CFP Board Publishes Guide to Help CFP Professionals in Using GenAI

CFP Board published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards to help CFP® professionals navigate the use of generative artificial intelligence in their services. “When wielded with care and responsibility, AI has the power to amplify expertise, unlock efficiencies and enhance the value financial advisors bring to their clients,” says CFP Board CEO Kevin R. Keller, CAE.

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