AI Meets AI: The Evolving Art and Skills of Balancing Artificial and Authentic Intelligence

Course Information

Earn: 1 NAPFA CE, 1 CFP^® CE, and 1 IAR CE in Products & Practice (you MUST complete the pre-course survey indicating you want to earn the IAR CE)
Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process

Member: $39; Non-Member: $59.
Free to NAPFA members in the Northeast/Mid-Atlantic Region, courtesy of the Region, the NYC Metro Local Group, and FP Alpha. NEMA members, to add this course to your calendar, log in to NAPFA's Learning Center, find this program under “My Courses” and click on the green “Start” button for a calendar invitation.

Course Description

We are at the doorway of a new era; the way the profession worked for decades to serve clients is being disrupted. Within disruption is the opportunity to shape and create our next chapter, for ourselves and our clients. This session is designed to see the universal aspects of change and transitions through the lens of client service, followed by the invitation to consider how the same fundamentals might apply to our own transit from the way things were to the way thing could be in the future.

Thirty years of exploring, developing and testing financial transitions planning tools and models has allowed us to build a practical and universal adaptive system for financial planners to best serve clients. In this session, you will experience three practical tools you can use to help clients:

Build confidence in the face of uncertainty,
Regain lost cognitive capacity, and
Lower their stress level as they navigate life- altering circumstances.

Learning Objectives

Understand and apply the fundamentals of change and transition to financial transitions clients at any age, education, culture, gender, or level of net worth.
Practice the basic transition conversation using the four stages of transition map to help a client see where they are and where they may be going.
Use the Power of Yet and the Decision Free Zone protocol to encourage clients to maintain a calm mind and focused steps of action.

Speaker

Susan Bradley, CFP®, CeFT®

Susan Bradley, CFP®, CeFT®, is the founder of the Sudden Money® Institute. Susan founded the Sudden Money® Institute as a community of practice dedicated to helping financial professionals better serve clients navigating life transitions. This collaborative work led to the creation of the Certified Financial Transitionist® (CeFT®) designation and the Financial Transitionist® Institute, the training and certification division that equips financial professionals with the skills to confidently guide clients through change with empathy, clarity, and lasting impact.

Susan's impact is most pronounced in her ability to found and grow a community. The FTI community is represented both nationally and internationally in the US, UK, India, and South Africa.

Susan has served on the FPA’s National Board of Directors; and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute and is on the Board of Advisors for Nazrudin. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times. Susan is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and she is also the recipient of the Insiders Forum Iconoclast Award 2017 and the Heart of Financial Planning Award 2026

Summary

Availability:

Registration Required

Expires on Oct 27, 2026

Location:

Online Meeting

Date / Time:

Oct 26, 2026 4:00 PM - 5:00 PM ET

Cost:

Member: $39.00
Non-Member: $59.00

Credit Offered:

1 NAPFA CE Credit

1 CFP® CE Credit

1 IAR CE Credit

Create Account