Exclusive Complimentary Webinar for FP Canada™ Certificants
The AI-Powered Financial Planner
The New Agentic AI Era: From Prompting to Delegating
How to Create Your Team of AI Employees, Build Your AI Second Brain, and Transform the Way You Work and Live.
Artificial Intelligence is rapidly changing how financial professionals research information, communicate with clients, create content, manage workflows, attract prospects, and deliver value.
This session bridges the gap between experimentation and implementation by showing practical, compliant strategies that strengthen trust, improve client outcomes, and enhance—not replace—the human relationship at the heart of financial planning.
Date: Tuesday, September 8, 2026
Time: 1:00 PM ET | 12:00 PM CT | 11:00 AM MT | 10:00 AM PT | 2:00 PM AT | 2:30 PM NT
Duration: 2 Hours
CE Credits: 1 hour of General CE credit with FP Canada
FREE LIVE WEBINAR FOR FINANCIAL PLANNERS
Established in 1995, FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.
FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada.
Are you ready to spend more time building relationships and less time buried in busywork?
Inside this practical session, you’ll learn how to:
- Automate repetitive daily tasks, giving you more time to focus on client relationships.
- Discover practical ways to identify and engage new clients using AI.
- Use AI to create consistent, high-quality content for social media and client communications.
- Deliver more personalized client experiences that encourage referrals and long-term relationships.
- Plan and organize months of valuable content more efficiently with AI-powered tools.
- Explore practical AI strategies that help financial planning professionals improve productivity and consistency.
- Understand how adopting AI today can help you stay competitive in an evolving profession.
...and many more practical AI strategies you can start using immediately.
You’ll gain valuable insights from Panos Leledakis, CEO of IFAAcademy, TOT MDRT advisor, and a 27-year industry leader in AI and financial planning innovation.
He’ll demonstrate practical ways to integrate AI into your daily work while preserving the human relationships at the heart of financial planning.
You’ll also discover how to:
- Personalize Client Communications – Use AI to create tailored proposals, presentations, and client communications more efficiently.
- Stay Organized and Never Miss a Follow-Up – Use AI-powered workflows to manage reminders, tasks, and next steps with confidence.
- Maintain a Consistent Professional Presence – Plan and schedule weeks of valuable content and client communications in just a few minutes.
- Prepare More Effectively for Client Meetings – Generate concise summaries, key talking points, and meeting preparation materials instantly with AI.
- Future-Proof Your Practice – Understand the practical steps financial planning professionals can take to successfully integrate AI into their practice.
- Strengthen Client Relationships – Deliver more personalized and consistent client experiences that encourage long-term loyalty and referrals.
- Increase Capacity Without Increasing Workload – Use AI and automation to streamline routine tasks and create more time for high-value client interactions.
Who is this webinar for?
This webinar is designed for professional financial planners who want to:
- Reduce time spent on administrative and repetitive tasks.
- Enhance client communication and deliver more personalized service.
- Improve productivity through practical AI tools and automation.
- Stay competitive in a rapidly evolving profession.
- Integrate AI into their daily workflow with confidence.
- Create more time to focus on meaningful client relationships and practice growth.
Whether you're just beginning your AI journey or looking to expand your existing knowledge, this webinar will provide practical strategies, real-world examples, and actionable insights you can apply immediately.
Discover how AI can help you work more efficiently, strengthen client relationships, and prepare your practice for the future of financial planning.
RESERVE YOUR FREE SPOT