Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards

Generative AI has the potential to transform the way CFP® professionals serve their clients. This guide is designed to help CFP® professionals address ethical issues that may arise under CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”) when using generative AI in their professional services. 

Generative AI is one type of technology addressed in the Guide to CFP Board’s Technology Standard, which includes a sample technology evaluation checklist and extensive questionnaires to use when evaluating technologies.

DOWNLOAD THE CHECKLIST