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Certified Financial Planner Board of Standards Inc.
11/26/2025 | Press release | Archived content
CFP Board Predicts AI Future for Financial Planners
CFP Board's Harnessing AI in the Financial Planning Profession report outlines four potential futures for a financial planning profession impacted by artificial intelligence (AI), drawing from the AI Working Group's observations and shaped by factors such as public trust in AI and potential industry evolution. CFP Board CEO Kevin R. Keller, CAE emphasizes that the report helps CFP® professionals navigate AI-related uncertainty.
CityWire RIAPeter Saalfield November 26, 2025
Certified Financial Planner Board of Standards Inc. published this content on November 26, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on December 05, 2025 at 16:04 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]