FPA Connect: Advanced Techniques in Credit Counseling: Leveraging A.I. for Success

This session will identify the four critical credit questions to maximize credit scores and explore how artificial intelligence (AI) can be applied within credit counseling to strengthen core counseling skills and enhance client outcomes. Participants will learn how to integrate AI responsibly into the client engagement process, including gathering and analyzing financial information, identifying patterns and solutions, and developing superior action plans. The session will also highlight how AI can streamline administrative tasks, improve time and resource management, and support ethical, client-centered practice.

Presenter: Al Bingham, Senior Loan Officer, Momentum Loans/FICO® Score Expert