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CFP Board Issues Generative AI Guidelines

By FA Staff February 28, 2025 Financial Advisor News

CFP Board has released a Generative AI Ethics Guide to help CFP® professionals use this technology while following CFP Board’s Code of Ethics and Standards of Conduct. The eight-page guide focuses on off-the-shelf AI platforms, highlighting five key areas where AI can assist advisors, including client information synthesis, research, communication improvement, content creation and brand development.

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Financial Advisor News
FA Staff
February 28, 2025