Charting the Future: How AI Is Shaping Financial Planning

Artificial intelligence (AI) is transforming how we live, work and make decisions. It is also reshaping how CFP® professionals deliver value. While innovation promises greater personalization, accessibility and efficiency in financial planning, it also raises important questions about competency, trust and the evolving role of human expertise.

Join members of CFP Board’s AI Working Group for a live virtual discussion featuring expert panelists Andrew Altfest, MBA, CFP®, Brooke Juniper, CFA®, CAIA® and Apoorv Saxena, CEO & Co-Founder, Obin.AI, and moderated by CFP Board COO K. Dane Snowden. 

The conversation will cover:

• AI use cases in financial planning
• Preparing firms and planners for adoption
• Regulatory and ethical considerations in the use of AI tools
• An open Q&A

Attendees are encouraged to submit questions during registration.

Register Now