

See their presentation slides attached, and visit their webpage to learn more about the Lucy avatar.