Artificial Intelligence and the Future of Financial Planning: Insights from CFP Board’s AI Working Group

Artificial intelligence is accelerating change across financial planning — from back-office efficiency to client-facing tools — and it offers a powerful opportunity to strengthen trust, transparency and professional judgment. Join us for a webinar that will bring together CFP Board leadership to review our new report, Leading the Future: Harnessing AI in the Financial Planning Profession, and discuss what AI means for the profession now and in the years ahead.

You’ll hear how the report was developed, including insights from CFP Board’s AI Working Group and its scenario-planning approach. The session will offer a concise walk-through of the four future scenarios for 2030 and key recommendations for stakeholders. We’ll close with a practical discussion on how CFP® professionals, firms, Registered Programs and others can prepare, regardless of which future emerges.

Panelists include:

• Liz Miller, CFP®, CFA®, 2025 Chair, CFP Board of Directors
• Kevin R. Keller, CAE, Chief Executive Officer, CFP Board
• Jarrad Roeder, Principal, Heidrick & Struggles
• Moderator: K. Dane Snowden, Chief Operating Officer, CFP Board