CFP Board Convenes AI Working Group

CFP Board is convening an AI Working Group on June 10-11 at its Washington, D.C., headquarters to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in a tech-powered future. As part of CFP Board’s broader strategy to help the profession thrive in an AI-powered world, the group is developing strategic, actionable recommendations to guide the profession forward, helping ensure that technology enhances the human relationships at the core of financial planning.

“AI is not a distant wave. It’s already reshaping client expectations and how advisors deliver value,” said CFP Board CEO Kevin R. Keller, CAE. “CFP Board is taking the lead to help the profession harness AI’s potential to elevate financial planning and strengthen engagement.”

In partnership with consulting company Heidrick & Struggles and led by CFP Board COO K. Dane Snowden, the AI Working Group brings together financial and technology leaders to explore how the financial planning profession can rise to meet the challenges and opportunities of an AI-driven future. The group is examining emerging trends, real-world use cases and ethical considerations shaping AI adoption across the profession. From enhancing client experiences and streamlining advisor workflows to protecting public trust, the conversations reflect both the complexity and the promise of this pivotal moment.

Discussion topics include the Current State of AI, Regulation and The Financial Planner Lens, as well as exercises on exploring future scenarios and evaluating key stakeholder implications.

The AI Working Group includes the following members:

• Andrew Altfest, CFP®, MBA, Founder and CEO, FP Alpha and President, Altfest Personal Wealth Management
• Joel Bruckenstein, CFP®, CMFC, CFS, President, T3 Technology
• Alan Davidson, former Assistant Secretary of Commerce and Administrator, National Telecommunications and Information Administration
• Tristan Fischer, Managing Director, Financial Services Consulting, Ernst & Young LLP
• Tim Foley, Head of Artificial Intelligence Accelerator, LPL Financial
• David Goldberg, Senior Vice President, Chief Data and Analytics Officer, Edelman Financial Engines
• Brooke Juniper, CFA®, CAIA®, Chief Executive Officer, Sage
• Trent Mumma, Chief Product Officer, Orion Advisor Solutions
• Celeste Revelli, CFP®, BFA™, CSM®, CSPO®, Vice President of Financial Planning Technology, Fidelity Institutional® (FI)
• Noah Rosenberg, Chief Financial Officer, Morning Consult
• Apoorv Saxena, Managing Director, Head of AI/Data Driven Value Creation, Silver Lake
• Megan Shearer, Ph.D., Senior Data Scientist, Janus Henderson
• Zar Toolan, General Partner, Head of Data & AI, Edward Jones
• Brian Walsh, Ph.D., CFP®, Head of Advice & Planning, SoFi

For more information on using AI in financial planning, download CFP Board’s Generative AI Ethics Guide, which provides a framework for CFP® professionals to integrate AI into their practices ethically.