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Trust, Verify, Protect: AI Risks in Estate Planning Every Financial Advisor Should Know

Trust, Verify, Protect: AI Risks in Estate Planning Every Financial Advisor Should Know

$99.00

Artificial intelligence (AI) is rapidly changing the estate planning industry, including how clients communicate, make important decisions, and even draft their own legal documents. For financial advisors, the rapid advancement of this technology creates new categories of risk: deepfake-enabled fraud, account takeovers, identities compromised, and clients generating AI do-it-yourself (DIY) estate planning documents that can fail when tested in the real world.

This session provides a practical framework to identify red flags, educate clients on how to protect their legacy and intent, and coordinate effectively with estate planning attorneys to avoid the negative implications AI can have on a client's plan.

You will leave feeling confident in your ability to

  • spot deepfake and AI-impersonation red flags, and implement simple verification steps before acting on urgent requests;
  • identify common security gaps that expose clients to account takeovers, fraud, or compromised instructions;
  • recognize when AI-powered DIY estate planning is likely to fail, and know when to refer clients to qualified counsel; and
  • use a brief advisor conversation framework to discuss AI risks clearly, document concerns, and coordinate next steps.

This course is eligible for 1.0 credit.

To receive certified financial planner (CFP) or continuing education  (CE) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. 

Please note the following before you begin:

  • You will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.
  • Upon passing, you will receive an email with your attached certificate. Keep this email for your records.
  • After you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.
  • This on-demand program is not eligible for certified professional education (CPE) credit.
  • If you need to self-apply or submit information to an organization for other types of CE, you will find the agenda, bios, and other course materials under the Materials tab.
  • You will receive a link to a brief course evaluation after completing the quiz. 

Click here to start the quiz. 

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