Live CFP® CE Webinars
Join our live, expert-led sessions to earn continuing education credits—completely free for attendees.
Leveraging AI as a Fiduciary: Moving from Never Ending Chats into Personalized, Accurate, and Secure Advice
Guided by the CFP Board’s Generative AI Ethics Guide and the principle of "trust, but verify," this session provides a practical blueprint for securely adopting AI in your financial planning practice. Move away from risky, unstructured chat tools and establish strict verification methods.
Learning Objectives:
- ANALYZE the technical mechanisms behind LLM "hallucinations" and evaluate risks to a practitioner’s Duty of Care.
- CONSTRUCT a data-stripping workflow to mitigate "Mosaic Theory" privacy risks and protect PII.
- IMPLEMENT a "Trust and Verify" process against primary source data.
- EVALUATE compliance, data residency, and SEC/FINRA recordkeeping implications.
Program ID: 349714
Hidden Tax Alpha: Optimizing Cash Sweeps, Mutual Funds, and ETFs
This course provides a deep dive into the state income tax mechanics of money market federal obligations and the capital gains implications surrounding the expiration of the Vanguard patent to prevent missed deductions and surprise tax bills.
Learning Objectives:
- ANALYZE ETF structures and capital gains implications following the expiration of the Vanguard patent.
- CALCULATE state tax impact and applicable exemptions of Money Market Fund federal obligations.
- IDENTIFY Municipal market funds and compare tax-equivalent yields against traditional sweeps.
- EVALUATE historical cash sweep vehicles to maximize tax efficiency for HNW clients.
- IMPLEMENT communication strategies to ensure CPAs do not miss valuable deductions.
Program ID: 350124
About the Presenter
Fiduciary Duty Meets Data Science.
Matteo is an engineer turned financial planner who specializes in building secure technology and CE-approved educational programs for the advisory industry.
With a technical foundation from the University of Illinois at Urbana-Champaign, his career has been defined by mastering complex, unstructured data. Matteo has developed enterprise data visualization tools for Capital One, built predictive models cited by the Harvard Sports Analysis Collective, and played a key engineering role scaling Holistiplan to over 15,000 advisors.
Experiencing firsthand the friction of getting data into the right tools, he earned his CFP® and EA designations and founded Fin Pods AI—a Public Benefit Corporation chartered to build secure data infrastructure for fiduciaries.
When he isn't writing code or speaking to advisor networks, Matteo serves as a Site Lead for AARP TaxAide in Las Vegas, overseeing the preparation of over 800 free tax returns annually for the local community.