Certified Financial Planner Board of Standards Inc.
10/02/2025 | Press release | Archived content
How AI Is Transforming the Financial Planning Profession
A virtual panel hosted by CFP Board's AI Working Group this week discussed the role of artificial intelligence (AI) in reshaping the financial planning profession. Experts agreed that while AI can free up time for planners, human judgment and trust remain irreplaceable.
InvestmentNewsLeo Almazora October 2, 2025
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