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PFP2108 - PFP2108. Different Perspectives: Financial Planning Technology: Where are we at, and where are we going?

‐ Jul 26, 2021 1:45pm

Standard: $ 49.00

With more than 500 different profession-specific software products to choose from in at least 30 different categories, building your tech stack is more complicated than ever. Join a panel of tech experts and business consultants as they survey the landscape and provide guidance on your selection process and what to look for in the CPA planner’s tech future.

Learning Objectives:

  • Develop an understanding of the profession’s current tech landscape.
  • Create a process for comparing your evolving tech needs with the options in the marketplace.
  • Identify some newer software functionality that most advisors are not familiar with.
  • Discover what industry experts see coming from technology providers in the next 24 months, including new tech being developed commercially by advisory firms.
  • Develop a workable strategy for staying current with technology trends and how to leverage your evolving tech stack.


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