Certified Financial Planner Board of Standards Inc.

07/28/2026 | Press release | Archived content

Got Money Questions? How to Get Chatbots to Give You Accurate Answers

As AI chatbots become a more popular and low-cost source of financial guidance, experts caution that their confident-sounding advice can be inaccurate and that consumers should seek human support for important financial decisions. Research found that clients working with CFP® professionals received more comprehensive financial planning services, while AI use did not replace human advisors or reduce financial anxiety.

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The Conversation
Pawan Jain July 28, 2026
Certified Financial Planner Board of Standards Inc. published this content on July 28, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on August 10, 2026 at 15:33 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 If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]