In the News
CFP Board Offers Guidance on the Responsible Use of AI Within Financial Services
CFP Board has published a guide to help CFP® professionals use generative AI responsibly while adhering to ethical standards. "When wielded with care and responsibility, AI has the power to amplify expertise, unlock efficiencies and enhance the value financial advisers bring to their clients," said Kevin R. Keller, CEO of CFP Board.
The DI WireMari Nicholson
February 25, 2025