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Preparing for the People-Centered, Technology Enabled, Financial Planning Engagements of the Future
Course Information
Content Level: Intermediate
NAPFA Subject Area: L - Strategic Thinking
Course Description

In this presentation, Dr. Loving will explore the relationship between technology and financial planning, with a focus on fintech integration into client interaction to amplify a planner’s impact. The presentation will begin with an introduction to the objectives and an overview of the current fintech environment. The advantages of fintech integration will then be discussed, emphasizing improved efficiency, cost savings, and enhanced client-advisor relationships. Best practices for implementing fintech tools in financial planning practices will be explored, along with common mistakes to avoid. Key takeaways highlight the importance of adopting fintech tools in financial planning practices. The presentation will conclude with a Q&A session and final thoughts on the significance of fintech integration.

Learning Objectives
  1. Understand the evolution and growth of fintech in the financial services industry, including key segments relevant to financial planning
  2. Gain knowledge of the advantages of fintech integration, such as improved efficiency, cost savings for both firms and clients, and enhanced client-advisor relationships
  3. Learn best practices for integrating fintech tools in financial planning practices, including assessing firm needs, determining appropriate technologies/tools, and avoiding common pitfalls associated with fintech adoption
Speaker

Dr. Amaju Loving

Dr. Ajamu Loving serves as Assistant Professor of Finance at The University of North Texas at Dallas. Prior to this, Dr. Loving served as the Director of Academic Partnerships at the American College of Financial Services. Prior to his appointment at The American College, Dr. Loving was Assistant Professor of Finance at Texas A&M University-Commerce.

He has published articles in The Review of Black Political Economy, The Journal of Housing and The Built Environment, and GSTF Business Review. Dr. Loving’s research focuses primarily on wealth building in minority populations.

Dr. Loving earned his Ph.D. in Personal Financial Planning from Texas Tech University where he was an AT&T Chancellor’s fellow, and a B.A. from Morehouse College cum laude where he majored in Economics and minored in Mathematics. Dr. Loving is a CERTIFIED FINANCIAL PLANNER™ professional.

Summary
Availability: On-Demand
Expires on Dec 31, 2024
Cost: FREE
Credit Offered:
1 NAPFA CE Credit
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