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In the News

CFP Board Convenes AI Working Group

By Susan Rupe June 19, 2025 InsuranceNewsNet

CFP Board has established an AI Working Group to examine artificial intelligence's impact on financial planning and develop recommendations that ensure technology enhances the human relationships central to the profession. CFP Board COO K. Dane Snowden explains, “We want to look at where AI can augment, support and create greater efficiencies for the human advisor because that is the core of what we provide and what we will continue to provide in the future.”

Read more at InsuranceNewsNet

InsuranceNewsNet
Susan Rupe
June 19, 2025