In the News

How to Use AI as a Financial Assistant — and When to Ask a Pro

By Susan Hogan, Katie Leslie and Steve Jones November 13, 2025 NBC Washington

A CFP® professional explained that artificial intelligence (AI) can help make financial advice more accessible for college students and recent grads by simplifying complex financial topics. AI, however, can hallucinate information and can’t provide truly personalized guidance. Unlike AI, CFP® professionals commit to CFP Board to act in a client’s best interests.