Weekend Reading for Financial Planners (March 1-23) 2025

Since AI's emergence in late 2022, financial advisors have shown interest in using generative AI tools, prompting CFP Board to release a Generative AI Ethics Guide. The guide provides a checklist to help CFP® professionals ensure compliance with CFP Board’s Code of Ethics and Standards of Conduct when using off-the-shelf AI platforms.

Read more at Nerd's Eye View (Kitces.com)